An overview of the Nudge CMS & Campaign Builder

An overview of the Nudge CMS & Campaign BuilderBuild programs that are proven to influence frontline performance and improve the employee experience.

Let’s get started.

Last updated on: January 14, 2021

Here’s what we’ll cover.Click on a topic to jump ahead.

Getting StartedLogging into the CMS.

1. Head over to https://nudgesoftware.com/login

2. Fill out your credentials by using the same email address and password you used when you created your Nudge account. If you do not have a Nudge account yet, be sure to create one on your mobile device.

3. From here, you can use the navigation bar to get to different areas of the CMS.

Once you are logged in, add the CMS to your bookmarks tab for easy access.

Select ‘Stay Logged In’ – You never know when inspiration will strike, so you’ll want to be able to quickly pop into the CMS throughout the day.

The CMS runs the smoothest on Google Chrome, so to improve performance of the CMS, make sure it’s set as your default browser when logging in.

https://nudgesoftware.com/login

Campaign-based communication allows you to reach your frontline with purpose. Building out proper campaigns will allow you to focus on driving and easily measuring, business results.

All of your scheduled, active and past campaigns will be listed on the ‘Campaigns’ page.

You may choose to start a campaign from scratch or easily reuse your favorite or best-performing campaigns with campaign templates.

1. Select ‘Create Campaign’ on the right-hand side of the page.

2. Select ‘Create Campaign’ from the Start from Scratch box.

CampaignsIdeate, create, and manage your campaigns.

Fill in the below fields to create a new campaign (areas marked with an asterisk (*) are mandatory):

: Give your campaign a name. For example, you could organize your campaigns by month to keep things organized, or you could give your campaign a name that aligns with the campaign’s focus.

: Select a campaign goal and campaign topic from the dropdown that best suits the campaign you’re running.


Give a short description of the campaign's

Managers will see this description in the Manager Dashboard, so try and be as specific as possible.

Here are a few thought-starters:

○ Drive a lift in awareness of a particular company value or best practice

○ Drive a lift in knowledge of a particular product or promotion

○ Drive a lift in a particular KPI such as, total sales, adoption, or units per transaction

: Select the start and end date of the campaign.

This can be modified if you need to shorten or extend your campaign, but remember, campaign points will reset once a campaign ends.


You may select the ‘I’m running a contest with this Campaign’ box if you’re doing so. But don’t worry, we won’t hold you to that. This box is mainly to help out with reporting.

Start from scratch or easily reuse your favorite or best-performing campaigns with campaign templates. When you save an existing campaign as a template, the entire campaign structure including all content, images, Spark Sessions, and Buzz Lists will be replicated for reuse in future campaigns.

With Campaign Templates, you’ll be able to save any campaign as a template and reduce time spent creating new campaigns!

1. Select ‘Create Campaign’ on the right-hand side of the page.

2. Select ‘Use This Template’ from the desired template box.


: Select a campaign goal and campaign topic from the dropdown that best suits the campaign you’re running.


Fill in the below fields to create a new campaign (areas marked with an asterisk (*) are mandatory):

: Give your campaign a name. For example, you could organize your campaigns by month to keep things organized, or you could give your campaign a name that aligns with the campaign’s focus.

: Select the start and end date of the campaign.

This can be modified if you need to shorten or extend your campaign, but remember, campaign points will reset once a campaign ends.


Give a short description of the campaign's Managers will see this

description in the Manager Dashboard, so try and be as specific as possible.

Here are a few thought-starters:

○ Drive a lift in awareness of a particular company value or best practice

○ Drive a lift in knowledge of a particular product or promotion

○ Drive a lift in a particular KPI such as, total sales, adoption, or units per transaction

You may select the ‘I’m running a contest with this Campaign’ box if you’re doing so. But don’t worry, we won’t hold you to that. This box is mainly to help out with reporting.

If you’ve created a campaign from scratch, you will be prompted to create an .

Think of initiatives as folders within your . Initiatives help keep your campaign organized by week or by theme. As a best practice, we recommend naming your initiatives by weeks to keep content organized. Only once you’ve created your initiative can you begin to schedule content.

To create an :

1. Select ‘Create Initiative’.

2. Fill in the initiative name.

3. Save initiative. Now you’re ready to add some Nudge types to this initiative!


With multimedia capabilities, you can send Nudges that contain videos, images, links, calls to actions, or multiple-choice questions.

