Create Email Nudge

The Email Nudge feature is a powerful tool designed to enhance user engagement and ensure timely communication by automatically sending reminders or follow-up emails to recipients. This feature is particularly valuable in maintaining active communication, prompting actions, and improving response rates.  

In the Nudge, the users can send three types of Email Nudge notifications as listed below:  

One-time Nudge: The One-time Nudge can be scheduled to be sent immediately or later.  

Recurring Nudge: Recurring Nudges functionality allows customers to automate repetitive/recurring communication tasks by scheduling nudges to be sent regularly. 

Real-time Nudges: Real-time Nudge functionality is used to send instant and personalized communication to customers by consuming the Nudge real-time API from the source system. 

To create an Email Nudge the user must select the type of Nudge and by default, the “One-time Nudge” is selected.  

One-time Nudge:  

Step 1: Setup the Nudge: 

To create a one-time Email Nudge the user must provide the input details to the Nudge name, Sender email address, reply-to email address, sender name, recipient data source, Nudge category, recipient category, and project name are the option fields. By default, the recipient data source is selected as the “Manual Upload” and click on the “Next” button. 

Step 2:  Recipients Step:  

In this step, the user will upload the recipient file or the contact data file which contains the input fields with the values to process the Nudge (Or) the user has the choice to select the existing file in the recipient step (Which should be uploaded earlier) 

The users can import new contact data files into the recipient step by clicking on the “Import contact data” button. The file can be uploaded from the local drive of the respective machine.  

The users have the provision to upload CSV files or text files into the Nudge application. During the upload of the file, the user has the provision to select the delimiter from the drop-down as shown below and the system will allow only to upload the respective file type while uploading. 

• Click on the link Email, SMS, and WhatsApp to download the sample CSV file. 
• Click on the “Guidelines” link to get the guidelines for importing the contact data file. 

The sample text file is shown below for the delimiter type “Semi-Colon” and the user must create the text file as like below by providing the respective delimiter type in between the fields. 

• Click on the “Select a CSV/Text file to import” or drag and drop it here and the system will allow the user to upload the file, and a confirmation message will be displayed once the user has successfully uploaded the file.  

The uploaded file is selected by default and displayed on the recipient page as shown below 

• Click on the “Kebab” icon and the system displays the option to download and preview the respective file. Click on the “Preview” option the system will preview the filtered data.  

Click on the “Download” option and the system will download the file and save it on the local machine. 

The Set Filter feature in a Nudge application is an essential tool for targeting and segmenting recipients effectively when sending nudges. This feature allows users to apply specific criteria to their recipient lists, ensuring that the right messages reach the right people at the right time 

Click on the “Set Filter” button on the Choose Contact Data page and the system will display the set filter condition page to apply the filter condition on the respective CSV or the text file.  

Click on the drop-down menu of “Select Merge Tag” which displays the list of merge tags for selection and click on “Select Data Type”, “Select Condition” “Enter the value”, and click on the “Apply” button. The system will process the Nudge as per the filtered condition by verifying it with the contact data file.  

• Click on the “Preview” Icon to view the filtered data as shown below  

Step- 3: Design Phase:  

The Design step in sending a Nudge is a crucial phase where the visual and structural elements of the communication are crafted and fine-tuned. This step ensures the nudge is visually appealing and effectively conveys the intended message to the customers.  

In this step, the user can click on the “Choose Template” drop-down menu and select the required template that must be shared with the end customers respective to the Nudge. The list of “Active” templates is displayed in the drop-down menu. 

The “Subject” and “Template Preview” are displayed based on the template selection and the user has no choice in editing the fields. 

• Click on the “Create New” button to create a new template from the design step. 

Click on the “Edit Template" button for any modifications to the current template and the user is redirected to the design step with the latest changes (If applied) when the user clicks on the “Save & Activate” in the template editor. Click on the “Next” button. 

Step- 4: Scheduling the Nudge:  

The Scheduling step in sending a Nudge is a critical phase that involves setting a specific date and time for the communication to be delivered to the recipients. This step ensures that the nudge reaches the customers at the most optimal moment for maximum impact and engagement.  

In the Nudge, the user can schedule a Nudge in the below-listed categories:  

Click on the “Send Now” to schedule the Nudge immediately and click on the “Schedule” button to schedule the Nudge. 

• Click on the “Schedule for a specific time” to schedule the Nudge at a specific time. Select the “Date” and “Time” when the Nudge is to be delivered and click on the “Schedule” button to schedule the Nudge. 

