Knudge has an advanced reminder algorithm that determines the optimal time to send reminders to clients. Advisors don’t need to worry about scheduling the reminders when they create action items for their clients, but it’s good to know how it all works.
If time allows, Knudge sends three reminders leading up to the due date.
If there is a long span of time between the posted date and the due date, the first reminder could go out as much as a month before the due date but it’s usually one or two weeks before the due date, the second and third reminders are sent closer to the due date. You can also elect to send an additional notification when the nudge is posted by checking “Send notification on post date” when you create the nudge.
There are many factors that determine when reminders are sent. Some of these include: the time between the post date and the due date, the recipients preferred time to receive reminders, whether or not they have snoozed or specified when they’d like to be reminded, and whether or not any messages or unscheduled reminders have been sent regarding the nudge.
Knudge continues to send reminders after the due date if you check “Send reminders after the due date” when creating the nudge. If that’s checked, Knudge will send 2 more reminders in the weeks following and then one each month after that. You can always edit any nudge that is past due and uncheck this if you’d like the reminders to stop.
If needed, you can override the scheduled reminders and send a notification immediately using the “Nudge now” feature in the Actions menu on the bottom right corner of the nudge details.
Recipients can also alternate the timing or suppress reminders on their end, using the “Remind me” functionality in the Actions on the bottom right corner of the nudge. They can elect to be reminded on a specific day and time in addition to other scheduled reminders, instead of other scheduled reminders, or elect to suppress all reminders indefinitely.
