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Use this checklist to get your workspace and first campaign in place. Each step links to the relevant guide.

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1. Sign in and confirm workspace

  • Go to get.nudgen.net and sign in with Google.
  • You land on the Dashboard. Confirm the workspace (team) in the sidebar header matches the one you want. Switch with the team switcher if you have multiple workspaces.

Workspaces and roles

How teams, members, and permissions work.

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2. Invite your team (optional)

  • Go to Settings → Team.
  • Invite members by email. Copy the invite link or resend as needed.
  • Assign roles and remove or change access as needed.

Team settings

Roles, invitations, and member management.

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3. Add contacts

  • Open Contacts and upload a CSV (email required, name optional), add contacts manually, or use Sync customers with an available integration.
  • For a connected source, select an audience, preview it, confirm email permission, and complete the import. Confirm contacts actually appear before sending.
  • Add tags if you use segmentation (e.g. trial, churned).
  • Confirm contacts appear and are within your plan limits.

Contacts overview

Encryption, masking, and segmentation.

CSV upload

Format, validation, and size limits.

Connect and sync

Import contacts from an available provider.

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4. Configure brand and signatures

  • Go to Brand and create or select a brand config. Choose a tone preset and optionally add a custom prompt or example emails.
  • Go to Settings → Signatures and create at least one signature. You’ll attach it when creating campaigns.
  • Optionally set Settings → Brand (brand identity: name, reply-to email, logo) for From headers and AI context.
  • If you want to use your own sender address, verify a custom sending domain and choose it as the default sender.

Brand tone overview

Tone presets and custom prompts.

Brand identity

Name, email, logo, and language settings.

Signatures

Create and attach signatures to campaigns.

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5. Send your first campaign

  • Go to Campaigns → New campaign.
  • Complete Campaign Setup (type, audience, CTA link, brand, signature, goal).
  • In Content Generation, generate copy, edit if needed, preview, and send a test email.
  • In Finalize, set stop rules for drip if needed, then Send now or Schedule.

Quickstart

Step-by-step in about 5 minutes.

Create campaigns

Full wizard and options.

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6. Review analytics

  • Open the Dashboard to see overview metrics and the campaigns table.
  • Open a campaign detail page for recipient-level stats and time-series.

Dashboard overview

Metrics and charts explained.

Campaign analytics

Per-campaign metrics and recipient activity.

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Next steps