How to Set Up the Sender Preferences in Email Builder
Learn how to set up Sender Preferences in GHL Customer Care Email Builder. Configure defaults, verified emails, reply-to settings, and save time on campaigns.
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Sender Preferences let you set default details like From Name, From Email, Reply-To, and Test Recipient(s) for all your email campaigns and test sends. In this guide, you’ll learn what Sender Preferences are, why they matter for speed, accuracy, and deliverability, and how to set them up step by step. You’ll also find best practices, tips for maintenance, and answers to common questions so your emails always look professional and consistent.
Sender Preferences allow you to define the default From Name, From Email, Reply-To, and Test Recipient(s) for emails created in the Email Builder. These defaults automatically populate in your test sends and new marketing campaigns, saving time and ensuring that sender details remain consistent across your communications. By setting them once, you reduce repetitive typing and lower the risk of mistakes, such as typos or mismatched sender information.
These defaults act as a starting point—they auto-fill when you create a new campaign or test, but you can still override them for individual sends when needed. It’s important to know that updates to Sender Preferences will only apply to new campaigns or tests you create; existing drafts and scheduled emails will keep their current settings unless you update them manually. This makes Sender Preferences a powerful tool for efficiency and brand consistency while still giving you flexibility when specific campaigns require unique sender details.
Key Benefits of Sender Preferences
Using Sender Preferences in Email Builder helps teams save time, reduce errors, and keep campaigns consistent. Here’s how this feature addresses common challenges in email marketing:
Faster Setup – Stop retyping sender details for every campaign. Your default From Name, Email, and Reply-To auto-fill instantly, so you can launch faster.
Error Reduction – Avoid typos or inconsistent sender information across emails. Defaults ensure every campaign starts with accurate, brand-approved details.
Brand Consistency – Present a uniform sender identity to your audience. Consistent “From” information builds trust and strengthens brand recognition.
Efficient Testing – Store QA inboxes as Test Recipient(s), so proof emails always go to the right people without needing to enter addresses manually.
Flexible Control – Even with defaults in place, you can override sender details per campaign when special branding, teams, or replies require adjustments.
How to Configure the Sender Preferences in Email Builder
Open Emails
From your dashboard, click Marketing in the left-hand menu, then select Emails at the top. This takes you into the Email Builder where campaigns are created and managed.
Open Emails (image 1 of 9)What this shows From your dashboard, click Marketing in the left-hand menu, then select Emails at the top.What this showsIllustrates the "Open Emails" section of "How to Set Up the Sender Preferences in Email Builder".This screenshot appears in the "Open Emails" section of "How to Set Up the Sender Preferences in Email Builder". The text alongside this image reads: From your dashboard, click Marketing in the left-hand menu, then select Emails at the top. This takes you into the Email Builder where campaigns are created and managed. Immediately after, the guide continues: Inside Email Marketing, click the Campaigns tab at the top. This section lists all active and draft campaigns and is where you’ll manage email settings.Image 1 of 9What to chooseFrom your dashboard, click Marketing in the left-hand menu, then select Emails at the top. This takes you into the Email Builder where campaigns are created and managed.
Buttons and menus referencedMarketingEmails
Next stepInside Email Marketing, click the Campaigns tab at the top. This section lists all active and draft campaigns and is where you’ll manage email settings.
Open Campaigns
Inside Email Marketing, click the Campaigns tab at the top. This section lists all active and draft campaigns and is where you’ll manage email settings.
Open Campaigns (image 2 of 9)What this shows Inside Email Marketing, click the Campaigns tab at the top.What this showsIllustrates the "Open Campaigns" section of "How to Set Up the Sender Preferences in Email Builder".This screenshot appears in the "Open Campaigns" section of "How to Set Up the Sender Preferences in Email Builder". The text alongside this image reads: Inside Email Marketing, click the Campaigns tab at the top. This section lists all active and draft campaigns and is where you’ll manage email settings. Immediately after, the guide continues: In the Campaigns view, click the gear (Settings) icon in the top-right corner. This opens the configuration panel where you can access and manage sender preferences.Image 2 of 9What to clickInside Email Marketing, click the Campaigns tab at the top. This section lists all active and draft campaigns and is where you’ll manage email settings.
