In this video, you will learn how to invite your client to register for Knudge, what the Knudge app looks like from the client point of view, and the benefits of being a registered client.Clients who register for the Knudge app will have access to a shared to-do-list, a calendar view, a [...]
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 [...]
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 [...]