Sending App push notification broadcasts in Zoho SalesIQ

Sending App push notification broadcasts in Zoho SalesIQ

App Push Notification Broadcasts

App push notifications in Zoho SalesIQ let you send a push notification to multiple leads and contacts simultaneously. When customers visit your mobile app, you can use push notifications to nudge them with timely and relevant messages, even when they aren't actively using your app.
You can choose who receives the notification, configure when and how often it's sent, and decide what opens when the recipient taps the notification.
Push notifications appear in the notification panel of the recipient's mobile device.



Info
Permissions: Access to App Push Notification broadcasts depends on the user's role:
  1. Admin: Can create, view, and manage broadcasts, including editing, pausing, resuming, and deleting them. 
  2. Supervisor: Can view existing broadcasts but cannot create or manage them. 
  3. Associate: Does not have access to the Broadcast feature.

Benefits:

App push notification broadcasts help you proactively engage app visitors (people visiting your mobile app) and customers, and deliver timely, relevant messages based on their activity.
  1. Reach app visitors directly: Send timely notifications to your app visitors even when they aren't actively using your website or app.
  2. Keep customers informed: Share important updates, announcements, or time-sensitive information directly with customers through their mobile devices.
  3. Drive meaningful action: Encourage customers to explore a feature, complete a purchase, check an offer, or take any desired action through targeted messages.

How to Create an App Push Notification Broadcast

To create an app push notification broadcast:
  1. Navigate to Outbound > Broadcast in Zoho SalesIQ. 
  2. Click Create.
  1. In the create a broadcast window, select App push notifications.
  2. Click Next.

The broadcast creation form contains five sections: Details, Content, Targeted platform & audience, and Frequency. Configure each section to set up your broadcast.

I. Details

The Details section contains the basic information for your broadcast.

  • Broadcast title: Enter a title for your notification. This is an internal name that helps you identify the notification in SalesIQ.

  • Brand: Select the SalesIQ brand associated with the notification.


II. Content

The Content section lets you customize the content of your push notification.
  1. Notification title: Enter a title for your notification. You can type % to view dynamic text suggestions.
  2. Notification message: Enter the message you want to send. You can type % to view dynamic text suggestions.
  3. Image: Upload an image to include with your notification.
Notes
Note: For best results, use a 2:1 landscape image with a maximum height of 1024 px and a file size under 1 MB.
  1. The preview on the right shows how the notification appears on a mobile device. You can switch between the Default and Expanded views to preview the notification.

III. Targeted Platform & Audience  

This section lets you choose where the notification appears and define who receives it.

Configure the notification action

Choose what opens when a recipient taps the notification:
  1. The app: Opens the app. 
  2. A specific screen: Opens a specific screen in the app. 

Show message on 

Select the platforms where you want to display the broadcast message.
  1. iOS: Displays the notification to users of your iOS mobile app.
  2. Android: Displays the notification to users of your Android mobile app.

Audience selection

Select the recipients for the notification:
  1. Leads: Visitors identified as Leads in SalesIQ.
  2. Contacts: Known visitors saved as Contacts in SalesIQ or synced from your CRM.
  3. API endpoint: A custom audience defined programmatically by passing visitor identifiers through the SalesIQ REST API. Use this option for advanced segmentation beyond the built-in audience types.

Rules  

Use rules to narrow down your audience based on specific conditions. For example, you can target visitors by operating system, country/region, number of visits, city, or state.
To configure audience rules:
  1. Select a condition from the available options.
  2. Choose an operator.
  3. Enter or select the required value.
  4. Click + Add Rule to add another condition, if required.
  5. Choose AND or OR to specify how the rules should be combined.

Include New Matches  

When this checkbox is enabled (default), visitors who start matching the audience rules after the broadcast is published will also receive the message. Disable it to restrict the broadcast only to audience who matched the criteria at the time of publishing.


Limit total messages per recipient  

This option is available when you select API endpoint as the audience. It lets you limit the total number of broadcast messages a recipient can receive within a specified period.
  1. Enter the maximum number of messages a recipient can receive.
  2. Select the time period in days, weeks, or months.
This helps control how frequently a recipient receives notifications when using a custom audience through the API endpoint.


IV. Frequency

In this section, you can set up how often a visitor receives the notification when they match the audience criteria.

Message frequency

Choose one of the following options:
  1. Send once (first time they match): Send the notification only the first time a visitor matches the audience criteria. They won't receive it again on subsequent matches.

