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
- Click “Settings” > “Email Settings / Logs” > “New Custom Email“.
- Type your email text.
- 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.
- 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.
- Click “Settings” > “Workflow Automation” > “New Workflow“
- Trigger: Schedule
- Frequency: Weekly
- 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“