Note: Lofty is rolling out in stages. Depending on the version your account is on, some features or screens described in this article may look different or may not yet be available to you.
Introduction
Your Email settings control the address Lofty sends your emails from and the signature that appears at the bottom of them. Getting these right means your emails reach inboxes reliably and look professional — sent from your own address, signed with your details.
Opening Email Settings
- Click the Settings gear in the left menu.
- Under Communication, click Email.
The page has four tabs: Email Settings, Email Templates, Automated Emails, and Email Template Reports.
Email Settings
- Email Name — the display name recipients see on your emails. Use the edit control to change it.
- Sending Email — the address Lofty sends from. Click Manage to connect a new address or change the current one.
- Email Signature — the block that appears at the end of your emails (your name, title, license, phone, email, links, and location, with an optional photo/logo). Click Edit to customize it; a live preview shows how it will look.
The Other Tabs
- Email Templates — your reusable email designs.
- Automated Emails — the system emails Lofty sends on your behalf.
- Email Template Reports — performance of your email templates.
Tip: Connecting your own Sending Email (rather than a generic address) improves deliverability and ensures replies come straight back to you.
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
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