Pre-Outreach Checklist

Use this checklist before you send your next nudge.

Prepare Your Nudge

Identify your target student group and record the following details:

• Write down the number of students in the target student group to double-check before sending your email (you’ll need this number later)
• Write down the filters that were applied to the target student group

Review Campaign Details

Confirm the following elements of your nudge or nudge campaign:

• The name of the Nudge Campaign accurately describes the target student group
• The context of the Nudge Campaign reflects the selected filters or powerful predictors
• The correct sender is populated in the From field
• Those involved are aware of the nudge campaign (This is critical if sending on behalf of another colleague.)
• The correct number of students are selected to receive the nudge campaign
• The proper exclusions have been applied. (Only applies to follow-up nudges in a campaign)

Test Message Content

Click ‘Test Email’ to send a copy of the nudge to your email client. Verify the following:

• The sender has been updated to reflect the right person
• The subject line is engaging and reflective of the email content
• The nudge is free of grammar, spelling, and punctuation errors
• All personalized content brackets are intact (i.e. [Student Firstname])
• All hyperlinks are functioning and open the correct pages
• The call-to-action is fitting and is something that can be supported
• The signature of the nudge has been updated to reflect the sender

Send Your Nudge

Make any needed adjustments to the nudge. From here:

• Click Send Email and follow the prompts to send the nudge to the students in the student list
• Check your email inbox for a copy of the sent nudge
• Check the Outreach page to verify your nudge is in progress