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Alerts and reminders

The Virto Alerts & Reminders App supports creating alerts and reminders to keep your team informed of all changes and upcoming events. Alerts are slightly different from reminders.

Alerts#

Alerts are email notifications that need a trigger to be sent. Since all alerts are related to a SharePoint list, the trigger may be one of the following:

  • Someone adds a new item to the list.
  • Someone modifies the existing item(s).
  • Someone deletes an item from the list.

You also have the option to send an alert for all the above changes.

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Alert change type

Example

You have a SharePoint list with banners. Designers add banners for every new promotion campaign, and you need to inform a content manager when a new banner is added. To automate this process, you create an alert of the “New items are added” change type and choose the content manager as a recipient.

Reminders#

Reminders inform recipients about any upcoming events. You don’t need a trigger, but you need to define when to send a reminder.

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When to send reminders

Example#

You have a list of subscriptions for the software products your team uses. Every subscription has an expiration date. You can inform yourself about expiring subscriptions to plan their renewals by creating a reminder sent three days before the expiration date.

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Updated on October 10, 2024