Personalize Your Email Sender Information for a Professional Look
This tutorial will guide you through setting email headers for your domain inside the Wealthy Adviser Club Email Services.
Headers determine how your emails appear to recipients — including the sender name and email address displayed in their inbox.
Setting these up properly ensures your campaigns look professional, trustworthy, and consistent with your brand.
🔐 Step 1 – Log In to Your Account
Go to app.wealthyadvisorsclub.com and log in with your member credentials.
If you haven’t joined yet, use the sign-up link in the description to create your account.
⚙️ Step 2 – Open Email Services Settings
Once logged in:
1️⃣ Click Email Services in the left-hand sidebar.
2️⃣ This will open your Email Management Settings dashboard, where you can configure sending details and domain preferences.
🧭 Step 3 – Access Header Settings
1️⃣ Click on the three dots (⋮) next to your connected domain.
2️⃣ From the dropdown menu, select Set Headers.
This will open the header configuration window, allowing you to customise what recipients see when they receive your emails.
✍️ Step 4 – Set Your Sender Name
Click the From Name field.
Enter the sender name you want to appear in your clients’ inboxes — for example:
Terry at Wealthy Adviser Club
ABC Mortgages Team
Your Name – Financial Adviser
💡 Tip: Choose a friendly but professional name. It builds trust and increases open rates.
📧 Step 5 – Add Your Sending Email Address
Next, click Enter Your Email and type in the email address you’ll use for sending messages.
For example:
info@yourcompany.com
terry@wealthyadviserclub.com
Make sure this matches your verified domain (set up in the previous tutorial).
💾 Step 6 – Save Your Header Settings
Once you’ve entered your details:
1️⃣ Click Save to apply your changes.
2️⃣ You’ll see a confirmation message:
✅ “Headers updated successfully.”
This means your sender information has been updated and will now appear correctly on all outgoing emails.
You can double-check your active header settings under your Email Services dashboard.
🎉 Step 7 – Success!
You’ve successfully configured your email headers in the Wealthy Adviser Club email marketing system.
From now on, every campaign and automated message will display your custom sender name and professional email address — helping you look more polished and build client confidence.
🚀 Next Step
Now that your headers are set up, you’re ready to move on to the next tutorial:
👉 How to Import Your Email Contacts into the Wealthy Adviser Club Email System
This will allow you to upload your client list and start sending campaigns immediately.
🦁 Why This Step Matters
✅ Builds trust and brand consistency
✅ Prevents emails from landing in spam
✅ Helps clients instantly recognise your business
✅ Keeps all communication aligned with your professional identity
Even a small detail like your sender name can dramatically improve engagement and open rates.
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