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.

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.


By |December 14th, 2021|Categories: Contacts, Product Help|

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 […]

By |December 1st, 2021|Categories: Nudges, Product Help|

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.

By |December 1st, 2021|Categories: Nudges, Product Help|

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.

By |December 1st, 2021|Categories: Contacts, Product Help|
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