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.
How reminders work
In this demo we will cover:
- How reminders are scheduled
- How to view an estimated reminder schedule
- How to send a manual notification
- How to snooze reminders
- How to silence reminders
- How to turn reminders back on
Anatomy of a nudge
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
How to create a nudge
In this tour we’ll show you the 3 simple ways to create a nudge:
- From the nudges menu
- By client
- Through a template
All about nudges
In this tour we’ll show you how to easy it is to create a nudge.
We’ll cover some details around:
- How to create a nudge
- How each of the fields in a nudge work
- Reminder scheduling & snoozing
- How to assign a nudge for multiple contacts at once
- How to use templates to increase efficiency
- How to assign nudges to yourself, teammates and other professional service providers
How advisors are using Knudge
Provide a higher level of service with less effort and less stress along the way.
Read on to learn how you can use Knudge to:
- Onboard clients
- Schedule meetings
- Have more effective review meetings
- Increase your level of service and create a financial life calendar for your clients
- Help clients navigate different life events
- Get credit for the work you’re doing behind the scenes
Client onboarding
When onboarding new clients, you likely have the same set of tasks that you need your clients to complete. By creating a template for each task, you can streamline your onboarding process and simply assign the applicable templates for your new clients. To introduce Knudge to your clients, we’ve created a nudge template that explains how Knudge will help keep them on track.
Schedule meetings
Most advisors are using Calendly or other scheduling […]
Advisor Spotlight – TJ van Gerven of Modern Wealth Builders
For this equity comp advisor, Knudge is his daily driver for client communication.
When TJ van Gerven reaches out to clients, most often, he does it with a nudge.
The Boston-based advisor serves millennials receiving equity comp and kicks off the relationship with a nudge to upload their docs into the Right Capital vault. As he works through the initial planning process – in his case, this is a monthly meeting for the first quarter – he will send a follow-up Loom video embedded in a nudge.
Once the relationship is in flight, TJ sends a variety of nudges to keep it running smoothly.
“I try to use it for everything now,” he said. “[Especially] because it integrates with Wealthbox for notes.”
On a quarterly basis, clients receive informational nudges (these are nudges that send just one notification) to invite them to schedule a […]