Update a Linked Mailbox in a Sequence

Article author
Matthew Charles
  • Updated

Overview

When you create a sequence and add contacts to it, you need to consider which mailbox you want to use to reach your contacts. By default, this could be the mailbox you linked directly to your user name, but there may be instances when you need to change this to another mailbox linked to your account.

There are many locations in the platform where you can change your linked mailbox:

  • The "Contacts" page
  • Individual Contact records
  • The "Emails" tab in a sequence
  • The "Emails" tab in the Engage section

The sections below highlight 3 of the easiest ways to update which mailbox you use to email contacts from Apollo.

 
Change a Linked Mailbox

Please note, you can update a linked mailbox at any time. The mailbox you link is not permanent.

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Add Contacts to a Sequence and Select a Linked Mailbox

You can select a linked mailbox when you add a contact to a sequence. Launch Apollo, hover your mouse over Search in the navbar, and then click People.

People Search

Add filters to your search to find the right people for the sequence.

Filters

Use the checkbox to select the contact(s).

Select Contact

Click the Sequence drop-down.

Add to Sequence

Then click Add to Sequence.

Add to Sequence

Next, click Add to Sequence: to expand the accordion.

Accordion

Then, click the drop-down and click the sequence to which you would like to add the contact(s).

Drop-down

Click the Send Emails From: drop-down and click the email address you would like to use to email the newly added contacts.

Adding a contact

Then, click Confirm to add your contact(s) to the sequence with the selected mailbox.

Linked Mailbox

You have now added contact(s) to a sequence and selected a linked mailbox.

 
Adding a Contact to a Sequence

For more information on how to add contacts to a sequence, please see Add Contacts to a Sequence.

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Update the Linked Mailbox for a Contact in a Sequence

Once you add contacts to a sequence, you can change the linked mailbox at any time.

Launch Apollo, hover your mouse over Engage in the navbar, and then click Sequences.

Sequences

Click the Sequence for which you want to edit a contact's linked mailbox.

Choose Sequence

Click Contacts to display the sequence contacts list.

Contacts

Click the checkbox next to a contact or contacts to select them.

Check-boxes

Click ... and then click Email From Different User.

Email From Different User

In the modal, use the In the current sequence, send emails from: drop-down to select a linked email address.

Select Address

When you're finished, click Save.

Change Email

You have now changed the linked mailbox for a contact in a sequence.

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Update the Linked Mailbox for Any Email

Once you have sent an email, you can choose to re-send from a different user or to update the sender for all subsequent sequence steps.

Launch Apollo, click Engage, and then click the Emails tab.

Engage-Emails

Click the checkbox(es) on the left of each email that you want to select and then click Email from Different User.

Email from Different User Button

In the modal, use the Send emails from: drop-down to select a linked email address.

Send Emails From Drop-Down

Click the If a scheduled email is in an active sequence, would you like to change the send from email for subsequent steps as well? drop-down.

Change Send from Email for Subsequent Sequence Steps Drop-Down

Then, select Email from different user for subsequent steps in sequence as well if you want to change the linked mailbox for the selected contact(s) for all remaining steps in the sequence.

Subsequent Steps Field

Alternatively, click Only email from different user for the selected emails if you want to change the linked mailbox for the selected emails only.

Only Selected Emails Field

Click Email from Different User.

Email for Different User Button

You have now updated the linked mailbox for any email in any sequence.

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