Sending Email

Send emails directly from Coherence to keep all your communication in one place and automatically linked to your records.

Composing Emails

From a Record

The most common way to send email:

1. Open any record with a contact
2. Click Send Email in the action bar
3. Compose your message
4. Click Send

The email is automatically linked to the record.

From the Inbox

Send from the email workspace:

1. Go to Email in the sidebar
2. Click Compose
3. Select recipients
4. Write and send

Quick Compose

Start an email from anywhere:

• Press C to open quick compose
• Use the command bar: Cmd+K then type "compose"

The Compose Window

Recipients

To field:

• Type email addresses directly
• Search for contacts by name
• Select from recent recipients

CC and BCC:

• Click CC or BCC to show additional fields
• Same search and selection features

Subject Line

Write a clear, specific subject:

• ✅ "Meeting follow-up: Q1 proposal review"
• ❌ "Quick question"

Email Body

The rich text editor supports:

• Formatting - Bold, italic, underline
• Lists - Bulleted and numbered
• Links - Hyperlinks to websites
• Images - Inline images
• Attachments - Files up to 25MB

Using Templates

Selecting a Template

1. Click Templates in the compose window
2. Browse or search templates
3. Click to insert

Template Variables

Templates can include variables that auto-fill:

• {{contact.name}} - Recipient's name
• {{contact.company}} - Their company
• {{user.name}} - Your name
• {{user.signature}} - Your signature

Creating Templates

Save time with reusable templates:

1. Compose an email
2. Click Save as Template
3. Name and categorize
4. Add template variables

Signatures

Setting Your Signature

1. Go to Settings > Email > Signatures
2. Create or edit your signature
3. Use the rich text editor
4. Set as default

Multiple Signatures

Create different signatures for:

• Professional / casual contexts
• Different roles or departments
• Various contact types

Inserting Signatures

• Default signature is added automatically
• Click Signature to switch

Attachments

Adding Files

Drag and drop: Drag files directly into the compose window

File picker: Click the attachment icon to browse

Attachment Limits

• Maximum file size: 25MB per file
• Maximum total: 50MB per email

Cloud Links

For large files, insert links from:

• Google Drive
• Dropbox
• OneDrive

Scheduling Emails

Send Later

1. Click the arrow next to Send
2. Select Schedule Send
3. Choose date and time
4. Confirm

Best Times

Consider recipient time zones when scheduling. Coherence shows the recipient's local time.

Managing Scheduled Emails

View and manage scheduled emails:

1. Go to Email > Scheduled
2. Edit or cancel pending sends

Tracking

Email Opens

See when recipients open your emails:

• Open indicator on sent emails
• Timestamp of first open
• Open count for multiple views

Link Clicks

Track which links are clicked:

• Click count per link
• Timestamp of clicks
• Click-through patterns

Read Receipts

Request read receipts for important emails:

1. Click Options in compose
2. Enable Request Read Receipt

Reply and Forward

Replying

Click Reply or Reply All on any email:

• Original thread is preserved
• Quoted text is included
• Links to the same record

Forwarding

Click Forward to share emails:

• Add new recipients
• Include or trim quoted content
• Add your commentary

Sending Best Practices

Personalization

Use merge fields for personalized outreach at scale:

Hi {{contact.first_name}},

I noticed {{contact.company}} recently...

Professional Formatting

• Use short paragraphs
• Include clear CTAs
• Proofread before sending
• Check recipient spelling

Follow-Up Tracking

After sending:

• Create follow-up tasks
• Set reminders
• Track in pipeline

Next: Learn about Linking to Records for organization.