There are 4 different types of Nudges you can leverage in your campaigns.

- Announcement Nudges give users bite-sized pieces of information that can include operational updates, a note from a leader, a reminder about a new product or promotion, or even a video.

- Survey Nudges gauge preference and/or sentiment of the frontline. They can also be used to gather valuable insight. There are no right or wrong answers!

- Knowledge Nudges test the frontline’s knowledge of a specific topic by asking a multiple choice question with only one right answer. Think of this as a quiz!

- Behavior Nudges help determine if your frontline is performing a specific behavior by asking them to confirm whether or not they have completed a particular task. You’ll have the option of selecting from up to 4 customizable answer options.

CampaignsCreating different Nudge types to support your campaign.

There are 4 different types of Nudges you can leverage in your campaigns: , and .

For each of these Nudge types, there are a few recurring fields that must be filled in before scheduling any content.

: Categorize the type of content you're sending for reporting purposes.

: If you’d like to prompt users to engage in another area in the app after responding to your Nudge, you can choose where you’d like them redirected.

: You can label your Nudge with a short category. Labels are not mandatory, but can help your associates understand the category your Nudge falls into.

CampaignsScheduling a Nudge - Essential Fields.

1. Head to your desired campaign, and select the corresponding initiative.

2. Select ‘Create Nudge’, and choose your Nudge type from the drop-down.

Fill in the following essential fields before scheduling your Nudge:

1. Double-check that the correct ‘Campaign’, and ‘Initiative’ have been populated in the drop-downs.

Choose an eye-catching image or pick an informative video to go along with your Nudge.

a. Select 'Add Image' or 'Add Video' and upload a file from your computer.b. Or, you can choose to use an HTTPS Link and paste a link to an image or video currently hosted

on another site!

6. : You’ll also have the ability to segment your content so only select groups/users will receive it. This is important if you want to deliver a message to a particular location or role.

For example, by checking off ‘Eastern Canada - Ontario’ only users who fall within that group will receive the Nudge. Remember, you will only be able to segment content based on how your hierarchy is set up, as well as to your Dynamic and Manual Groups.

If you want to target your content to groups in different hierarchies, only users who belong to a group that is selected in each hierarchy will receive the content.

For example, by checking off ‘Eastern Canada - Ontario’ and ‘Managers’, only users who belong to both Eastern Canada and Managers groups will receive the content.


For more information on specs and dimensions head to on Page 45.

When selecting groups within one hierarchy think “OR”, when selecting groups across hierarchies think “AND”.

Ie. Users who belong to Eastern Canada - Ontario OR Western Canada - Ontario will get the content when those two groups are selected. Users who belong to Eastern Canada - Ontario AND Managers will get the content when those two groups are selected.

: Choose what time your Nudge will be deployed to your associates - now or sometime in the future!

Selecting ‘Send at Once’ will send your Nudge out to associates immediately, regardless of timezone.

● A few to help you out:

○ When selecting a date and time in the future, click on the 'Schedule At' box and a calendar will appear.

○ Select any date you’d like, and slide the hour and minute slider to the right to change the time.

○ You also have the option to click into the text box again, and manually type a time - don’t forget to specify AM or PM!

○ Users will receive the Nudge in their respective time zone.

You have the option to turn off push notifications with your Nudge. As a default, notifications are turned on and will send an accompanying push notification to all users that receive this Nudge.

: Most fields on these pages are mandatory and must be filled out if you would like to proceed with scheduling the Nudge. If you’re uncertain about the content or want to revisit it later, you can save it as a .


Announcements give users bite-sized pieces of information that can include (but is not limited to) operational updates, a note from a leader, a reminder about a new product or promotion, or even a video.

To schedule an Announcement Nudge:


2. Select ‘Create Nudge’, and choose ‘Announcement’ from the drop-down.

In addition to the recurring fields, ensure that you also fill in the following areas before scheduling your Nudge:

: As a best practice, we recommend awarding users with 50 points for responding to an Announcement Nudge, but this is up to you. You can edit the default amount at any time.

CampaignsScheduling a Nudge - Announcement.

Want to see what your Nudge will look like before you hit schedule? On the right-hand side, you’ll get a sneak peak of what your users will see when they receive the Nudge. This is a great way to determine if your image is too large, or if your Nudge is too text heavy.

2. This is where the copy for your Nudge will go.

CampaignsScheduling a Nudge - Announcement.

