Using Alerts and Reminders by Virto for SharePoint Lists

Alerts and Reminders by Virto allows you to create custom alerts, reminders, notifications, and summary emails. In addition, you can define cases in which you or your team will get email notifications. For example, you can create email templates that will be sent out to specific users when certain list changes are made, or a deadline is approaching. The app can also send out a “newsletter” – a summary email sent out every day, week, month, or once any other period.

After setting up the Alerts and Reminders app, launch it from your Site Contents folder. You will see two buttons, “Add Alert” and “Add Reminder,” on the ribbon.

Alerts – the notification you get if the value of the list item was changed, added, or deleted. In other words, the alert needs some change in a SharePoint list to be triggered.

Click “Add Alert.”

Choose a list that you want to create an alert for.

Choose the change type that you want to be notified about. Then, give a title to your alert.

Specify recipients in the “Recipients” menu.

Create an alert message that will be sent out to recipients. You can configure the template to automatically substitute the values of those parameters that change. To do it, click the “Tag” icon and specify the list of items you want to notify recipients about if they got changed.

You may also want to discover the short video instructions on how to get started with Alerts and Reminders by Virto.

In the “Options” menu, you can specify the conditions for sending an alert. For example, when a particular person makes a change to the list.

Using conditions for sending an alert

When you click “Preview,” you will see the example of an email sent out to the recipients when the alert is triggered.

The reminder settings are almost identical to the alerts; only the triggers and cases when reminders are sent differ.

A reminder is a notification based on the date in the list or document library: on the event that will happen in the future, not the one that already happened (unlike alerts). Read the “Basic options for common users” part in Alerts and Reminders documentation to get the difference and see the use cases of alerts and reminders.