Notification and Reminder Emails

Question

Do I need to have user licenses, to simply send out notification or Reminder emails? For example, can I do the following (is it possible, and does it breach any QB terms of agreement):

Set up 200 users, put them in an app, but set their app access to 'None', hence not using the user license. Set up 200 records for those users with their name in a user field. Now use that user field to fire off whatever emails I want to them.

Obviously they couldn't click on any links in the email, but will this work and are there any rules against it?

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Mike Tamoush
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justintorrence · Answer

@Michael Tamoush
You can create an "open" type notification:
​
Here is a link to the help doc: https://help.quickbase.com/user-assistance/creating_a_notification.html
------------------------------Justin TorrenceQuickbase Expert, Jaybird Technologiesjtorrence@jaybirdtechnologies.comhttps://www.jaybirdtechnologies.com/#community-post------------------------------

michaeltamoush · Answer

Justin,I've used the open notification before, the problem is the following: If I have 200 employees, and they are not users but simply need an email, using the open setting I would need to create 200 separate emails for reminders/notifications. If they are in a user field, I can just create one email.------------------------------Mike Tamoush------------------------------

justintorrence · Answer

Here's a hacky solution:

Create a table of Recipients, with one email field
Create a table called Emails with a Subject (Text), Body (Text), and Recipient (Email) field
Create an open notification on the emails table that is sent to the email in the Recipient field when a new record is created
Create a new pipeline that takes the following steps:

At XX:XX time, Query the Recipients table for a list of emails
For each Recipient:

Create a new record in the Emails table, setting the Recipient, Body and Subject

You could also use Automations to do something similar------------------------------Justin TorrenceQuickbase Expert, Jaybird Technologiesjtorrence@jaybirdtechnologies.comhttps://www.jaybirdtechnologies.com/#community-post------------------------------

markshnier__you · Answer

MikeAre you aware that when you set up an Open notification, you can carefully type like this in the notify who box.[email 1][email 2][email 3]In you case, maybe it's just&nbsp;[Contact email]Other words you do not need to hard code the email address , you can put in a field reference in the box. That has never been documented and I don't know why.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

michaeltamoush · Answer

Mark - I had no idea, that COMPLETELY solves my issue. I thought you had to hard code the email in!Justin - creative work around as well, but with Mark's note, that takes care of everything.------------------------------Mike Tamoush------------------------------

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