Onboarding Nudges - First Home Page Visit

Call to Action

Role

Program Settings

Timing

Set Profile Picture
"Boost your engagement and trust."

Mentee, Mentor

All programs

Connect Your Calendar
"Schedule with ease."

Mentee, Mentor, 3rd Role

If calendar connection is enabled

Set Availability
"Control when and how mentees connect with you."

Mentor

For one-time (flash) mentoring programs

Prepare with Resources
"Go through resources to learn about mentoring and more."

Mentee, Mentor

- At least one resource is enabled and courses not offered.
- Not for circles
- Not for programs with chemistry check meeting enabled

Shown for 1st month after user joins until user is connected.

Prepare with Courses
"Prepare with courses and other program resources."

Mentee, Mentor

- If courses offered
- Not for circles
- Not for programs with chemistry check meeting enabled

Shown for 1st month after user joins until user is connected.

Browse Community
"Share knowledge and learn more about your topics of interest."

Mentee, Mentor

- If community features are enabled
- Not for circles
- Not for programs with chemistry check meeting enabled

Shown for 1st month after user joins until user is connected.

Send First Request
"Request a mentor to connect."

Mentee

- For self-match and one-time mentoring (flash) programs
- Not for circles
- Not for programs with chemistry check meeting enabled
- Not currently available for preferred mentor selection programs

Shown if matching is enabled at the time of the first home page visit.

Reminders

Call to Action

Role

Program Settings

Follow Up On Mentor Request(s)
"It's been more than 5 days since you sent a request to [name(s)]"

Mentee

- For self-match and one-time mentoring (flash) programs
- Not for circles
- Not for programs with chemistry check meeting enabled

Request Reminder
"You received a request for mentoring from [name]." (single request pending)
"Attention, [#] mentees are eagerly awaiting to connect with you." (multiple requests pending)

Mentor

- For self-match and one-time mentoring (flash) programs
- Not for circles
- Not for programs with chemistry check meeting enabled
- Not currently available for preferred mentor selection programs

Complete Survey
"You have started a survey, '%{survey_name}' that has yet to be submitted."

Mentee, Mentor, 3rd Role

All programs where users have started (drafted) their surveys but have yet to submit them.

Matching Nudges

Call to Action

Role

Program Settings

Send More Requests
"Secret ingredient: Request multiple mentors."

Mentees with 1 pending request

- For self-match and one-time mentoring (flash) programs
- Not for circles
- Not for programs with chemistry check meeting enabled

Request Rejected
"We noticed that [name(s)] were unable to accept your request(s). Explore other mentors..."

Mentee

- For self-match and one-time mentoring (flash) programs
- Not for circles
- Not for programs with chemistry check meeting enabled

Reconnection Nudge
"Start afresh. Gain new perspectives with a new connection."

Mentees with recently closed connections

- For self-match and one-time mentoring (flash) programs
- Not for circles
- Not for programs with chemistry check meeting enabled

One-Time to Long-Term Connection
"Find mentors who can guide you for the long term."

Mentees with recently completed one-time meetings

For self-match and one-time mentoring (flash) programs

Connection & Meeting Nudges

Call to Action

Role

Program Settings

Set Up Meeting
"Awesome, [name] accepted your request for mentoring!"

Mentee

- Not for circles
- Not for programs with chemistry check meeting enabled

Set Up Meeting
"Awesome. You are now connected with Kristin"

Mentor

- Not for circles
- Not for programs with chemistry check meeting enabled

Send Message
"Awesome. You are now connected with Kristin"

Mentee, Mentor

- For programs with messaging enabled.
- Not for circles
- Not for programs with chemistry check meeting enabled

View Connection
"Awesome. You are now connected with Kristin"

Mentee, Mentor

- Not for programs where messaging is not enabled
- Not for circles
- Not for programs where chemistry check meeting is not enabled

Set Up Meeting
"Set up your first meeting with Serena and 2 others in “Connection Name”."

Mentor

- Not for circles
- Not for programs with chemistry check meeting enabled

Set Up Meeting
"Your first meeting sets the pace for a successful mentorship experience."

Mentee

- Not for circles
- Not for programs with chemistry check meeting enabled

Set Up Meeting - reminder after 25 days
"It's been more than 25 days since your last meeting..."
​

Mentee

- Not for circles
- Not for programs with chemistry check meeting enabled

Set Up Meeting - reminder after 25 days
"It's been more than 25 days since your last meeting..."
​

Mentor

- Not for circles
- Not for programs with chemistry check meeting enabled

One-Time (Flash) Feedback Nudge
"Provide feedback on your last meeting, [meeting title] with [mentor name]."

Mentee, Mentor with overdue flash meeting in last month

For one-time mentoring (flash) programs