In this tour we'll show you how to easy it is to create a nudge. We'll cover some details around: How to create a nudge How each of the fields in a nudge work Reminder scheduling & snoozing How to assign a nudge for multiple contacts at once How to use templates to [...]
There are hundreds of ways to use Knudge to help your clients manage their financial lives. Knudge comes with a library of templates to help you get started. Read on to learn how you can use Knudge to: Onboard clients Schedule meetings Have more effective review meetings Increase your level of service and create [...]
Nudge A “nudge” is a record of a task or event with an associated history and message thread. Nudges have senders (service providers, like financial advisors) and recipients (most often, clients of the sender). There are two kinds of nudges:Actionable nudges If the nudge describes a task, it’s “actionable” and can be “marked complete”. Actionable [...]
The Heroic Knowledge Base is the Knowledge Base plugin for WordPress. It is perfect for providing customers with answers to common queries, or as general database of resources for visitors. Learn More cnn This plugin has been designed and developed by HeroThemes, the premier WordPress knowledge base specialists, our themes and tools are trusted by [...]
WordPress started in 2003 with a single bit of code to enhance the typography of everyday writing and with fewer users than you can count on your fingers and toes. Since then it has grown to be the largest self-hosted blogging tool in the world, used on millions of sites and seen by tens of [...]
WordPress started in 2003 with a single bit of code to enhance the typography of everyday writing and with fewer users than you can count on your fingers and toes. Since then it has grown to be the largest self-hosted blogging tool in the world, used on millions of sites and seen by tens of [...]
WordPress started in 2003 with a single bit of code to enhance the typography of everyday writing and with fewer users than you can count on your fingers and toes. Since then it has grown to be the largest self-hosted blogging tool in the world, used on millions of sites and seen by tens of [...]
WordPress started in 2003 with a single bit of code to enhance the typography of everyday writing and with fewer users than you can count on your fingers and toes. Since then it has grown to be the largest self-hosted blogging tool in the world, used on millions of sites and seen by tens of [...]
WordPress started in 2003 with a single bit of code to enhance the typography of everyday writing and with fewer users than you can count on your fingers and toes. Since then it has grown to be the largest self-hosted blogging tool in the world, used on millions of sites and seen by tens of [...]
WordPress started in 2003 with a single bit of code to enhance the typography of everyday writing and with fewer users than you can count on your fingers and toes. Since then it has grown to be the largest self-hosted blogging tool in the world, used on millions of sites and seen by tens of [...]