Welcome to the Knudge Help Center

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

• Change how your name appears
• Upload a picture
• Update your contact information
• Update your email signature that appears at the bottom of each nudge
• Enable/disable push notifications
• Change color scheme
• Select a preferred notification time
• Silence nudges when you are out of the office
• Select your preferred notification channels for different events
• Adding or changing a password
• Adding two-factor authentication (2FA)

We made it simple for your clients to interact with Knudge.  This demo will share best practices for onboarding your clients and helping them get the most out of Knudge.  This demo will cover:

• Using our template to introduce Knudge to your clients
• Inviting clients to text
• Inviting clients to register
• Using Knudge with tech-hesitant clients
• Using Knudge at your client meetings

Not on Redtail or Wealthbox?  Not to worry, importing contacts from any CRM is easy.  In this demo we will show you how to:

• Download contacts from your CRM to Knudge to a CSV file, with links to CRM specific instructions for Salesforce, Practifi, Envestnet/Tamarac, LeadLoft, AdvisorEngine, and Orion
• Uploading your CSV file
• Assigning a lead advisor
• Viewing your contacts in Knudge

Integrating Knudge with Wealthbox  is simple!  This demo will walk through the integration process and how Knudge works with Wealthbox.  It will cover:

• Importing contacts into Knudge
• Syncing contacts between Wealthbox and Knudge
• How nudges will appear in Wealthboxwhen assigned and completed
• Linking to your contact in Knudge from Wealthbox
• Linking to your contact in Wealthbox from Knudge

Integrating Knudge with Redtail is simple!  This demo will walk through the integration process and how Knudge works with Redtail.  It will cover:

• Importing contacts into Knudge
• Syncing contacts between Redtail and Knudge
• How nudges will appear in Redtail when assigned and completed
• Linking to your contact in Knudge from Redtail
• Linking to your contact in Redtail from Knudge

In this demo, we’ll show you how to assign nudges to teammates or other professionals.  One of the most common use cases for this functionality is to allow your clients to see the work you and your team do on their behalf.  This demo will cover:

• How to select a team member (or other professional)
• The option of associating the nudge to an individual or household
• The option of also making the nudge visible to the associated individual or household