Chrome Extension Guide

How to Use BccBuddy Extension

Complete setup guide to get the most out of your BccBuddy Chrome extension for automated email workflows.

Step 1: Pin the Extension

Make BccBuddy easily accessible in your Chrome toolbar

Why pin the extension?

Pinning keeps the BccBuddy icon visible in your Chrome toolbar, making it easy to access settings and manually inject triggers when needed.

1

Click the puzzle piece icon in Chrome toolbar

This opens the extensions menu

2

Find BccBuddy in the list

Look for the BccBuddy extension

3

Click the pin icon next to BccBuddy

This will pin it to your toolbar

Step 2: Authenticate Your Account

Connect your extension to your BccBuddy account

Why authenticate?

Authentication unlocks your custom playbooks, triggers, and advanced features. Without it, you'll only have basic functionality.

1

Click the BccBuddy icon in your toolbar

This opens the extension sidepanel

2

Click "Sign In" or "Get Started"

This will open the authentication page

3

Sign in with your BccBuddy account

Use the same credentials as your web dashboard

Step 3: Start Using BccBuddy

Learn how to use the extension in Gmail

How it works

BccBuddy automatically adds smart triggers to your emails, or you can manually inject them using the extension.

Automatic Injection (Recommended)

Open Gmail and start composing an email
BccBuddy automatically adds your default trigger to BCC
Send your email - the trigger will activate your playbooks

Manual Injection

Click the BccBuddy icon in your toolbar
Select a trigger from your list
Click "Inject" to add it to your current email

Step 4: Configure Advanced Features

Customize your BccBuddy experience

Domain Exclusions

Automatically exclude your company domain from auto-injection to prevent internal emails from triggering workflows.

Manual Injection with "Add to Bcc"

Click "Add to Bcc" next to any trigger to manually inject it into your current email compose window for one-time use.

Default Trigger Settings

Set your favorite trigger by clicking the star icon next to any trigger. This becomes your default for auto-injection and manual use.

Playbook Management

Create and manage automated workflows that trigger when you send emails.

Troubleshooting

Common issues and solutions

Extension not working?

Make sure you're on Gmail (mail.google.com) and refresh the page. Check that the extension is enabled in Chrome settings.

Auto-injection not happening?

Check your auto-injection settings in the extension. Make sure you have a default trigger configured and auto-injection is enabled.

Can't find the extension?

Click the puzzle piece icon in Chrome toolbar and look for BccBuddy. If it's not pinned, you'll need to pin it first.

Authentication issues?

Make sure you're using the same email address for both your BccBuddy account and the extension. Try signing out and back in.

Pro Tips

Pin the extension for quick access to settings and manual injection

Set up domain exclusions to prevent internal emails from triggering workflows

Create custom triggers for different types of campaigns and workflows

Use the dashboard to monitor email activity and workflow performance