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I want to send emails to a group of selected records. Email address is a field in the records. I could not find the answer by searching. Thanks. Greg

  • 1.  I want to send emails to a group of selected records. Email address is a field in the records. I could not find the answer by searching. Thanks. Greg

    Posted 09-30-2016 14:47

    We have a database of prospects that we call.  Often, we are not able to call all of them.  I would like to select specific records and send an email to those records.  Email address is a field in the records.  We currently send emails to each record individually.  I would like to send the email to several selected records at once.

    For example, if I choose all the records created today with address in the state of Georgia.  Send an email to all those records.



  • 2.  RE: I want to send emails to a group of selected records. Email address is a field in the records. I could not find the answer by searching. Thanks. Greg

    Posted 09-30-2016 15:05
    QuickBase is not really designed to be a mass emailing engine.  But there are solutions depending on what you are trying to do.

    For example, if you make a regular table report which has an email address, the bottom of the email column will have a blue envelope.  If you click hat it will load those email addresses into the TO box of your email client.

    Or are you looking to send out personalized emails with content from each record in the email?


  • 3.  RE: I want to send emails to a group of selected records. Email address is a field in the records. I could not find the answer by searching. Thanks. Greg

    Posted 09-30-2016 15:09
    You can do it with script. My answer in this post gives you an example of selecting records from a report to process:

    https://quickbase-community.intuit.com/questions/1280505-how-to-process-selected-records

    Also in the pastie database there is a code fragment that will send email to a list of email addys. I am on a tablet now and cannot convent ly search for this pastie at this time.


  • 4.  RE: I want to send emails to a group of selected records. Email address is a field in the records. I could not find the answer by searching. Thanks. Greg

    Posted 09-19-2018 01:40
    Dan, The link above takes me back to the home page. Is there an updated URL or something?


  • 5.  RE: I want to send emails to a group of selected records. Email address is a field in the records. I could not find the answer by searching. Thanks. Greg

    Posted 09-30-2016 17:06
    Thank you. This pretty much accomplishes what I want to do.  I have never attempted to code script for QB.  This solution is beyond my current skill set.  The volume of emails that I would like to send is relatively small <100 per day.  I can do them individually with not a lot of effort, but I prefer to automate the process.


  • 6.  RE: I want to send emails to a group of selected records. Email address is a field in the records. I could not find the answer by searching. Thanks. Greg

    Posted 09-30-2016 20:31
    Yes.  Thank you.  I would like to include a personalized message using the First Name and Last Name fields and maybe a couple of other fields.


  • 7.  RE: I want to send emails to a group of selected records. Email address is a field in the records. I could not find the answer by searching. Thanks. Greg

    Posted 09-30-2016 21:33
    Here is a typical native solution.  I can help you with the details of the elements or feel free to contact me directly via the information in my profile for personal assistance.

    Make a URL formula button which updates a date email sent field to the value of today and refreshes the page it's on. 

    The button would be like

    var text URL = URLRoot() & "db/" & dbid() & "?act=API_EditRecord&rid=" & ToText([record ID#])

    & "&_fid_XXX=" & ToText(Today()); // put in the field ID of  the date field here

    "javascript:" &
    "$.get('" & 
    $URL & 
    "',function(){" &
    "location.reload(true);" &
    "});" 
    & "void(0);"




    Then make any report you like, but include a filer where that date field is not equal today.

    Then make an email Notification  and trigger it to fire when the date field is changed.




     


  • 8.  RE: I want to send emails to a group of selected records. Email address is a field in the records. I could not find the answer by searching. Thanks. Greg

    Posted 10-01-2016 20:27
    Here is the other script you can use to send email to a list of email addresses:

    https://haversineconsulting.quickbase.com/db/bgcwm2m4g?a=dr&rid=431

    I hope you can sew these two pieces of code together on your own. I just got back from a conference so I am just following up my incomplete answers. If you need additional help ask a new question on the precise issue you need help with. Or if you want help doing the whole task feel free to contact me using the information in my profile.


  • 9.  RE: I want to send emails to a group of selected records. Email address is a field in the records. I could not find the answer by searching. Thanks. Greg

    Posted 09-22-2017 18:24

    Hi! Any update with mass sending of emails? Is there an easier way to send bulk emails without scripting? Thanks in advance.



  • 10.  RE: I want to send emails to a group of selected records. Email address is a field in the records. I could not find the answer by searching. Thanks. Greg

    Posted 09-22-2017 18:27
    My first post answers that question.  Or perhaps you can explain your use case.