Welcome to the Knudge Help Center
Still have questions? Email us at support@knudge.com or schedule some time so we can answer your questions and share some tips to help you get the most out of Knudge.
Importing contacts from other CRMs
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
- Adding tags
- Viewing your contacts in Knudge
Integrating Knudge with Wealthbox
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
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
Assigning nudges to teammates or other professionals
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
Using groups and templates to turbocharge your efficiency
This demo will show you how using Groups and Templates together can turbocharge your efficiency. Using Groups and Templates together is particularly helpful for a recurring task where some of the details change over time, such as reminding clients to maximize their 401k contributions.
This demo will cover:
- How to select a group of clients
- How to select a template
- How to make the nudge recurring
- How to update a template when the details change
Nudging multiple clients at once
This demo will explain how to nudge multiple clients at once. We’ll cover some details around:
- How to select clients manually
- How to select groups of clients using tags
- How to create a nudge for multiple clients
- How to add a tag, remove a tag, or delete multiple clients at once
- How to create a nudge for multiple clients using a template