Nudges are personalized action recommendations delivered in the flow of work, rooted in science, and powered by AI, that drive business impact by creating positive changes in behavior. Nudges close the loop from insight to impact by activating everyone in an organization to take action and develop the habits that help them - and their organization - succeed.
Designed to augment action plans as well as help individuals reach personal goals, nudges are delivered seamlessly in the flow of work, making them quick and easy to implement. As employees interact with Intelligent Nudges, they can provide feedback that Perceptyx uses to refine our nudges over time and make them more targeted and personalized.
Administrators can view nudge engagement data to see how employees are engaging with nudges, which themes are chosen most often for personal focus areas, and nudge view rates over time. They can also add custom learning links to nudges to provide access to additional related resources, such as courses from your company Learning Management System, career development tools, personal development plans, etc.
Note: Intelligent Nudges are available only with the purchase of Activate or Grow (for 360 events). For more information, see the Activate Overview article or the Grow Overview article.
This article walks through:
- View and Interact with Intelligent Nudges
- Review Intelligent Nudge Engagement Data (Admins Only)
- Add and Manage Custom Learning Links (Admins Only)
- Add and Manage Nudge Boosts (Admins Only)
View and Interact with Intelligent Nudges
In addition to receiving nudges in the flow of work (via email, MS Teams, and/or Slack), you can view Intelligent Nudges on the Act platform page - in the Action feed or within action plan details.
View Nudges in the Action Feed
Log in to the People Insights Platform.
Navigate to the Act page.
Intelligent Nudges display in the Action Feed section in reverse-chronological order, with the most recent nudge at the top. Commitment reminders display in the Action Feed as well.
Each nudge provides a simple recommendation for you to consider trying, along with a reason why the recommendation can be beneficial (the Why? section). Beneath the Why? section the nudge lists the action plan, organizational behavior, or personal focus area with which the nudge is associated.
In the I plan to do this section of the Nudge card you can select Yes, No, or I already do this to provide feedback about whether you feel the nudge is useful.
View Nudges Within Action Plan Details
The cards that appear in the Active Action Plans section of the Act page display the number of nudges received for each action plan. You can view the nudges by viewing the action plan details.
Log in to the People Insights Platform.
Navigate to the Act page.
In the Active Action Plans section, click View Details for an action plan.
The action plan details display the nudges that have been sent for that particular action plan.
Review Intelligent Nudge Engagement Data (Admins Only)
Administrator users can view nudge engagement information (in addition to action plan engagement information) in the Act Metrics dashboard.
Log in to the People Insights Platform.
Navigate to the Act page.
At the top of the screen, click Advanced Tools, then select Act Metrics.
The Act Metrics dashboard appears, displaying the following information:
Summary Metrics: A global view of how employees are engaging with nudges
Activity Personas: An easy-to-understand view of how employees are engaging with nudges. Each employee is assigned one of four personas based on their engagement:
Activator: “Activators” engage with nearly every nudge they receive, and regularly try new things. These individuals don’t just take action; they make action-taking a top priority in their daily work.
Consistently Active: “Consistently active” employees regularly engage with and act on most of the nudges they receive. They make action-taking a habit in their daily work.
Sometimes Active: “Sometimes active” employees act on some nudges, but do not consistently take action. These individuals may need to be re-inspired or motivated to prioritize taking action.
Inactive: “Inactive” employees have not viewed any of their recent nudges or committed to any action-taking on nudges.
Nudges Sent for Personal Focus Areas: A view of which themes are most commonly selected as personal focus areas in nudge preferences
Nudges Viewed Over Time: The nudge view rate over time.
Add and Manage Custom Learning Links (Admins Only)
Custom learning links reinforce nudge content around select themes and quickly connect your employees to additional resources they can take action on in addition to the nudge. Additionally, custom learning links keep your learning and development and technology resources top of mind for your teams. As an administrator, you can add custom learning links to nudges, monitor the click rate for links, and edit or deactivate the links as appropriate.
