User
Web Push Welcome
Screen guide
Before you start
Use the account and workspace that own the relevant records. The feature also needs to be enabled for this installation and plan.
Open this feature
- Open /portal/web-push/welcome on your site.
Steps
Use Send test
- Open /portal/web-push/welcome/sequence on your application domain, using the workspace account for this task.
- Find the form containing Website, Send automatically, Step 1 title. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Select Send test. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Website | Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. |
| Send automatically | Enter the send automatically for this task, using the help or example shown by the form. |
| Step 1 title | Enter the step 1 title for this task, using the help or example shown by the form. |
| Step 1 message | Enter the step 1 message for this task, using the help or example shown by the form. |
| Step 1 click URL | Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. |
| Step 1 delay (seconds) | Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 0. |
| Delay (seconds) | Complete the visible field for the current selection; follow its validation message. Minimum 1. |
| Title | Complete the visible field for the current selection; follow its validation message. |
| Message | Complete the visible field for the current selection; follow its validation message. |
| Click URL | Complete the visible field for the current selection; follow its validation message. |
| Test subscriber | Enter the test subscriber for this task, using the help or example shown by the form. |
Use Save settings
- Open /portal/web-push/welcome/sequence on your application domain, using the workspace account for this task.
- Find the form containing Website, Step 1 title, Step 1 message. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Select Save settings. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Website | Required. Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. |
| Step 1 title | Required. Enter the step 1 title for this task, using the help or example shown by the form. Maximum 120 characters. |
| Step 1 message | Required. Enter the step 1 message for this task, using the help or example shown by the form. Maximum 2000 characters. |
| Step 1 click URL | Optional unless the current form requests it. Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. Maximum 2048 characters. |
| Title | Optional unless the current form requests it. Complete the visible field for the current selection; follow its validation message. Maximum 120 characters. |
| Message | Optional unless the current form requests it. Complete the visible field for the current selection; follow its validation message. Maximum 2000 characters. |
| Click URL | Optional unless the current form requests it. Complete the visible field for the current selection; follow its validation message. Maximum 2048 characters. |
Use Retry failed
- Open /portal/web-push/welcome/sequence on your application domain, using the workspace account for this task.
- Find the form containing Website. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Select Retry failed. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Website | Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. |
Use Save sequence
- Open /portal/web-push/welcome/sequence on your application domain, using the workspace account for this task.
- Find the form containing Website, Notification title, Message. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Select Save sequence. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Website | Required. Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. |
| Notification title | Required. Enter the notification title for this task, using the help or example shown by the form. The form’s example is Welcome. Replace it with your own value. Maximum 120 characters. |
| Message | Required. Enter the message for this task, using the help or example shown by the form. Keep the message concise so it remains readable in browser notifications. The form’s example is Thanks for subscribing!. Replace it with your own value. Maximum 2000 characters. |
| Send after | Required. Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Maximum 24 hours. Minimum 0. Maximum 30. |
| Unit | Required. Choose Minutes, Hours, Days. |
| Click URL | Optional unless the current form requests it. Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. The form’s example is https://your-site.com/welcome. Replace it with your own value. Maximum 2048 characters. |
| Conversion URL | Optional unless the current form requests it. Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. The form’s example is https://your-site.com/success. Replace it with your own value. Maximum 2048 characters. |
| Wait | Required. Complete the visible field for the current selection; follow its validation message. Minimum 1. Maximum 30. |
| Unit | Required. Choose Minutes, Hours, Days. |
| Click URL | Optional unless the current form requests it. Complete the visible field for the current selection; follow its validation message. The form’s example is Optional destination. Replace it with your own value. Maximum 2048 characters. |
| Notification title | Optional unless the current form requests it. Complete the visible field for the current selection; follow its validation message. Maximum 120 characters. |
| Message | Optional unless the current form requests it. Complete the visible field for the current selection; follow its validation message. Maximum 2000 characters. |
Use Add step
- Open /portal/web-push/welcome/sequence on your application domain, using the workspace account for this task.
