Sending Nudge Emails (ACM Before October 2024)

This article applies to clients with an Academies and Content Marketplace (ACM) license prior to the October 2024 Major Product Release. If you are unsure if this applies to your organization, please contact your CX Representative.

You can send nudge emails to users to remind them to complete a step in an academy or custom program from the Reports tab.

• To Send a Nudge Email for an Academy
• To Send a Nudge Email for an Academy in Bulk
• To Send Nudge Emails for a Custom Program

To Send a Nudge Email for an Academy

1. From the Admin View, select Academies from the left navigation menu.
2. Locate the academy you want to send a nudge email for.
3. Click the Actions menu () next to the Academy name.
4. Click View Reports.
   The Reports page displays with the Participants tab open by default.
5. Locate the user you want to send a nudge to and click Send Nudge.
   The Nudge Email Preview dialog box displays.
6. Enter your message to the user in the text field. 
   
   The subject line for the email contains the title of the academy. For example, "Subject: A note about the Academy: Product Design Academy".
7. Click Save Changes.
   A preview of the nudge email displays.
8. Click Send Nudge.
   The learner receives an email reminding them to complete their program or academy.

To Send a Nudge Email for an Academy in Bulk

1. From the Admin View, select Academies from the left navigation menu.
2. Locate the academy you want to send a nudge email for.
3. Click the Actions menu () next to the Academy name.
4. Click View Reports.
   The Reports page displays with the Participants tab open by default.
5. Click the Sections tab.
6. Click the (Expand) button for the section you want to view.
7. Click on a step title. 
   The step information displays with each participant's progress.
8. Click Bulk Nudge.
   The Bulk Nudge dialog box displays.
9. Click Preview Email.
   The Nudge Email Preview dialog box displays.
   The subject line for the email contains the title of the academy. For example, "Subject: A note about the Academy: Product Design Academy".
10. Enter your message in the text field.
11. Click Save Changes.
    A preview of the nudge email displays.
12. Click Send Nudge.
    Learners receive an email reminding them to complete their program or academy.

To Send Nudge Emails for a Custom Program

1. From the Admin View, click Learning from the left navigation menu.
2. Click Programs.
   The Programs page displays with the Marketplace Programs tab open by default.
3. Click the Custom Programs tab.
   The list of custom programs display. Custom Programs can be sorted by Duration and Tags. You can also search for a specific Custom Program using the search field.
4. Click the Actions menu () next to the custom program you want to send a nudge email for
5. Click View Reports.
   The Reports page displays with the Cohort tab open by default.
6. Click the Curriculum tab.
   
7. Click the (Expand) button for the section you want to view.
8. Click on a step title. 
   The step information displays with each participant's progress.
9. Send a nudge email to a single participant or send a nudge email in bulk.
   • To send a nudge email:
     1. Locate the user you want to send a nudge to and click Send Nudge.
        The Nudge Email Preview dialog box displays.
     2. Enter your message to the user in the text field.
        The subject line for the email contains the title of the program. For example, "Subject: A note about the Custom Program: Intro to UI/UX Design".
     3. Click Save Changes. 
        A preview of the nudge email displays.
     4. Click Send Nudge.
   • To send a nudge email in bulk:
     1. Click Bulk Nudge.
        The Bulk Nudge dialog box displays.
     2. Click Preview Email.
        The Nudge Email Preview dialog box displays.
     3. Enter your message in the text field.
        The subject line for the email contains the title of the section in the program from which you create the nudge email from. 
     4. Click Save Changes.
        A preview of the nudge email displays.
     5. Click Send Nudge.