How do I create and send a Nudge?

1 min. readlast update: 07.30.2024

To start a Nudge: 

  • Go to “Talent Pool” and complete a search 
  • Select all users (up to 25) you’d like to send a Nudge to 
  • Click “Engage” and select “Send a Nudge” 
  • After you have selected all users, click “Create a Nudge” 
  • Enter the title, choose a salutation, and add your personalized message 
  • Add your contact information (either email or phone number) 
  • Choose your call-to-action (What you want the user to do) 
  • Click “Preview Nudge” to see how the Nudge will look to users 
  • Click “Send Now” 

All users will immediately receive an email and in-app notification that they have received your Nudge. Additionally, the completed Nudge will be saved in “Opportunities” where you can review activity data including views and clicks. 

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