Configure Nudges

Configure nudges to remind your workers to take a specific action on their upcoming or overdue tasks. This example describes how you can configure a nudge to remind a manager to schedule a check-in with an employee.

1. Go to My Client Groups > Nudge Configuration.

2. On the Nudge Configurations page, click Add.
3. On the Nudge page, Nudge Type section, select these values:
   1. In the Module field, select the type of nudge. For example, to nudge a manager about an overdue check-in with an employee, select Check-in.
   2. In the Reason field, select a reason for scheduling the nudge. For example, select Check-in between manager and employee hasn't been scheduled for a period of time.
   3. Optionally, edit the value in the Configuration Name field as required.
   4. In the Status field, select Active.
   5. In the Number of Days Since Last Check-In Discussion field, enter a value.
4. In the Channels section, click Add.
5. In the Channel Type field, select one of these values. The channel types you see here depend on the module you select. For the check-in module, these are the channel types:
   • Email: The recipient receives the nudge in an email.
   • Touchpoints Card: The receipent receives the nudge as a touchpoint.
   • Transaction Card: The receipent receives the nudge as a card with a link to the Check-ins page.
6. In the Receipent Type field, select the role of receipent.
7. In the Content Source field, select a value. You can use the default template content or customize the content.
8. If you select a user-defined content source, you can edit the content in the Title and Content fields.
9. Select the Active check box.
10. In the Priority field, select a value.
11. In the Channels section, select OK.

    You can add more than one channel for a nudge.

12. Click Save and Close.