Getting Started with Knudge
In this tour we'll show you how to easy it is to get started with Knudge. We'll cover: Integrating Knudge with your CRM Onboarding clients Customizing your personal settings Customizing your firm settings
Grouping contacts into households
Grouping individual contacts into households it easy. This demo will cover: How to group contacts into a household Designating the assignee Adding or removing contacts to a household Sending a nudge to a household
Using the Knudge app
This demo walks you through the Knudge app and all of the additional functionality you receive as a registered user. We'll cover: Registering for the Knudge app Updating your contact information Customizing your display preferences Customizing notifications View all of your nudges by due date and by calendar view The mobile app experience [...]
Using Knudge via text
In this tour we'll show you how to easy to use Knudge via text message. We'll cover: How to sign up to receive text notifications Interacting with a nudge via text link How to send message on your phone via the app
Getting started using Knudge
This demo walks clients through everything the need to know to get started with Knudge. We'll cover: Responding via email to nudge Marking nudges complete Viewing nudge details including due dates and when the next reminder is scheduled to send Customizing reminder scheduling Snoozing reminders Replying to a nudge in the app Messaging [...]
Knudge overview for clients
This demo is an overview of Knudge from the clients' perspective. We'll cover: How Knudge helps clients and advisors get things done How clients can snooze reminders and adjust scheduling How messages work
Customize your firm settings
In this demo, we will cover how to customize each of your Firm Settings. We'll show you how to: Customize your firm's identity, address, and logo Select industry for industry-specific templates Select broker-dealer and other affiliations Invite a team member Change a team member's role Integrate your CRM Create firm-wide disclosures Enable customized [...]
Customize your personal settings
In this demo, we will cover how to customize each of your Personal Settings. We'll show you how to: Change how your name appears Upload a picture Update your contact information Update your email signature that appears at the bottom of each nudge Enable/disable push notifications Change color scheme Select a preferred notification [...]
Onboarding clients
We made it simple for your clients to interact with Knudge. This demo will share best practices for onboarding your clients and helping them get the most out of Knudge. This demo will cover: Using our template to introduce Knudge to your clients Inviting clients to text Inviting clients to register Using Knudge [...]
Importing contacts from other CRMs
Not on Redtail or Wealthbox? Not to worry, importing contacts from any CRM is easy. In this demo we will show you how to: Download contacts from your CRM to Knudge to a CSV file, with links to CRM specific instructions for Salesforce, Practifi, Envestnet/Tamarac, LeadLoft, AdvisorEngine, and Orion Uploading your CSV file [...]