Client Portal App - Custom mobile app notifications

Modified on: Thu, 6 Feb, 2025 at 12:38 AM

TABLE OF CONTENTS

Overview
Action Name
Action Description
Action Details
How to Configure
Example
Additional Notes

Overview

The Smart Push Notification action allows users to send personalized push notifications to their contacts via the Client Portal. These notifications can include customized titles and messages and redirect users to specific pages such as Communities or Courses to enhance engagement.

Action Name

Smart Push Notification

Action Description

This action enables users to send engaging push notifications through workflows. It allows customization of the notification's title and message, supports dynamic personalization using placeholders, and provides redirection options within the Client Portal for seamless user interaction.

Action Details

Field Name	Description	Mandatory
Action Name	Pre-filled as "Smart Push Notification."	No
Title	Enter a catchy title for the notification (max: 100 characters). Supports placeholders like `{{contact.first_name}}`.	Yes
Message Body	The main content of the notification (max: 300 characters). Supports placeholders like `{{contact.last_name}}`.	Yes
Redirection	Select where the user will be redirected after clicking the notification. Options: Communities, Courses.	Yes

How to Configure

Add the Action to a Workflow
- Navigate to Automation > Workflows.
- Open an existing workflow or create a new one.
- Click + Add Action, type "Smart" in the search bar, and select Smart Push Notification.
Configure the Fields
- Title: Enter a personalized title (e.g., "Welcome {{contact.first_name}}!").
- Message Body: Add a detailed notification message.
- Redirection: Choose the destination page (Communities or Courses).
Save and Activate
- Click Save Action to confirm the configuration.
- Test the workflow with a sample contact.
- Activate the workflow once satisfied.

Example

Consider a scenario where a user wants to notify a contact about a new community post:

Title: "New Community Update!"
Message Body: "Hi {{contact.first_name}}, check out the latest post in our community."
Redirection: Select Communities.

When the workflow is triggered, the contact receives a push notification that redirects them to the Community page.

Additional Notes

This action will only send notifications to registered Client Portal users. Non-registered users will not receive notifications.
Use clear and concise language in titles and messages to maximize engagement.
Ensure all mandatory fields are filled before saving the workflow.