Send Email Alert for Upcoming Assets and Loans Due for Return

Reftab allows you to create custom emails. This guide shows how to use custom emails to send alerts to users about upcoming items due for return.

This process involves creating a custom email and building a workflow. The workflow will send an email to users who have items with a return date in 7 days. The workflow will then send your custom email.

Note: This process is only available to users on the Pro and Business plans. Standard users are unable to build workflows in Reftab.

Create a Custom Email

1. Click “Settings” > “Email Settings / Logs” > “New Custom Email“.
2. Type your email text.
3. Note that for this guide, we are using 7 days as a time frame of when to send this email. However you can use other timeframes in workflows. Simply update your text accordingly.
4. Click, “Save Email“

Create a Workflow That Sends the Custom Email Weekly to the Loanee

This guide uses the example of a weekly workflow which means, your email will send once a week.

1. Click “Settings” > “Automated Workflows” > “New Workflow“
2. Trigger: Schedule
3. Frequency: Weekly
4. Date and Time: Monday 9:00am

Next, click “Add Condition“

Loan due date anytime after now

-Click “Add Row” again

loan due date anytime before next week

-Click “Add Row” again

loan status is out

Next, click “Add Action”

send email upcoming item due for return to asset’s loanee

Click “Save Workflow“