Help center2023-09-25T18:36:02+00:00

Welcome to the Knudge Help Center

Learn the basics and best practices for getting up and running with Knudge.  If you’re just getting started and you’d like some help getting set up, we’re happy to meet with you to share a quick demo and help you get set up. If you’re up and running and looking for some tips and tricks or interested in learning some best practices, please feel free to join our office hours hosted every Tuesday and Thursday at 12:00PM ET.

Multi-select for bulk actions: Find even more efficiency by doing things in bulk

In this video we’ll show you how to use multi-select to perform bulk actions.

  • Use filters and tags to get to the correct record set. Select all on a page or the entire record set.
  • Select multiple nudges to mark complete or archive.
  • Select multiple contacts to add or remove tags, assign or remove lead advisors/contact owners, and most importantly to assign nudges to groups of contacts or households.
  • Use in conjunction with recurring nudges to streamline your process even further.

Additional bulk actions coming soon:

  • Importing contacts
  • Syncing contacts
By |May 31st, 2023|Categories: Contacts, Nudges, Product Help, Product Update|

Knudge overview: How to help your clients take action

Dr. Moira Somers, financial psychologist, and international best-selling author of Advice That Sticks discusses what it takes to help people take action on the advice and recommendations of their advisors.

See a quick demo of how Knudge can help you manage your clients action items and help them get more done

Knudge Co-founder, and financial advisor, Shaun Erickson shares how they rolled out Knudge at his firm, Single Point Partners.

Learn what your clients are really looking for – getting to a state of action.

Contacts overview: Create contacts, import via csv, group into households and more

In this 3 minute video we’ll show you how easy it is to create contacts in Knudge, how to import contacts via a .csv file, and how to group your contacts into households if you engage with your clients at the household level.

We’ll also explain how your contacts start out in an “email only” status.  This means your clients would receive communications from Knudge via email if you were to create nudges for them, but they have not yet been invited to register for Knudge. We start contacts out in “email only” for two reasons. First, we want you to decide which clients are invited to register. You know if a client has a special aversion to technology or to logging in […]

By |March 1st, 2022|Categories: Contacts, Product Help|

Nudges overview: Quick 2 minute overview

In this video we’ll show you how to easy it is to create a nudge.

We’ll cover some details around:

  • embedding urls in the nudge details
  • adjusting the reminder scheduling
  • setting the nudge (or task to be recurring)
  • seeing when the reminders are scheduled to be sent
  • and overriding the reminder algorithm to send a notification off cycle

Parts of a nudge

To: Nudges can be assigned to individual clients, households (groups of clients), other professionals, teammates or to yourself.. When a nudge is sent to a household, all members of that household will see the nudge on their action list, receive notifications, and be able to message or take action on the nudge.

From: This will default to you (the current logged in user) but you can also create nudges on behalf of a colleague. If they’re a registered […]

By |February 27th, 2022|Categories: Nudges, Product Help|

Show your work: Associate nudges assigned internally (or to other professionals) with clients or households

Clients aren’t always aware of all the work you do on their behalf.  Knudge can help them better appreciate your efforts.

Assign nudges to your teammates, to yourself, or to other professionals that you work alongside to service your clients. Associate those nudges with a client or household and, optionally, copy them on it.

If you make it visible to them, they’ll be notified when the nudge is assigned and when it is completed.

This is a great way to let your clients know about all the work that you do for them that they may not otherwise be aware of.

By |February 1st, 2022|Categories: Nudges, Product Help|
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