• Click on the “Send after completion of another Nudge” to send the child Nudge after the completion of the parent Nudge and click on the “Schedule” button to schedule the Nudge. 

In this scenario, the user must select the “Communication channel” (Any channel) and the Nudge name by clicking on the “Send after this Nudge” which refers to the parent Nudge, and the current Nudge is considered as the child Nudge.  

Click on the “Save Without Schedule” to save the Nudge but not scheduled. The Nudge will be created and placed in a “Draft” status.  

Step 5: Overview of the Nudge: 

The Overview of a Nudge is an essential phase that provides a comprehensive summary of all the elements like “Nudge Id”, “Nudge Name”, “Sender Email Address”, “Sender Name”, “Recipient”, “Template”, “Subject”, “Created on”, “Scheduled on” and “Status”.  

Click on the “Done” button.  

Recurring Nudge:  

The difference between one-time Nudges and Recurring Nudges is that recurring Nudges are automated messages that are sent at regular intervals to a predefined audience. These nudges are essential for maintaining ongoing engagement with recipients, providing consistent communication, and ensuring that important information is delivered timely. Here’s an overview of scheduling the recurring Nudge:

Step- 4: Scheduling the Nudge:   

The Scheduling step in sending a Nudge is a critical phase that involves setting a specific start date and time for the communication to be delivered to the recipients by selecting the frequency hourly, daily, and monthly (By default hourly is selected). This step ensures that the nudge reaches the customers at the most optimal moment for maximum impact and engagement.  

In the Nudge, the user can schedule a Nudge in the below-listed categories:  

Click on the “Send with a Specific period” to schedule the Nudge by selecting the start date and the start time by choosing the options listed for the hourly schedule as shown in the below image and click on the “Schedule” button to schedule the Nudge. 

Important: The nearest runs are updated based on the selection of the radio option to the respective frequency type.   

Click on the “Send after completion of another Nudge” to send the child Nudge after the completion of the parent Nudge and click on the “Schedule” button to schedule the Nudge. 

In this scenario, the user must select the “Communication channel” (Any channel) and the Nudge name by clicking on the “Send after this Nudge” which refers to the parent Nudge, and the current Nudge is considered as the child Nudge.  

Click on the “Save Without Schedule” to save the Nudge but not scheduled. The Nudge will be created and placed in a “Draft” status.  

Step 5: Overview of the Nudge: 

The Overview of a Nudge is an essential phase that provides a comprehensive summary of all the elements like “Nudge Id”, “Nudge Name”, “Sender Email Address”, “Sender Name”, “Recipient”, “Template”, “Subject”, “Created on”, “Scheduled on” and “Status”.  

Click on the “Done” button.   

Upload Recipient File through API for the ongoing recurring Nudge:  

Users can send one recurring Nudge to different recipients by uploading a new CSV file against the respective Nudge ID through the API. 

The following step will provide a guide to uploading the recipient file through the Nudge API  

Pre-condition Step 1: Create a Recurring Nudge 

To send a recurring Nudge to different recipients the user can utilize the Nudge ID. 

Step 2: Pass the Nudge ID to the API 

Users need to pass the created recurring Nudge ID to the recurring Nudges API. 

Users can explore Nudge API Documentation. To understand how to pass nudge ID: Click Here  

(//help.nudge.net/article/38-nudge-api-documentation) 

Recipient Data Source:  

FTP Server:  

If the user selected the recipient data source as “FTP” (File Transfer Protocol) in the Setup step as shown below 

Using an FTP (File Transfer Protocol) server for sending recurring nudges based on new files is a powerful approach to automate and streamline communication processes. It ensures that updates and relevant information are sent timely and accurately, based on the most recent data. Here’s an overview of the importance of using an FTP server for this purpose and a detailed description of how it works: 

Step 2: Recipients Step: 

The FTP configurations are maintained in the Nudge Administrator account as per the customer's requirements and initially user must upload the file through the import contact data and later the latest contact data file is picked up from the FTP server based on the scheduled time for the respective Nudge.  

Step 3: Design Step:  

Refer to the one-time Nudge above and follow the steps to register for the design step. 

Step 4: Schedule Step:  

Refer to the Recurring Nudge above and follow the steps to schedule a Nudge for the options “Send with a specific period” and “Send every time after completing another Nudge”. 