Survey Nudges gauge preference and/or sentiment of the frontline. They can also be used to gather valuable insight. There are no right or wrong answers!

To schedule a Survey Nudge, follow these easy steps:


2. Select ‘Create Nudge’, and choose ‘Survey’ from the drop-down.


This is where you’ll enter the question you want to ask your users. Go ahead, ask any question you’d like!

: Add multiple answer options to your Survey question by clicking the ‘Add Answer’ button.

: As a default, points are set to 50 points but feel free to change this up. Points are the same for all Survey answers, as this Nudge type is only meant to gauge sentiment - not determine what is right or wrong.

Make sure to add in a ‘Follow-up Message’ to be displayed after answering the Nudge. This follow-up message can thank your users for responding, or reaffirm why you asked this question.

You can determine the order in which your responses appear. As a default, responses will display in a random order, but if you’d like to choose the order, remove the check mark next to 'Display answers in random order' and the responses will display in the order you inputted them.

CampaignsScheduling a Nudge - Survey.

Knowledge Nudges test the frontline’s knowledge of a specific topic by asking a multiple choice question with only one right answer. Think of this as a quiz!

To schedule a Knowledge Nudge, follow these easy steps:


2. Select ‘Create Nudge’, and choose ‘Knowledge’ from the drop-down.


: Now it’s time to test your frontline knowledge! Ask any question you’d like - easy, medium, hard, or impossible.

: You can add as many possible answers as you’d like, but make sure you choose which answer is correct (that answer is typically awarded more POINTS!) To add more Answers, just click the 'Add Answer' icon.

: The default points are set to 100 for the correct answer, and 20 for all wrong answers! But feel free to change these up.

Make sure to add in a ‘Follow-up Message’ to be displayed after answering the Nudge!

CampaignsScheduling a Nudge - Knowledge.

Behavior Nudges help you determine if your frontline is performing a specific Behavior by asking them whether or not they have completed a particular task. You’ll have the option of selecting from up to 4 customizable answer options.

To schedule a Behavior Nudge, follow these easy steps:


2. Select ‘Create Nudge’, and choose ‘Behavior’ from the drop-down.

In addition to the recurring fields, ensure you also fill in the following areas before scheduling your Nudge:

: Now it’s time to input a question - ask users if they’re performing a certain behavior and then craft the possible responses.

: For a Behavior Nudge, you should have three or four response options:

a. One should imply that your associate is currently performing a desired behavior

b. One should imply that they plan on performing a desired behavior

c. And one should imply that they don’t plan on itd. If you’d like, you can also add a ‘Not Applicable’

type answer if the question may not apply to all users

: Select how many points you’d like users to receive for their responses - the default is 50!

: Make sure to add in a ‘Follow-up Message’ to be displayed after answering the Nudge! The follow-up can include a message about why performing that particular behavior is important!

CampaignsScheduling a Nudge - Behavior.

Quality content is the single most important ingredient to running a successful Nudge program yet the process of creating content is one of the most difficult. The Nudge Library aims to make content creation easier by giving you access to high quality, pre-written Nudges!

Here, you can search through pre-written and curated Nudges on a variety of featured topics - from cultural initiatives and morale boosters to promotion or policy updates and more. To enter the Nudge Library:


2. Select ‘Create Nudge’, and choose ‘View Library’ at the bottom of the drop-down.

You will then be taken into the Nudge Library!

Scroll through the available Nudges, or use the filters on the left-hand side to narrow down what you’re looking for!

CampaignsScheduling a Nudge - Nudge Library.

When you’ve found a Nudge you’d like to use, simply follow these steps:

1. Click on the three dots to the right of the desired Nudge

2. Select ‘Use Nudge’

3. You will then be given a chance to review and edit the selected content - go ahead, change the phrasing, image, or more!

4. When you’ve settled on the content, segmentation, and timing of the Nudge you’re ready to go!

CampaignsScheduling a Nudge - Nudge Library.

A Nudge will display when it was last used - or if you’ve never used it, it will note “Never Used”.

Drafts are a great way to outline the type of content you’d like to deploy to your frontline without having to schedule a Nudge. Drafts can also be leveraged as a way to collaborate on content with various departments! In Drafts, you can type out some Nudge ideas, and save them for review at a later time.

Your list of drafted Nudges are kept on the Drafts tab of the Nudge CMS.

