Forum Discussion

ChrisNewsome's avatar
ChrisNewsome
Qrew Captain
6 years ago

Trigger email to customer 1 day before activity

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...
Laura_Thacker's avatar
Laura_Thacker
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.

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Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew 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.

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Mark Shnier (YQC)
Your Quick Base Coach
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  • ChrisNewsome's avatar
    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.

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    Chris Newsome
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    • Laura_Thacker's avatar
      Laura_Thacker
      Qrew Captain
      6 years ago
      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.

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      Laura Thacker (IDS)
      laura@intelligentdbs.com
      (626) 771 0454
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      • ChrisNewsome's avatar
        ChrisNewsome
        Qrew Captain
        6 years ago
        Yeah, $480 / year for email notifications is going to be a hard sell to my boss. I'll have to look at what other capabilities it has before I go down that path.

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        Chris Newsome
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