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Sending Follow-up emails using Nudge

Learn how to set up your default email application for sending follow-up emails using Nudge, ensuring seamless client communication.

Kevin Marcelo avatar
Written by Kevin Marcelo
Updated over 5 months ago

Setting Your Default Email App

Windows

  1. Open System Settings.

  2. Navigate to Default Apps.

  3. Select your preferred Email App

MAC OS

  1. Open the Mail App:

    • Even if you don’t use the Mail app regularly, you’ll need it to adjust the default email settings.

  2. Go to Preferences:

    • In the Mail app, click Mail in the top menu bar and select Preferences.

  3. Select Your Default Email App:

    • In the General tab, locate the dropdown menu next to Default email reader.

    • Choose your preferred email application (e.g., Gmail, Outlook, or another app installed on your Mac).

  4. Close Preferences:

    • Once selected, you can close the Preferences window, and your changes will be saved.

Once your default email app is configured, the Nudge feature will automatically launch your chosen app for sending follow-up emails.

Note: If you’re using Gmail as your default email app, you’ll need to ensure your browser is configured to handle email links properly. Here’s how to set it up:

Gmail | Google Chrome

  1. Open System Settings: Go to your device's Settings menu.

  2. Navigate to Default Apps: Look for the Default Apps section.

  3. Select Your Email App: Under Email, choose Google Chrome (or your preferred email app).

  • Note: If the Email option doesn’t appear, you can set it another way.

Alternate Method

  1. Go to Settings > Default Apps > Google Chrome.

  2. Ensure the Mailto option is set to Google Chrome.
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Browser Settings

  1. Open Chrome Settings:

    • In Chrome, go to chrome://settings/handlers.

  2. Enable Protocol Handling:

    • Under Default Behavior, make sure it is set to "Sites can ask to handle protocols".

  3. Check Protocol Permissions:

    • Scroll down to the "Not allowed to handle protocols" section.

    • Ensure mail.google.com is NOT listed here. If it is, remove it from the list.
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  4. Activate Gmail as Default:

    • Open Gmail in a new tab.

    • Look for the diamond icon (handler icon) in the address bar.

    • Click on the diamond icon and select "Allow" when prompted.
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  5. Test Your Setup:

    • Click on an email link (mailto:) to confirm that Gmail opens as your default email app.


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