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Nudge Reminders

Send emails to nudge customers or coworkers about a task

Paul Holder avatar
Written by Paul Holder
Updated over 5 months ago

In OnRamp, you can send nudges to users about a task so you can keep a project moving forward without leaving the platform.

Note

This is in addition to existing automated reminders, so be mindful about the number of messages you are sending.

Instructions

  1. Visit any project

2. Hover over a task, you will see a 'paper plane' icon

3. Click the icon

4. Task Assignees will be automatically added as recipients of the message, but you can add additional recipients

5. Add a message to include in your nudge reminder

6. Click send!

FAQs

  • If multiple recipients are added, a separate email is sent to each user

  • How do I track emails previously sent?

    • The sender of the nudge reminder will be CC'd on each email to recipients.

  • When you send a nudge, it will be recorded as project activity

  • What do the nudge emails look like?

    • The messages received by users will look similar to below:

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