Nudges
Send reminder nudges to users with incomplete assignments and review per-nudge delivery history for your compliance campaigns.
Nudges Overview
Nudges are reminder notifications Herd sends to users who still have outstanding work—an incomplete training, an unfinished track, or a policy that hasn't been acknowledged yet. They come in two flavors: automatic nudges that Herd schedules around each item's due date, and manual nudges you trigger yourself to prompt everyone who's behind in a single action. Either way, you can track exactly what was sent and how people responded.
Herd delivers each nudge through the user's preferred platform—Slack, Teams, or Email—so reminders reach people where they already work. For audit and follow-up purposes, every nudge is recorded, giving you a per-nudge history of who was reminded, when, whether delivery succeeded, and what the user did next.
Nudging Incomplete Users
From the Reports page, open the Activity tab and choose the Training section to remind every user who has incomplete, non-queued training assignments at once. (This surface used to live under Settings → Monitoring; old links redirect to the new location.)
Step 1: Open the Nudge Incomplete Users Section
In the Training section of Reports → Activity you'll find the Nudge Incomplete Users section. It shows how many users currently have incomplete training and would benefit from a reminder, alongside the Nudge All Incomplete button.
The button is only enabled when there's at least one user who needs a nudge.
Step 2: Review Who Will Be Nudged
Select View details to expand a list of the users who will be reminded, along with the specific incomplete trainings each one still has open. Choose Hide details to collapse the list again.
This gives you a chance to confirm the scope before anything is sent.
Step 3: Confirm and Send
Select Nudge All Incomplete to open the Confirm Nudge All Users dialog. The confirmation explains what the action will do:
Send nudge notifications through each user's preferred platform (Slack/Teams/Email)
Only nudge users with incomplete, non-queued trainings
Skip users who have already completed all assigned trainings
Show detailed results after completion
Select Send Nudges to confirm. While the nudges are sending, the button shows a Nudging... state, and Herd reports detailed results once it finishes.
Campaign Nudges
Each compliance campaign has its own Nudges tab in addition to its Overview. From a campaign you can prompt users on specific items and review the full delivery history for that campaign.
Automatic Nudges (Auto-Nudge)
Campaign items remind incomplete users automatically — no action needed. Herd checks for due reminders every hour and delivers each one inside the recipient's own business hours, in their time zone (people without a time zone on file fall back to your organization's business hours). Nobody is reminded more than once per day.
For campaigns with an end date, auto-nudge by default:
starts 3 business days before the item's due date,
repeats daily (every business day) until the user completes the item, and
stops 5 business days after the due date (so long-overdue users aren't messaged forever).
The first reminder follows the same cadence, counted from the day the person was assigned, so nobody is nudged on the day they join a campaign. Someone added close to the due date still gets their first reminder no later than the due day.
Ongoing campaigns (built by the agentic wizard) have no due-date window: they repeat on the Nudge frequency (days) you set at launch until each person is compliant. You can also turn Automatic reminders off there entirely.
Automatic reminders are delivered as direct messages on Slack or Teams and appear in the campaign's Nudge history alongside manual nudges. A delivery that fails is retried on a later hourly check, and each attempt is listed in the history.
Sending Campaign Nudges Manually
From the Overview tab of an active campaign, you can nudge the users who haven't finished a given training, track, or policy acknowledgement. Herd records each nudge and, where notifications are enabled, delivers them through the user's preferred platform and reports how many users were nudged.
Reminder setup
The Nudges tab opens with a Reminder setup table: one row per campaign item (training, track, or policy) showing how its Nudges and Escalations are configured, with Edit links that jump to the item's own Nudges or Escalations tab. Reminders are set on each training or track and apply to everyone assigned it, so this table is the one place to check that every item in the campaign actually has a reminder schedule. Items a template will add when the campaign starts are marked When the campaign starts.
Reviewing Nudge History
Below the setup table, the Nudge history for the campaign (labelled Beta in the app) begins with three summary cards that give you an at-a-glance view:
Total sent — How many nudges have been sent for this campaign.
Delivered — How many were successfully delivered, with the delivery rate.
Completed after nudge — How many nudges were followed by the user completing the outstanding work.
Below the summary, the history table lists each individual nudge with the following columns:
User — The person who was nudged. Select a user to filter the history down to just their nudges, or open their email to jump to their profile.
Channel — The platform the nudge was sent on: Slack, Teams, or Email.
Sent — When the nudge was sent.
Status — The delivery outcome, shown as a labelled badge:
Delivered — The nudge was sent successfully.
Failed — Delivery did not succeed. Hover the badge to see the error detail.
Skipped — The nudge was intentionally not attempted (for example, the user has no Slack or Teams ID).
Action taken — What the user did in response:
Completed — The user finished the outstanding work.
— — No response has been recorded yet.
The table starts with the most recent nudges. Use Load more to page through older entries.
Filtering by User
Selecting a user's name in the history table filters the table to that single user and updates the summary cards to reflect just their nudges. A filter pill appears at the top—choose Clear to return to the full campaign history.
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