To set up push notifications to be sent to your phone for appointment reminders, follow the below steps:
If you haven’t already, download the ZipLeads app to your phone so you can receive these notifications
Head into your phone settings and ensure you have notifications toggled on for the ZipLeads app
In your ZipLeads account, navigate to automation and find the appointment booked workflow you are wanting to add the step to. Click into the workflow and locate where you want to add in your notifications
4. Click the + to add in your action and search for the ‘internal notification’ action and select
5. Rename your action to reflect what the action is doing (e.g. internal notification to app), ensure the ‘type’ is set to ‘notification’ which will ensure this notification is sent to the app, set your title which is the first line of text that will show on your phone when this notification pops up and set your message which which show underneath the title
6. Select the redirect page. This is where in the app you’re redirected to if you swipe to open the notification. You can choose the contact, conversation or opportunity. Finally, select who you want to receive the notification. You can select all users, a particular user or the user who is assigned to the contact
7. Save your action
8. Add in any additional notifications you would like present in this workflow and once complete, save the workflow.