Quick Answer
How do you add a Smart Push Notification to a workflow?
Open Automation → Workflows, select or create a workflow, click + Add Action, search for Smart, and choose Smart Push Notification. Add the title and message, choose a Communities or Courses redirect, test the action with a Client Portal contact, and then publish the workflow.
What Smart Push Notifications Do
The Smart Push Notification workflow action sends app-style notifications to contacts who are registered in the BizStackPro Client Portal.
These notifications can bring users back into the portal when a new community post, course update, or other time-sensitive item is available.
The notification title and message can use contact placeholders, and the notification can direct the user to either Communities or Courses.
Only Client Portal users receive Smart Push
Contacts who are not registered in the Client Portal will not receive Smart Push Notifications.
Smart Push Notifications at a Glance
Before You Begin
Prepare the workflow, notification message, recipient, and destination before adding the action.
- Confirm that the intended contacts are registered in the Client Portal.
- Decide which workflow should send the notification.
- Prepare a short notification title.
- Write a message no longer than 300 characters.
- Decide whether the notification should open Communities or Courses.
- Choose any contact placeholders you want to use.
- Prepare a sample Client Portal contact for testing.
- Sign in to your BizStackPro account.
Step 1: Open or Create a Workflow
Open the workflow where the Smart Push Notification should be sent.
Open Automation
Select Automation from the main BizStackPro navigation.
Open Workflows
Select Workflows.
Select a Workflow
Open an existing workflow or create a new workflow for the notification.
Choose the Action Location
Decide where in the workflow sequence the Smart Push Notification should be sent.
Step 2: Add the Smart Push Notification Action
Add the notification action at the appropriate point in the workflow.
Add a Workflow Action
Click + Add Action.
Search for Smart
Enter Smart in the action search field.
Select Smart Push Notification
Choose Smart Push Notification from the available workflow actions.
Step 3: Customize the Notification
Configure the title, message, personalization, and destination.
Notification Title
Add a short title that clearly explains why the contact should open the notification.
Message Body
Write a concise message of no more than 300 characters.
Personalization
Use placeholders such as
{{contact.first_name}} or
{{contact.last_name}} in the title or message.
Redirection
Choose whether the contact should be directed to Communities or Courses after tapping the notification.
Personalize without making the message too long
A simple greeting such as
Hi {{contact.first_name}} can make the notification
feel more relevant while keeping the message concise.
Step 4: Save, Test, and Publish
Test the notification before allowing the workflow to send it to live contacts.
Save the Action
Save the Smart Push Notification action after configuring its title, message, placeholders, and destination.
Select a Test Contact
Use a sample contact who is already registered in the Client Portal.
Test the Notification
Run the workflow test and confirm that the notification is received.
Check Personalization
Confirm that contact placeholders display the expected name or other contact information.
Test the Redirect
Tap the notification and verify that it opens the intended Communities or Courses destination.
Publish the Workflow
Turn the workflow on after the notification and redirect work as expected.
Test with a registered Client Portal user
A contact who is not registered in the Client Portal will not receive the notification and cannot be used to confirm that the action works.
Example Smart Push Notification
The following example directs a member to a new community update.
Title
New Community Update!
Message
Hi {{contact.first_name}}, check out the latest
post in our community.
Redirect Destination
Communities
Intended Recipient
A contact who is already registered in the Client Portal.
Smart Push Notification Best Practices
Frequently Asked Questions
Can I use placeholders in the notification message?
{{contact.first_name}} and
{{contact.last_name}} to personalize the
notification title and message.
How do I redirect users after they click the notification?
What is the maximum character limit for the message body?
Who will receive Smart Push Notifications?
Continue Learning
Continue learning how to use Communities, courses, and engagement tools with these related BizStackPro Help Center guides.
