Client Portal App - Custom mobile app notifications
Overview
Section titled “Overview”The Smart Push Notification feature in Stack allows you to send personalized push notifications to your contacts through the Client Portal. These notifications can include customized titles and messages, and they can direct users to specific pages like Communities or Courses to boost engagement.
Action Name
Section titled “Action Name”Smart Push Notification
Action Description
Section titled “Action Description”This feature lets you send engaging push notifications within workflows. You can customize the notification’s title and message, use dynamic personalization with placeholders, and set redirection options within the Client Portal for a seamless user experience.
Action Details
Section titled “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 | Choose where the user will be redirected after clicking the notification. Options include: Communities, Courses. | Yes |
How to Configure
Section titled “How to Configure”Add the Action to a Workflow
Section titled “Add the Action to a Workflow”- Go 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
Section titled “Configure the Fields”- Title: Enter a personalized title, such as “Welcome
{{contact.first_name}}!”. - Message Body: Add a detailed notification message.
- Redirection: Choose the destination page, either Communities or Courses.
Save and Activate
Section titled “Save and Activate”- Click Save Action to confirm your settings.
- Test the workflow with a sample contact.
- Activate the workflow once you are satisfied with the setup.
Example
Section titled “Example”Imagine you want 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
Section titled “Additional Notes”- Notifications are only sent 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 completed before saving the workflow.