You can enable up to 14 different types of resources (if applicable) in your organization:
Learning Management System
Personal Development Plan
Career Development Tools
Inclusive Meeting Resources
Public Recognition Platform
Time Off Request Platform
Total Rewards Information
Mentorship Resources
Effective Meeting Resources
Allyship Resource
Performance Evaluation Process
Mitigating Unconscious Bias Resources
Requesting Feedback Platform
Company Benefits Portal
Add a Custom Learning Link
You add custom learning links via the Platform Settings for Action Planning and Nudges in the Admin Portal.
The Learning Links tab includes a + Add Learning Link button and a table displaying all custom learning links created so far. The table contains the following information for each link:
Name: The name of the resource the link points to.
Content Type: The category of resource types applicable to the link. Choose from one of the 14 predefined content types. The AI Engine uses the content type to determine which nudges should include the learning link.
Audience: Which users will see the link in their nudges, depending on their job level.
Status: Indicates whether the resource is active, in draft mode, or deactivated.
Click Rate: The number of users who opened the link at least once divided by the number of users who opened a nudge containing the link.
Actions: Contains an Edit button you can use to modify existing learning links.
Log in to the People Insights Platform.
In the navigation bar, click Admin Portal.
The Admin Portal appears.
In the left panel, click Action Planning and Nudges in the Platform Settings section.
The Learning Links tab appears.
Click + Add Learning Link (top right).
The Select Learning Content Type dialog box appears. Each available type includes a brief description.
Click the learning content type you want to use, then click Next.
The Edit Learning Link Details dialog box appears.
Required fields are indicated by a red asterisk (*). The Preview Nudge section shows what a nudge with the learning link will look like for recipients.
In the Content URL box, type or paste the URL for the content to which you want to link.
In the Audience section, select the checkbox for each job level you want to access the content.
In the Content Name box, type a name for the content to which you want to link.
The name you enter updates in the Preview Nudge section of the dialog box, showing you how a nudge with the learning link will appear to users.
If you want the content name to appear in additional languages (English is the default), expand the Add Translated Content Names dropdown to display text boxes where you can enter translations for the content name in any of the core 34 supported languages.
Note: Perceptyx does not provide translations for the content names.
Click Activate to save your selections and make the learning link active.
The newly added learning link displays at the top of the table.
Note: If you don’t want to activate the link yet, click Save as Draft instead of Activate. This will save your changes and the link will appear with the Draft status in the Learning Links tab. When you are ready to activate the learning link, you can click Edit to make modifications (if needed) and activate the link.
View the Click Rate
The click rate for each active learning link displays in the Learning Links tab.
Log in to the People Insights Platform.
In the navigation bar, click Admin Portal.
The Admin Portal appears.
In the left panel, click Action Planning and Nudges in the Platform Settings section.
The Learning Links tab appears.
Navigate to the link and view the value in the Click Rate column.
Edit a Learning Link
You can edit a learning link as needed - for example, if you want to link to different content or add or remove a content name translation.
Log in to the People Insights Platform.
In the navigation bar, click Admin Portal.
The Admin Portal appears.
In the left panel, click Action Planning and Nudges in the Platform Settings section.
The Learning Links tab appears.
Click Edit for the learning link you want to change.
The Edit Learning Link Details dialog box appears.
Make your changes.
If your link is in Draft or Inactive status, click Activate or Save as Draft, as appropriate. If your link is in Active status, click Publish Changes.
Note: If you make changes but then decide not to save them, click Cancel (bottom left). When the confirmation message appears, click Discard Changes.
Deactivate an Active Learning Link
You can easily deactivate an active learning link as needed - for example, if the content you’re linking to needs to be updated. Deactivating a learning link removes it from nudges, but saves the information in the platform in Draft status so you can reactivate it if/when necessary.
Log in to the People Insights Platform.
In the navigation bar, click Admin Portal.
The Admin Portal appears.
In the left panel, click Action Planning and Nudges in the Platform Settings section.
The Learning Links tab appears.
Click Edit for the learning link you want to deactivate.
The Edit Learning Link Details dialog box appears.
Click Deactivate.
A confirmation message appears.
Click Deactivate.
The learning link is deactivated and saved in Draft status.
