How to automatically email customers their license key using Scheduled Tasks
You can use QLM's scheduled tasks and email integration to automatically email customers their license key once it is created in QLM.
To do so, follow the steps below.
Create the search
Go to the Manage Keys tab
Click on the Search drop-down and select Edit Searches
Click on Add to add a new search
Set the Name to: Current Orders (or any name you wish)
Set the SQL field to: OrderDate > [date]
Click OK
Create the scheduled task
On the ribbon bar, click on the Tools / Scheduled Tasks
Click on Add to add a new task
Set the Name to: Current Order Notification (or any name you wish)
Select your License Server
In the Search drop-down, select the Search created earlier: Current Orders
Set the Schedule Run every to: 5 Minutes
Set "Starting on" and "Starting at" fields as needed
In the Email tab, set at least the following fields:
Send Mail To: Customer
Subject: <enter a subject for the email>
Email Profile: <select an email profile>
Email Account: <select an email account>
Email Template: <select an email template>
Aggregate Emails: Do Not Aggregate
If you would also like to get a popup alert for new orders, click on the Alert tab, enable it and enter text for the Alert.
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