Buttons and menus referencedEmail MarketingCampaigns
Next stepIn the Campaigns view, click the gear (Settings) icon in the top-right corner. This opens the configuration panel where you can access and manage sender preferences.
Open Settings
In the Campaigns view, click the gear (Settings) icon in the top-right corner. This opens the configuration panel where you can access and manage sender preferences.
Open Settings (image 3 of 9)What this shows In the Campaigns view, click the gear (Settings) icon in the top-right corner.What this showsIllustrates the "Open Settings" section of "How to Set Up the Sender Preferences in Email Builder".This screenshot appears in the "Open Settings" section of "How to Set Up the Sender Preferences in Email Builder". The text alongside this image reads: In the Campaigns view, click the gear (Settings) icon in the top-right corner. This opens the configuration panel where you can access and manage sender preferences. Immediately after, the guide continues: From the Settings menu, select Sender Preferences in the left sidebar. This will open the form where you can configure and manage your default sender details for all email campaigns and test emails.Image 3 of 9What to clickIn the Campaigns view, click the gear (Settings) icon in the top-right corner. This opens the configuration panel where you can access and manage sender preferences.
Buttons and menus referencedCampaignsgear (Settings)
Next stepFrom the Settings menu, select Sender Preferences in the left sidebar. This will open the form where you can configure and manage your default sender details for all email campaigns and test emails.
Sender Preferences
From the Settings menu, select Sender Preferences in the left sidebar. This will open the form where you can configure and manage your default sender details for all email campaigns and test emails.
Sender Preferences (image 4 of 9)What this shows From the Settings menu, select Sender Preferences in the left sidebar.What this showsIllustrates the "Sender Preferences" section of "How to Set Up the Sender Preferences in Email Builder".This screenshot appears in the "Sender Preferences" section of "How to Set Up the Sender Preferences in Email Builder". The text alongside this image reads: From the Settings menu, select Sender Preferences in the left sidebar. This will open the form where you can configure and manage your default sender details for all email campaigns and test emails. Immediately after, the guide continues: Enter the Sender Name that recipients will see in their inbox (for example, your brand name or a team member’s name). Keeping this name consistent helps build trust and recognition. The field shows a short helper note (“The name recipient….Image 4 of 9Where to goFrom the Settings menu, select Sender Preferences in the left sidebar. This will open the form where you can configure and manage your default sender details for all email campaigns and test emails.
Buttons and menus referencedSettingsSender Preferences
Next stepEnter the Sender Name that recipients will see in their inbox (for example, your brand name or a team member’s name). Keeping this name consistent helps build trust and recognition. The field shows a short helper note (“The name recipient will see”) to remind you of its purpose.
Sender Name
Enter the Sender Name that recipients will see in their inbox (for example, your brand name or a team member’s name). Keeping this name consistent helps build trust and recognition. The field shows a short helper note (“The name recipient will see”) to remind you of its purpose.
On the right, the tag icon allows you to insert a dynamic value, such as a custom field, instead of typing a static name. This is useful if you want the sender name to adapt automatically based on the campaign or account settings.
Sender Name (image 5 of 9)What this shows On the right, the tag icon allows you to insert a dynamic value, such as a custom field, instead of typing a static name.What this showsIllustrates the "Sender Name" section of "How to Set Up the Sender Preferences in Email Builder".This screenshot appears in the "Sender Name" section of "How to Set Up the Sender Preferences in Email Builder". The text alongside this image reads: On the right, the tag icon allows you to insert a dynamic value, such as a custom field, instead of typing a static name. This is useful if you want the sender name to adapt automatically based on the campaign or account settings. Immediately after, the guide continues: The Sender Email is the address that appears in the “From” line of your emails. Recipients will see this address as the source of the message, so it’s important to use one that looks professional and matches your verified sending domain.Image 5 of 9What this coversOn the right, the tag icon allows you to insert a dynamic value, such as a custom field, instead of typing a static name. This is useful if you want the sender name to adapt automatically based on the campaign or account settings.
