Help center2024-01-08T02:03:10+00:00

Welcome to the Knudge Help Center

Still have questions?  Email us at or schedule some time so we can answer your questions and share some tips to help you get the most out of Knudge.

Working with multiple contacts at once

This demo will show how to work with multiple contacts at once.   We’ll cover:

  • Sending a nudge to multiple clients at once by selecting clients individually, all at once, or using a tag
  • Adding or removing a lead advisor to/from multiple contacts
  • Adding contacts to a group using tags

Getting Started with Knudge

In this tour we’ll show you how to easy it is to get started with Knudge.

We’ll cover:

  • Integrating Knudge with your CRM
  • Onboarding clients
  • Customizing your personal settings
  • Customizing your firm settings

Grouping contacts into households

Grouping individual contacts into households it easy.   This demo will cover:

  • How to group contacts into a household
  • Designating the assignee
  • Adding or removing contacts to a household
  • Sending a nudge to a household

Using the Knudge app

This demo walks you through the Knudge app and all of the additional functionality you receive as a registered user.  We’ll cover:

  • Registering for the Knudge app
  • Updating your contact information
  • Customizing your display preferences
  • Customizing notifications
  • View all of your nudges by due date and by calendar view
  • The mobile app experience

Using Knudge via text

In this tour we’ll show you how to easy to use Knudge via text message.  We’ll cover:

  • How to sign up to receive text notifications
  • Interacting with a nudge via text link
  • How to send message on your phone via the app

Getting started using Knudge

This demo walks clients through everything the need to know to get started with Knudge.  We’ll cover:

  • Responding via email to nudge
  • Marking nudges complete
  • Viewing nudge details including due dates and when the next reminder is scheduled to send
  • Customizing reminder scheduling
  • Snoozing reminders
  • Replying to a nudge in the app
  • Messaging details
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