Email Templates HTML edit before Sending (without code!)
Hi! I am looking for an efficient way to use my email templates in QB.
An email template would look like this:
Hi (name field) congratulations! Here are your next steps
Please note: Don't do this, this or this
it's important that you do this by tomorrow
(end email)
Here's the kicker. I need to edit these templates before I send them since there is a different list for every contact.
Here is what I'm looking for:
In my mind, I can easily save a signature in Outlook that has bold, bullets, images, etc. I did not have to code to do this in outlook, Is there a simple way to accomplish this in my QuickBase?
I AM willing to pay for an addon or a coach of some sort. The thing is, whatever they do, I have to be able to scale myself (If I need to add another bullet point to my list, it needs to be as easy as "enter, add bullet, type words, click save" not find the spot for it inside 4 pages of code, then insert more code to make it work.
Is this as simple as I want it to be?? any advice is much appreciated thank you!
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Grace Johnson
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An email template would look like this:
Hi (name field) congratulations! Here are your next steps
- Sign and return the attached form
- Send me document 1
- Send me document 2
- Take this class (link)
- Send me the completion certificate that looks like this
Please note: Don't do this, this or this
it's important that you do this by tomorrow
(end email)
Here's the kicker. I need to edit these templates before I send them since there is a different list for every contact.
Here is what I'm looking for:
- A simple way to save my templates into QB WITHOUT a bunch of HTML code!
- My templates are long, and I have 40 of them. I do not have time to learn HTML code AND I'm a QB partner; my clients using my app need to be able to customize their templates and I also don't want my clients trying to learn HTML code.
- A button that I click that opens my email server and the "send to" field pulls from my QB contact, and the email has the template there where I can edit, remove bullets, add custom requests, etc.
- Ideally, I'd love to have a record of WHEN this template is sent. but I understand that requires the email server to talk back to QB and I'm willing to move forward without that feature for now.
In my mind, I can easily save a signature in Outlook that has bold, bullets, images, etc. I did not have to code to do this in outlook, Is there a simple way to accomplish this in my QuickBase?
I AM willing to pay for an addon or a coach of some sort. The thing is, whatever they do, I have to be able to scale myself (If I need to add another bullet point to my list, it needs to be as easy as "enter, add bullet, type words, click save" not find the spot for it inside 4 pages of code, then insert more code to make it work.
Is this as simple as I want it to be?? any advice is much appreciated thank you!
------------------------------
Grace Johnson
------------------------------
