Using Smart Push Notifications in the Client Portal

Overview

The Smart Push Notification action lets you send personalized push notifications directly to your contacts' Client Portal mobile app. You can create custom titles and message content, and even direct users to specific sections of the app, such as Communities or Courses, to drive interaction.

How to Add the Action to a Workflow

To use this feature, you must first add it to a workflow.

Go to Automation and select Workflows. Either open an existing workflow or create a new one. Click the + Add Action button, search for "Smart" in the search bar, and then select the Smart Push Notification option from the list.

Configuring the Notification

Once the action is added, you will need to configure the following mandatory fields:

Title

Enter a compelling title for your notification. This field is limited to 100 characters. You can personalize it using placeholders like {{contact.first_name}}.

Message Body

This is the main text of your notification, with a maximum length of 300 characters. You can also use placeholders such as {{contact.last_name}} here to make the message more personal.

Redirection

Choose where the user will be taken after they tap on the notification. The available options are Communities or Courses.

Saving and Activating

After filling in the details, click Save Action to confirm your settings. It is a good practice to test the workflow with a sample contact before activating it. Once you are satisfied with the results, you can activate the workflow.

Example Use Case

Imagine you want to alert a contact about a new post in a community. Your notification could be set up as follows:

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

When the workflow runs, the contact will receive a push notification. Tapping on it will open the Communities section of their Client Portal app.

Important Notes

• This action will only send notifications to contacts who are registered users of the Client Portal app. Contacts who have not registered will not receive the notification.
• For the best results, use clear and concise language in your titles and messages.
• All mandatory fields must be completed before the action can be saved.