How to add a new Alert/Nudge template

This article outlines the step-by-step process for Adding Alerts and Nudges from the ConnectedLife platform.

An Alert is a calendar reminder or a notification of a new message. While a Nudge is a gentle reminder of a specific matter. Alerts are designed to inform and Nudges are designed to influence behaviours. 

Please follow the step-by-step process to Add A New Alert/Nudge template.

Step 1: Login to the dashboard

Input your valid email address and password associated with your ConnectedLife Org admin account.

Step 2: Select “Content Management” from the top

Once you log in to the dashboard, select the “Content Management” option.

Step 3: Select “Add A New Alert/Nudges Template”

You will see “Add A New Alert/Nudges Template” on the top right.

Step 4: Input the Alert/Nudges Rules

Please input the necessary rules you want to set.

Step 5: Once you are all set up click “Next”

After inputting the nudge rules click “Next”.

Step 6: Click “Add New Message” Option

Set up messages by clicking Add New Messages. There are 3 channels of communication, such as E-mail, SMS, and Push notification. You can select all of them at once, or any of them as your requirement. 

Steps 7: Input the Message here and Click “Save”

You can Customise the message you want to send, also you can select channels like SMS, E-mail, and Push Notifications.

Step 8: Click the “Create” Option

After inputting the message click the “Create” option.

Step 9: Pop-up notification

Once you click the “Create” option, a pop-up notification will appear that “Alert template created successfully”