The alias feature allows you to use specific email addresses to offer a fully white-labeled portal experience to your customers.

​

Managing your alias

​

Creating an alias

To create an alias, head over to your Settings > Aliases section. Click on “Add alias” and fill out the different fields. The email address domain must be the same as the one configured in your Deliverability section. If you add an address with a different domain, the payment notifications will be sent from notifications@upflow.io. Once added, this email address will receive a confirmation email from no-reply@upflow.io: The alias will be marked as unverified until you click on the confirmation email. You can resend the verification email if you did not receive it. Once you click on the email’s link, you will be redirected to the following page, and can then “Continue to Upflow”.

​

Verified alias

Once redirected from the email to Upflow, your alias is verified, and you can start to use it. You can create as many aliases as you want and create several aliases for the same email address. Note: if the alias doesn’t show as Unverified (orange), the alias is then active and available to use.

​

Editing an alias

Only the display name and email signature can be updated once an alias has been created.

​

Deleting an alias

You can delete an alias, but if it’s used on the payment receipt, you will need to use another alias before deleting it.

​

Use an alias for your email reminders

Please note that aliases are by default suggested in the “From” field (sender), but not in the To fields (main recipients, cc/bcc). You can however manually enter the email address, and press enter. Then save your email template.

​

Automatic emails

Once an alias is verified, you can use it to send automated email reminders. Go to your workflows and select the alias as the sender of an automated action: If the alias is unverified, you will see a note and won’t be able to select it.

​

Manual emails

Like for automatic emails, you can select the alias as the sender directly from your workflows. When accessing the pending manual email from your Actions list view or when selecting the template, the sender will be automatically set up on the alias. You can change it if needed. As you send a manual email, you can also select which alias to use as the Sender: The signature will be used for both manual and automatic emails. Your customers’ replies will go to the alias email address, except if you selected another email address in the workflow “Reply to” section.

​

Emails sent via alias

In your customers’ timelines, you will be able to see who performed the action. If an alias was used, you will be able to identify it from the “From” section when you expand the email. You can also hover your mouse over the initials at the action’s right. In the list of all actions, you will only be able to see who performed the action.

​

Payments-related notifications

You can configure an alias for branded notifications originating from your customer portals. Do you have any questions?Contact our Support!