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Managing Visible Messages

Create Visible Messages

  1. Go to the Nudges page Nudges page

  2. Click on the Visible messags button
    Nudges page with Visible messags button highlighted

  3. Click on the Create a visual message button
    Create a visual message button

  4. Complete the form by writing your own message or selecting a preset
    Enter message text field

  5. Choose whether to share the message with your client or keep it private
    Enter message text field

  6. Select the background color
    Enter message text field

  7. Select how long you'd like the cue to appear on screen
    Enter message text field

  8. Preview your message, then click Save this visual message to create the cue
    Enter message text field

  9. The message will appear in your saved messages
    Saved messages list

Apply a Visible Message to a client session

  1. On the Nudges page, expand the saved message you want to use Expand saved message

  2. Click on the Apply to a client session button Apply to a client session button

  3. Choose to create a new nudge flow, or add your message cue to an online or in-person session. Click on Online sessions or In-person sessions Choose session type

  4. Select the session you want to add the visible message to Select session

  5. Click on the Apply changes to nudge flow button Apply changes to nudge flow button

Edit a Visible Message

  1. Click on the ... next to My saved messages More options next to My saved messages

  2. Click on Edit visible messages Edit visible messages option

  3. Click on the Edit icon icon Edit icon next to message

  4. Make your edits in the pop-up menu, then click Update this visual message to save Edit message pop-up

  5. The changes will be reflected after saving Changes saved confirmation

Delete a Visible Message

  1. Click on the ... next to My saved messages More options next to My saved messages

  2. Click on Delete visible messages Delete visible messages option

  3. Select the messages you want to delete, then click Delete visual message(s) Select and delete messages

  4. The changes will be reflected after saving Changes saved confirmation