There are a few spots within the CMS from where you can begin drafting a Nudge:

1. Under campaigns, you may click ‘Create Nudge’.

2. You can head to Calendar and select ‘Create Content’.

3. Or go directly to the Drafts tab and select ‘Create Nudge’.

From here, you merely:

1. Select the type of Nudge you’d like to draft - Announcement, Survey, Knowledge, or Behavior.

2. Begin typing out your Nudge content as normal, but instead of selecting ‘Schedule Nudge’ at the bottom of the page, press ‘Save Draft’.

3. When you’re ready to send out your Draft, simply go to your Drafts page, select the correct Draft, and press ‘Schedule Nudge’.

If you need a refresher on how to craft a Nudge, go check out starting on Page 12.

If you select a schedule date on your drafted Nudge you will also see your drafted content in both the Calendar and campaign page, with a dotted line surrounding it.

DraftsHow to use drafts.

Use the Calendar view when scheduling and editing Nudges, Spark sessions, or Buzz lists, and when reviewing upcoming or past messaging. The Calendar view will provide a more holistic view of your content in any given month.

To access the Calendar, click campaigns in the top bar of the Nudge CMS and select 'Calendar'.

From this view, you can see timelines for all scheduled content in a given month.

CalendarHow to use the Calendar view.

To use the Calendar:

● Schedule new content on any date by clicking on the desired date and choosing what type of content you’d like to create!

● You can even click and drag existing content to change the scheduled date.

● Drafts will appear with a dotted line surrounding them - click on any drafted Nudge and scroll to the bottom to 'Schedule Nudge'.

CalendarHow to use the Calendar view.

● For ease of viewing you may also filter the content shown in the Calendar by:

○ Nudge, Spark, Buzz

○ : Announcement, Behavior, Survey, Knowledge

○ : Draft, Published

○ : Dependent on your hierarchy set-up, but this may include items such as location and role

On Nudge, Buzz, Spark and Suggested Tasks creation pages, you have the option to toggle between content pages for each of your program’s configured languages. When toggled on a specific language, you can add translations for the content, labels, and images contained in your post for that language.

Your program’s configured languages are determined during the implementation phase of your Nudge implementation. If you don’t have additional languages enabled, you will not see these options when scheduling content.

Follow these instructions to input content translations:

1. Use the language drop down menu to select the language you are adding translations for.

2. Enter all applicable translations (Content, Label, Image, etc.) for that language.

3. Do the same for each language that you are inputting translations for.

4. Save your content as a draft or schedule your content.

If you do not add translations for one of the languages that you have configured, the default content shown for users with that language enabled will be in English.

TranslationsHow to translate Nudge content.

Spark lets you gather real-time, open-text, insights from your frontline to help make decisions on time-sensitive topics by garnering feedback, ideas and best practices.

Head to the Spark tab in the navigation bar to see a list of current, past, and future Spark sessions.

When you’re ready, select ‘Create Spark Session’ to start a brand new session!

Fill in the following fields before saving your session:

1. : You have the option to leave this field blank if you’d like your session to extend between multiple campaigns, or choose a campaign to ensure the session starts and stops during the campaign dates.

2. : Name your session. We recommend naming sessions with something clear and engaging - this will entice users to click in and voice their opinion! If you’re feeling extra spunky, add an emoji to the name!

3. : Give a prompt description of the session to spark conversation. Here are some great conversation starters.

○ Share some ways you, or one of your colleagues, have gone above and beyond for a guest/customer.

○ Did you empower your team to take a big step forward, or find a solution that helped solve a problem?

○ What additional resources could have helped you with the latest marketing initiative?

SparkHow to create a Spark session.

Fill in the following fields before saving your session:

4. : You can determine whether or not you want to allow associates to share photos in the session by enabling or disabling image sharing.

5. : Select the start date and end date of the Spark session.

Leave the end date blank if you want the Spark session to live in Spark indefinitely or set an end date for the session to disappear.

6. : You also have the choice to award points if you’d like - our default is 100 total points per Spark session! Click ‘Breakdown’ to see how users can earn these points.

Want to make your Spark session worth more than 100 points? Click on the drop-downs to offer up more points.

7. : Segment your Spark session if you only want certain groups to engage with the content.

SparkHow to create a Spark session.

In order to review all Spark posts and comments, you can either scroll through them directly in the CMS, or you may choose to export and download any given session.

To download a session:

1. Select into the Spark session of your choosing.

Click in the top right corner of the page.

