To send emails from your Policy's Producer or CSR two things need to happen.

  1. The sequence must come from the Policy Context
  2. You must change the From in the email creator to Policy > Producer or Policy > CSR

Checking your sequence context

You can quickly see your email context from your sequence settings. If the context is "Policy" it will look something like this.

To use change the context to "Policy" you will need to edit an unlaunched Sequence. (If your sequence is already edited then you can quickly clone the sequence to make the change. Just be sure to pause your old one.)

Not all sequences support the Policy Context. To use a policy context you must use one of the following:

  • Any Date Sequence that targets a policy field
  • Any Policy event

Changing your Email From

First open your email.

Then edit the existing From option.

Then go to the go Back and choose Staff

Then choose the Policy > Producer or Policy > CSR

Just save your email and relaunch your campaign for the changes to take affect.

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