Creating an Automated Notification
Set up push notifications that send automatically based on a schedule or date-based triggers.
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Set up push notifications that send automatically based on a schedule or date-based triggers.
Automated Notifications let you set up push notifications that send automatically on a recurring schedule, triggered by date-based conditions in your contact data.
Automated Notifications are useful for time-based or lifecycle messaging, for example:
Sending a birthday notification
Notifying a contact before their subscription expires
Sending a welcome notification when a device is first registered, with follow-ups one week and two weeks later
When you create an Automated Notification you are taken to the Automated Notification Dashboard. From here you can step through the wizard across the following sections:
Content and Preview
Filter
Recurrence
Activate
An Automated Notification will not run until it has been activated. Once activated, the dashboard updates to include reporting and history. To make changes, deactivate the notification first.
Use Run Now to trigger the Automated Notification immediately outside of its schedule.
Content and Preview works the same way as for a standard notification. See Notification Templates for details on the available content fields.
The filter for an Automated Notification works similarly to a standard notification filter, with the addition of a When Filter.
The When Filter lets you target contacts based on date fields, using relative operators such as:
5 days after Sign-up Date
2 days before the anniversary of Birthdate
Anniversary options ignore the year part of a date. This is useful for recurring annual events like birthdays — you compare only the day and month, so the notification sends each year on the right date.
The Filter and the When Filter work together as an AND condition — both must be true for a contact to be included.
Example: Filter — City = Auckland, When Filter — 2 days before the anniversary of Birthdate. This will only send to contacts in Auckland, two days before their birthday.
You can preview your filter and When Filter against your registered devices by selecting a date and clicking Refresh.
Set how often the Automated Notification should run — for example, daily, weekly, or monthly.
Once you are satisfied with your setup, activate the Automated Notification. The dashboard will update to show reporting and a history of runs.
Once your Automated Notification is active, the Notification Projections section shows how many notifications are expected to be sent on future dates. Click on a date to see the projected send count for that day.
Projections are estimates based on current data. The actual number sent may differ if your database changes before that date.
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