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So far Knudge has created 41 blog entries.

Knudge referral program

Recommend Knudge to advisors or other service oriented professionals that you think may need help managing their clients' action items. First create a contact in Knudge for the individual you'd like to invite so we can track the referral. You can invite them off platform with a personal email or phone call [...]

By |2021-12-16T16:59:49+00:00December 14th, 2021|Contacts, Product Help|

Use and manage templates and categories

Knudge comes with a library of templates that can be used as is or cloned and modified to meet your particular needs. Think of these as inspirational starting points for things that you may want to remind your clients to take action on throughout the year.Create your own custom templates or take any [...]

By |2021-12-01T03:16:07+00:00December 1st, 2021|Nudges, Product Help|

How to schedule nudges

To schedule a nudge go to the post date. Select the post date for when you want a nudge to begin. Then go to reminder scheduling, and click on “send notification on post date”. This will schedule a nudge to be sent out on a specific date.

By |2021-12-01T02:51:47+00:00December 1st, 2021|Nudges, Product Help|

How contacts can update their communication preferences

Knudge is designed to match the communication preference for each individual client. A client will receive an email from you to use Knudge (see adding contact). Once they register for Knudge they can select preferences> “notifications> notification channels. From here, clients can select how they want to receive notifications either through the app, [...]

By |2021-12-01T02:24:39+00:00December 1st, 2021|Contacts, Product Help|
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