Memberships · 1 min read
File Share Notifications in the Client Portal
When you share a file with a contact through the Client Portal, FunnelStreams notifies them for you. You don't need a separate workflow or message.
Client Portal is included on the Unlimited and Plus plans.
What sends the notification
- Open a contact record.
- Upload a new file or pick an existing one.
- Turn on the option to upload it to the Client Portal.
- Save.
The contact then gets an in-app notification in the Client Portal. If they use the FunnelStreams mobile app and have push notifications turned on, they get a push notification too.
What the contact sees
The notification says a new file is available and opens the file when tapped. Contacts can choose which notifications they receive in their Client Portal notification preferences.
If a contact did not get notified
- Make sure the upload-to-Client-Portal option was turned on when the file was saved.
- Check that the contact has Client Portal access.
- Ask the contact to check their notification preferences and push settings on their phone.