Using groups and templates to turbocharge your efficiency
When you use a template to nudge of a group of clients, you can send hundreds, even thousands of reminders with a single action.
This concise, step-by-step dem 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