Managing your Nudge Campaigns keeps your client follow-ups timely and consistent. With options to customize, duplicate, or create new campaigns, you can tailor reminders for each document to keep communication relevant and proactive. This makes it easy to stay organized and responsive while saving valuable time.

From your Dashboard, click on Settings > Setup >Nudge Campaigns

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By default, you will have a standard Nudge Campaign titled 'Your First Nudge Campaign'

To customize the campaign, click on the Edit icon to modify the steps. You can edit the following for each step:

Your steps are organized into two phases:

This structure allows you to tailor your follow-ups based on the document's status.

To add more steps, simply click the '+ Add a Step' button at the bottom of a series.

To create a New Campaign, just click on '+ New Nudge Campaign' in the top right.

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You'll be prompted to name your new campaign and add steps under the Sent and Opened phases. You can choose to create each step from scratch or use pre-written emails for a quick setup.

You can duplicate a campaign by clicking on the Duplicate button here:

You can delete a campaign by clicking the Delete button here:

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​​Note: Deleting a campaign will not delete any emails that have already been triggered using that campaign. You just won’t be able to use that campaign for new documents going forward.