Integrating Knudge with Wealthbox is simple! This demo will walk through the integration process and how Knudge works with Wealthbox. It will cover: Importing contacts into Knudge Syncing contacts between Wealthbox and Knudge How nudges will appear in Wealthboxwhen assigned and completed Linking to your contact in Knudge from Wealthbox Linking to your [...]
Integrating Knudge with Redtail is simple! This demo will walk through the integration process and how Knudge works with Redtail. It will cover: Importing contacts into Knudge Syncing contacts between Redtail and Knudge How nudges will appear in Redtail when assigned and completed Linking to your contact in Knudge from Redtail Linking to [...]
In this demo, we'll show you how to assign nudges to teammates or other professionals. One of the most common use cases for this functionality is to allow your clients to see the work you and your team do on their behalf. This demo will cover: How to select a team member (or [...]
This demo will show you how using Groups and Templates together can turbocharge your efficiency. Using Groups and Templates together is particularly helpful for a recurring task where some of the details change over time, such as reminding clients to maximize their 401k contributions. This demo will cover: How to select a group [...]
This demo will explain how to nudge multiple clients at once. We'll cover some details around: How to select clients manually How to select groups of clients using tags How to create a nudge for multiple clients How to add a tag, remove a tag, or delete multiple clients at once How to [...]
In this demo we will cover: How reminders are scheduled How to view an estimated reminder schedule How to send a manual notification How to snooze reminders How to silence reminders How to turn reminders back on
In this demo, we'll walk through how all of the fields in a nudge work, including: Authoring a nudge for a colleague using the "From" field Assigning nudges to teammates using the "To" field Title, Category, and Details fields Tasks vs. informational nudges Assigning the Due date How the Post date works How [...]
In this tour we'll show you the 3 simple ways to create a nudge: From the nudges menu By client Through a template
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 [...]
Provide a higher level of service with less effort and less stress along the way. Read on to learn how you can use Knudge to: Onboard clients Schedule meetings Have more effective review meetings Increase your level of service and create a financial life calendar for your clients Help clients navigate different life events [...]