This article covers how to add email or SMS senders in Pabau.
When it comes to your client notifications, it's important to have the templates branded properly and include the correct sender to avoid any confusion.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
Step 1: Navigate to Setup
Start by logging in to your Pabau account using your login credentials. Then, navigate to the Setup page in the left sidebar menu. Under the Marketing & Communication section, expand "Communications" to reveal the Sender Addresses tab.
Step 2: Create Sender
Click on the "Create a Sender" button at the top right corner, revealing a drop-down menu where you can select if you want to create an SMS or email sender.
Email Sender
To create an email sender address, select "Email" under the Type section and enter the name that will appear as the sender when clients receive emails.
If you want this email address to be used for automated notifications, enable the "Default Sender" toggle.
Non-default sender addresses can still be manually selected when sending emails from client cards.
In the "From email" field, enter the sender's email address.
NOTE: Every Pabau customer can now create one custom sender email address even on a standard plan. If you need to send emails from multiple email addresses, you can upgrade to Marketing Plus.
If you haven't set up a sender address, emails will be sent from noreply@pabau.com.
After filling out the fields, click on the Create button in the top right corner.
SMS Sender
To create an SMS sender address, select "SMS" as the type and enter the name you want clients to see when they receive an SMS from you.
NOTE: Keep in mind that local carrier restrictions may prevent your sender name from being displayed. To avoid confusion, make sure to include your business name in the SMS content.
If you want this sender name to be used for automated texts, ensure the "Default Sender" toggle is enabled.
After filling out the fields, make sure to click on the Create button in the top right corner.
By following these steps, you can create sender addresses for email and SMS notifications that the clients receive from your clinic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.