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.
Knudge referral program
Recommend Knudge to advisors or other service oriented professionals that you think may need help managing their clients’ action items.
First create a contact in Knudge for the individual you’d like to invite so we can track the referral. You can invite them off platform with a personal email or phone call or send them a nudge, the important thing is thet they’re already entered as a contact at your organization prior to signing up.
They can sign up for a paid plan right away or start with the Baker’s Dozen free tier to try Knudge out at their organization. Either way, when they upgrade to a paid subscription, we’ll credit $100 to your account and $100 to theirs.
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Use and manage templates and categories
Knudge comes with a library of templates that can be used as is or cloned and modified to meet your particular needs. Think of these as inspirational starting points for things that you may want to remind your clients to take action on throughout the year.Create your own custom templates or take any nudge you previously authored and turn it into a template.
First, click on Templates. You will see the pre-loaded Knudge templates in your library. If your organization’s members already created templates you’ll also see them here. You may also search by […]
How to schedule nudges
To schedule a nudge go to the post date. Select the post date for when you want a nudge to begin. Then go to reminder scheduling, and click on “send notification on post date”. This will schedule a nudge to be sent out on a specific date.
How contacts can update their communication preferences
Knudge is designed to match the communication preference for each individual client. A client will receive an email from you to use Knudge (see adding contact). Once they register for Knudge they can select preferences> “notifications> notification channels. From here, clients can select how they want to receive notifications either through the app, SMS or email.
Client Experience when they are NOT registered with Knudge
You can use Knudge to manage all of your clients in the same way regardless of whether or not they register or install the Knudge app.
When you send a client a nudge, your client will get notifications and messages via their email by default and they may also opt in to text reminders. Let’s start with email.From their email, they will be able to message you about the nudge and mark the task complete.
To message you about this nudge, the client may simply reply to the email reminder. Their reply will become part of the message thread associated with the nudge, visible to both sender and recipients. You’ll receive an email with the message, and you’ll also see it in the nudge in […]
Client Experience when they ARE registered with Knudge
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 record of all messages related to a task, and the ability to set their own preferences for when and how they wish to receive communications.
As the advisor, you may choose which clients to invite to register for Knudge.
To invite a particular client, go to your contacts list. And hover over the client you wish to invite. Then click the invite button in the “Status” column. Alternatively when you open the client’s details, you may click on the Invite button in the […]