Creating and editing Nudges || URVA

Create nudges

Welcome to the URVA platform's User Manual for creating nudges to send push notifications to your users. This guide will walk you through the steps to create nudges effectively.

To create the nudges, kindly follow the steps outlined below: 

  1. From the URVA home page, Click on the Admin Settings
  2. Click on the Nudges under Automation
  3. Place the cursor on the New button. (Right hand bottom side). 
  4. Click on the Nudges
  5. Fill the details under the Info as below-
    -Name- Give a name to the Nudges
    -Description- Describe about the nature if nudge you are creating.
    -Type- Select the type (Collection or Date based as per the requirement). 
    -Execute- Select the execution- Daily or Custom
    You can set the specific timing as well. 
  6.  Fill the details under the Condition as below (Condition is the event on which the system will sent the notification):- 
    -Type of date- Select the Currant Date, Select the Operator as per the requirement. 
    -Date- Select the Date- on which you want to send the push notification. 
  7.  Fill the details under Action as below:- 
    -Under the Action- Select Push Notification then select a Template
    -You can another template by clicking on Added Another Action.
  8.  Select the Bands, Hierarchy, Roles, or Supervisor, To whom you want send the Push Notification. 
  9.  Select the Fields for the Template, as per the requirement.
  10.  Click on SUBMIT.  Now based on the confguration , the nudge will be send to the users.

    • Related Articles

    • Create & Update Triggers

      Create Triggers: Trigger messages can be configured by the user, which can be sent to the customer as well as the supervisor/ user himself through email, SMS, WhatsApp, or push notifications. To add trigger messages, follow the below steps: From URVA ...
    • Create different templates on URVA

      One can create a template for notifications to be sent to any user or customer via SMS, Email, WhatsApp or a push notification. Create templates by following the steps mentioned below: From URVA home page, go to Admin Settings and then click on ...
    • View, Create & Update Hierarchy

      URVA users can create a hierarchy and map that hierarchy to the users accordingly so that they can view the data according to the hierarchy. Create Hierarchy one by one: From URVA home page, go to the Admin settings. Click Hierarchy under the ...
    • Create Holiday Calendar

      Holiday calendar consists details of working days and holidays define for users. Create a holiday calendar with following steps: From URVA home page, click Admin Settings and then go Holiday Calendar. Click on NEW Holiday icon to create holiday ...
    • Create a Workflow

      A workflow is the sequence of processes through which a task (a piece of work) passes from initiation to completion. In simple words, a workflow is a set of different stages of a task. To know more about a workflow, (click here). Create a workflow ...