Configure Nudges in Touchpoints

Here's an example of configuring nudges in Touchpoints for an employee aligned with a high priority performance goals that are due soon.

1. Go to My Client Groups > Employment > Nudge Configuration.
2. Click Add.
3. From the Module list, select the nudge type, Goal.
4. Select a reason: Employee has high priority aligned goals that are due soon.
5. Edit the default configuration name, as applicable.
6. Set the status to Active.
7. Enter the number of days before the goal’s target completion date to trigger the nudge.
8. Click Add in the Channels section.
9. Select Email, Touchpoints card, or Check-in insight channel type.
10. Select the Active checkbox.
11. Select the recipient of the channel type.
12. On the Content Source list, you can:
    • Select the default content available for the channel.
    • Select User-defined Content to create a channel of your choice.
    If you chose User-defined Content, you must enter your custom text for the channel. For example, for the Email channel type, you must specify a title and a message.
13. Click OK.