Example of Configuring a Nudge to Send Journey Reminders

You can configure a nudge to send an email notification to remind the employee or manager for one of these nudge reasons:

• Journey not completed
• Task in journey not complete
• Journey has overdue tasks
• Journey not started

For example, you can configure a nudge to send a reminder when the journey isn't completed. To do this, follow these steps:

Create Nudge Plan

1. On the Home page, click the My Client Groups tab.
2. Click the Nudge Configuration quick action under the Employment category.
3. Click Add and enter the nudge plan details.
4. Select the Schedule Nudge Plan check box. It's recommended that you select the check box when you create the nudge plan. By doing this, you can define the period for which the nudge needs to be scheduled.
5. Set the status to Active, and then click Save.

Configure Nudge Type

1. Click Add in the Nudges section.
2. Select Journeys in the Module list.
3. Select Journey not completed in the Reason list.
4. Edit the default configuration name, as applicable.
5. Set the status to Active.
6. Select the journey name and the corresponding task name in the journey.

   Task groups aren't displayed in the Task Name list of values (LoV). Instead, all tasks in the task group will be displayed in the LoV. For an enterprise onboarding journey, all tasks that are part of the steps in the journey will be displayed.

7. In the Number of Days After Journey Is Assigned field, enter the number of days after the journey assigned date by when the nudge must be triggered.

Enter Channel Details

1. Click Add in the Channels section.
2. Select Email in the Channel Type section. The Active check box is selected by default.
3. Select the recipient type (Employee or Line manager).
4. Select the content source.
5. Enter the email title and content based on the content source you selected.
6. Click OK.
7. Click Save and Close.

Schedule Nudge Period

1. Click Add in the Schedule section. This section is displayed only if you selected the Schedule Nudge Plan check box while creating the nudge plan.
2. Enter these details:
   1. Select the date when you want email notification to start.
   2. Select the frequency that you want to repeat the notification (Day, Week, Calendar month, or Year). Based on the value you select, you need to specify the details. For example, if you select Week, you need to select the day of the week that you want to repeat.
   3. Select the value for ending the recurrence of the notification (Specific date or Number of occurrences). If you select Specific date, you need to select the end date of the recurrence. If you select Number of occurrences, you need to enter the value for the number of occurrences after which the recurrence will end.
   4. Select the number of runs per nudge period (Once per period or Every day of the period).

Period Summary

1. Verify the period details in the Period Summary section.
2. If you don't want to send the email notification for a particular period, you can make the period inactive by editing the period to clear the Active check box. The application will skip sending the email notification for the inactive period and will continue with next period.