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Send Custom Push Notifications

Custom Push Notifications give you direct control over the message, timing, and destination of what your clients receive in the app.
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Unlike system-generated notifications, these are fully authored by you.
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Business Solutions

1. Move Beyond System Alerts

Auto-generated notifications are triggered by activity and follow a fixed format.

Custom Notifications allow you to:

  • Write your own title

  • Control the message content

  • Decide what opens when tapped

Use this when the communication is strategic, not just event-based.


2. Add Context to Planning Moments

Instead of simply notifying clients that something happened, you can explain what to do next.
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Use Custom Notifications to:

  • Reinforce meeting follow-ups

  • Prompt deadline-driven action

  • Share targeted firm updates

3. Control the Open Experience

You determine what happens when the client taps the notification:
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Resource
Opens an in-app content page that can include written text, links, and images.
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URL
Opens an external webpage.
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This allows you to keep clients inside the app when appropriate, or direct them outward when needed.


4. Send With Intention

Custom Notifications are not automated.
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You choose:

  • The recipients

  • The sender

  • The delivery timing

This makes them effective for segmented outreach and time-sensitive communication.


How to Create a Custom Push Notification

Step 1: Navigate to Custom Notifications

  1. Go to Settings

  2. Select Tools

  3. Click Custom Notification

  4. Click Add Notification

Step 2: Build the Notification

Notification Title

Enter a custom title. This appears in the push preview on the client’s device.


Choose What Happens When Opened

Select either:
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Resources
Draft the content directly in the editor. When the client opens the notification, this content displays in-app. You may include formatted text, links, and images.
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URL
Paste the full external link. When the client opens the notification, they will be directed to that webpage.
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Step 3: Configure Delivery

On Behalf Of

Choose whether the notification appears from:

  • Self

  • Primary Advisor

Select Recipients

Choose the contacts or group that should receive it.
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Delivery Timing

  • Send Now for immediate delivery

  • Schedule to select a future date and time

Confirm the correct time zone before saving.


Step 4: Save

Click Save.

The notification will send immediately or at the scheduled time you selected.

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