Working with Tags
Bring tags over from your CRM or create them in Knudge to make nudging multiple clients at once a snap
If you imported your contacts from a CRM where we have an integration (e.g. Wealthbox, Redtail), the tags you created in your CRM will come right over into Knudge. You can also export any CRM data into a CSV file to not only bring over tags, but turn any field (categories, keywords, even zip codes) into a tag.
You can also create tags to group your contacts and households in Knudge in only 2 steps:
First, select the contacts that you want to tag, and under Actions click “Add a tag…”
Then, select from any of the existing tags, or a create a new one by typing in the tag name and hitting “Submit", and your done!
Tags make sending a nudge to multiple clients very easy. Simply select the appropriate tag from the drop-down menu:
And then, create your nudges from the Actions menu:
Sending nudges to tagged groups using Templates is an efficiency force multiplier. This step-by-step demo will show you how.