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Client Portal App - Custom mobile app notifications

TABLE OF CONTENTS Overview Action Name Action Description Action Details How to Configure Example Additional Notes Overview The Smart Push Notification…

2 min read351 words2 explained imagesUpdated Thu, 6 Feb, 2025 at 12:38 AM
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  1. Overview
  2. Action Name
  3. Action Description
  4. Action Details
  5. How to Configure
  6. Example
  7. Additional Notes

TABLE OF CONTENTS

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 NameDescriptionMandatory
Action NamePre-filled as "Smart Push Notification."No
TitleEnter a catchy title for the notification (max: 100 characters). Supports placeholders like {{contact.first_name}}.Yes
Message BodyThe main content of the notification (max: 300 characters). Supports placeholders like {{contact.last_name}}.Yes
RedirectionSelect where the user will be redirected after clicking the notification. Options: Communities, Courses.Yes
Action Details (image 1 of 2) What this shows Field Name Description Mandatory Action Name Pre-filled as "Smart Push Notification." No Title Enter a catchy title for the notification… What this shows Illustrates the "Action Details" section of "Client Portal App - Custom mobile app notifications". This screenshot appears in the "Action Details" section of "Client Portal App - Custom mobile app notifications". The text alongside this image reads: 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…. Immediately after, the guide continues: Add the Action to a Workflow Configure the Fields Save and Activate. Image 1 of 2 What to fill inField 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
Buttons and menus referenced Field NameDescriptionMandatoryAction NameTitleMessage BodyRedirection
Next stepAdd the Action to a Workflow Configure the Fields Save and Activate

How to Configure

  1. 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.

  2. 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).

  3. Save and Activate

    • Click Save Action to confirm the configuration.
    • Test the workflow with a sample contact.
    • Activate the workflow once satisfied.
How to Configure (image 2 of 2) What this shows Add the Action to a Workflow Configure the Fields Save and Activate What this shows Illustrates the "How to Configure" section of "Client Portal App - Custom mobile app notifications". This screenshot appears in the "How to Configure" section of "Client Portal App - Custom mobile app notifications". The text alongside this image reads: Add the Action to a Workflow Configure the Fields Save and Activate. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Consider a scenario where a user wants to notify a contact about a new community post. Image 2 of 2 How to confirmAdd the Action to a Workflow Configure the Fields Save and Activate
Fields in this part of the guide Configure the Fields
Buttons and menus referenced Add the Action to a WorkflowAutomation > Workflows+ Add ActionSmart Push NotificationConfigure the FieldsSave and ActivateSave Action
Next stepConsider a scenario where a user wants to notify a contact about a new community post:
All 3 steps in this procedure
  1. Add the Action to a Workflow
  2. Configure the Fields
  3. Save and Activate

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.

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