Pogozo

Everything you need to send a one-off email, SMS, or push notification to a client directly from their profile in Pogozo Web.

How to send emails, SMS, or push notifications from a client’s profile

Alex Pogozo

Communications 

Track how clients find your practice with custom referral sources and view referral reports.

How to set up and use custom referral sources

Manage your communication and marketing settings

Communication and marketing settings

Create New Email

Email 

Two way SMS allows your to send and receive SMS text messages from a centralised inbox.

Send and receive SMS through Pogozo's Inbox

Send push notifications to your clients via the Pogozo mobile app

How to create new push notification templates

What are the default notification templates in Pogozo and how to edit them

How to edit push notification templates

In-app notifications 

Linking a Client to a Task

Tasks

How to create an audience for emails and SMS

Creating audiences

Creating an Everyone Audience

Create an audience to recall clients who haven't been in for a while

Creating a recall audience

Audiences

Getting the most of out of your automated sequences.

Automated Sequences

Create an automated sequence to celebrate your client's milestones

Create a milestone automated sequence

Put your marketing and communications on auto-pilot! 

Automated sequence 

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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