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How to use the Push Notification Action Item

Trigger automated push notifications when a user completes an action inside your app.

The Push Notification action item lets you send a push notification instantly or with a delay when a user taps a button or interacts with an action inside a feature. You can insert it into any WYSIWYG editor or any feature that supports action items, allowing you to automate messaging without needing workflows or manual sends.

Requirements

  • Available anywhere action items are supported (e.g., WYSIWYG, Outline Action Item Folder)

  • Push notifications must be enabled for your app

  • Title and message content are required for every triggered notification

How to use the Push Notification Action Item

  1. Log in, go to Builder in the left navigation

  2. Navigate to the plugin where you want to add the action

  3. Add the Push Notification action

    • In a WYSIWYG editor: click Insert → Insert/Edit Action Item, then choose Push Notification

    • In a feature that supports actions (e.g., Outline Action Item Folder): click Add Action, then choose Push Notification

  4. Choose the notification audience

    • Current User — sends the notification only to the user who triggered the action

    • Custom Segment — choose recipients by:

      1. Selecting individual users

      2. Selecting multiple users

      3. Selecting one or more user tags

  5. Add the Message Content

    • Enter a Title (required)

    • Enter a Message (required)

    • (Optional) Add an In-App Message using the rich-text editor (images, links, formatted content)

    • (Optional) Add an Action Item to define what happens when the user taps the notification

  6. Set the Schedule behavior

    • Choose Send Immediately to deliver as soon as the action occurs

    • Or choose Delay and specify Days, Hours, or Minutes after the action is performed

  7. (Optional) Add a Confirmation Message

    • This message appears immediately after the user triggers the action

    • Add custom text for the confirmation button (e.g., “OK,” “Done”)

  8. (Optional) Enable Analytics Tracking

    • Turn on Track Analytics to include this action item as a metric on your dashboard

    • Add a Tracking Name (visible label)

    • Add a Tracking ID (3–30 characters, lowercase letters, numbers, or dashes)