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.

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

Knudge overview for clients

This demo is an overview of Knudge from the clients’ perspective.  We’ll cover:

  • How Knudge helps clients and advisors get things done
  • How clients can snooze reminders and adjust scheduling
  • How messages work

Customize your firm settings

In this demo, we will cover how to customize each of your Firm Settings.  We’ll show you how to:

  • Customize your firm’s identity, address, and logo
  • Select industry for industry-specific templates
  • Select broker-dealer and other affiliations
  • Invite a team member
  • Change a team member’s role
  • Integrate your CRM
  • Create firm-wide disclosures
  • Enable customized disclosure for individual advisors
  • Send nudges and reminders from your firm’s email address instead of Knudge
  • Set up a bcc for all communications
  • Silence “marked complete” notifications
  • Add your own categories to Knudge
  • Add and remove seats
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