3. Once exported, click ‘Download Sparks Export’.

4. All posts and comments from that session will be downloaded to a .csv file for easy review!

When reading through a Spark session you may choose to respond to a post or comment from an associate.

If you want to engage with associates in a Spark session through the CMS, follow these steps:

1. Select into the Spark session of your choosing.

2. Find the post you wish to engage with.

3. Click the drop down arrow to the right of the post, next to ‘Comments’.

4. Select ‘Add Comment’ and type away!

SparkAdditional Spark features.

Buzz acts as a resource library, allowing you to reinforce product, promotion, or company training and share materials that employees can easily reference throughout their workday! Think of Buzz as a virtual bulletin board.

Head to the Buzz tab in the navigation bar to see a list of current, past, and future Buzz lists.

When you’re ready to go, select ‘Create Buzz List’ to start a new Buzz list.

Fill in the following fields before saving your list:

: You have the option to leave this field blank if you’d like your Buzz list to extend between multiple campaigns, or choose a campaign to ensure the list starts and stops during the campaign dates.

2. : Name your list - something short, clear, and informative will work!

3. : Be sure to upload a banner image that draws your associates’ attention - if you need more tips on image specifications, check out on Page 45 for more info!

4. : Feel free to upload a PDF, video, or link that highlights the information you want to share with your frontline!

BuzzHow to create a Buzz list.

Fill in the following fields before saving your list:

: Here you can include listicles or any bite-sized pieces of information you want to include… it’ll look something like this!

If you want your Buzz list to act as a hub to host multiple external links you can include them here!

6. You’ll have the ability to decide whether you want users to be able to share the Buzz list externally. If the information is not sensitive, you can enable email sharing and associates will be able to share the content through their phone’s email platform.

: Choose your start date and end date. If the content in the Buzz list is evergreen, then leave the end date blank and your Buzz list will never expire!

: You can also segment your Buzz list so only certain groups will see it.

BuzzHow to create a Buzz list.

The Users tab houses all users who are currently signed-up for Nudge, as well as users you have invited to join the app.

From this page, you can select into an individual user to see more about them or export any segment of users.

● To search for an individual user, enter their unique ID, name, or email address in the

● You can also segment users by clicking on the drop-down menu that says ‘All’, and choose from the available options (listed on the next page) - click the magnifying glass/search button when ready to search.

● If you want to export users shown on this page to Excel, just click the ' ' icon, followed by ' ' .

UsersHow to view and edit Users.

From this page you can segment users by clicking on the that says ‘All’, and choose from the available options (listed below) - click the magnifying glass/search button when ready to search.

There are nine states that a user may sit in:

- user has been pre-uploaded to Nudge but has not activated an account using that email yet.

- user has registered for Nudge but has not verified their account through the verification email yet.

- user has registered for Nudge and verified their account, but has not logged into the app yet.

- user has registered, verified and logged into Nudge - they’re good to go!

- user has registered, verified, logged into Nudge, and then logged back out.

- user has registered for Nudge and is waiting for manager approval to join selected groups or teams.

- user was referred to join Nudge by another user, this may include users sitting in other states.

- user is not included in any hierarchy groups, may be waiting for manager approval to join.

- user account was removed from Nudge, this user has no access to the company install.


If you want to find out more about an individual user, all you need to do is click on their name. On this page you can see:

● Public-facing profile

● User points - including score breakdown

● Hierarchy groups/teams

● Accepted referrals

● Cheers received


Manual Groups are groups or teams sitting outside of the pre-existing hierarchy. They exist for segmenting content to specific users or teams that aren’t otherwise grouped within the hierarchy.

For an example, want to let your contest winners know they’ve won a prize? With Manual Groups, you can send out an Announcement Nudge especially for them!

From the Groups tab, you can view all Manual Groups you’ve created, add or remove users from existing groups, and create new ones.

To create a new Manual Group, select ‘Create Manual Group’ and name your new group!

To manually add new users to a Manual Group:

1. Check the box next to the Manual Group you’d like to edit.

2. Click ‘Edit Selected Group Members’.

3. Select the checkbox next to the names of the members you wish to add and deselect those you’d like to remove.

4. Click ‘Save Group Changes’ in the upper right-hand corner.

Manual GroupsHow to create and edit Manual Groups.

