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Getting Started

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Pidgr transforms passive internal announcements into structured, measurable campaigns — with acknowledgment tracking, automatic reminders, and escalation. This guide walks you through initial setup and launching your first campaign.

Prerequisites

Section titled “Prerequisites”
  • A Pidgr organization (contact us for early access)
  • Access to the Pidgr admin dashboard

Step 1: Sign In

Section titled “Step 1: Sign In”

Pidgr is fully passwordless. Sign in at auth.pidgr.com:

  1. Enter your email address
  2. Authenticate with a passkey (your device’s fingerprint or face recognition), or receive a one-time code by email
  3. If this is your first sign-in, you’ll be guided through passkey registration so future sign-ins are one tap

Step 2: Create Your Organization

Section titled “Step 2: Create Your Organization”

If you’re the first user from your company:

  1. Complete the onboarding stepper (organization name, industry, company size)
  2. Your organization is created with default roles
  3. You’re assigned the admin role automatically

Step 3: Invite Your Team

Section titled “Step 3: Invite Your Team”

There are two ways to bring people in:

Email invitations — invite specific people, one at a time or in bulk:

  1. Go to Members in the admin dashboard
  2. Click Invite User and enter their email
  3. Assign an appropriate role
  4. They’ll receive an email with sign-in instructions

Invite links — create a shareable link for self-service joining:

  1. Go to Members → Invite Links
  2. Create a link with a role, an optional expiry, and an optional maximum number of uses
  3. Share the link (or its QR code) — anyone who redeems it joins your organization with the assigned role
  4. Revoke the link at any time to stop further redemptions

Step 4: Create a Template

Section titled “Step 4: Create a Template”

Templates define the content of your campaign messages.

  1. Go to Templates → Create Template
  2. Write your message content in Markdown
  3. Use template variables like {{name}} for personalization
  4. Optionally add translations so recipients see the message in their preferred language
  5. Save — templates are versioned, and campaigns pin the version they were created with

Step 5: Launch Your First Campaign

Section titled “Step 5: Launch Your First Campaign”
  1. Go to Campaigns → Create Campaign
  2. Fill in the campaign details:
    • Name: A descriptive name for internal tracking
    • Title: The user-facing message title
    • Template: Select the template you created
    • Audience: Choose groups, teams, or individual members to target
  3. Click Start Campaign
  4. Monitor delivery progress in the campaign detail view

What Happens Next

Section titled “What Happens Next”

When a campaign starts, Pidgr’s workflow engine:

  1. Delivers the message to all audience members through the Pidgr mobile and desktop apps
  2. Waits for acknowledgments within the configured deadline
  3. Sends reminders to users who haven’t acknowledged — optionally fanned out through notification channels like Email, Slack, Telegram, or SMS
  4. Escalates unacknowledged deliveries to managers, groups, or role holders if the workflow includes an escalation step
  5. Marks unresponsive deliveries as missed after the deadline
  6. Calls webhooks if configured, with delivery outcome data

Every step is recorded, so you always know who saw what — and who still needs a nudge.

Next Steps

Section titled “Next Steps”