Forum Discussion

Re: E-mail Blast

I have a use case where i need to send customer surveys based on product utilization. Once a service has been rendered, i upload a CSV to my master database. This CSV includes their email address. Now to get QB to do what you want, youll need 2 more things:
1. Second Table to act as the notification engine
2. QB Automation (DOES NOT WORK WITH ACTION).

Your QB automation will add a new record to the second table. On the second table, you'll need to set up an open notification to go out to the email in the "Email" field. Just make sure you create a custom email message and you can send what ever standardized information to all sorts of people.

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G.Macri G.Macri
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1 Reply

  • JoeAcunzo's avatar
    JoeAcunzo
    Qrew Trainee
    Hi Dan - SmartEmailReminder for Quick Base most likely can solve your problem.  Have a look here: http://www.softtechexperts.com/smartemailreminder.html.  Contact me directly for more info.

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    Joe Acunzo
    Quick Base Solution Provider
    SoftTechExperts
    joe.acunzo@SoftTechExperts.com
    203-481-1222 ext. 316
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