Alternatively, if you’d like to bulk upload users to a Manual Group you may:

1. Click on the name of the Manual Group.

2. Create a .csv file with a column titled 'Email' and list the users’ email addresses you’d like to add.

3. Select ‘Browse’ in the top right corner and choose the .csv file from your computer folders.

4. Click ‘Upload’.

When you create a new Nudge, Buzz list, or Spark session, you will now have the option to segment your content to a Manual Group of your choosing! CMS magic!

Manual GroupsHow to create and edit Manual Groups.

Dynamic GroupsHow to create and edit Dynamic Groups.

Dynamic Groups are a type of user group that automatically adds or removes users based on hierarchy group conditions you set. This allows you to easily target content to a specific selection of users.

By creating user groups based on hierarchy group conditions, you can segment content to, for example, specific departments, interest groups, or types of locations that are not part of your core hierarchy. Create a Dynamic Group if you have a number of groups across your business that all fit within a categorization that is not included in your hierarchy, but is a grouping you would like to send specific content to frequently.

Examples:● When a certain group of locations all sell a product or carry a brand that other locations do not ● When you need to send content to locations based on their sales volume/location size/services available● When frequently targeting content to a specific intersection of groups between hierarchies

You can create and manage your Dynamic Groups on the Dynamic Groups page found in the Groups dropdown on the main navigation bar.

To a new Dynamic Group:

1. Click ‘Create Group’ to create a new Dynamic Group

2. Add a name and description for your group

(Note: This information will not be visible in the app and is only for management purposes)

3. Select the users you want to include by choosing the segmentation using the hierarchy targeting tree

: when using the hierarchy targeting tree to select which users will be included in your Dynamic Group, the same targeting rules apply as when you use it to schedule content. If you pick groups from multiple hierarchies, a user must belong to at least one selected group in each of the selected hierarchies in order to be included in the group.

Use descriptions to add additional context that will remind you what purpose that Dynamic Group was made to serve!

To a Dynamic Group head to the Dynamic Groups page:

1. Click the ellipsis on the Dynamic Group you want to edit.

2. Click Edit and make any adjustments necessary to the name, description or group conditions.

Dynamic GroupsHow to create and edit Dynamic Groups.

Users are added and removed from Dynamic Groups automatically! If a user meets the targeting condition on a Dynamic Group, they are added as a member of that group. If they no longer meet the condition, they are removed. No need to manually manage!

We suggest you edit groups only when there are minor changes to be made. If you want to change a group all together we suggest you delete the old group and start fresh by creating a new one.

When you make a change to an existing Dynamic Group, these changes will be implemented for any content that has not yet been delivered, meaning, only the users who meet the updated conditions will receive the content. Any content that has already been delivered will be sent to the users that were in the Dynamic Group at the time the content started delivering.

If a Dynamic Group is and that group is the only selected targeting group for scheduled content, the content will then default to targeting “All Groups”. If the content had other targeting groups selected, it will keep that targeting selection minus the Dynamic Group.

Insights are included in the CMS to automatically surface critical insights, allowing managers to identify areas for improvement on Nudge, as well as the next steps to take.

To view , click on the icon at the right of the navigation bar at the top of the CMS.

Here you’ll see insights such as:

● ‘Low Spark Usage’

● ‘Cheers Activity’

● ‘Outdated Buzz List’, and more!

You will also be shown prompts on how to improve your Nudge campaign, such as:

● ‘Create a Spark Session’

● ‘Send an Announcement Nudge’ or

● ‘Close your Buzz List’

Insights give you a subtle nudge improve your campaign and get your associates more engaged!

InsightsHow to utilize Nudge CMS Insights.

To adjust which insights you receive:

1. Head to Settings in the top right of the CMS.

2. Scroll down to ‘Insights’ and select which items you’d like to enable by checking the box to their left.

The Management - Messages page is where all messages sent by managers to their teams are displayed.

Here you can see:

● Message content

● Who sent the message

● When the message was sent

● To which group the message was sent

You can scroll through and review any messages you’d like at your convenience.

You can also click 'Export All Messages' in the upper right-hand corner to download the messages to an Excel spreadsheet.

ManagementHow to view and export Manager Messages.

Chat allows associates to interact with individuals or entire groups within the organization - allowing for timely communication of important messages and notifications.

Through the CMS, you’ll be able to gain insight into group Chats on Nudge:

1. Click on Chat in the navigation bar of the CMS.

2. You can then search for a particular group name, or segment by active chats or archived chats - chats that were once active, but have since been disabled.

