All About Nudges
Everything you ever wanted to know about nudges.
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Anatomy of a nudge
This demo steps through how all of the nudge fields work to keep your clients on task
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How reminders work
Learn how reminders are scheduled, send manual notifications, snooze, and more
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Nudging multiple clients at once
Learn how to select multiple clients at once for to nudge, add/remove tags, and more
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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.
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Assigning nudges to teammates or other professionals
Show clients the work you do on their behalf and handle non-client facing tasks when you nudge yourself, a teammate, or other professional
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Selecting a Post Date
The default Post Date is the day a nudge is created, but this demo shows you when you may want to use a custom Post Date and how that impacts reminders and what the client sees
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Working with Tags
Bring tags over from your CRM or create them in Knudge to make nudging multiple clients at once a snap
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Grouping contacts into households
Learn how to group contacts into a household, designating an assignee, and how household reminders work
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Show clients your work
Make clients aware of all the work you and your team do behind scenes
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