Email Widget Troubleshooting

Process Street‘s Email Widget allows you to send emails from your checklists or templates, at the click of a button.

If your email widget isn’t working properly, there may be something you need to change in the email itself, or in the way your computer or device is set up to handle emails.

Here are some common issues that can prevent your emails from being sent from the widget.

Your default mail client is set incorrectly

If your email opens as a draft in an email client you don’t normally use, then you need to change the default mail client on the device you are using.

Each device you use may have a different default mail client, so check each one that you use is set with the default client that you prefer to use.

You’ve exceeded the character limit

Another common issue with the email widget is that you might have exceeded the character limit for your default mail client. This causes a blank screen to appear, or no draft email to open up when you click “Send” from the email widget.

Mail clients typically have between 1000 and 2000 characters limit (depending on the client you are using). If your email widget contains a lot of text, try shortening your email and click “Send” to test.

Here’s an example of a pre-populated email that is within the character limits:

If you need an email with a larger character count, or rich text formatting, you can use a Zapier automation to send your emails, instead of the email widget. Learn more about Zapier email integrations.

 

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