Buttons and menus referencedSender Nametag icon
Next stepThe Sender Email is the address that appears in the “From” line of your emails. Recipients will see this address as the source of the message, so it’s important to use one that looks professional and matches your verified sending domain.
Sender Email
The Sender Email is the address that appears in the “From” line of your emails. Recipients will see this address as the source of the message, so it’s important to use one that looks professional and matches your verified sending domain.
The field also shows a verification status just below it (e.g., “Email verified”) to confirm that the email address is authenticated and safe to use. On the right, the tag icon lets you insert a dynamic value instead of typing a fixed email. This can be useful if campaigns need to pull a sender email automatically from account or user data.
Sender Email (image 6 of 9)What this shows The field also shows a verification status just below it (e.g., “Email verified”) to confirm that the email address is authenticated and safe to use.What this showsIllustrates the "Sender Email" section of "How to Set Up the Sender Preferences in Email Builder".This screenshot appears in the "Sender Email" section of "How to Set Up the Sender Preferences in Email Builder". The text alongside this image reads: The field also shows a verification status just below it (e.g., “Email verified”) to confirm that the email address is authenticated and safe to use. On the right, the tag icon lets you insert a dynamic value instead of typing a fixed email. This can be useful if campaigns need to pull a sender…. Immediately after, the guide continues: The Test Recipient (To) field allows you to specify up to 5 email addresses, separated by commas, where test emails will be sent before a campaign goes live. This is especially useful for quality assurance, proofreading, or checking….Image 6 of 9How to confirmThe field also shows a verification status just below it (e.g., “Email verified”) to confirm that the email address is authenticated and safe to use. On the right, the tag icon lets you insert a dynamic value instead of typing a fixed email. This can be useful if campaigns need to pull a sender email automatically from account or user data.
Buttons and menus referencedSender Email“Email verified”tag icon
Next stepThe Test Recipient (To) field allows you to specify up to 5 email addresses, separated by commas, where test emails will be sent before a campaign goes live. This is especially useful for quality assurance, proofreading, or checking formatting across different inboxes before sending to your audience.
Test Recipient(s)
The Test Recipient (To) field allows you to specify up to 5 email addresses, separated by commas, where test emails will be sent before a campaign goes live. This is especially useful for quality assurance, proofreading, or checking formatting across different inboxes before sending to your audience.
You can add personal inboxes, QA team emails, or stakeholder addresses here. On the right, the tag icon lets you insert dynamic values if needed, instead of typing them manually. Setting these test addresses ensures that mistakes are caught early and campaigns are polished before launch.
Test Recipient(s) (image 7 of 9)What this shows You can add personal inboxes, QA team emails, or stakeholder addresses here.What this showsIllustrates the "Test Recipient(s)" section of "How to Set Up the Sender Preferences in Email Builder".This screenshot appears in the "Test Recipient(s)" section of "How to Set Up the Sender Preferences in Email Builder". The text alongside this image reads: You can add personal inboxes, QA team emails, or stakeholder addresses here. On the right, the tag icon lets you insert dynamic values if needed, instead of typing them manually. Setting these test addresses ensures that mistakes are caught early and campaigns are polished before launch. Immediately after, the guide continues: The Custom Reply field lets you enter a different email address where recipient replies will be sent, instead of the default sender email. For example, you may want your newsletters to show as coming from marketing@yourdomain.com, but….Image 7 of 9What this coversYou can add personal inboxes, QA team emails, or stakeholder addresses here. On the right, the tag icon lets you insert dynamic values if needed, instead of typing them manually. Setting these test addresses ensures that mistakes are caught early and campaigns are polished before launch.
Buttons and menus referencedTest Recipient (To)5 email addressestag icon
Next stepThe Custom Reply field lets you enter a different email address where recipient replies will be sent, instead of the default sender email. For example, you may want your newsletters to show as coming from marketing@yourdomain.com, but have replies directed to support@yourdomain.com or a shared inbox your team monitors.
