ConveYourConveYour Logo

Workflows: A Brief Overview of Nudges

The Default Nudge

Hi {{first_name}},

{% if nudge.n < 4 %}

This is a friendly reminder to complete steps assigned to you.

{% elsif nudge.n < 7 %}

Your window to complete your assigned steps is closing soon. This is your {{nudge.ord}} reminder. Please complete these steps as soon as you can.

{% else %}

This is your FINAL reminder to complete steps assigned to you.

{% endif %}

Thank you! Here is your link.

{{url}}

Note that these nudges are NOT necessarily "best practice". This is simply the initial default nudge message that is generated on a Wait Trigger. By default, the first nudge message, "This is a friendly reminder to complete steps assigned to you", is the only nudge that will go out. This is the case because there are only 3 default nudges set, and the first "if" statement is the only one that will run.

Nudge Body Explained

Hi {{first_name}},

  • Purpose: Greets the user by their first name.

  • {{first_name}}: A variable placeholder that dynamically inserts the recipient's first name into the email.

{% if nudge.n < 4 %}

  • Condition: Starts a conditional block that checks if the number of nudges sent (nudge.n) is less than 4.

  • Use case: This is the early stage of reminders (e.g., first through third).

This is a friendly reminder to complete steps assigned to you.

  • Message: Shown when nudge.n is less than 4. It’s a gentle prompt to take action.

  • Tone: Friendly and non-urgent.

{% elsif nudge.n < 7 %}

  • Condition: This is the “else if” block; it checks if the nudge count is less than 7 (but not less than 4).

  • Covers: Nudges 4 through 6.

  • Intent: Indicates increasing urgency.

Your window to complete your assigned steps is closing soon. This is your {{nudge.ord}} reminder. Please complete these steps as soon as you can.

  • Message: Urges the user to act quickly because the deadline is near.

  • {{nudge.ord}}: Inserts the ordinal version of the reminder count (e.g., "4th", "5th").

{% else %}

  • Condition: Captures any other case not handled above, i.e., nudge.n >= 7.

  • Meaning: This is the last warning or message in the sequence.

This is your FINAL reminder to complete steps assigned to you.

  • Message: Indicates this is the last notice before the opportunity closes or escalates.

  • Tone: Direct and firm.

{% endif %}

  • Closure: Ends the if conditional block.

Thank you! Here is your link. {{url}}

  • Gratitude and CTA: Thanks the user and provides the link to take the required action.

  • {{url}}: A dynamic placeholder that inserts the personalized link for the recipient.

🔁 Summary of Logic Flow

Nudge Count (nudge.n)

Message Shown

< 4

Hi John,
Friendly reminder message.
Thank you! Here is your link.
https://sko.sh/your-link

4 - 6

Hi John,
Medium urgency message, includes count with {{nudge.ord}}.
Thank you! Here is your link.
https://sko.sh/your-link

>= 7

Hi John,
Final, urgent reminder.
Thank you! Here is your link.
https://sko.sh/your-link

Want to Learn More?

Check out our Workflows: Getting Started guide to quickly set up your first workflow.