Welcome to the Knudge Help Center

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

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

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

In this demo, we’ll walk through how all of the fields in a nudge work, including:

• Authoring a nudge for a colleague using the “From” field
• Assigning nudges to teammates using the “To” field
• Title, Category, and Details fields
• Tasks vs. informational nudges
• Assigning the Due date
• How the Post date works
• How reminder scheduling works
• Setting nudges to reoccur

In this tour we’ll show you the 3 simple ways to create a nudge:

• From the nudges menu
• By client
• Through a template