How do I schedule a recurring nudge plan with a repeat frequency?

You can schedule a recurring nudge plan by including the repeat frequency for it.

As an example, schedule a nudge plan to repeat on the first Monday every 2 weeks. Here are the steps to do this:

1. On the home page, click the My Client Groups tab.
2. Click Show More under Quick Actions.
3. Click the Nudge Configuration quick action under Employment.
4. Click the nudge plan name where you want to schedule the repeat frequency.
5. Click the Advanced tab and click Add in the Schedule section.
6. In the Schedule panel drawer, select or enter these values as applicable.

   Field Value Table to Schedule a Recurring Nudge Plan

   Field	Value
   Repeat	Week
   Repeat Frequency	2
   Repeat on This Day	Monday
   Start Date	5/12/25
   Number of Runs per Period	Once per period
   End Recurrence	Number of occurrences
   Number of Recurrences	4

7. Click Generate. The periods in the schedule with their start and end dates are displayed.
8. Click Save.