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 [...]
In this video we'll show you how to customize notifications and snooze or silence reminders.
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 [...]
In this video we'll show you how to easy it is to create a nudge. We'll cover some details around: embedding urls in the nudge details adjusting the reminder scheduling setting the nudge (or task to be recurring) seeing when the reminders are scheduled to be sent and overriding the reminder algorithm [...]
Show your work: Associate nudges assigned internally (or to other professionals) with clients or households
Clients aren't always aware of all the work you do on their behalf. Knudge can help them better appreciate your efforts. Assign nudges to your teammates, to yourself, or to other professionals that you work alongside to service your clients. Associate those nudges with a client or household and, optionally, copy them [...]
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 [...]
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.
Ever Wonder What Goes into a Nudge? Read below to understand when Knudge begins sending reminders, how often reminders are sent, the logic behind the notification period, and how to send a nudge manually. Post Date: The post date dictates when a nudge gets added to a contacts shared to-do-list. If you elect to [...]
Many Advisors new to Knudge ask us whether they should send individual nudges for each task or group a bunch of tasks into one nudge. The fear is that setting up a bunch of individual nudges would cause their Clients to be "nudged" too many times, more times than the advisors typically contact their [...]
In this video we'll show you how to create a nudge and share some information for how reminders get scheduled. We'll look at the two different nudge types: tasks or action items you're asking your client to complete and informational nudges. We'll also show you how you can elect to send a notification when the nudge is posted, specify [...]