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.
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 […]
Onboarding clients
Best Practices:
In this video, Shaun explains best practices to onboard clients. Besides being a co-founder of Knudge, Shaun also founded Single Point Partners, an RIA in Boston. Shaun shares how his firm has onboarded clients and shares some helpful tips:
- Add clients one at a time as you meet with them or as the need arises
- Start with just a few nudges for each client
- Don’t worry about getting all tasks accounted for right away
Here’s some instructions you can share with your clients.
Here’s some language that you can send to your clients as you roll it out.
We’ve started to use a new tool called Knudge to help us manage our clients’ action items.
Knudge will help us make sure nothing falls through the cracks with your planning and will send timely reminders leading up to […]
Group your contacts into households
Using households allows you to create 1 nudge and send it to multiple people in the household at once. It also creates transparency and shared accountability between members of a household. Some households may even have friendly competitions on who completes the most tasks! When a nudge or notification is addressed to a household, all members of the household have access and will receive communications regarding that notification.
- Click on Contacts, then select Households
- On this screen you’ll see households that have already been created.
- To create a new household, click on the New Household button.