From Email Address

The “From Email Address” in the ‘Settings’ area of Retention CRM lets Nonprofits, Associations and Chambers of Commerce define email addresses other than the logged-in user’s for sending emails to contacts. This is useful for creating professional-looking emails with a consistent sender name and address.

How to use “From Email Address” in Association Management

Here’s a breakdown of the fields you’ll find:

• FROM Email Address: This is the actual email address that will appear in the “From” field of your emails. You’ll need to include the display name in quotes and the email address in angle brackets (e.g., “Colorado Registered Nurses Association (CRNA)” <info@crna.org>).
• Order: This determines the order in which email addresses appear when selecting a sender. A lower number means a higher priority.
• Enabled?: This checkbox controls whether the email address is available for selection.
• Default Option?: This option allows you to choose a preferred sender email address.

Let’s say your nursing association has different departments that send emails to members. You can create separate “From Email Address Options” for each department:

• “Membership Services” <memberships@crna.org> – Used for emails related to membership applications, renewals, and benefits.
• “Continuing Education” <cn@crna.org> – Used for emails about upcoming workshops, conferences, and online courses.
• “Advocacy & Legislation” <advocacy@crna.org> – Used for updates on legislative issues and calls to action.

By setting a default option (e.g., “Membership Services”), most emails will use that address, while other departments can still choose their specific address for relevant communications. This keeps your email communication professional and allows members to easily identify the sender and the department it comes from.