Onboarding checklist

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 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.

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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.

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3. Upload contacts

• Open Contacts and upload a CSV (email required, name optional) or add contacts manually.
• Add tags if you use segmentation (e.g. trial, churned).
• Confirm contacts appear and are within your plan limits.

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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.

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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.

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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.

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Next steps

• Check Billing for your plan limits and usage.
• See Troubleshooting for common issues.
• Read Security & privacy for data handling and third-party providers.