In this video we’ll walk through what goes into a nudge, talk about the two different types of nudges and talk about the controls you have over when nudges are posted and when reminders can be sent.
Parts of a nudge
To: Nudges can be assigned to individual clients, households (groups of clients), other professionals, teammates or to yourself.. When a nudge is sent to a household, all members of that household will see the nudge on their action list, receive notifications, and be able to message or take action on the nudge.
From: This will default to you (the current logged in user) but you can also create nudges on behalf of a colleague. If they’re a registered team member, you can type their name here to send the nudge from them instead.
Category: Knudge is prefilled with eleven categories. In Nudge categories, Admin users at your firm can add additional categories or hide Knudge authored categories.
Title: This is the title of the nudge. It’s the first thing your client sees when getting a reminder, so keep it short but descriptive.
Details: Add additional details. This field will automatically convert hyperlinks when you submit the nudge and you can add bulleted lists using a dash to start the row and a return after each item
Nudge type: There are two types of nudges – Actionable and Informational.
Actionable nudges are nudges that you’re sending to have your contact or client complete. These require a due date and reminders will be sent leading up to that due date.
Informational nudges are things that you just want to let your clients know about. This is a good way to let you clients know about things that you’ve done on their behalf, or just to share information that you think they should know about. Informational nudges will send one notification on the post date and no additional reminders.
Post date: This is the date that the nudge is added to your contacts’ list of nudges. For Informational nudges, this is also the date that the notification is sent.
Due date: This is only applicable for tasks that you’re assigning to you contacts (not for informational nudges) and is the date you’re asking your contact or client to complete the task.
Reminder scheduling: This section will only display for tasks, not informational nudges.
Send reminders after the due date if still incomplete: Keep this box checked if you’d like reminders to continue to be sent if the nudge is still incomplete and the due date has passed.
Send notifications on post date: For tasks, we don’t necessarily send a notification on the nudge’s post date based on a number of factors. Checking this will force a reminder to be sent on the post date. Informational nudges always send a single reminder on their post date.
Recurring: This allows you to create nudges that you would like to recur weekly, monthly, quarterly, or yearly. It will automatically create a new nudge set with the appropriate due date when the current nudge is marked complete or if the due date has passed.