Delete a Learning Link
You can delete a learning link if you no longer need it - for example, if the content it links to is deleted or if the click rate indicates it is not engaging recipients. Deleting a learning link permanently removes the link and any translations for the content name from the platform.
Log in to the People Insights Platform.
In the navigation bar, click Admin Portal.
The Admin Portal appears.
In the left panel, click Action Planning and Nudges in the Platform Settings section.
The Learning Links tab appears.
Click Edit for the learning link you want to delete.
The Edit Learning Link Details dialog box appears.
Click Delete.
A confirmation message appears.
If you are sure you want to delete the link altogether, click Delete.
The link and any translations are permanently deleted.
Note: If you want to save the information for future use, click Deactivate to deactivate the learning link and save it in Draft status.
Add and Manage Nudge Boosts (Admins Only)
Nudge boosts are temporary, targeted nudges deployed in response to emerging organizational needs revealed in your listening data or upcoming events impacting the organization like a performance review cycle or new fiscal year. They temporarily influence the nudges that are received by employees to reinforce particular behaviors that are relevant to events within the organization.
Nudge boosts don’t change the frequency of nudge delivery; rather, they change the focus of the nudges. Nudge boosts last for six weeks.
The cycle for sending different types of nudges is:
action plan> org focus area > personal focus area > action plan > org focus area, etc.
When a nudge boost is active, it replaces the org focus area nudges for the duration of the boost, and sends boost nudges more frequently (every other nudge). For example:
Week 1: Boost nudge
Week 2: Action plan nudge
Week 3: Boost nudge
Week 4: Personal focus area nudge
Week 5: Boost nudge
Week 6: Action plan nudge
Etc.
Note: Nudge boosts are available for customers with Activate & Grow and for Admins only.
You can enable up to 14 different types of nudge boost themes (if applicable) in your organization, including:
New team or re-org
Burnout risk
Interpersonal conflict
Transition to hybrid teamwork
Ineffective meetings
Performance review cycle
Low morale
Preparing for a change
Drive retention
Managing newly hybrid teams
Meeting overload
Fresh start
Career development conversations
Add a Nudge Boost
You can add a nudge boost via the Act page under Advanced Tools. You select a boost theme and the AI Engine uses a variety of inputs to select the right nudge for each employee.
Log in to the People Insights Platform.
In the navigation bar, click Act.
At the top of the screen, click Advanced Tools, then select Boost Nudges.
The Boost Nudges screen appears.
Click + Boost Nudges (top right).
The Boost Nudges dialog box appears, displaying available themes.
Select a theme and click Next.
The Create Boost dialog box appears, displaying details for the selected theme and a sample nudge based on the theme.
Review the details for the selected theme and a sample nudge and click Next.
The dialog box updates with options for defining the audience (set to the entire organization by default) and adding notes (to provide context; visible to admins only).
Narrow the scope of the audience, it necessary:
In the Audience section, click Filter to display the Filters dialog box.
Click a demographic to display its values.
Select the checkbox for each value you want to include in the filter.
If you want to add another demographic, click Go Back to Filters, select another demographic, and then select the values you want to include. Repeat as needed.
Click Add Selected Filters to apply the selected filters.
Each filter displays at the top of the Create Boost dialog box. You can hover over a filter to display the selected values. You can delete a filter by clicking X next to the filter name.
Note: To protect employee privacy, a nudge boost cannot be applied to a filtered population with fewer than 5 employees.
If you want to add notes, click the Additional Notes box and type your notes.
Click Review.
The Review Boost dialog box appears.
Click Launch Boost.
A confirmation message appears and the boost is launched.
During the nudge boost period:
Every other nudge for the target audience relates to the boosted nudge theme
Any organization behavior nudges pause
If an employee falls within the population of more than one active boost, the AI Engine alternates between the active boost themes when sending a boost nudge
Stop a Nudge Boost
Nudge boosts expire automatically after 6 weeks; however, you can stop a boost before it expires.
Log in to the People Insights Platform.
In the navigation bar, click Act.
Click Advanced Tools, then select Boost Nudges.
Locate the active boost and click View details.
The Nudge Boost Details dialog box appears.
Click Stop Boost.
A confirmation message appears.
Click Stop Boost.
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