The Smart Push Notification Workflow Action for Client Portal App

The Smart Push Notifications workflow action allows businesses to send personalized notifications to their contacts via the Client Portal. This feature enables customization of the notification title, body, and even includes the option for redirecting users to specific pages, such as Communities or Courses. The purpose of this article is to guide you through the process of setting up and configuring Smart Push Notifications to improve user engagement and interaction.

Note: This action will only send notifications to registered Client Portal users. Non-registered users will not receive notifications.

How to Use Smart Push Notification

1. Add the Action to a Workflow:

• Navigate to Automation > Workflows.
• Open an existing workflow or create a new one.

• Click on + Add Action, search for “Smart” and select Smart Push Notification.

2. Configure the Fields:

• Title: Enter a catchy, personalized title (e.g., “Welcome {{contact.first_name}}!”). Use placeholders like {{contact.first_name}} for dynamic personalization.
• Message Body: Write the main content of the notification (up to 300 characters). Again, you can use placeholders like {{contact.last_name}} for personalization.
• Redirection: Choose the destination where the user will be redirected after clicking the notification. Options include Communities or Courses.

3. Save and Activate:

• Click Save Action to confirm the configuration.
• Test the workflow with a sample contact to ensure it triggers correctly.
• Activate the workflow once you’re satisfied with the setup.

Example Use Case

Let’s say you want to notify a contact about a new community post. Here’s how the configuration would look:

Title: "New Community Update!"

Message Body: "Hi {{contact.first_name}}, check out the latest post in our community."

Redirection: Choose Communities.

When the workflow is triggered, the contact will receive a push notification with a link to the Community page, driving them to engage with the new content.

Pro Tips

Maximize Engagement: Use clear and concise language for both the title and the message body. Short and actionable notifications are more likely to be clicked.

Test Before Activating: Always test the notification with a sample contact to ensure that the redirection works as expected.

Personalization is Key: Utilize dynamic placeholders to make notifications feel more tailored to each recipient, improving the likelihood of interaction.

FAQs

Can I use placeholders in the notification message?

Yes, you can use placeholders like {{contact.first_name}} and {{contact.last_name}} to personalize the title and message body of the notification.

How do I redirect users after they click on the notification?

You can choose between Communities or Courses as the destination for the redirection. This ensures users are directed to relevant pages within the Client Portal.

What is the maximum character limit for the message body?

The message body can be up to 300 characters long, allowing you to deliver concise and engaging messages.

Can I use Smart Push Notifications for any type of communication?

Smart Push Notifications are best used for engaging and timely notifications like updates, reminders, and announcements. They are designed to work with workflows, ensuring messages are sent at the right moment.

Who will receive Smart Push Notifications?

Smart Push Notifications will only be sent to contacts who are registered users in the Client Portal. Non-registered users will not receive these notifications.