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|

Create a nudge and learn how reminders are scheduled

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 [...]

By |2021-10-13T15:24:51+00:00September 23rd, 2021|Nudges, Product Help|
Go to Top