Nudge allows you to set reminders for documents that need a follow-up after a specified period. This helps you stay on top of client communications, ensuring timely follow-ups and engagements.
Note: Once the Nudge feature is activated, all documents created within the last 6 weeks will automatically be assigned to the default Nudge Campaign.
Follow up with your clients using Nudge
From the Dashboard, click on the Nudge Icon:
You’ll then see three tabs for your existing Nudge campaigns:
The 'To Do Today' tab displays documents that need a nudge today.
The 'Upcoming' tab shows documents scheduled for a nudge at a later date.
The 'In the Past' tab lists documents that have finished a Nudge campaign.
Understanding Nudge Steps and Its Status
To Do Today: The step is due today.
Skipped: The step has been marked as 'Skipped' manually.
Overdue: This step is overdue and needs addressing as soon as possible.
Not Due Yet: Upcoming Nudge step which doesn't require any action.
You can hover over the Nudge Step to view the associated email and tracking information.
Nudge Actions
When you select a Nudge step, you have four actions available:
Preview Document: Opens a new tab to preview the document.
Skip Email: Skips the current Nudge step, activating the next step in the sequence.
Edit Email: This allows you to modify the email message for the current Nudge step.
Note: You can use merge tags in the email
Open Email: Launches your default email app with the recipient and message pre-filled according to the Nudge step.
Sending a Nudge
To send a Nudge, follow the steps below:
Click on the Nudge step you wish to execute.
Review the email message.
If you want to update the email message, click on 'Edit Email'
If you're happy with the email message and want to send it, click on 'Open Email'.
Upon clicking "Open Email, your default email app will be opened with the recipient and message already filled in.
Send Email
Selecting 'Yes, I sent it' will advance the Nudge campaign to the next step.