Custom Reply-To
The Custom Reply field lets you enter a different email address where recipient replies will be sent, instead of the default sender email. For example, you may want your newsletters to show as coming from marketing@yourdomain.com, but have replies directed to support@yourdomain.com or a shared inbox your team monitors.
This helps you separate outbound emails from inbound queries, ensuring that replies don’t get lost and are routed to the right team or mailbox. If left blank, replies will default to the sender email.
Custom Reply-To (image 8 of 9)What this shows This helps you separate outbound emails from inbound queries, ensuring that replies don’t get lost and are routed to the right team or mailbox.What this showsIllustrates the "Custom Reply-To" section of "How to Set Up the Sender Preferences in Email Builder".This screenshot appears in the "Custom Reply-To" section of "How to Set Up the Sender Preferences in Email Builder". The text alongside this image reads: This helps you separate outbound emails from inbound queries, ensuring that replies don’t get lost and are routed to the right team or mailbox. If left blank, replies will default to the sender email. Immediately after, the guide continues: Once you’ve entered all your Sender Preferences — including Sender Name, Sender Email, Test Recipient(s), and Custom Reply — click the Save button to apply your settings. Saving ensures these values are stored as your default….Image 8 of 9What this coversThis helps you separate outbound emails from inbound queries, ensuring that replies don’t get lost and are routed to the right team or mailbox. If left blank, replies will default to the sender email.
Buttons and menus referencedCustom Replymarketing@yourdomain.comsupport@yourdomain.com
Next stepOnce you’ve entered all your Sender Preferences — including Sender Name, Sender Email, Test Recipient(s), and Custom Reply — click the Save button to apply your settings. Saving ensures these values are stored as your default configuration for new campaigns and test sends.
Save
Once you’ve entered all your Sender Preferences — including Sender Name, Sender Email, Test Recipient(s), and Custom Reply — click the Save button to apply your settings. Saving ensures these values are stored as your default configuration for new campaigns and test sends.
Important: Updating Sender Preferences does not retroactively update existing campaigns or scheduled emails. Always double-check sender fields before launching to avoid incorrect details being used.
Save (image 9 of 9)What this shows Important: Updating Sender Preferences does not retroactively update existing campaigns or scheduled emails.What this showsIllustrates the "Save" section of "How to Set Up the Sender Preferences in Email Builder".This screenshot appears in the "Save" section of "How to Set Up the Sender Preferences in Email Builder". The text alongside this image reads: Important: Updating Sender Preferences does not retroactively update existing campaigns or scheduled emails. Always double-check sender fields before launching to avoid incorrect details being used. Immediately after, the guide continues: Q: If I update my Sender Preferences, will existing scheduled campaigns automatically use the new defaults?Image 9 of 9What this coversImportant: Updating Sender Preferences does not retroactively update existing campaigns or scheduled emails. Always double-check sender fields before launching to avoid incorrect details being used.
Buttons and menus referencedSave
Next stepQ: If I update my Sender Preferences, will existing scheduled campaigns automatically use the new defaults?
Frequently Asked Questions
Q: If I update my Sender Preferences, will existing scheduled campaigns automatically use the new defaults?
No. Sender Preferences only apply when creating new campaigns or test emails. Existing scheduled campaigns or drafts keep their original sender details unless manually updated.
Q: What happens if I clone a campaign that was created before I updated Sender Preferences?
Clones inherit the original campaign’s stored sender values, not your new defaults. Always review and update the From Name, From Email, and Reply-To fields after cloning.
Q: How do Sender Preferences interact with multiple brands or domains inside the same account?
Sender Preferences set account-level defaults. If you manage multiple brands, manually override sender details per campaign. Best practice: set the most-used identity as your default.
Q: Could mismatched Sender Email and Reply-To values affect deliverability or spam filtering?
Yes. Email providers may flag mismatches as suspicious. For best inboxing, ensure your Sender Email domain is authenticated and your Reply-To address is on the same monitored domain.
