SendX lets you set default preferences for your sender identity and email editor. Once configured, these defaults are automatically applied whenever you create a new campaign, saving you time and ensuring consistency.
Why Set Defaults
Without defaults, you need to manually select your sender and editor type each time you create a campaign. Setting defaults means:
New campaigns automatically use your preferred sender (name and email address)
New campaigns open in your preferred editor (Drag-and-Drop, Plain Text, or AI Editor)
You still have the flexibility to change either setting for individual campaigns when needed
These defaults apply at the team level. If your account has multiple teams, each team can have its own default sender and editor settings.
Setting a Default Sender
Before you can set a default sender, you need to have at least one sender created. Senders require a whitelisted domain.
Creating a New Sender
Go to Settings (click your profile icon)
Select the Sender tab
Click to add a new sender
Enter the sender name (what recipients see in the "From" field)
Enter the sender email address
The email address must use a domain that's already whitelisted in your account. If the domain isn't whitelisted, you won't be able to save the sender. To whitelist a domain, go to Settings > Setup > Domains.
You can create as many senders as you need. There's no limit.
Setting a Sender as Default
Go to Settings > Sender
Find the sender you want to use as your default
Click the option to Set as Default
The default sender will now be pre-selected whenever you create a new campaign. You can still choose a different sender for any individual campaign if needed.
Setting a Default Editor Type
SendX offers three email editors, each suited for different use cases:
Drag-and-Drop Editor — Visual editor with templates, rows, columns, and content blocks
Plain Text Editor — For simple text emails or pasting HTML code
SendX AI Editor — AI-powered editor with slash commands and the AI Writer
Choosing Your Default Editor
Go to Settings (click your profile icon)
Find the Editor section
Select your preferred editor type
Your choice is saved automatically. The next time you create a campaign, your preferred editor will be pre-selected.
You can still choose a different editor for any individual campaign. The default just saves you a click.
How Defaults Work in Practice
When you create a new campaign after setting your defaults:
On the sender step, your default sender is already selected
On the editor type step, your default editor is already selected
You can proceed through these steps faster since the right options are pre-selected. If you need to use a different sender or editor for a specific campaign, just select a different option before continuing.
Frequently Asked Questions
Do defaults affect existing campaigns?
No. Defaults only apply to new campaigns you create after setting them. Existing campaigns keep whatever sender and editor were originally selected.
Can I have different defaults for different campaign types?
No. The default sender and editor apply to all campaign types (newsletters, automations, etc.) within your team.
What if I have multiple teams?
Each team has its own default settings. If you switch between teams, the defaults for that specific team will apply.
Can other team members override my defaults?
Defaults are set at the team level, not per individual user. If a team member changes the default, it changes for everyone on that team.
What if I delete my default sender?
You'll need to select a sender manually when creating campaigns, or set a new default from your remaining senders.
I can't create a sender with my email address. Why?
The domain of your email address needs to be whitelisted first. Go to Settings > Setup > Domains to add and verify your domain.