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How to notify Users when they are running low on Allowance
How to notify Users when they are running low on Allowance

As an admin, learn how to send emails to your users automatically when they are running low on allowances

Kelly Yoon avatar
Written by Kelly Yoon
Updated over 2 months ago

To remind users about their allowance amount:

  1. Click on the Automations tab (lightning bolt icon) from the left-hand menu

  2. Click Add automation from the top right corner

  3. Click Start from scratch

  4. From the list of Triggers, select Allowance amount changed, and decide whether you'd like to notify users of all types of allowances or for specific allowances (i.e. allowances for conference rooms)

  5. Once configured, click Continue

  6. Below the trigger you created, click Choose an action

  7. From the list of Actions, click either Send an email OR Send a message

  8. Draft a message to your users regarding their low allowance levels, and customize the additional fields as necessary (i.e. notification type, which admin the user can reply to...etc), and click Done.

  9. Add a title to the Automation, and click on Save and set live in the top right corner

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