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

written by
Melanie
Last updated:
June 10, 2021

Available for paid 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.

Automated emails are typically set from research@userinterviews.com. When you create a sender profile and add it to your project, emails will come from your email, such as melanie@acme.com.

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

In team settings

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

2. To create a new profile, click "Create a profile". To update a profile, click "Edit" next to the profile you'd like to update. To delete a sender profile, please email projects@userinterviews.com.

3. For new profiles, click "Create profile" to save. For updated profiles, click "Save changes" to save.

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

In the 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 (shown above).

Applying a sender profile to a project

On a project

  1. On an active project, go 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.

In the 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 send using this email address.
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