Hello!

I am excited to announce several significant updates that extend the functionality of the nudge® platform! None of these updates involve changes to the nudge® code library, so there is no integration work required to take advantage of them, and they are live and ready for use today.

Want to send a re-targeting campaign to account holders who have previously interacted with an earlier campaign? Want to send a satisfaction survey to a branch visitor after they've been there for a longer, more complicated transaction?

Check out the details below to learn about how you can do this and more, and please feel free to reach out to me if you have any questions, or would like to discuss this further.

Sincerely,
Kurt Schaldenbrand

Segmentation

Released earlier this summer, and updated this month, Segmentation enables financial institutions to create more precise engagement with their account holders. Whether performing retargeting campaigns based on previous recipient activity, or executing A/B testing to hone messaging, Segmentation elevates communication through the nudge® platform to the next level.

Please reach out if you'd like to learn more about this important capability, and how it could be applied to your use-cases!

Updated Analytics Dashboard

A recent update to the Analytics Dashboard  adds detailed counts and trend details for nudges received and tapped, and provides more clarity in the 14-day history chart for nudges tapped, giving them their own scale on the right axis. Look for even more analytics updates soon!

Message capping

We recently introduced Message Capping, an important safeguard allowing clients to create as many account holder engagement campaigns as they want, with the confidence that no single recipient will have a negative experience because of over-messaging. With this new feature we've added the ability to set the maximum number of regular-priority nudge® messages a recipient should get per day, per week and per month. The system does allow a given nudge® message to be classified as high-priority, ensuring it gets delivered to all designated recipients, even if some of them have already reached one of the capping limits. You can find the Organization Settings page in the My Account drop-down menu at the top of every page in the nudge® portal.

Refined geolocation nudge® messaging options

We've added two options when creating geolocation nudge® messages that give more precise control over how those messages get delivered. One setting determines how long a recipient should be at a location before the message is sent to their device. Previously, messages were always triggered immediately as soon as the recipient was close enough to the location. While it's possible to select this same immediate delivery, there are now several additional options, ranging from 5 minutes through an hour. This can be used to ensure that someone driving by a location won't receive a notification. It could also be used to trigger something like a satisfaction survey, if a recipient has been at a location, like a branch, for an extended visit.

The other new option controls how frequently a nudge® message should be delivered, for repeat visits to the same location. Previously, a recipient might get a given message as often as once each day if they went to (or by) a location. While this is still an option, it's also now possible to choose less frequent options, including once a week, once a month, among others.

Together with Message Capping these new options help deliver a better overall experience for message recipients and enable more targeted communication.

Google Play store submission update

Earlier in the year we released a guide for submitting Google's Permissions Declaration Form as part of publishing an Android app to the Google Play store. Since then we've worked with several partners and clients in getting their apps submitted after the new Google program requiring this process went into place. It has become clear that it's important to review the financial institution's privacy policy, which must meet certain requirements, early in the process in case it must be updated. Normally the update is minor and we have a guide covering this, which includes draft language that can easily be incorporated.

We have begun working closely with our partners and clients to reduce the burden for this step in the overall submission process.

Coming in Q1 2022: Campaign Management 

In development now is a significant evolution in how the nudge® platform manages messages in a multi-touchpoint campaign. We're making it simpler to organize related messages into a single campaign structure, with targeted campaign membership and easier-to-manage custom cadences between messages. The Analytics Dashboard will also undergo improvements, delivering deeper insights into overall engagement.