Using households allows you to create 1 nudge and send it to multiple people in the household at once. It also creates transparency and shared accountability between members of a household. Some households may even have friendly competitions on who completes the most tasks! When a nudge or notification is addressed to [...]
In this short minute video we'll show you how to set up your communication preferences. Financial advisors can receive notifications by either push, text message, email or all three!
In this short minute video we'll show you how to change your password and add a 2FA. In case you do not know, 2FA is an additional layer of security that supersedes proof of access to an email address. To edit both of these, please go to settings > security
In this short minute video we'll show you how easy it to invite teammates to use Knudge. For every additional teammate recieves a discount to use Knudge.
In this short minute video we'll show you how easy it is start sending emails from your company domain. Please note the default setting will send emails to clients from "info@knudge.com". To update the domain, just visit account settings > client communications. From here, simply enter and confirm the domain. [...]
In this short minute video we'll show you how easy it is to get Knudge set up. In this video you will learn how to: Personalize Knudge with your name, email, and company information See how to add contacts manually, through CSV, for one of our CRM integrations Learn how your clients [...]
In this short minute video we'll show you how easy it is to view alll prior communications with clients. Knudge stores an archive of all client communications. Customers use the archive to show the history of interactions with clients. "It's great for clients to see how much work I do for them!"- [...]
In this video, I will show you how to add a company logo to your communications. Click on your company name in the top right and select "Company Info". Then click "Upload logo" Choose the image you want to use and click save. If you ever need to change it, just click [...]
It's not uncommon for organizations to need to amend disclosure statements to their email communications. In this video we'll show you how easy it is to add these disclosures. The copy will automatically be amended to email notifications, reminders and follow up messages to your contacts. The disclosures will also be present [...]
In this video we'll show you how easy it is to set up the integration with Redtail to easily import contacts into Knudge. We'll show how contacts stay linked and how Knudge pushes back notes to contact records when new nudges are posted or marked complete. Notes and best practices: Each user [...]