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 of clients
  • How to select a template
  • How to make the nudge recurring
  • How to update a template when the details change