Admin: Mobile App Catchups Available

Fluid

Updated October 06, 2025 18:46

Introduction

The Catchups section in your admin portal allows you to configure which activities and notifications appear in your users' Catchups feed. This powerful feature enables you to customize notification settings to focus on what matters most to your workflow, helping users stay informed about important events, subscriber activities, content engagement, and system updates without being overwhelmed by unnecessary alerts.

Login to Admin Portal

Visit: https://admin.fluid.app/
Enter your email address associated with your account.
Retrieve the 6 digit code sent to your email and enter it.
You are now in your company's Fluid Admin portal.

Catchups: Getting Started

In the top right of the screen, select the setting gear.
Under Organization, select Catchups.

Catchups Dashboard

Main View

The Catchups dashboard provides comprehensive control over your notification and activity tracking system. The interface is organized into 5 sections, each with toggle switches for easy activation and deactivation of specific notification types.

Orders & Subscriptions

Purpose: Manage notifications related to user subscriptions, orders, and renewals to stay informed about revenue-generating activities and customer lifecycle events.

Available Notifications:

Cart Abandoned

Function: Notify when a contact abandons their cart with items left inside
Business Value: Enables quick follow-up to recover potentially lost sales
Use Case: Identify opportunities for cart recovery campaigns

Upcoming Subscription

Function: Notify when a subscription is scheduled for processing in 3 days
Business Value: Prepare for upcoming billing cycles and potential customer service needs
Use Case: Proactive customer communication and payment processing preparation

Subscriptions But No Enrollment

Function: Notify when a contact purchases a subscription but has not enrolled
Business Value: Identify incomplete onboarding processes that may impact customer success
Use Case: Follow up with customers to complete their enrollment process

Enrolled

Function: Notify when a contact creates a new enrollment
Business Value: Track successful customer onboarding and platform adoption
Use Case: Monitor enrollment rates and customer activation

Multiple Orders But No Subscription

Function: Notify when a contact repeatedly orders a product without subscribing
Business Value: Identify upselling opportunities for subscription conversions
Use Case: Target customers who might benefit from subscription pricing

Last Order Seven Days Ago

Function: Notify if a contact's last order was 7 days ago
Business Value: Re-engage customers who may be becoming inactive
Use Case: Trigger retention campaigns and customer check-ins

Last Affiliate Order Ten Days Ago

Function: Notify when an affiliate's order was placed 10 days ago
Business Value: Monitor affiliate activity and engagement levels
Use Case: Support affiliate relationship management and performance tracking

Smart Link Share But No Order

Function: Notify when a SmartLink was sent 2 days ago but no order followed
Business Value: Track marketing campaign effectiveness and conversion rates
Use Case: Analyze and optimize referral link performance

Recent Smart Link Share

Function: Track recent Smart Link sharing activity
Business Value: Monitor viral marketing and referral activity
Use Case: Understand content sharing patterns and engagement

Activity

Purpose: Track user actions like viewing content, engaging with products, or leaving reviews to understand customer behavior and engagement patterns.

Available Activity Notifications:

Recent Web Activity

Function: Notify when a contact views a shared page (daily summary)
Business Value: Track engagement with shared content and marketing materials
Use Case: Monitor content effectiveness and user interest patterns

Video Viewed

Function: Notify when a contact starts a video but doesn't finish watching
Business Value: Identify content optimization opportunities and engagement issues
Use Case: Improve video content based on completion rates

New Product

Function: Notify when a new product is added and a contact has not viewed or purchased it
Business Value: Promote new offerings to engaged customers
Use Case: Drive adoption of new products and services

New Media Added

Function: Notify when the company adds new media that should be shared with a contact
Business Value: Ensure important content reaches target audiences
Use Case: Content distribution and engagement tracking

New Training Material

Function: New training material added! Check it out now
Business Value: Keep users informed about educational content and skill development opportunities
Use Case: Drive engagement with training programs and knowledge resources

New Trending Media

Function: Notify when media is tagged as trending and ready to be shared with a contact
Business Value: Leverage popular content for increased engagement
Use Case: Amplify viral content and trending topics

New Reaction on Media

Function: Notify when a contact reacts to shared media
Business Value: Track content engagement and audience response
Use Case: Measure content effectiveness and user interaction

Review on Product

Function: Notify when a contact writes a review that can be shared
Business Value: Leverage customer testimonials and feedback for marketing
Use Case: Collect and promote positive customer experiences

Messages & Tasks

Purpose: Ensure that messages are responded to, tasks get completed, and company events are attended by tracking communication and workflow management.

