Help & Support

How do I create and apply a sender profile for Hub emails?

written by
Courtney Webster
Last updated:
August 15, 2022

Available for custom Hub subscriptions, sender profiles allow you to customize the sender email address and name automated emails are sent from. Users appreciate getting emails from those they're familiar with, so setting a sender profile is a great way to help build trust with your panel.

You can also keep your tone and voice consistent with personalized messaging in an email template set, and update the look and feel of your emails by creating an email theme. Both premium email features are included as part of paid Hub subscriptions!

Creating or editing a sender profile

Note: Researchers must authenticate a sender profile domain before creating sender profiles with their email account. You may need assistance from your IT team to help you set this up

In team settings

1. Under the "My Team" section, click "Domain Settings".

2. To create a new profile, click "Create profile" to save. 

3. To update an existing sender profile, click "Edit" next to the profile you'd like to update. If you would like to delete a sender profile, please email projects@userinterviews.com.

4. Your sender profile can now be applied to new and existing projects! 

In the project builder

  1. When building your project, go to the "Configure emails" section.
  2. Navigate to the "Project wide email settings" section.
  3. If your team has sender profiles, you'll see them listed in the dropdown. Click "+ Create a profile" to create a new profile. If your team doesn't have any sender profiles, you'll see a "Create profile" button.
  4. Create a sender profile, filling in the applicable fields.  

Applying a sender profile to a project

In the project builder

  1. When building your project, go to the "Configure emails" section.
  2. Navigate to the "Project wide email settings" section.
  3. If your team has sender profiles, you'll see them listed in the dropdown.
  4. Select a sender profile. All project emails will be sent using this email address.

On a live project

  1. On an active project, head to "Automated emails".
  2. Navigate to the "Sender profile" section.
  3. Select a sender profile. To change the sender profile, choose a different profile from the dropdown. All future project emails will be sent using this email address.

For team admins

Setting a default sender profile for your team

Team admins have the ability to set a default sender profile for their research team. 

To set this default behavior:

  1. Navigate to the "My Team" section and choose "Domain Settings".
  1. Admins can select the default "from" address for project communication. These emails can come from either "research@usertinterviews.com" or from a sender profile that matches a researcher on your project.

FAQs

As an admin, can I update the default sender behavior?

Absolutely! This setting can be changed on a project, in the builder, or in the team settings at any time.

What happens if the project owner does not have a sender profile, but the default behavior is set to "default to project owner's sender profile"?

If the project owner has not created a sender profile with their account email, we will pre-populate the sender profile with a collaborator on the project. If there are no coordinating sender profiles between the project owner and collaborators, no profile will pre-populate in the builder. A profile will need to be created or selected by the project owner before launching the project.

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