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 send a [...]
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 Clients. [...]
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 [...]