  1. Under Send, choose when the notification can be sent:
    1. Any day, any time: Send the notification at any time, on any day. 
    2. During business hours: Send the notification only during your configured business hours. 
    3. Outside business hours: Send the notification only outside your configured business hours. 
    4. Custom hours: Specify the days and time range during which the notification can be sent. 

    1. Show Message When: When you select Send once or Send every time they match, you can specify the event that triggers the broadcast. Choose when to display the message:
      1. Lands on my website: Display the message when a visitor lands on your website.
      2. Accesses any page on my website: Display the message when a visitor accesses any page on your website.
      3. Performs the custom action: Display the message when a visitor performs a custom action configured on your website.
      4. Leaves my website: Display the message when a visitor is about to leave your website.
    1. Show Message After: Set an interval delay between the trigger event and when the broadcast message appears. Specify the duration in hours, minutes, or seconds.
  1. Send every time they match: Send the notification every time a visitor matches the audience criteria. You can configure the following options to control how frequently and when the notification is sent: 
    1. Limit to once every: Set how frequently the visitor can receive the notification. Choose Days or Weeks, and specify the interval. For example, you can limit the notification to once every 1 day or once every 2 weeks. 
    1. Keep sending it until: Choose when to stop sending the notification: 
      1. The broadcast schedule ends: Continue sending the notification until the configured broadcast end date. 
      2. A set number of messages are sent: Continue sending the notification until the specified number of messages have been sent. 

    1. Send: Choose when the notification can be sent: 
      1. Any day, any time: Send the notification at any time, on any day. 
      2. During business hours: Send the notification during business hours. 
      3. Outside business hours: Send the notification outside business hours. 
      4. Custom hours: Specify the days and time range during which the notification can be sent. 
  1. Send on a schedule: Send the notification at a recurring interval, such as daily, weekly, monthly, or yearly. Configure the interval, select the required days, if applicable, and specify the time and time zone for delivery.

Broadcast schedule  

The Broadcast schedule section determines when the notification starts and ends. You can configure the start and end settings based on how long you want the broadcast to run.
  1. Start
    1. Immediately: Start the broadcast as soon as it is activated. If you select Immediately, the broadcast goes live when you click Save. Make sure your message content and audience criteria are finalized before saving.
    2. Custom date: Set a specific date to start the broadcast.
  2. End
    1. No end date: Keep the broadcast running without a predefined end date.
    2. Custom date: Set a specific date to stop the broadcast.

Managing App Push Notifications

You can view and manage your existing app push notifications from Outbound > Broadcast.

Viewing all broadcasts

The broadcast listing displays the following details:
  1. Title: The name of the broadcast.
  2. Channel: The channel configured for the broadcast.
  3. Status: The current status of the broadcast, such as Live, Scheduled, or Completed.
  4. Initiated: The number of messages initiated for the broadcast.
  5. Delivered: The number of messages delivered.
  6. Next schedule: The next scheduled delivery time, if applicable.
  7. Last updated: The user who last updated the broadcast and the date of the update.   

Pausing and resuming a notification broadcast  

You can temporarily pause a broadcast and resume it whenever required.
  1. Navigate to Outbound > Broadcast.
  2. Locate the broadcast you want to pause.
  3. Turn off the toggle next to the broadcast to pause it.
  4. To resume the broadcast, turn the toggle on again.

Editing a notification broadcast  

You can edit an existing broadcast to update its configuration.
  1. Navigate to Outbound > Broadcast.
  2. Open the broadcast you want to edit.
  3. The broadcast details page displays an Overview of the broadcast performance, along with its message configuration and targeted platform and audience details.
  4. The Overview section displays the following metrics:
    1. Initiated: The number of messages initiated for the broadcast.
    2. Sent: The number of messages sent.
    3. Delivered: The number of messages successfully delivered.
    4. Seen: The number of delivered messages viewed by recipients.
    5. Replied: The number of recipients who replied to the broadcast.
    6. Failed: The number of messages that could not be delivered.
  5. The notification preview on the right shows how the broadcast message appears to visitors.
  6. The left side displays the configuration details of the broadcast, including the options and settings selected when the broadcast was created.
  7. To make changes, click Edit.
  8. Update the required configuration and click Save to apply the changes. 

Deleting a broadcast  

If you no longer need a broadcast, you can delete it.
  1. Navigate to Outbound > Broadcast.
  2. Locate the broadcast you want to delete.
  3. Click the Delete icon.
  4. Confirm the deletion when prompted.