Smart Push Notification Action for Client Portal

March 07, 20251 min read

Push notifications are one of the most engaging aspects of social media, keeping you informed and connected in real time. Now, we’re bringing that same level of instant awareness to your client portal—so your clients never miss an important update. Let’s take a look!

⭐️Why Is This Feature Beneficial To Your Company?

  • Enhanced Engagement: Easily grab members' attention, even when they are out of the client portal, with a push notification on mobile and web apps.

  • Increased User Loyalty: The constant engagement keeps members returning for more, leading to higher involvement levels and greater retention rates.

  • Boosted Visibility: This makes important information more accessible by showing up in real-time communication, and ensuring your message is visible to all.

⭐️How To Use The Smart Push Notification Action?

  1. Head to the Workflows tab inside the Automation section and create or edit a workflow.

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  2. Click the plus sign icon to add the Smart Push Notification action.

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  3. Enter a title and body for your notification then select where you want the client to be redirected once they click it.

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  4. Click Save Action then save the changes to your workflow at the top.

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When the workflow is triggered a push notification will go to the contacts in question, leading them back to the course or community. This will help keep members engaged even when they aren’t actively interacting with your products.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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