Process Street‘s email widget lets you send emails from your workflow runs at the click of a button.
Create emails using the rich text editor or by writing HTML, which lets you add formatting, images, links, buttons, email signatures, or links to your social channels and website.
Create emails using the rich text editor or by copying and pasting HTML code. This lets you add formatting, images, links, buttons, email signatures, or links to your social channels and website.
Note: Use only one format to create your email — either rich text or HTML. Switching between the two while creating your email is likely to cause errors.
To customize your email before sending, use form fields and insert variables in the email template.
Add files to the email using the File Upload form field and insert that as a variable in your email. Avoid symbols like &, *, # in the file name — these characters are not supported.
By default, emails are sent from [email protected]. If your organization has configured a custom sender domain, emails are sent from that domain instead.
When the recipient replies to your email, the reply goes to the user who sent the email from the workflow run.
As soon as you send an email via the widget, a timestamp shows when the email was sent. Check the Workflow Run Activity Feed to verify if the email was sent and by whom.
Note: Since April 20, 2022, the legacy email widget has been replaced with the rich text & HTML email widget.
If your legacy 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.
If your email opens as a draft in an email client you don’t normally use, change the default mail client on the device you are using.
Each device may have a different default mail client, so check each one is set with the client you prefer.
Another common issue with the legacy email widget is exceeding the character limit for your default mail client. This causes a blank screen to appear, or no draft email to open when you click Send from the email widget.
Mail clients typically have a 1,000–2,000 character limit (depending on the client). If your email widget contains a lot of text, try shortening it and click Send to test.
Here’s an example of a pre-populated email that is within the character limits:
The legacy email widget is deprecated, but any workflow runs where it is currently used still work as before. Any new email widgets added to workflows use the new Send Email widget.
For alternative options, consider using a Zapier integration to send emails.
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