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Question

Trigger email to customer 1 day before activity

  • August 29, 2019
  • 0 replies
  • 37 views

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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?



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Thanks,
Chris Newsome
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MarkShnierYou
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  • Quickbase Alumni
  • August 29, 2019
NP, set up a "Reminder" type email.  It's like  a Subscription except it only fires once.

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Mark Shnier (YQC)
markshnier2@gmail.com
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  • Quickbase Alumni
  • August 29, 2019
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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