Compose client email with the correct sender, reusable content, attachments, optional open tracking, and a delivery time that fits the conversation.
Before you begin
A connected Inbox account is required for mailbox email. If none is connected, the composer directs you to Communications settings instead of presenting a message that cannot be sent.
Connect the mailbox first so Moxie can send from a real account and preserve the conversation in Inbox.
Compose a message
Select New email.
Choose the Inbox account to send from.
Add recipients and show CC or BCC when needed.
Enter the subject and message.
Optionally apply an email template, ask Moxie Assistant for drafting help, or attach files.
Enable Track opens only when that signal is useful and appropriate for the relationship.
Select Send, or open the adjacent Send later options.
Schedule delivery
Send later queues the message instead of sending it immediately. The email appears under the Scheduled view in Email activity, where you can confirm its delivery time or cancel it before it sends.
Scheduled messages remain visible and cancellable until their delivery time.
Templates and sender identity
Mailbox messages can use your saved email templates, including supported client and contact tokens when the message has enough relationship context. Type {{ in the subject or message to open the same token library. Changing the From account also applies the signature associated with that mailbox without duplicating it.
Use submitted form answers in email
When the composer has the appropriate form or opportunity context, dynamic form-answer tokens such as {{Form.Answer.Question1}} can insert the value mapped to that form field. These token names are defined by the form's field names, so Moxie does not flag the Form.Answer. family as invalid before it tries to resolve the message.
When you select Send or schedule the message, Moxie replaces tokens automatically. If any token cannot be resolved, the send is cancelled and a warning names the placeholders that need to be fixed or removed, preventing an unresolved token from reaching the recipient.
To review the resolved wording before sending, choose Tokenize now at the right of the editor's token hint. This replaces tokens in the subject and message without sending the email. Select your sender and recipient first. Bulk messages keep their tokens for personalization per recipient, so this action is not available in bulk mode.
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