OK, so I've been trying to set up an auto email to customers to remind them of an appointment that's coming up. I find that I can only trigger the notification at the moment the activity is created or modified, which isn't exactly what I need to happen, so I'm hoping to find some help here. Let me lay out the process:A salesperson creates an activity to meet with a customer at a specific date / time.-there are fields for the date / time, customer info, etc., status of activity - which at this point is "scheduled"I'd like an email to be generated to the customer. I've created fields for the link the customer gets and clicks to switch to "confirmed" status, and that's all working great. The issue is that if the appointment is for, say, 2 weeks out, I'd rather the email not go out until 1-2 days before as a reminder. Unfortunately, I can't seem to get that to function; the email either goes out immediately or not at all, no matter how I set the conditions. Any ideas on what I might be missing? ------------------------------Thanks,Chris Newsome------------------------------

Chris,The monthly fee for QBCourier for the first application is $40. It really is very low for the feature-rich capabilities you get with QBCourier. You can leverage the same tool for other customized email notifications that could be used for customers in your application.In your case, you would build reports to determine which customers on a daily-schedule will receive an email; and build a configuration to send your desired email to anyone in that list each day. In my case, I used formulas to determine the "day" of the month; to trigger emails only on specific days of the month, even though the configuration is set to run daily.Keith Jusas at Juiced Technologies can help you get started; plus with the 30-day trial you can make sure it is everything you need it to be first.------------------------------Laura Thacker (IDS)laura@intelligentdbs.com(626) 771 0454------------------------------

Well, you still have my two other suggestions. One is free and the other will take an hour of consulting time from me.------------------------------Mark Shnier (YQC)markshnier2@gmail.com------------------------------

Been there, done that, bought the T-shirt. But it won't work. When automations first came out, record changes were done has individual edits. And indeed initially you could fire individual emails on a scheduled basis or with the click of a single button. However a month or two later automations were changed to treat these kind of updates as a mass update and hence you'll find that you're not able to trigger individual emails anymore. It will be treated as a multi record notification which of course cannot go to individual email addresses. ------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commarkshnier2@gmail.com------------------------------

NP, set up a "Reminder" type email. It's like a Subscription except it only fires once.------------------------------Mark Shnier (YQC)markshnier2@gmail.com------------------------------

Reminders can only go to Users, if I am correct; however the QBCourier can simulate Reminders for you, for a very low monthly cost. I am using this to send out reminders on fixed-days of a month (based on a report); so I think this could solve your problem.------------------------------Laura Thacker (IDS)laura@intelligentdbs.com(626) 771 0454------------------------------

Trigger email to customer 1 day before activity

MarkShnier__You
Qrew Legend
6 years ago
NP, set up a "Reminder" type email. It's like a Subscription except it only fires once.

------------------------------
Mark Shnier (YQC)
markshnier2@gmail.com
------------------------------
LauraThacker
Qrew Captain
6 years ago
Reminders can only go to Users, if I am correct; however the QBCourier can simulate Reminders for you, for a very low monthly cost. I am using this to send out reminders on fixed-days of a month (based on a report); so I think this could solve your problem.

------------------------------
Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
------------------------------
- MarkShnier__You
  Qrew Legend
  6 years ago
  Oh, right, These are non users. The other no cost option is to have a subscription report go to an internal user. Then make a formula button to update say a date time field to the current date time and trigger an Open email Notification and refresh the report. So some one will just mindlessly click until that days records are all off the report. Or else contact me directly to set up a script which will allow you click just once.
  
  Or like Laura says, get Juiced to fully Automate.
  
  ------------------------------
  Mark Shnier (YQC)
  Your Quick Base Coach
  ------------------------------
  - ChrisNewsome
    Qrew Captain
    6 years ago
    Fully automatic is the way to go. I don't want to rely on a person to do this, otherwise I'd just have the salesperson do it themselves. I was hoping there would be an easier way without additional cost.
    
    ------------------------------
    Chris Newsome
    ------------------------------

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Trigger email to customer 1 day before activity

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