Send Smart Push Notifications to Client Portal Users

The Smart Push Notification workflow action sends a personalized push notification to a contact through the Client Portal app. Use it to nudge users back into Communities or Courses with a tailored message.

What the action does

Inside a workflow, you set the notification's title, body, and redirect destination. Both the title and body support merge fields like {{contact.first_name}} and {{contact.last_name}} for personalization. When the recipient taps the notification, the Client Portal opens directly to the chosen destination.

Configuration fields

How to set it up

1. Open Automation > Workflows and either create a new workflow or open an existing one.
2. Click + Add Action, search for Smart, and pick Smart Push Notification.
3. Fill in the title (e.g., Welcome {{contact.first_name}}!), the message body, and the redirect target.
4. Click Save Action.
5. Test against a sample contact, then activate the workflow.

Example: Community update notification

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

When the workflow triggers, the contact gets a push notification that opens straight to the Community page on tap.

Things to know

• Notifications only deliver to contacts who are registered Client Portal users. Non-registered contacts get nothing.
• Keep titles and bodies short and direct. Push real estate is small.
• All required fields must be filled before the workflow will save.