Communicate with Viva Glint Nudges
Microsoft Viva Glint Nudges are personalized email notifications designed to meet managers where they are in their flow of work. Nudges encourage managers to take simple steps to drive their team’s engagement and performance. Nudge notifications can include a link to the manager dashboard.
Nudges are set up at the User Role and have filters to ensure they're sent only when relevant. If a user repeatedly doesn't open or interact with Nudge emails, they're automatically unsubscribed.
Nudges are sent on a set schedule. Managers receive unique messages with each Nudge to keep the experience fresh, focused, and relevant as it unfolds. Nudges simplify key behaviors into bite-sized steps and make action taking collaborative. Nudges aren't sent to managers of small teams or to managers who didn’t receive enough feedback to meet confidentiality thresholds.
If a user is in multiple recipient groups, they may receive emails from either groups. Users are guaranteed to never receive more than one Nudge per week.
Note
Nudge communications might not send exactly between the two hour window specified during platform configuration. The send time is dependent upon the number of communications being sent.
Understand Nudge terminology
| Term | Definition |
|---|---|
| Recipient group | Defines who receives Nudges and at what frequency |
| Teammates | This term has a different meaning dependent upon the employee role: - Individual contributors: Managers + peers - First-line manager: Manager + directs - Manager of Mangers: Manager + direct |
How managers benefit from Nudges
Nudges differ from other Viva Glint notifications. High priority messages drive them. Users typically receive notifications of low priority messages, such as, “Your survey is live” or “You have an upcoming conversation.” Nudges are sent only for high priority messages, such as:
- Concierge-like Nudges to interpret and share results and commit to a Focus Area.
- Reminders and suggestions for taking action on Focus Areas.
This table shows the conditions and triggers used to send Nudge notifications:
| Condition | Message | Action |
|---|---|---|
| When a survey is Live | [Survey Name] is live! Invite your teammates to respond! If a manager has multiple live surveys running, a consolidated message is sent, listing each survey. |
No action required |
| Manager hasn't viewed survey results | Heading - Your survey results are ready. Body - Review your [Survey Name] results and prepare to share with your team. |
Interpret results from the manager dashboard. |
| Manager viewed results but hasn't decided on a Focus Area | Heading - It’s time to check in with your team. Body - Talk with your team about results, celebrate wins, and collaborate on what next steps to take to build trust, transparency, and shared ownership of action. |
Use the Team Conversations Presentation Kit |
| Manager received the previous Nudge but hasn't created a Focus Area. | Heading - Take one small step to build your team's engagement. Body - Small steps have a large impact. You discussed results with your team, it's time to choose a Focus Area. We support you with action items, best practices, and ongoing reminders. |
Choose a Focus Area. |
| Manager has an active Focus Area created. The Focus Area may or may not have an active action item associated with it. The Nudge is sent accordingly. |
Heading - How are you and your team progressing on your goal? Body - If the goal has an active action item: Next up on [Driver]:[Action Item] For example: Next up on Opinions Count: Listening Tips for Leaders If the goal has no active action items: Next up on [Driver]:[Recommendation] For example, Next up on Opinions Count: Work on Listening Tips for Leaders |
Take action on a Focus Area |
| Survey is live and manager hasn't viewed results. Or, the survey is closed, an action item is created, and action is taken. |
Heading Variants - How are you progressing on your Focus Area? Let's check-in. Body Variant - Now is a good time to reflect, celebrate the progress you've made with your team, and decide if you'd like to keep working on this goal. If you're done, remember to mark the goal "Complete" to get credit for your work! |
Reflect on action |
How admins set up Nudges
To set up Nudges, recipient groups must be created and enabled. Only one User Role can be selected per recipient group. You can create multiple groups to reach more User Roles or send Nudges at a different frequency for each group.
From the Viva Glint admin dashboard, select the Configuration symbol, then Nudges in the Notifications section.
Note
Nudge setup can also be accessed on the Communications, Program Summary page.
Add a new recipient group
There are several sections to set up.
Set up recipients
- Select + New Recipient Group.
- Choose who receives the Nudge:
- User Role: Select a role from the dropdown menu. Add only one User Role per group. If you have one User Role that includes all managers, it reduces the number of recipient groups you need to create.
- Exclude: Select individual users or Distribution Lists from the search bar. A Distribution List must be created for it to be available.
- Recipient List: Download the list of recipients to a .csv file to have it for reference.
Set up timing
Defines when and how frequently users receive Nudges. From the dropdown menu, choose to send Nudges from every one to eight weeks. Frequency can be adjusted after a survey launches.
Tip
Send Nudges every two to four weeks.
Send Day: Choose a business day of the week.
Window: Select the number of days Nudge messages will send after a survey closes.
Align Nudges to your survey cadence. For example, 90 days for quarterly surveys, 180 days for biannual survey.
Provide content
Select the Nudge # to enable, disable, or preview. The corresponding slider window opens.
- Enable or disable by using ON and OFF.
- Preview what your Nudge looks like: It includes your company logo, the survey name, highlight where the user is in the results process, and a link to view results.
- Results process:
- Nudge #1: Interpret results
- Nudge #2: Share with your team
- Nudge #3: Choose a Focus Area (or whatever term your organization uses)
- Nudge #4: Focus Area reminder
Enable programs
Nudges are enabled at the program level within each specific survey program. Your Recipient Group shows on the Nudges landing page under Configuration.
Edit Nudge details
Once Nudge details are saved, they can't be edited within specific programs or cycles. Editing must be done by selecting Configure on the admin dashboard, then Nudges. To make changes to a recipient group:
- Select Disable, then Disable Recipient Group, then Edit Details.
- Make changes and select Save Changes.
- Select Enable and then Enable Recipient Group on the Configuration section of the Nudges landing page to incorporate the changes into your programs.
Nudge FAQs
How long do Nudges continue to send?
Nudges send within 90 days of the survey closing, regardless of the date Nudges are enabled. For example, if a program is on a quarterly cadence, Nudges stop when the next cycle starts.
How can I nclude or exclude programs from receiving Nudges?
Switch the Eligible for Nudges feature to YES or NO on the Program Setup page in Program Summary. Suggested Action Plans must be switched to ON, to enable Nudges.
Where do I view programs enabled for roles in Nudges?
From the admin dashboard select Nudges, then View Details (for an enabled User Role within the Configuration section). The Recipient Group Setup page opens for that User Role. Review the Enabled Programs section.