Custom Push Notifications give you direct control over the message, timing, and destination of what your clients receive in the app.
Unlike system-generated notifications, these are fully authored by you.
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.
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:
Resource
Opens an in-app content page that can include written text, links, and images.
URL
Opens an external webpage.
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.
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
Go to Settings
Select Tools
Click Custom Notification
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:
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.
URL
Paste the full external link. When the client opens the notification, they will be directed to that webpage.
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.
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.






