Quick Start

Need to send an alert fast? Follow these four steps:

1. Select Recipients

• Choose recipients by Location, Job, Role, or Team Member.

• Aggregators: Select which Member Organization(s) should receive the alert.

• Verify the Recipient List to confirm who will be notified.

2. Compose the Message

• Enter a Subject and required Nudge.

• Add details, optional video (up to 90 seconds), or a Call to Action.

  • Set the Call to Action expiration (2 hours–5 days, default 24 hours).

• Attach Library content if needed.

3. Review & Send

• Fix any validation errors.

• Preview the alert.

• Click Send Team Alert.

4. Alert History

• View an overview of alerts you’ve sent.

• View the recipient list.

• For active alerts with a Call to Action: update the due date/time.

• Clone alerts to reuse them.

• Edit or delete alerts in draft status.

• Open any alert to review its content.

Best Practices

• Keep your Nudge short and clear.

• Always double-check the Recipient List before sending.

• Use Call to Actions when you need acknowledgment or compliance tracking.

• Check Alert History after sending to manage due dates or reuse past alerts.