Location-Based Sender Email

Location-Based Sender Email allows Boxly automatically select the correct sender email for each lead based on their location.

Instead of creating separate automations for each location just to change the sender email, you configure the mapping once and Boxly handles the rest.

Location-Based Sender Email is not a new automation type. It is a sender option that says: "Send this email from whichever address is mapped to this lead's location."

Why Location-Based Sender Email Is Useful

Many teams managing multiple locations end up duplicating the same automation several times (once per location) simply because the sender email needs to be different.

Location-Based Sender Email solves this. You create one automation, and Boxly resolves the correct sender at send time.

This helps teams:

• Reduce automation duplication across locations

• Simplify setup and ongoing management

• Avoid sender-email-related mistakes

Setting Up the Mapping

Sender email mappings are configured under:
Settings → Account → Emails → Sender Email

From here you can:

• Map one verified sender email to each location

• Set a mandatory default / no location sender email

Rules:

• Only verified sender emails can be selected

• A default / no location sender email is always required

• Each location can have one mapped sender email

• Mappings can be updated at any time

If your account does not have a Location plan, you will still see this section.

You can configure the default sender email and use Location Sender Email inside automations. Sender email will use the default in this case.

Using Location Sender Email in Automations

Inside an email automation, open the From dropdown and select Location Sender Email.

When selected:

• You do not need to pick a fixed sender email manually

• Boxly resolves the correct sender at send time based on the lead's location

• If no mapping is found, the default sender email is used automatically

Automatically sends from the sender email mapped to the lead's location. If no location is available or mapped, the default sender email will be used.

How Location Sender Email Works

When an automation uses Location Sender Email, Boxly follows this logic at send time:

✅ Lead has a location with a mapped sender email → Sends from the mapped sender email.
✅ Lead has no location → Sends from the default / no location sender email.
✅ Lead has a location but no mapping exists for it → Sends from default / no location sender email.
✅ Account does not have Location plan → Sends from the default / no location sender email.

Example

A dental group has five locations: London, Manchester, Birmingham, Leeds, and Bristol, each mapped to its own verified sender email.

The team creates one automation with all five locations selected and From set to Location Sender Email.

Result:

• Leads from Manchester receive the email from [email protected]

• Leads from Bristol receive the email from [email protected]

• Leads with no location receive the email from [email protected]

No duplicate automations needed.

What Happens If a Sender Email Is Not Verified

Boxly validates the resolved sender email at the moment the automation runs.

If the resolved sender is not verified:

• The email will not be sent

• The automation step will fail

• Latest History will show a clear failure message

If the default sender email is missing or unverified:

Who Can Configure Location-Based Sender Email

Only Admins can configure sender email mappings.

Settings are located in:
Settings → Account → Emails → Sender Email

✅ This feature is available for all accounts. Accounts without a Location plan can still configure the default sender email and use Location Sender Email inside automations.

How This Works in Your Practice

Priya manages automations for a dental group with clinics across five UK cities. Until now, she maintained five separate automations just because each city needed a different sender email.

With Location-Based Sender Email, Priya creates one automation, maps each location to its verified sender email in settings, and selects Location Sender Email in the From field.

Leads from Manchester now receive the email from [email protected]. Leads from London receive it from [email protected] - automatically, from a single automation.

When the email content needs updating, Priya changes it once. Every location benefits immediately.

FAQs

Does this work for accounts without a Location plan?

Yes. All accounts can use this feature. Sender email will use the configured default / no location sender email.

Is a default sender email required?

Yes. A default / no location sender email must be set before the mapping can be saved.

What if only some locations are mapped?

Mapped locations use their mapped sender email. Unmapped locations fall back to the default sender email.

What if the mapped sender email becomes unverified after setup?

Boxly validates sender emails at send time. If unverified, the email will not be sent and Latest History will show a clear failure message.

Can I still use a fixed sender email in automations?

Yes. Location Sender Email is an additional option. All existing sender options remain available.

Need Help? If you have questions about Location-Based Sender Email or need help configuring your sender mappings, our support team will be happy to help.