Send an email from a touchpoint

task brazil Updated Sep 10, 2026 1 min read compose-send-emails-crm-touchpoint.md

Send emails to customers and stakeholders directly from a touchpoint record without having to leave the workspace. Emails are stored in the CRM system so other agents, managers, and customer success managers have full context about interactions with the customer or account.

Before you begin

The User Mailbox Integration plugin (com.glide.email.user_mailbox.integration) must be installed on your ServiceNow instance to enable agents to send emails from the touchpoint record. For setup instructions, see Personal corporate mailbox.

Role required: sn_crm_touchpoint.touchpoint_writer

Procedure

Navigate to Workspaces > CRM Workspace.
Select the List icon [Omitted image "list-outline-24.svg"] Alt text:.
Navigate to Touchpoints > All Touchpoints.
Open the touchpoint record you want to work with.
Select Compose Email.
Draft the email message in the New Email Draft form.
1. In the To field, enter the recipient's email address.
2. In the CC or BCC fields, enter the name of recipients.
3. Review the text in the Subject field and change it if necessary.
4. Either compose an original email in the body field or use a template if templates are available.
  - If templates are available and you want to use a template, select a template from the Email templates pane.
  - Compose an original email in the text field.
    
    Toolbar options are available to format the text.
5. Add attachments to your email by selecting the Attach file icon [Omitted image "attachments-icon.png"] Alt text: and selecting the file.
Either save the email as a draft or send it right away.
- To save the email as a draft to send later, close the form.
  
  The draft is automatically saved and accessible from the Draft Emails tab.
- To send the email right away, select Send email.
  
  The email is sent to the recipients and can be viewed from the touchpoint's Emails tab.

Parent Topic:Using Activity Management

Related topics

Configuring Activity Management

Activity Management

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---
title: Send an email from a touchpoint
description: Send emails to customers and stakeholders directly from a touchpoint record without having to leave the workspace. Emails are stored in the CRM system so other agents, managers, and customer success managers have full context about interactions with the customer or account.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/compose-send-emails-crm-touchpoint.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Activity Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Send an email from a touchpoint

## Before you begin

The User Mailbox Integration plugin \(com.glide.email.user\_mailbox.integration\) must be installed on your ServiceNow instance to enable agents to send emails from the touchpoint record. For setup instructions, see [Personal corporate mailbox](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/platform-administration/personal-corporate-mailbox.md).

Role required: sn\_crm\_touchpoint.touchpoint\_writer

## Procedure

1. Navigate to **Workspaces** &gt; **CRM Workspace**.

2. Select the List icon \[Omitted image "list-outline-24.svg"\] Alt text:.

3. Navigate to **Touchpoints** &gt; **All Touchpoints**.

4. Open the touchpoint record you want to work with.

5. Select **Compose Email**.

6. Draft the email message in the New Email Draft form.

1. In the **To** field, enter the recipient's email address.

2. In the **CC** or **BCC** fields, enter the name of recipients.

3. Review the text in the **Subject** field and change it if necessary.

4. Either compose an original email in the body field or use a template if templates are available.

- If templates are available and you want to use a template, select a template from the Email templates pane.

- Compose an original email in the text field.

Toolbar options are available to format the text.

5. Add attachments to your email by selecting the Attach file icon \[Omitted image "attachments-icon.png"\] Alt text: and selecting the file.

7. Either save the email as a draft or send it right away.

- To save the email as a draft to send later, close the form.

The draft is automatically saved and accessible from the **Draft Emails** tab.

- To send the email right away, select **Send email**.

The email is sent to the recipients and can be viewed from the touchpoint's **Emails** tab.

**Parent Topic:**[Using Activity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/using-activity-management.md)

**Related topics**

[Configuring Activity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/configuring-activity-management.md)

[Activity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/explore-activity-management.md)