Intro to sending email
To use this feature, connect a Google or Microsoft account in Connectors → Personal. If no account is connected, the email compose button won't appear.
On Free and Starter plans each person can connect one email account. Higher plans allow more than one; when you have several, choose which one to send from in the From field as you compose.
Inline images and file attachments can't be added to emails composed in Clarify. Email bodies support text, links, and formatting only.
How it works
Person pages: The primary email address automatically populates the "To" field.
Meeting, Company, and Deal pages: All associated email addresses are added to the "To" field.
Quick access
Press "C" on any supported page to open the email compose window.
Sending from an alias
If your connected account has aliases configured, you can send from any of those aliases in Clarify.
An alias is another address on your own mailbox. To send as a teammate who has their own Clarify account, use delegated sending instead: the teammate opens that account in Connectors, turns on Delegated sending access under Account settings, and picks you. Their account then shows up in your From field under their name. Delegated sending is available on Growth and above. See Delegated sending.
Choosing an alias: When composing a new email, click the From field to select which alias to send from. Your primary address is selected by default.
Replying to threads: When you reply to a thread, Clarify checks whether you previously sent from an alias in that thread and auto-selects it - keeping your reply address consistent without manual switching.
Requirements:
Add each alias in Clarify, on your connected account under Connectors → Personal. It must also be a valid send-as address on your Google or Microsoft account
Your connected account must be healthy and have permission to send email before you can add aliases
You can't add an address that belongs to another member of your workspace. The address you log in to Clarify with is fine to add.
How alias emails show up in Clarify: Clarify records an email as sent only when it comes from the address your account is connected under. An email sent from an alias is recorded as received, so anything that counts your sent emails, such as a dashboard, will leave it out. To have an email counted as sent, send it from your connected address.
Changing the account you send from
Clarify sends email from an account you connected, not the address you log in with. To send from a different address on a plan that allows more than one account, connect it alongside your current account:
Open Connectors from the left sidebar and click the Google, Microsoft or IMAP tile under Personal for that address
Click Connect, or Add account if you already have an account from that provider, and sign in with the address you want to send from
When you compose, pick the new address in the From field
Your current account keeps syncing. On Free and Starter plans, where each person can connect one account, disconnect your current account first (below), then connect the new one. To stop using an account altogether, disconnect it: open its tile under Personal, open the ⋯ menu beside the account and select Disconnect account, then confirm. Your existing emails, meetings and records stay in Clarify. Email and calendar from that account stop syncing.
What happens to your campaigns:
Disconnecting an account switches off every live campaign sending from it, and cancels any emails still waiting to go out from them
You can change the account a campaign sends from while it is still a draft, using the account picker in the campaign editor. Once a campaign has been switched on, its account is locked, so turning an old one back on won't move it to a different account
To send a live or finished campaign from another account, duplicate it, pick the account in the copy, choose your recipients again, then turn it on
⚠️ If a campaign is mid-send, let it finish before you disconnect.
Using email signatures
Set an email signature and Clarify applies it automatically to every new email you compose.
Signatures support text, links, and formatting only - images and logos cannot be added. The signature editor has no image upload or insert control, and there is no way to add one by hosted URL. Pasting a signature from Gmail or Outlook will not bring its image across.
To set a signature, navigate to Settings → Account → Preferences.
After saving a signature, it will be applied automatically to all new emails you compose, as well as campaign emails.
Running email campaigns
To send multi-step outbound sequences to a list of recipients, use Campaigns. Campaigns support scheduled sending, NeverBounce pre-send validation, CC/BCC, and step-by-step analytics.
Blocked email handling
The system automatically blocks email addresses after detecting that an email sent from Clarify has bounced. This prevents future email delivery attempts to that specific address.
Only the specific bounced email address is blocked, not the entire person record
If a person has multiple email addresses, you can still send emails to their other addresses
You can unblock email addresses directly from the person record page. Click the ⋯ menu next to the person'
s name at the top of the record page, then choose Unblock Email.
ℹ️ important: Only unblock emails that you are confident are valid, working email addresses that may have been blocked inadvertently. Repeatedly sending to invalid or blocked emails can result in damage to your email sending domain's reputation.
Who can see an email you send
An email you send from Clarify is visible to you and to the other people on the thread. Everyone on a thread has their own copy, so sharing yours with a teammate does not touch theirs. A workspace admin has no per-email override, though an admin can set email visibility to Everyone for the whole workspace. See Sharing and permissions.