Creating Senders

This guide will show you how to create Sender Records within the Rocketseed Hierarchy. Senders can be created in four ways; Manually, Via File Import, Via Rocketseed’s Active Directory Sync or by being Auto Created. The file import and Active Directory Sync methods will be covered in other documents.

How Sender Records Work

Sender Records are data records holding personal sender information used for the propagation of Email Signatures as well as branding assignments which enables you to create a structure or hierarchy of email addresses within the Rocketseed Application. Sender Records can reside within one or more groups with the hierarchy of the Rocketseed Application. For example, one Sender may be both in the Sales department as well as the London geographical area.

Mandatory Fields

The only mandatory field for a sender record is the email address. This is the key information that is used to determine whether the mail being sent should be branded and if so, which branding should be applied. All additional data is held to enable the up to date propagation of data to the signature being applied to the outgoing email.

Auto Created Senders

Sender email addresses are housed in the Auto Created Senders group if they are sending email through the Rocketseed server using a registered account domain and authentication method but have not yet been created in the Sender Groups either manually, via import or AD Sync.

The default setting for these addresses is that they will not have branding applied.

Creating a Sender Record

Using the toolbar on the left of the page, navigate to the Sender’s Section and using the hamburger menu adjacent to the group you wish to house the sender, select the “Add Sender” option from the menu.

This will open an “Add Sender Page” with an entry box for your sender’s email address other pertinent information and will have a “Save Sender” button that will allow you to save your new sender to the hierarchy.

Simply enter the sender’s email address and additional information if required and click the “Save Sender” button to add the record to the hierarchy.

Once you have saved the sender record, the application will refresh indicating that you have a sender in the relevant group.

Sender Record Fields Explained

As can be seen from the Add Sender screen, the Sender Record has many data input fields. These fields are explained in the sections below.

Personal Information

• Email Address - This is the only mandatory field and must be an email address using a domain associated with your account on the Rocketseed Application

• Display Name - This is the name in full you would like displayed in your signature (e.g King Charles III)

• First Name - This is the full first name of the sender

• Surname - This is the full last name of the sender

• Title - The title of the sender (e.g. Mr, Mrs, Miss)

• Job Title - Official job title of the sender

• Department - Department within the organisation to which the sender belongs

• Organisation - The name of the organisation

• Phone / Cell / Fax / Pager Number - The numbers of the sender or organisation

• Personal URL - The URL of the sender’s page on the internet

• Web Address - The URL of the organisation

• Facebook ID / Twitter Tag / LinkedIn ID / Skype ID - The social media URLs for the sender or the organisation

• Sender Photo - This allows you to upload an image of the sender should you wish to include this in the signature

• Postal Address - This holds the postal address information of the sender or organisation

• Physical Address - This holds the physical address information of the sender or organisation

Parent Group

This section indicates where within the Rocketseed Application hierarchy the sender resides.

Email Branding Preferences:

This section indicates what branding is applied directly to the sender record and allows you to update these settings. This will be covered in more detail in another document

SMTP Credentials:

This section indicates whether the sender is using the SMTP username and password method to send their email and allows you to update the settings. This will be covered in more detail in another document.