Assign a campaign to send from a teammate's email or LinkedIn account. The teammate needs an active seat and a connected account. Takes about 5 minutes.
Who Should Use This
Team admins managing campaigns for multiple sales reps
Agencies sending on behalf of clients or account managers
Sales leaders distributing campaign volume across team members
Why This Matters
Sending from the appropriate team member creates more authentic outreach and helps prevent any single account from hitting daily limits. Reply rates typically increase when messages come from the right person rather than a generic company address.
Step-by-Step Guide
Step 1: Make sure the teammate has an active seat
Only team members with an assigned active seat can send campaigns. If the teammate does not have a seat yet, assign one before continuing.
Step 2: Ensure their account is connected
The team member needs to connect their email or LinkedIn account before they can be selected as a sender.
Option A: The team member connects their own email
They should click on their name in the bottom-left corner, then select Settings.
In Sending settings, they should open the Email section and click Connect email address, then follow the prompts to finish the connection.
Option B: Connect an account from team sending settings
Go to Sending settings in the team settings area, then click Connect account on the teammate's row.
Step 3: Select the teammate as the sender in your campaign
Go to Campaigns, then open the campaign you want to send from your teammate.
In the campaign, click Sequence, then open the sender assignment dropdown and select the teammate as the sender.
Important: If you change the sender in the middle of an already launched campaign, leads can get stuck. To fix this, reassign the original sender — the sender that was selected before leads were launched.
Optional: Override the sender for a specific step
If you want a different teammate to send a particular step, open that step and enable the sender override for that step before selecting the sender.
How You'll Know It Worked
✅ The sender dropdown shows your teammate's name
✅ The campaign step is assigned to the correct sender
✅ Test emails arrive from the teammate's address
Troubleshooting
Issue: Teammate doesn't appear in sender dropdown
Verify they have an active seat
Check that their email or LinkedIn account is connected
Refresh the page. New senders may take 1-2 minutes to appear
Issue: "Email not connected" error
Go to Settings → Sending settings and reconnect the email account
Some providers require periodic re-authentication
Issue: LinkedIn steps won't send
The team member must connect their LinkedIn account before it can be used
Have them check their sending or integration settings and reconnect if needed
Tips for Optimization
Match senders to lead segments
Use sender overrides strategically for authority escalation
For distributing volume across multiple senders, use inbox rotation instead