If you’d like to review the messages being sent in a particular group:

1. Click on the appropriate group name.

2. From here you can review all messages sent within the group chat.

If necessary, you may delete individual messages within the chat.

ChatHow to review and delete Chat messages.

Measure and monitor the overall performance of your Nudge campaigns and gain insight into how your employees are doing.

Measure and monitor the overall health of your Nudge program by applying date and hierarchy filters to build reports that give you the insights you need.

Track the feedback you’ve received via Spark and gain insight into the pieces of feedback that have been the most popular.

View results from your employee onboarding programs and gain the insights you need to improve the onboarding experience through pre-configured, segmentable charts.

To access your Nudge Analytics and view metrics for your company, select Analytics in the top bar of the CMS.

Here, you will have access to the the following metrics:

For more information about how to use Analytics to leverage powerful insights about your frontline, optimize program performance and achieve company objectives, check out our

here!

AnalyticsHow to use the analytics dashboards.

https://info.nudgerewards.com/hubfs/Nudge%20Analytics%20Guide%20(3).pdf

To access some key settings for your Nudge install, click 'Settings' in the upper right-hand corner of the CMS.

Here you can determine the number of points users will receive when they refer a colleague to Nudge! We recommend 50 points, but feel free to change this as you see fit.

Under Pinned Card Content you have the option to set content that will remain at the top of the Nudge feed.

Whether this is a message from management or a special contest you’re running, you can use Pinned Card Content to place an extra spotlight on this news.

Simply fill in the following content:

1. : Something short and simple would do the trick.

2. Maybe you want users to 'Click here to check out this video' or 'Enjoy!' - this is up to you!

3. : If you want to link users to an external website, feel free!

4. : This is the content of your pinned post - here’s where you tell users about that extra special news you have.

Settings

Follow these image best practices when it comes to adding images to and !

● Images should have a standard aspect ratio (typically 4:3, 3:2, 1:1).

● Images should be under 4MB in size.

● Generally, landscape or square photos look best in the app.

● For videos, standard mobile video aspect ratio and resolutions.

● Videos should be under 100MB in size.

● Images should have a standard aspect ratio (typically 4:3, 3:2, 1:1).

● As a rule of thumb, a good photo size for Buzz would be W: 1080px H: 810px.

● Images should be under 4MB in size.

● Videos should be under 100MB in size.

Image GuidelinesBest practices for uploading images to Nudge.

A trigger is an action or a date that starts an automatic campaign that can help streamline the onboarding experience, or celebrate and recognize team members for important events.

Trigger campaigns allow you to create a series of Nudges that send when triggered by a certain date or activity, whereas our standard campaigns are designed to send Nudges at a specific time, on a specific date, for all targeted users.

There are four available options for Trigger events including:

1. - used to streamline onboarding users to the Nudge platform.

2. - used to streamline onboarding for new associates to your company. If activated, these Nudges would be sent out based on users Start Date at your company.

3. - used to celebrate and recognize employees work anniversary milestones. Can either include one Nudge that will repeat annually on the employees work anniversary date, or create a different Nudge for each year.

4. - used to celebrate and recognize employees’ birthdays. Can either include one Nudge that will repeat annually on the employees birthday, or create a different Nudge for each year.

TriggersHow to review and activate Triggers.

To a new Trigger campaign:

1. Click ‘Campaigns’ in the top bar of the CMS and select ‘Triggers’.

2. Click ‘Create Trigger’

3. Choose your desired Trigger event.

4. Customize your Trigger campaign by marking it as an onboarding content and/or choose to only send content on weekdays.

TriggersHow to review and activate Triggers.

To to a Trigger campaign:

1. Click on the name of the Trigger campaign you created.

2. Click ‘Create content’ and select what type of content you want to add to your Trigger campaign

3. Enter the required content fields and select your Delivery Date

To a Trigger campaign:

1. Once you have all of your content scheduled in your Trigger campaign, select ‘Activate Trigger’ in the top right corner. You can also choose to deactivate your trigger at anytime.

To your Trigger:

1. Use the on the right of the Trigger to edit the Trigger settings, delete the Trigger, or view the Trigger Reporting

Work Anniversary and Birthday Trigger campaigns come with a generic pre-populated Nudge to allow for quick and easy set up!

We’re here to help 👋Don’t hesitate to speak with your Customer Success Manager if you have any additional questions about utilizing the CMS or building your campaign strategy - we’re always here to help.

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Documents

An overview of the Nudge CMS & Campaign Builder