Create a sender profile

Learn how to create and use sender profiles for your Invelo marketing

You can create a Sender profile in three different locations:  

• Settings
• Data Attributes
• In the marketing campaign

Create a sender profile 

In Settings

1. Click your profile icon in the top right corner and select Settings.
2. In the Settings page, under Marketing, find and select Sender Profiles.
3. On the Sender Profiles page, click Add.
4. Enter the required details for your marketing campaigns:
   
   • Name of sender profile (internal use only)
   • First and last name
   • Phone number
   • Email address
5. Select a timezone. Choose a timezone based on your target audience, as Invelo schedules Ringless Voicemail (RVM) campaigns according to this setting.)
6. Add an address. This address is a profile attribute and used as your return mail address for direct mail marketing. This has to be a valid USPS address.
7. Select a Sender email and Sender phone. This requires an SMTP email and smrtPhone integration into your Invelo account. 
8. Enable SMS, Email, and Ringless Voicemail for your marketing campaigns by checking the boxes next to each channel.
9. Click Save to finalize your Sender profile.

In Data attributes

1. Click on More in the left-hand menu, and select Data attributes from the list that appears. 
2. In the Data attributes page, under Marketing, find and select Sender Profiles.
3. On the Sender Profiles page, click Add.
4. Enter the required details for your marketing campaigns:
   
   • Name of sender profile (internal use only)
   • First and last name
   • Phone number
   • Email address
5. Select a timezone. Choose a timezone based on your target audience, as Invelo schedules Ringless Voicemail (RVM) campaigns according to this setting.)
6. Add an address. This address is a profile attribute and used as your return mail address for direct mail marketing. This has to be a valid USPS address.
7. Select a Sender email and Sender phone. This requires an SMTP email and smrtPhone integration into your Invelo account. 
8. Enable SMS, Email, and Ringless Voicemail for your marketing campaigns by checking the boxes next to each channel.
9. Click Save to finalize your Sender profile.

In the marketing campaign

1. Click on Campaigns from the left-hand menu of Invelo.
2. Once you're in the Campaigns page, click Create campaign. 
3. Choose whether you would like to market to Property Owners or Buyers. 
4. Enter your campaign details, filter conditions, and settings at the left part of the screen. 
5. Click on Add sequence. 
6. Select an outreach action. The outreach actions Invelo supports are the following: 
   • Send direct mail 
   • Send email
   • Send text message 
   • Send ringless voicemail (coming soon) 
7. Create a new Sender profile by adding the required details for your marketing campaigns. If you have chosen to send a direct mail, you would need to choose a design and delivery type first. 
   
   • Name of sender profile (internal use only)
   • First and last name
   • Phone number
   • Email address
8. elect a timezone. Choose a timezone based on your target audience, as Invelo schedules Ringless Voicemail (RVM) campaigns according to this setting.)
9. Add an address. This address is a profile attribute and used as your return mail address for direct mail marketing. This has to be a valid USPS address.
10. Select a Sender email and Sender phone. This requires an SMTP email and smrtPhone integration into your Invelo account. 
11. Enable SMS, Email, and Ringless Voicemail for your marketing campaigns by checking the boxes next to each channel.
12. Click Next to finalize your Sender profile.