mass email users

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I just moved from Salesforce CRM to Quickbase and am missing the functionality of mass email. Is there a way (or a separate App even?) to mass email a group of contacts an email template from Quickbase? Going further, could the action be tracked in the 'activities' section of the contact/account? Looking for a Constant Contact/Direct Mail type situation where a template is created and then emailed to a bunch of users on a monthly basis.

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Nicole

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Posted 4 years ago

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Jack, Champion

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There is the ability to send open emails, this typically has to be enabled via a support request. I cant comment on your other questions so will leave that to others in the community.
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QuickBaseCoach App Dev./Training, Champion

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If you want to email external recipients who are not users, then this approach here can work https://quickbase-community.intuit.com/questions/1245266-send-notification-20-days-after-modifying


If that is too much clicking to do, say you have hundreds of emails to be sent, then I can write a script to essentially trigger the email for you unattended.  ie you could launch the mass email and then just let it run on its own while you switch screen and do something else.

I'm not quite sure what tracking you are looking for, but if you are just looking to log that a mass email was sent, then that could be done too when the mass email is launched.

My contact info is in my profile if you want to discuss a script solution.
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Nicole

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We send monthly "blasts" of a newsletter type email (PDF within the email, not an attachment). I want to be able to create a template for the email and send to a list of people, with an automatic tracking in the individual account. It can be a "send later" type deal, thats no problem. Can it be done?! Do you know if there's an App or something like this if not?
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QuickBaseCoach App Dev./Training, Champion

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It's sounds like that would need some custom scripting. Contact me off line and I can make some suggestions of Developers who may be able to do that.  My contact information is in my Profile.
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Lovell

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Hello Nicole, 





My name is Lovell and I am with QuickBase Care. The above post are correct. For what it sounds like you are trying to do you may want to reach out to one of our many Partners. You have the ability to turn on the function to email all emails listed in an email field on the report level, but if you want to have any level of customization to the email, it would require scripting. 
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QuickBaseCoach App Dev./Training, Champion

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I did end up speaking to Nicole and i guess I should have updated this thread.  The main thing that she needs is a log written to a child table of her customer records that the email was sent by an outside service like Constant Contact or Mail Chimp.  It's best for her to keep using those services as they are designed to make attactive template and do the actual mass emailing.  I gave her an estimate of what it would take to do that logging and Nicole has the ball now to sort out her internal approvals.