Can we Email Customers en Mass, Via Quickbase?

  • 0
  • 1
  • Question
  • Updated 6 years ago
  • Answered
We currently have a Quickbase that has approximately 4000 customers in it. We want to be able to email any number of these customers, based on specific criteria, at any given time. Currently we use the Quickbase Desktop tool to do this via Access queries. Is there a way this can be done from inside our Quickbase using either Search & Replace or Grid Edit...or via some other way? It would be much easier. We have tested both S&R and Grid Edit, and they don't seem to work with multiple emails. Test is:...say we change 5 accounts to be 5 different members of my team's email addresses, and chose S&R or Grid Edit. Results are: none of the 5 gets an email. Only "I" get an email stating '5 were sent'...but as said, no one gets an email. Is this consistent with how Quickbase works for Mass Emails? Quickbase Desktop works for us, but as stated...it's would be easier if there were an easier way. Doing them one-by-one inside Quickbase is not an option when emailing 4000 cusotmers. Thanks -- I eagerly await an answer :o)
Photo of Lee

Lee

  • 42 Points

Posted 6 years ago

  • 0
  • 1
Photo of Shelley

Shelley

  • 0 Points
When we wanted to do a mass mailing Quickbase helped us install a wizard from their open source scripts that their developers created. The tech person who installed if for us suggested we first play around with it to see if that's what we were looking for. Her instructions follow:

"You can find an example in the sample app ABC sales opp tracker here:

https://www.quickbase.com/db/bbtt9cjr7?a=dr&rid=359

"If you get a copy of that app, go to the contacts table and select the report called'mass emailer'. There are instructions on how to use the tool. If you click on the mass emailer button you can see that the url points to a script which we will need to add to your own app in order for this to work. Give it a try and let me know if you are interested in scheduling some time to add that to your own app."

If you think the wizard will work for your application you can probably submit a ticket to have QB help you install the wizard. We use the wizard at least once a year to send out an annual report by email.