Available Message and Task Notifications:

Overdue Task

Function: Notify when an affiliate's task is overdue
Business Value: Maintain accountability and project timeline adherence
Use Case: Project management and team productivity monitoring

Unresolved WebChat

Function: Notify when a web chat message to an affiliate is unanswered
Business Value: Ensure timely customer service and communication response
Use Case: Customer support quality assurance and response time monitoring

Unresolved Popup Chat

Function: Notify when a message from the pop-up feature is unresolved
Business Value: Capture and respond to immediate customer inquiries
Use Case: Real-time customer support and lead capture

Unresolved Media Comment

Function: Notify when a contact comments on affiliate-shared media but it remains unresolved
Business Value: Maintain engagement with user-generated content and feedback
Use Case: Community management and customer engagement

Unread Message

Function: Notify when affiliates have unread company or contact messages (daily summary)
Business Value: Ensure important communications are not missed
Use Case: Internal communication management and response tracking

Upcoming Event

Function: Notify about company events starting within the next 2 days
Business Value: Maximize event attendance and participation
Use Case: Event management and stakeholder communication

Groups

Purpose: Keep contact groups updated and recognize top performers through group management and performance tracking.

Available Group Notifications:

No Group Assigned

Function: Notify when a contact has not been assigned to any group
Business Value: Ensure proper customer segmentation and organization
Use Case: Customer relationship management and segmentation strategy

Group Update Threshold Reached

Function: Notify when a contacts group hasn't been updated in over 60 days
Business Value: Maintain current customer segmentation and targeting accuracy
Use Case: Regular customer data hygiene and relationship management

New Leader on LeaderBoard

Function: Notify when a new affiliate takes the top spot on the leaderboard
Business Value: Recognize top performers and drive competitive engagement
Use Case: Gamification and performance recognition programs

Other

Purpose: Track various other triggers including purchases, lead activities, and page engagement.

Available Other Notifications:

New Purchase

Function: Notify when an affiliate makes their first purchase
Business Value: Track customer conversion and onboarding success
Use Case: Customer lifecycle management and milestone tracking

New Purchase of Lead

Function: Notify when a new lead is purchased
Business Value: Monitor lead generation ROI and sales pipeline
Use Case: Sales process optimization and lead quality assessment

Page Views

Function: Notify when someone views a page you shared
Business Value: Track content sharing effectiveness and engagement
Use Case: Content marketing analytics and sharing impact measurement

Custom Catchups

Advanced Customization Options: The system provides flexibility for developers to create personalized notifications tailored to specific business needs.

Custom Development:

Custom Catchups can be created by developers using backend tools
Enables personalized notifications designed specifically for your business requirements
Access "Custom Catchups Documentation" for detailed implementation instructions

Implementation Benefits:

Tailored notification systems that match unique business workflows
Enhanced flexibility beyond standard notification categories
Scalable solution for complex business requirements

Maximizing Catchup Efficiency

Strategic Notification Management:

Prioritize High-Impact Notifications: Focus on catchups that directly impact revenue and customer satisfaction
Avoid Notification Overload: Carefully select which notifications to enable to prevent information overwhelm
Regular Review: Periodically assess which catchups provide the most value and adjust accordingly
Team Alignment: Ensure catchup settings align with team workflows and responsibilities

Performance Optimization:

Monitor Response Rates: Track how quickly team members respond to different types of catchups
Adjust Timing: Configure notification timing to match business hours and workflow patterns
Segment by Role: Consider different catchup configurations for different team roles and responsibilities
Test and Iterate: Experiment with different notification combinations to find optimal settings

Best Practices:

Start Conservative: Begin with fewer notifications enabled and gradually add more as needed
Focus on Actionable Items: Prioritize catchups that require specific actions rather than purely informational updates
Balance Automation and Manual Review: Use catchups to surface important items while maintaining human oversight

Document Workflows: Maintain clear procedures for responding to different types of catchup notifications