For the option “Schedule Nudge when file received” the Nudge is processed based on the availability of the file in the FTP server against the respective Nudge name configurations. Click on the “Schedule” button 

ERP Integration (One-Time and Recurring): 

If the user selected the recipient data source as “ERP Integration” in the Setup step as shown below 

To create a one-time Email Nudge or a recurring Nudge the user must provide the input details to the Nudge name, Sender email address, reply-to email address, sender name, recipient data source (select ERP Integration), select the use case, select the date (Static or Dynamic) and the Nudge category, recipient category, and project name are the option fields. By default, the recipient data source is selected as the “Manual Upload” and click the “Next” button. 

Based on the selected date the data is fetched from the SAP system 

Master Data: (One-Time and Recurring Nudge)  

If the user selected the recipient data source as “Master Data” in the Setup step as shown below 

Follow Step 1 by referring to the steps of the recurring Nudge above. 

Step 2: Recipient Step:  

Pre-requisite: To send the Nudge for the “master data” data source the file is to be uploaded initially in the master data module. The following step will guide the user in uploading the master data file into the Nudge application.  

Step 1:  

Click on the “Hamburger Icon” and click on the “Master Data” at the Import data column 

Step 2:

Click on the “Import” option and upload the master data file by clicking on the “Select a CSV file to Import” option. The file can be uploaded from the local drive of the respective machine. (RecipientId merge tag is mandatory during the upload of the master data file) 

Step 3: The data is displayed on the “Master Data” page after the successful upload of the master data file into the Nudge application.  

Step 4: 

Click on the “Export” button to export the master data into an Excel format.  

Click on the “Set Filter” button on the “Choose Contact Data page” and the system will display the set filter condition page to apply the filter condition on the master data upload.  

Click on the drop-down menu of “Select Merge Tag” which displays the list of merge tags for selection and click on “Select Data Type”, “Select Condition” “Enter the value”, and click on the “Apply” button. The system will process the Nudge as per the filtered condition by verifying it with the master data contact data file. Click on the “Next” button 

Click on the “Preview” Icon to view the filtered data as shown below  

Step 3: Follow steps 3, 4, and 5 by referring to the recurring Nudge above 

The system will process the Nudge based on the set filter conditions by referring to the master data upload and the processed file is updated in the recipient step.  

Real-Time Nudge 

Step 1: Setup the Nudge: 

To create a Real-time Email Nudge the user must provide the input details to the Nudge name, Sender email address, reply-to email address, sender name, and the Nudge category, recipient category, and project name are the option fields. click the “Next” button. 

Step-2: Design Step:  

The Design step in sending a Nudge is a crucial phase where the visual and structural elements of the communication are crafted and fine-tuned. This step ensures the nudge is visually appealing and effectively conveys the intended message to the customers.  

In this step, the user can click on the “Choose Template” drop-down menu and select the required template that must be shared with the end customers respective to the Nudge. The list of “Active” templates is displayed in the drop-down menu. 

The “Subject” and “Template Preview” are displayed based on the template selection and the user has no choice in editing the fields. 

Click on the “Create New” button to create a new template from the design step. 

Click on the “Edit Template" button for any modifications to the current template and the user is redirected to the design step with the latest changes (If applied) when the user clicks on the “Save & Activate” in the template editor. Click on the “Next” button. 

Step 3: Overview:  

The Overview of a Nudge is an essential phase that provides a comprehensive summary of all the elements like “Nudge Id”, “Nudge Name”, “Sender Email Address”, “Sender Name”, “Template”, “Subject”, and “Created on”. 

Click on the “Done” button.  

Generating the API key and sending the Real-time Nudge through the API:  

Step 1:  

To generate the API key at the account level the user must click on the “Configurations” and by default the “API management” tab is selected.  

Step 2: Click on the “Create New API key” and provide the input for “Name Your API key” and click on the “Generate” button 

Step 3: Click on the “Copy” Icon as shown in the above Image. Click on the “Done” button.  

Step 4: The configured API name is listed in the configuration of the API management 

Step 5:  

Click on the “Read API documentation” link to redirect to the swagger for sending the real-time Nudge.  

Step 6: Click on the “Authorize” button on the swagger to authenticate the API key.  

Step 7: The user must provide the API key in the value, click on the “Authorize” and later click on the “Close” button as shown in the below image 

Step 8: Go to “Send Real-time Nudge” API and click on the “Try it out” button 

Step 9: Provide the detail to the input fields as per the requirements as shown in below and click on the “Execute” button. 

Step 10: The user can view the API response as shown in the above image and email is triggered to the respective email as shown in the below image.