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How to Setup Open Directly in my Email

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Elayza Cataluna
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  • ClientPoint's "Open Directly in Your Email" feature allows users to send content directly from their preferred email client, such as Outlook or Gmail. This option is convenient for users who wish to send a ClientPoint without leaving their email environment. However, its functionality is influenced by your browser, email client, and computer settings. Below is a detailed guide on how to configure your email client and browser for smooth use of this feature.

    Setting Up "Open Directly in Your Email"

    When you select the "Open Directly in Your Email" option, the ClientPoint will open in your default email client, whether it’s Outlook, Mac Mail, or Gmail, and you can send the content from there. Additionally, the ClientPoint will be marked as "sent" in the View Status and Analytics section, providing you with tracking and updates.

    Setting Up Your Default Email Client

    Here’s how to set your preferred email client as the default for "Open Directly in Your Email":

    1. For Windows 10 - Default to Outlook

    • Open the Control Panel.
    • Navigate to Programs > Default Programs > Set Default Programs.
    • From the list of programs, select Outlook.
    • Click Set as default, then click OK to save the settings.

    2. For Google Chrome - Set Default Email Client to Gmail

    • Open Gmail in Google Chrome.
    • Click on the Protocol Handler icon (two overlapping diamonds) in your browser's address bar.

    Chrome_1.jpg
  • A prompt will appear asking: "Allow Gmail to open all email links?" 
    Chrome_2.jpg
  • Select "Use Gmail".
  • Click Done to save and you are all set.

If the Protocol Handler icon is not visible:

  • Open Chrome Settings by clicking the three dots at the top-right corner of Chrome.
  • Select Settings > Show Advanced Settings > Content Settings.
  • Scroll down to Privacy and Security, then click Content Settings.
  • In the pop-up, click Handlers.
  • Select Gmail from the mailto dropdown and click Done.

3. For Google Chrome - Set Default Email Client to Outlook

  • Open Chrome Settings by clicking on the three dots in the top-right corner, or by typing chrome://settings/ into the address bar.
  • In the settings, scroll down to Privacy and Security, then select Site Settings.
  • Under Permissions, click on Additional Permissions, then Protocol Handlers.
  • Turn on the toggle switch that allows Chrome to ask for default handlers.
  • If the toggle was already on, toggle it off and then on again to reset.
  • After this, click on an email address in Chrome, and it should prompt Outlook as your default client if it has been set correctly.

Important Notes

  • Browser and Email Client Compatibility: "Open Directly in Your Email" depends on browser and email client settings. If the configurations are not set correctly, it may not work as expected.
  • ClientPoint Status: When you send a ClientPoint via email, it will be marked as "sent" in the View Status and Analytics section, providing you with a seamless tracking experience.

For additional support, feel free to contact support@clientpoint.net.

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