- Find the form containing Enable welcome sequence, Notification title, Message. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Select Add step. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Enable welcome sequence | Enter the enable welcome sequence for this task, using the help or example shown by the form. |
| Notification title | Enter the notification title for this task, using the help or example shown by the form. The form’s example is Welcome. Replace it with your own value. |
| Message | Enter the message for this task, using the help or example shown by the form. Keep the message concise so it remains readable in browser notifications. The form’s example is Thanks for subscribing!. Replace it with your own value. |
| Send after | Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Maximum 24 hours. Minimum 0. Maximum 30. |
| Unit | Choose Minutes, Hours, Days. |
| Click URL | Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. The form’s example is https://your-site.com/welcome. Replace it with your own value. |
| Conversion URL | Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. The form’s example is https://your-site.com/success. Replace it with your own value. |
| Wait | Complete the visible field for the current selection; follow its validation message. Minimum 1. Maximum 30. |
| Unit | Choose Minutes, Hours, Days. |
| Click URL | Complete the visible field for the current selection; follow its validation message. The form’s example is Optional destination. Replace it with your own value. |
| Notification title | Complete the visible field for the current selection; follow its validation message. |
| Message | Complete the visible field for the current selection; follow its validation message. |
Use Send test
- Open /portal/web-push/welcome/sequence on your application domain, using the workspace account for this task.
- Find the form containing Website, Enable welcome sequence, Notification title. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Select Send test. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Website | Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. |
| Enable welcome sequence | Enter the enable welcome sequence for this task, using the help or example shown by the form. |
| Notification title | Enter the notification title for this task, using the help or example shown by the form. The form’s example is Welcome. Replace it with your own value. |
| Message | Enter the message for this task, using the help or example shown by the form. Keep the message concise so it remains readable in browser notifications. The form’s example is Thanks for subscribing!. Replace it with your own value. |
| Send after | Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Maximum 24 hours. Minimum 0. Maximum 30. |
| Unit | Choose Minutes, Hours, Days. |
| Click URL | Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. The form’s example is https://your-site.com/welcome. Replace it with your own value. |
| Conversion URL | Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. The form’s example is https://your-site.com/success. Replace it with your own value. |
| Wait | Complete the visible field for the current selection; follow its validation message. Minimum 1. Maximum 30. |
| Unit | Choose Minutes, Hours, Days. |
| Click URL | Complete the visible field for the current selection; follow its validation message. The form’s example is Optional destination. Replace it with your own value. |
| Notification title | Complete the visible field for the current selection; follow its validation message. |
| Message | Complete the visible field for the current selection; follow its validation message. |
| Subscriber | Enter the subscriber for this task, using the help or example shown by the form. |
Fields and choices
Field descriptions appear beside each task above so that separate forms are not mixed together.
Check the result
- Stay in the same account/workspace and reopen the intended record or result screen.
- For saved settings, compare the displayed values with the choices you made. For filters and previews, check the current result scope.
- For queued or external work, inspect its status/history and provider result where applicable. A successful save does not by itself prove message delivery, publication, payment completion or provider approval.
Common problems
| Problem | What to check |
|---|---|
| The screen or action is missing | Check the correct workspace account, role, enabled app and plan. A hidden action is not fixed by typing an internal endpoint. |
| A field is rejected | Read its validation message, choose from the offered options and check the relevant format or limit. Do not substitute a database ID for a displayed choice. |
| A list is empty | Check the selected workspace, search text, date range and status filters. Clear one filter at a time before concluding that records are missing. |
| A request is still pending | Check its status/history before repeating it. For messages, publishing, imports and payments, a submitted request can finish later or fail separately. |
Technical reference
Role-scoped source references
Pinned commit: 68a5655db1bbe17c74fb211f0fe0ee4e63c8be88
Source-only route information
| Method | Source-default route |
|---|