{"id":5853,"date":"2022-08-08T08:00:14","date_gmt":"2022-08-08T08:00:14","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/email-widget-troubleshooting\/"},"modified":"2026-05-01T12:37:47","modified_gmt":"2026-05-01T12:37:47","slug":"email-widget-troubleshooting","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/email-widget-troubleshooting\/","title":{"rendered":"Email Widget Troubleshooting"},"content":{"rendered":"<p><a href=\"https:\/\/www.process.st\/\">Process Street<\/a>&#8216;s email widget lets you send emails from your workflow runs at the click of a button.<\/p>\n<p>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.<\/p>\n<h2>Send Email Widget<\/h2>\n<p>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.<\/p>\n<p><em><strong>Note:<\/strong> Use only one format to create your email \u2014 either rich text or HTML. Switching between the two while creating your email is likely to cause errors.<\/em><\/p>\n<h3>Customize emails<\/h3>\n<p>To customize your email before sending, use form fields and insert <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variables<\/a> in the email template.<\/p>\n<h3>File attachments<\/h3>\n<p>Add files to the email using the <a href=\"https:\/\/www.process.st\/help\/docs\/file-widget\/\">File Upload<\/a> form field and insert that as a variable in your email. Avoid symbols like &amp;, *, # in the file name \u2014 these characters are not supported.<\/p>\n<h3>Mail client<\/h3>\n<p>By default, emails are sent from <code>mailer@mail.process-street-mail.com<\/code>. If your organization has configured a custom sender domain, emails are sent from that domain instead.<\/p>\n<p>When the recipient replies to your email, the reply goes to the user who sent the email from the workflow run.<\/p>\n<h3>Sent emails<\/h3>\n<p>As soon as you send an email via the widget, a timestamp shows when the email was sent. Check the <a href=\"https:\/\/www.process.st\/help\/docs\/workflow-run-activity-feed\/\">Workflow Run Activity Feed<\/a> to verify if the email was sent and by whom.<\/p>\n<h2>Legacy email widget<\/h2>\n<p><em><strong>Note:<\/strong> Since April 20, 2022, the legacy email widget has been replaced with the rich text &amp; HTML email widget.<\/em><\/p>\n<p>If your legacy email widget isn&#8217;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.<\/p>\n<p>Here are some common issues that can prevent your emails from being sent from the widget.<\/p>\n<h3>Your default mail client is set incorrectly<\/h3>\n<p>If your email opens as a draft in an email client you don&#8217;t normally use, change the default mail client on the device you are using.<\/p>\n<p>Each device may have a different default mail client, so check each one is set with the client you prefer.<\/p>\n<ul>\n<li>Make <a href=\"https:\/\/support.microsoft.com\/en-us\/office\/make-outlook-the-default-program-for-email-contacts-and-calendar-ff7990c4-54c4-4390-8fe3-c0285226f021#:~:text=Open%20Outlook.,Click%20OK.\">Outlook<\/a> your default mail client<\/li>\n<li>Make <a href=\"https:\/\/support.google.com\/a\/users\/answer\/9308783?hl=en\">Gmail<\/a> your default mail client<\/li>\n<li>Make <a href=\"https:\/\/support.mozilla.org\/en-US\/kb\/make-thunderbird-default-mail-client\">Thunderbird<\/a> your default mail client<\/li>\n<\/ul>\n<h3>You&#8217;ve exceeded the character limit<\/h3>\n<p>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 <strong>Send<\/strong> from the email widget.<\/p>\n<p>Mail clients typically have a 1,000\u20132,000 character limit (depending on the client). If your email widget contains a lot of text, try shortening it and click <strong>Send<\/strong> to test.<\/p>\n<p>Here&#8217;s an example of a pre-populated email that is within the character limits:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-10867\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Email-sample-size.png\" alt=\"Example of a pre-populated email within character limits\" width=\"100%\" \/><\/p>\n<h3 id=\"helpful-resources-for-you\">Helpful resources<\/h3>\n<ul>\n<li><a href=\"https:\/\/www.charactercountonline.com\/\">Character count<\/a> tool<\/li>\n<li>Make Gmail your <a href=\"https:\/\/support.google.com\/a\/users\/answer\/9308783?hl=en\">default email handler<\/a><\/li>\n<li>Set up a <a href=\"https:\/\/zapier.com\/apps\/email\/integrations\">Zapier email integration<\/a><\/li>\n<\/ul>\n<h3>Can I continue to use the legacy email widget?<\/h3>\n<p>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.<\/p>\n<p>For alternative options, consider using a <a href=\"https:\/\/zapier.com\/apps\/email\/integrations\/\">Zapier<\/a> integration to send emails.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Process Street&#8216;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. Send Email Widget Create emails using the rich [&hellip;]<\/p>\n","protected":false},"author":7,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Workflows","footnotes":""},"ht_kb_category":[158],"ht_kb_tag":[182,361,160],"class_list":["post-5853","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-build-edit-workflows","ht_kb_tag-email","ht_kb_tag-troubleshooting","ht_kb_tag-workflows"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5853","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/7"}],"version-history":[{"count":2,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5853\/revisions"}],"predecessor-version":[{"id":9910,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5853\/revisions\/9910"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5853"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5853"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5853"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}