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Setting up the Send Emails Shortcut to open Outlook or Gmail
Setting up the Send Emails Shortcut to open Outlook or Gmail

Learn how to set up your preferred email application to open when you click "Send Emails" from your clients Profile

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over 11 months ago

You may have noticed that there is a button to "Send Email" from a client's Profile in Trail.

This has been designed as a short cut to take you to your device's chosen email application (separate from Trail, as Trail is operated only on your internet browser).

This means this button is not used to send emails directly from Trail with your linked/ integrated email.

Read on to learn how to set up Trail to open Outlook or Gmail when using this Send Email button at the top of your client's Profile.

Please Note: This guide is currently aimed at Windows 10/11 Users and the Default Apps section of it.

In this article you will learn:

  • Setting up for Outlook

  • Setting up for Gmail - Chrome Browser

  • Setting up for Gmail - Firefox Browser

Setting up to open your Outlook

1. Search for and select Default Apps in the Window’s search bar

2. Under the Email heading click on Mail (or whatever is in that section) and select Outlook

Now whenever you click on an email in Trail or click Send Email within a profile, Outlook will open 🎉

Setting up to open your Gmail

Chrome Browser

1. On the top right corner of the browser select Settings within the three vertical dots.

2. Search for Handlers in the search bar above. Click Site Settings

3. Expand the Additional permissions area and select the highlighted Handlers option.

4. If it is not activated, activate it with the switch toward the top of the page. Then you want to make sure mail.google.com is not listed under blocked. Your page should look similar to the screenshot below.

5. Make sure all gmail.com tabs are closed. Once you’ve closed them all, open a new tab, and navigate to www.gmail.com. At the top right of the URL Bar (where you type in www.gmail.com) you will now see a new logo. Click on this and select Allow.

6. Now go into your Windows Default Apps (see above for instructions on how to navigate there, under the Outlook section) and change the Mail app to Google Chrome.

And with that, your Chrome is now set up for Gmail 🎉

Firefox Browser

1. At the top right corner of the browser, select the three horizontal lines and click on Options (with the cog icon)

2. In the General page, scroll down to the Applications section. To the right of ‘mailto’ click on the current option and select Gmail.

The setup for Mail apps can change based on your browser and preferred method of sending an email, so send us a message on our Support Chat or email support@gettrail.com if you need further help! 👍

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