The Dynamic Sender feature in SendX allows you to personalize emails by sending them from different sender names and email addresses based on each contact's assigned values. Instead of using a single sender identity for all contacts, you can tailor the sender to match the source context, improving trust and engagement.
This guide will show you how to enable Dynamic Sender, format contact data with required custom fields, and send campaigns with personalized sender information.
Before You Begin (Optional, but often very helpful)
Before setting up Dynamic Sender for your campaigns, make sure you have:
Dynamic Sender add-on enabled: Access to Settings > Add-ons to enable the Dynamic Sender feature.
Contact data with sender information: CSV files or contact lists that include the specific sender name and email for each contact.
Custom field mapping knowledge: Understanding of how "SXSenderName" and "SXSenderEmail" custom fields should be formatted in your contact data.
Multiple sender identities prepared: Different sender names and email addresses that you want to use based on contact sources or contexts.
Step-by-Step Instructions
Step 1: Enable the Dynamic Sender Add-On
Click on your profile icon (top right).
Select Settings from the dropdown menu.
Navigate to Add-ons under Settings.
Find the Dynamic Sender option and toggle it ON.
Step 2: Format & Import Your Contacts
Go to the Audience tab in the top navigation bar.
Click Lists from the dropdown.
Format your CSV file:
Ensure the file includes a column for SxSender Name and SxSender Email
Click Import and select Choose a file to upload your CSV.
After a successful upload, click Continue.
Map the contact fields correctly.
Click Complete to finish the import.
Step 3: Send a Newsletter Using Dynamic Sender
Go to the Campaigns tab and select Newsletters.
Create a new newsletter or use an existing draft.
Finalize your content and click Send.
Once sent, each subscriber will receive the email from the sender assigned to them (as per your contact import and sender mapping).
Tips & Best Practices
Here are some practical ways to make Dynamic Sender work effectively for your specific use cases:
Use consistent sender formats: Ensure "SXSenderName" and "SXSenderEmail" values follow consistent formatting across all contacts (e.g., "John Smith" and "john@company.com").
Create sender templates by source type: Set up standard sender identities for different contact sources (e.g., "Sarah from EventCorp" for trade show leads, "Mike from PartnerCo" for referrals) to maintain consistency.
Batch process your contact imports: When importing large lists, prepare separate CSV files by contact source so you can easily assign the correct sender information in bulk.
Track performance by sender identity: Monitor which sender identities get better open rates to optimize your contact sourcing and sender assignment strategy.
Keep fallback sender configured: Always have a default global sender set up in case contacts don't have the custom sender fields populated.
Troubleshooting Common Issues
Dynamic Sender involves custom field mapping and contact data, so here are solutions to common setup challenges:
Problem: "I enabled Dynamic Sender, but my campaigns are still using the default sender."
Solution: Verify that your contacts have "SXSenderName" and "SXSenderEmail" custom fields populated. Check the contact records to ensure the mapping was successful during import. If these fields are empty, SendX will use your global sender settings.
Problem: "Some contacts received emails from the wrong sender identity."
Solution: Check your CSV file for any formatting errors or inconsistencies in the "SXSenderName" and "SXSenderEmail" columns. Ensure there are no extra spaces, special characters, or invalid email formats in the sender data.
Problem: "The custom fields aren't mapping correctly during contact import."
Solution: During the CSV import process, manually verify that the "SXSenderName" and "SXSenderEmail" columns are mapped to the correct custom fields in SendX. If the mapping seems incorrect, re-import and manually assign the correct field mappings.
Problem: "My campaign failed to send after enabling Dynamic Sender."
Solution: Check that all email addresses in the "SXSenderEmail" field are valid and authorized for sending. Invalid or unauthorized sender emails can cause campaign failures.
Related Articles
Now that you're using Dynamic Sender to personalize your email campaigns, explore these ways to further optimize your campaign strategy:
Creating and Managing Custom Event-Based Segments in SendX: Create segments based on contact sources (events, partners, referrals) to send targeted campaigns that align with your dynamic sender strategy.
Send Email Updates from Your Blog with RSS Campaigns: Use RSS campaigns with dynamic senders to send content updates that appear to come from the original contact source.