Overview #
Receive instant alerts on your mobile device when new contacts are added to your CRM from any source—forms, API, manual entry, or third-party integrations.
Key Features #
- Real-Time Delivery: Notifications arrive within seconds via Expo Push Service
- Customizable Templates: Admin-configurable with dynamic contact placeholders
- Smart Routing: Auto-switches to correct workspace and opens contact details
- Workspace Control: Enable/disable per workspace independently
- Cross-Platform: Full iOS (APNs) and Android (FCM) support
[Screenshot: Push notification on iOS and Android devices]
How It Works #
Notification Flow #
When a new contact is added to your CRM, the system automatically sends a notification to your mobile device within seconds.
[Screenshot: Notification flow diagram]
Process:
- New contact created in WordPress
- PloverCRM prepares notification
- Notification sent to your device
- Device displays notification
Interaction #
- Tap notification → App launches → Switches workspace (if needed) → Opens contact details
Enabling Notifications #
Prerequisites #
- Physical iOS 13.0+ or Android 6.0+ device
- PloverCRM mobile app installed and connected
- Secure website (HTTPS)
- Push Notifications enabled by your administrator
iOS Setup #
[Screenshot: iOS notification permission dialog]
- Tap Allow when prompted on first launch
- Verify in Settings → PloverCRM → Notifications:
- Allow Notifications: ON
- Lock Screen, Notification Center, Banners, Sounds, Badges: ON
Android Setup #
[Screenshot: Android notification settings]
- Tap Allow when prompted (Android 13+)
- Configure in Settings → Apps → PloverCRM → Notifications:
- All PloverCRM notifications: ON
- Importance: High
- Sound, Vibration, Pop on screen, Badge: ON
Notification Settings #
WordPress Admin #
Access: WordPress admin → PloverCRM → Settings → Push Notifications tab
[Screenshot: WordPress push notification settings page]
1. Notification Title
- Default: “New Lead Added!”
- Example: “New Lead: {first_name} {last_name}”
2. Notification Body Template
- Default: “➕ {full_name} | from {city}, {country} | Workspace: {workspace} | Time: {datetime}”
- Example: “{full_name} from {city} just signed up! Email: {email}”
3. Available Placeholders
| Category | Placeholders |
|---|---|
| Contact | {full_name}, {first_name}, {last_name}, {email}, {phone} |
| Location | {city}, {state}, {country}, {postal_code}, {address_line_1}, {address_line_2} |
| Workspace | {workspace}, {site_url}, {site_name} |
| Date/Time | {datetime}, {date}, {time} |
| Custom | {custom_field_slug} |
Example Templates:
<span class="xml">Title: New Lead: </span><span class="hljs-template-variable">{first_name}</span><span class="xml"> </span><span class="hljs-template-variable">{last_name}</span><span class="xml">
Body: </span><span class="hljs-template-variable">{full_name}</span><span class="xml"> from </span><span class="hljs-template-variable">{city}</span><span class="xml">, </span><span class="hljs-template-variable">{country}</span><span class="xml"> just signed up!
Title: 🎉 New Customer!
Body: </span><span class="hljs-template-variable">{full_name}</span><span class="xml"> | </span><span class="hljs-template-variable">{email}</span><span class="xml"> | </span><span class="hljs-template-variable">{phone}</span><span class="xml"> | </span><span class="hljs-template-variable">{workspace}</span><span class="xml"></span>
Mobile App Settings #
- Open PloverCRM app → Settings
- Toggle notifications per workspace (default: ON)
- Control sound via device notification settings
Troubleshooting #
Notifications Not Received #
| Issue | Solution |
|---|---|
| Permission denied | iOS: Settings → PloverCRM → Notifications → ON Android: Settings → Apps → PloverCRM → Notifications → ON |
| Disabled for workspace | App Settings → Toggle workspace notifications ON |
| Token not registered | Logout/login or reinstall app |
| Do Not Disturb enabled | Disable or add PloverCRM to exceptions |
| Plugin issue | Verify plugin active and template configured |
| No internet | Check WiFi or cellular connection |
Delayed Notifications #
- Disable power saving mode (Low Power Mode/Battery Saver)
- Enable Background App Refresh (iOS)
- Check network connection
- Avoid force-closing app
Incorrect Content #
- Verify contact data is complete
- Check placeholder syntax:
{field_name} - Shorten template if truncated (iOS: ~178 chars)
- Use UTF-8 encoding
Best Practices #
Template Design #
✅ Do:
- Keep under 100 characters
- Include most important info first
- Use emojis sparingly
- Test with real data
- Add workspace identifier for multi-site
❌ Don’t:
- Use overly long templates
- Include sensitive information (visible on lock screen)
- Use too many placeholders
- Include URLs (not clickable)
Security #
Lock Screen Privacy:
- Don’t include sensitive data in templates
- Hide notification content on lock screen:
- iOS: Settings → Notifications → Show Previews → When Unlocked
- Android: Settings → Apps → PloverCRM → Notifications → Hide sensitive content
Device Security:
- Use passcode/biometric lock
- Enable auto-lock
Related Articles #
FAQ #
Q: Do notifications work when app is closed?
A: Yes, notifications deliver even when app is completely closed.
Q: Can I customize notification sound?
A: Yes, via device notification settings.
Q: Can I disable for specific workspaces?
A: Yes, toggle per workspace in app settings.
Q: Can I receive on multiple devices?
A: Yes, all devices logged into same account receive notifications.
Q: Do notifications work offline?
A: No, push notifications require internet. Local reminder notifications work offline.
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