Scheduled recurring emails

[Ian Shere]

All my clients are on a 3 monthly recurring subscription. Some of them are asking for reminder emails prior to an upcoming payment.

I can do it through Outlook but it's overly complicated. I remember, in the days I used Act!, I could schedule emails to go out on specified dates.

Is there a way in Memento to set up a recurring email to accomplish this?

[Beth Dixon]

Hi there, if you tap on the entry, tap on three dots in upper right corner, select reminder.  Enter the date you wish for reminder, then tap on three dots in upper right corner of that screen and choose your repeat option.

- Beth

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[Bill Crews]

Searching the forum for pieces of the answer...

     Search key: "Http" "send email"

     Result...

//Send email format, though not a working example
//You must use the Object to specify SMTP configuration: SMTP server host, port, username, password, and email address.
var cfg = {"host" : "smtp.example.com" , "port":25, 
"user":"username" , "pass":"password" ,
"from":"user...@example.com"}
email().send(cfg , "t...@email.com" , "Subject" , "Text");

     Sent by: Bill Crews, Sep 25 2018

_________

There is probably some Memento menus & their buttons to learn, but this seems to be the programming part of it. I never continued to get an example working.

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[Ian Shere]

Hi Beth

Not sure where the 3 dots are. I'm in Memento with a library open. I click an entry, but there's no dots.

[Ian Shere]

Hi Bill

I have enough knowledge to see what the script is doing, but not enough to know how to implement this and work it into an overall solution. As I said in my original post, Act! did this so easily, but I don't see any simple solution in Memento.

[Er Mo]

Hallo

Es müsste mit einem Skript möglich sein , aber das Auslösen von den Skript ist noch ein Problem . Man müsste von Hand einen " Auslöser " starten der die Bibliothek durchsucht und bei einen abgelaufenen Datum die E Mail versendet . So kann ich mir das Vorstellen . Der " Auslöser " muss halt nach gewissen Zeiten betätigt werden .

Hi
It should be possible with a script, but triggering from the script is still a problem. You would have to start a "trigger" manually that searches the library and sends the e-mail when the date has expired. That's how I can imagine it. The "trigger" has to be pressed after a certain period of time.

Ernst

[Beth Dixon]

Hi Ian, why not try my solution?  Can't get any simpler then that.  😁

- Beth

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[Beth Dixon]

Yes, dots are beside the edit pencil.

- Beth

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[Bill Crews]

I think Ernst is right. Do you know how to set up a trigger? you can see in the wiki page Triggers at wiki.mementodatabase.com, then scroll down to the Scripting section. In the 3rd column is Triggers. But I'll zip you through it here...

1. In the library you want to send from, get into the entries list
2. I'm assuming an Android or tablet. If you need a Desktop, let us know, and any of us can help you with that.
3. In the top right corner, you'll see the 3 dots Beth was talking about, so tap it. A sidebar should flow in from the right.
4. The main 20 options there are at the top with Edit Library and near the bottom with Scripts. Right now, we'll do Scripts, since it's a trigger. Scripts are for trigger or actions. Edit Library for JavaScript fields.
5. One you hit Scripts, it'll ask you what kind. Pick Trigger.
6. Then you'll see the trigger edit card.
7. At the top is Event. Pick Creating a new entry.
8. Next down is Phase. Pick After saving the entry.
9. Then you have a toolbar for the script editor and then the editor itself.
10. The main thing about the toolbar is the Play button (right-pointing triangle). It says to play (run) the script to test it.
11. But first, let's enter your script. Copy it & paste it into the editor.
12. Then do your best to fill in the blanks with your fields, text, and so on. ACTUALLY, start with the one I put into the wiki. Here is a paste of it...

// Send email example
// You must use the Object to specify SMTP configuration:
//   SMTP server host, port, username, password, email address

var cfg = {"host" : "smtp.example.com" , "port":25, 
"user":"username" , "pass":"password" , "from":"user...@example.com"};
email().send(cfg , "t...@email.com" , "Subject" , "Text");

This is the part that might be tricky. do your best & let us know if you need help. If you do that, be descriptive of what's going on on the screen, mayb attach a screenshot. Good luck.

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