Contextual In-App Nudges in LaunchPad
What Are Contextual In-App Nudges?
Contextual In-App Nudges are an intelligent feature within your CRM's LaunchPad that provides timely guidance when you need it most. If you pause or seem stuck during an onboarding task or activation process, the system automatically displays helpful suggestions with links to support resources. This ensures you receive assistance right where you are working, making it easier to complete important actions without frustration.
Key Benefits of Contextual Nudges
This feature is designed to enhance your experience by reducing obstacles and offering support at critical moments. Key advantages include:
- Reducing onboarding friction with immediate, relevant help
- Increasing completion rates for LaunchPad tasks, which can improve conversion from trial to paid plans
- Delivering personalized assistance through dynamic links that target your specific needs
- Boosting overall satisfaction by streamlining the onboarding process with minimal disruption
Dynamic Link Options in Nudges
Each nudge integrates multiple support options into a single prompt, connecting you directly to the help you need without interrupting your workflow. Available resources include:
- Support Article – Opens detailed documentation for comprehensive guidance
- Tutorial Video – Provides visual, step-by-step instructions for easier learning
- Kickoff or Implementation Call Link – Allows you to schedule a personalized strategy session
- Chat with Support AI – Offers real-time interactive assistance to resolve issues quickly
Automatic Nudge Suppression
To avoid unnecessary interruptions, the system automatically suppresses nudges for a specific action once any user in your sub-account successfully completes it. This means that once someone in your team has finished a task, everyone in the same sub-account will no longer see prompts related to that action, ensuring nudges only appear when truly needed.
How to Use Contextual In-App Nudges
This feature is automatically enabled for all plans with access to LaunchPad. To experience it:
- Log in to your CRM and go to the LaunchPad section.
- Start an onboarding activity, such as a guided tour, tutorial, or workflow.
- If you pause, abandon, or spend extra time on a step, a contextual nudge will appear with one or more dynamic links.
- Click any available link to immediately access the assistance you need.
Frequently Asked Questions
What triggers a contextual nudge?
A nudge appears when the system detects stalling—like leaving a tour incomplete, abandoning a process mid-flow, or lingering on a tutorial step.
What types of links are included in a nudge?
Nudges may include links to a Support Article, Tutorial Video, Kickoff/Implementation Call scheduling, or Chat with Support AI.
How does automatic nudge suppression work?
Once any user in a sub-account completes an action, all nudges for that action are suppressed for everyone in the sub-account.
Do I need to enable this feature manually?
No, nudges are active by default for accounts with LaunchPad access. If LaunchPad is hidden for your plan, sub-account, or role, you may not see these nudges.
Are nudges available for both Agency and Subaccount users?
Yes, the feature works for both Agency and Subaccount users, providing a consistent onboarding experience.