Forum Discussion

KatherineOakey's avatar
KatherineOakey
Qrew Member
5 years ago

Sending 'reminder' at a specific time

I've searched and it appears as though reminders are processed overnight by QB so I don't have the flexibility of being able to set a reminder email to happen at a specific time.

Not sure at the moment but would it be possible to set up somehow a formula date/time field that would/could be checked by QB so when the formula date/time is less than 60 minutes before a pre-specified time that would trigger a notification email without user intervention to update the formula date/time field?

Any other suggestions to be able to automatically send out a notification/reminder email at a set number of minutes, or hours, before a date/time field in the table?

I think the day before notification will do the trick but I also want to send out a 'one hour before' reminder.


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Katherine Oakey
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NotificationsEmail
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago

    QuickBase does not offer an easy way to trigger notifications based on specific times of day. 


    How many recipients are there to be notified and are they internal users or external recipients? 



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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • KatherineOakey's avatar
      KatherineOakey
      Qrew Member
      5 years ago
      Recipients are pretty much going to be no more than 15-20 and all external.

      Using Eventbrite, we send a reminder email with the Zoom link one day before and then another reminder email one hour before.

      We might need to adjust to send email one day before and the day of and make an additional notification that if the client registers on the day of, go ahead and send the 'thank you for registering' and an additional notification with the Zoom info.

      Currently we block registrations one hour before the event (using EB) but that may not be as big an issue although if they really cut it close, might not get that notification (ie when the Registration record is created) until a bit after the event actually starts.  

      I read that reminders are processed by QB after midnight but haven't looked to see how quick notifications are processed.


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      Katherine Oakey
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        Quick Base fully automated reminders can only be sent to Users, and not just any random email address.

        IF you have a report of attendees, and have a column on the report with their email address, and set the field properties for that email field to enable an icon to email the column Totals, then when you run the report and click the envelop icon it will open up your email client in your computer (for example Outlook or gmail) and populate the TO box,

        you can then copy those to the BCC and compose your email.

        Alternatively, it would be possible to create a Notification which would fire when a URL for,USA button is clicked.  The button would populate a field with the current dates and time. And that would trigger an Notification with all the details of the  event.

        using that method you would  be looking at a report of the attendees, and click a button on each record to send the email.

        Then once that is working, there would be a way to click on button to send all the emails off in one click.  But that would require using a Pipeline  and that is a bit more Advanced.


        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
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