Notification scheduling + silencing reminders
In this video we'll show you how to customize notifications and snooze or silence reminders.
Multi-select for bulk actions: Find even more efficiency by doing things in bulk
In this video we'll show you how to use multi-select to perform bulk actions. Use filters and tags to get to the correct record set. Select all on a page or the entire record set. Select multiple nudges to mark complete or archive. Select multiple contacts to add or remove tags, assign [...]
Contacts overview: Create contacts, import via csv, group into households and more
In this 3 minute video we'll show you how easy it is to create contacts in Knudge, how to import contacts via a .csv file, and how to group your contacts into households if you engage with your clients at the household level. We'll also explain how your contacts start out in an "email [...]
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 [...]
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, [...]
Group your contacts into households
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 [...]
Redtail integration: Import contacts and push notes back to your CRM
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 [...]
Wealthbox integration to import contacts and push notes back to WB
See how easy it is to set up the integration with Wealthbox to easily import contacts into Knudge. Will 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 at your firm will want [...]