Email notification creation

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Text My Quickbase Email Notification creation

Create the email notification

For Triggered texts to be sent out from Quickbase, create an Email Notification in the master table for your Text Message extension.

  1. Make sure your Quickbase account can send Open email notifications. If your account can't do this, reach out to Quickbase Support and ask them to enable Open email notifications for your account. By default, this feature is turned off. (If you already have Courier, this is already turned on.)

  2. Once you have access to create an open email notification, select + New Email Notification.

  3. Select your Trigger Field to be whatever you would like to cause a Text Message to send out.
    If you want to send the text out using a button, see the Send Text Message App Button guide to set that up.

You'll need to copy the following information into your Email Notification. We've provided it here so you can copy it correctly.

  • Copy and paste this text in the Notify Whom field: textmyqb@mail.quickbasetools.com

  • Copy and paste this text in the Subject field and change the highlighted text to include your company name: Text My Quickbase (Outbound) - Your Company Name

  • Copy and paste this text in the Custom Message field and change the highlighted text to match your client ID and Courier configuration Record ID: configid=16 recid=[Record ID#] type=textmyqb

    • The configid=16 value above is an example. Your ID is provided when you contact your Quickbase Extensions team, who create it using the information you provide.

  • For configs with a recid greater than 768, or if the Config Key Inclusion checkbox is checked, the configkey= parameter is required. configid=16 configkey=abcdefghijklmnopqrstuvwxyz0123456789 recid=[Record ID#] type=textmyqb

  • You can also use queries to send text messages to multiple records, such as only child records related to a certain parent record. Use the query= parameter instead of the recid= parameter in the email message.

    • You can use this link to set up the query to only get the records you want to send to: Quickbase Queries