Choosing who to send an automation step from
Now, when creating an automation, users are able to choose who to send each specific automation from. To be able to see these options, the 'Send on Behalf' feature will need to be enabled. If you're not seeing the dropdown menu shown below, you can reach out to your Success Specialist or our Support team to have the feature enabled.
First, you'll choose which kind of automation to create. Once you've decided, you'll Add a Step.
From there, you'll click 'Advanced Options" and select 'Always send this step from.'
Current User
Current User is whoever set up this automation
Contact Owner
This will send the step from whichever Levitate user owns the contact
Selected User
Choosing this option will prompt a pop-up that lets you type in the name of who you'd like the step to always send from. Here's what that looks like:
From there, you'll type in the name of the user and hit 'Save.'