Received a 'placeholder error message' or 'current user'

We have an extremely powerful, automated email facility within Engager which saves users thousands of hours in people power, every year. 

While powerful and efficient, our system is built to to protect YOU, the user. There are many complex rules and regs about 'email spoofing and impersonation' that we won't bore you with, but the long and short is - an automated email should not be generated and sent to an end customer using an individuals email address. This is effectively impersonating your team members, which is not correct. 

This is why in Engager, the automated emails go from your shared inboxes as a rule. 

This is beneficial as the responses to these emails can be accessed by your whole organisation - helps things stop falling through the cracks. 

However, we know that there are firms where the relationship between the accountant and the customer are key in lasting relationships - we also know from experience, that end customers aren't always keen on 'generic looking' inboxes, so may not feeling comfortable sending requested info / responding to. 

Well, how do I get around this?

So to help with this, we have a system that will put your automated emails into a queue, for your accountant (as an example) to review then approve. When the team member does this, they must make sure to manually change the Outbox to their own. If they don't this and select the TICK, then it'll default to being sent from the SHARED inbox

So, to ensure that it comes from you / your accountant's name:

Select Edit from the Actions 

Then simply select the personal email from the dropdown

This satisfies our internal compliance as there's direct involvement from the team member as required. 

Please note that our Automations are trying to protect you and keep you compliant by removing a chance that it could be deemed a spoof email, and so we'll never allow an email to generate and be sent to your end client, without MANUAL intervention.