In this video we'll show you how easy it is to set up the integration with Redtail to easily import contacts into Knudge. We'll show how contacts stay linked and how Knudge pushes back notes to contact records when new nudges are posted or marked complete. Notes and best practices: Each user [...]
See how easy it is to set up the integration with Wealthbox to easily import contacts into Knudge. Will show how contacts stay linked and how Knudge pushes back notes to contact records when new nudges are posted or marked complete. Notes and best practices: Each user at your firm will want [...]
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 send a [...]
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 Clients. [...]
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 [...]
In this video you'll learn how to group contacts into households and how to assign nudges to households. We'll also see how reminders are sent to all members of the household and how all members can see who in the household has marked a nudge complete.