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 [...]
Dr. Moira Somers, financial psychologist, and international best-selling author of Advice That Sticks discusses what it takes to help people take action on the advice and recommendations of their advisors. See a quick demo of how Knudge can help you manage your clients action items and help them get more done Knudge [...]
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 [...]
In this video we'll walk through what goes into a nudge, talk about the two different types of nudges and talk about the controls you have over when nudges are posted and when reminders can be sent. Parts of a nudge To: Nudges can be assigned to individual clients, households [...]
For a long time, we've been able to assign nudges to our teammates, to ourselves, or to other professionals that we work alongside to service our clients. Now, if you assign action items internally or to these other professionals, you'll also be able to associate those nudges with the client or a [...]
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 [...]
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.
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, [...]
You can use Knudge to manage all of your clients in the same way regardless of whether or not they register or install the Knudge app. When you send a client a nudge, your client will get notifications and messages via their email by default and they may also opt in to text [...]