Blog Post
Kim,
What email server do you use? gmail, outlook? I can try and build it for you in my free time and send you the example.
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John Rogers
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What email server do you use? gmail, outlook? I can try and build it for you in my free time and send you the example.
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John Rogers
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Hi John,
We use gmail, but we don't have QB configured to send through our own email. I have created a workaround to send scheduled emails through an automation. I have four sales follow up emails, sent to customers at 1 week, one month, 6 months and 1 year from a purchase of our equipment. The dates are set by an automation triggered by an event (the purchase). Then a daily automation looks to see if today's date = the scheduled date, and if so, a checkbox is checked, which then triggers the email send. It's a bit convoluted, but works. Fortunately I'm not building new scheduled emails that frequently because it shouldn't have to be this complicated.
I appreciate your offer to help, but for now this is working for us.
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Kim Gardner
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We use gmail, but we don't have QB configured to send through our own email. I have created a workaround to send scheduled emails through an automation. I have four sales follow up emails, sent to customers at 1 week, one month, 6 months and 1 year from a purchase of our equipment. The dates are set by an automation triggered by an event (the purchase). Then a daily automation looks to see if today's date = the scheduled date, and if so, a checkbox is checked, which then triggers the email send. It's a bit convoluted, but works. Fortunately I'm not building new scheduled emails that frequently because it shouldn't have to be this complicated.
I appreciate your offer to help, but for now this is working for us.
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Kim Gardner
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- No problem! Let me know if you ever need help with anything. I am really good at doing things people say you cannot do in QuickBase.
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John Rogers
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