Send notifications to mobile app users

You can send notifications to your mobile app users from Messages. Finalsite's dual-platform mobile app comes with the capability to send push messages to your app users, if they sign up for it. Sending a push notification is handled through Messages. This article outlines the different ways you can send notifications to mobile app users from Messages.

Legacy Product

This article is for our 2019 Mobile App, which will be phased out in the near future due to the release of our New Mobile App

 Additional information about how current clients can upgrade will be sent soon.

In this Article


Understand different message types

It's important to understand that the way notifications are sent to mobile app users depends upon the message type. 

Promotional pushes to mobile app

Promotional messages are non-urgent, newsletter-type messages. Those receiving notifications on their mobile app will be recipients who are on a List that you choose in Messages when sending your promotional message.

Important Note

For Promotional messages, only users on the selected list(s) will receive mobile app push notifications. 

Important Announcement pushes to mobile app

Important announcement messages are urgent and emergency messages sent out. They behave a bit differently than promotional messages when it comes to sending push notifications to the mobile app. When selecting recipients for an Important Announcement message, recipients are selected from Groups which consist of the data living in Constituent Manager in each person's account profile.

  • All mobile app users are automatically subscribed to receive notifications for Important Announcements. 
  • Selecting only a certain group will not override the fact that all mobile app users will still receive an Important Announcement. 

Important Note

It doesn’t matter which group(s) are selected with regard to sending a notification to mobile app from an Important Announcement message send. All recipients belonging to a group will receive notifications from Important Announcements pushed to mobile app.

Step 1: Configure settings and permissions

Promotional Message settings

Configure List setting for Promotional Messages

  1. Navigate to Messages > Lists feature: Open up each list you'd like to make available for your mobile app users to subscribe to and configure List Settings > General tab. Learn more at "Configure List Settings." 
  2. Check the Allow App Notifications checkbox. This checkbox makes the list show up on the Notifications area of the mobile app. 

    list settings > allow app notifications.png

  3. Privacy tab > Everyone or Constituents Only: Change to Everyone or Constituents Only, as appropriate. Your list can also be used as a regular email mailing list, simplifying your communications to those who would prefer emails or app notification alerts.
    Privacy _ everyone or constituents only.png
  4. Success! Now, these lists appear in the Notifications area of the mobile app. This is accessible via the More button in your toolbar.

notifications in the mobile app window.png

Important Notes

  • The Notifications link in the app only appears when you have have at least one mailing list with Mobile Notifications enabled. 
  • Users can enable the toggle next to any list from which they would like to receive notifications. The first time they select to receive notifications, they will receive a system message confirming this choice. 

    notification settings.png

  • Notifications for their selected lists will appear on the Notifications screen. Once they have signed up for notifications, they can manage their subscription settings using the gear icon on the Notifications screen or in the Settings section of their device. 

    notification settings window showing settings gear.png

Important Announcement Message settings

Configure Constituent and/or Group settings for Important Announcement messages

No settings need to be configured in order to select Constituents and/or Groups to receive Important Announcement messages.

Remember, though, that all mobile app users will receive Important Announcement messages regardless of their notification settings. 

Messages sending permissions

Confirm Messages permissions 

In order to push messages to mobile app users, admin users must Global Messages permissions set at the Channel Selection level. Here's how: 

  1. Confirm the admin user's level in Messages permissions > Global Level tab.
  2. Make a selection in the Channel Selection column. Learn more in the article, "Messages permissions" in the Global tab, by expanding out the Channel Selection accordion. 
  3. Click the pencil next to each dropdown to configure the channels each admin user group can select to send messages to. 
  4. Select Mobile App in the Channel Selection View Permission dropdown. 

global messages channel selection.pngchannel selection view permission.png

Step 2: App users can now manage their mobile app notifications

Once the list has been created with the Allow App Notifications option selected, notifications can be configured by the app user. The Notifications options in the app will only appear when you have have at least one mailing list with Allow App Notifications enabled. 

Step 3: Push a message to mobile app users

Learn how to create a message that you can send out to mobile app users in the article, "Send messages from Messages and Messages XR" by skipping straight to the Include other channels section and clicking on the Mobile Apps accordion to expand out the directions. 

Recipients will see the message as a notification on their device, and tapping it will take them to the Notifications section of the Mobile App. A log of messages sent to the list will be available from this screen.

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