{"data":{"entities":{"widgets":{"87d6219a-cb9d-47af-b7ae-ee77a067dbd4":{"kind":"media","video_url":"","image_url":"https://app-content.storylane.io/company/company_b375bf0a-e52a-4b28-aa95-b8c05f747292/images/9eQb-wQR0WumOqV5Ozi9w.png","audio_url":"","cta":"Let's go!","options":{"root":{"theme":"light","close_button":false,"prev_button":false,"show_step_number":true,"videoFrameWidth":460,"frameHeight":0,"frameWidth":505,"backgroundColor":"#FFF","borderColor":"#807f93","videoBackgroundColor":"#dedee3","secondaryButton":false,"maxFrameWidth":null},"description":{"value":"

Adding contacts and integrating your CRM

This short demo will shows the small client data footprint needed, how to add a contact, and how to integrate Knudge with your CRM.

Knudge requires very little client information - just name, email address, and cell phone number.

If you want to add a contact manually, just select \"Create a contact\" (or household) under the \"Contacts\" menu

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Contacts in Knudge also store Lead advisor, type of contact (e.g. client, teammate, partner), and any tags. This data can be brought over from your CRM or added directly into Knudge.

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Knudge currently supports direct integrations with Redtail and Wealthbox and can be completed in just a few minutes.

Our CRM tour includes instructions for both, as well as instructions for how to export contacts from other CRMs into Knudge, including:

- Salesforce

- Practifi

- Evestnet/Tamarac

- Orion

- AdvisorEngine

- LeadLoft

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Mission Accomplished!

Continue the tour and learn how easy it is to send your first nudge.

How to create a nudge

There are 3 easy ways to create a nudge. We'll show you how.

Method 1: Nudges menu

Under the \"Nudges\" menu select \"Create nudge...\"

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...then select the individual or household your want to create the nudge for.

"},"cta":{"bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#FFFFFF"},"borderColor":""},"secondary":{"value":"CTA","bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#FFFFFF"},"borderColor":""},"meta":{"elementText":"","elementType":""},"version":1},"id":"28e8657c-87dc-4c93-b1b3-fc8a43c58c3d","title":"","dom_id":"","page_id":"7d4219d7-f817-465b-9679-11248f07d541","subtitle":"","image_url":"","target_id":null,"video_url":"","stream_url":null,"description":"","target_type":null,"stream_status":null,"thumbnail_url":null,"media_duration":null,"flowId":"0c9e8fb8-6156-422b-bd8e-c205162021d9"},"f2bd5f74-3cf9-4074-8585-8472be3d51e1":{"kind":"hotspot","cta":"next","audio_url":"","options":{"root":{"alignment":"bl","theme":"light","close_button":false,"next_button":true,"prev_button":true,"secondaryButton":false,"show_step_number":true,"hide_arrow":false,"backgroundColor":"#fd7801","borderColor":"#807f93","frameWidth":null,"maxFrameWidth":230,"backdropRect":null,"backdropSelector":null,"offset":{"x":34.78148635265877,"y":85.36396691213938},"offsetFromOriginPx":{"x":0,"y":0},"spot":"none","hasSpotlight":false,"spotlightColor":"#9939eb","trigger":null,"auto_hide_text":true,"beaconColor":"#fd7801","beaconOpacity":1,"zoom":null},"description":{"value":"

Method 2: By client

Select the client you want to nudge....

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...then create a new nudge.

"},"cta":{"bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#FFFFFF"},"borderColor":""},"secondary":{"value":"CTA","bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#FFFFFF"},"borderColor":""},"meta":{"elementText":"","elementType":""},"version":1},"id":"0b4e37bf-c5d7-478f-a9e0-808c4c1e3ad5","title":"","dom_id":"","page_id":"8e47bb4c-71dc-478f-a8ab-8ecee7cc52cf","subtitle":"","image_url":"","target_id":null,"video_url":"","stream_url":null,"description":"","target_type":null,"stream_status":null,"thumbnail_url":null,"media_duration":null,"flowId":"0c9e8fb8-6156-422b-bd8e-c205162021d9"},"053f93e3-284c-4299-8818-385792d57738":{"kind":"hotspot","cta":"next","audio_url":"","options":{"root":{"alignment":"tc","theme":"light","close_button":false,"next_button":true,"prev_button":true,"secondaryButton":false,"show_step_number":true,"hide_arrow":false,"backgroundColor":"#fd7801","borderColor":"#807f93","frameWidth":450,"maxFrameWidth":null,"backdropRect":null,"backdropSelector":null,"offset":{"x":30.406072121019925,"y":6.1410397822229505},"offsetFromOriginPx":{"x":0,"y":0},"spot":"none","hasSpotlight":false,"spotlightColor":"#9939eb","trigger":null,"auto_hide_text":true,"beaconColor":"#fd7801","beaconOpacity":1,"zoom":null},"description":{"value":"

Method 3: Templates

The first 2 methods are great if you want to quickly create a 1-off nudge for a client. But you may want to create a nudge from a template if:

1. You frequently assign this task to clients

2. You want to create a nudge for multiple clients at the same time

3. You want the task you're creating to repeat (especially if details may change)

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Select an existing template or create a new one using the button in the upper right-hand corner.

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Click \"use template\"

","color":"#F3F5F7"},"cta":{"bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#FFFFFF"},"borderColor":""},"secondary":{"value":"CTA","bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#ffffff","position":"right","backgroundColor":{"alpha":100,"hex":"#9939eb"},"borderColor":""},"meta":{"elementText":"","elementType":""},"version":1,"title":{"color":"#F3F5F7"}},"id":"f5b5051e-268e-44a9-847c-50212d85e6e2","title":"","dom_id":"body","page_id":"2279103e-39aa-401b-9855-5831086b2a4d","subtitle":"","image_url":"","target_id":null,"video_url":"","stream_url":null,"description":"","target_type":null,"stream_status":null,"thumbnail_url":null,"media_duration":null,"flowId":"0c9e8fb8-6156-422b-bd8e-c205162021d9"},"ec8d479e-fefe-4545-9812-a2ed15f23da5":{"kind":"hotspot","cta":"next","audio_url":"","options":{"root":{"alignment":"rc","theme":"light","close_button":false,"next_button":true,"prev_button":true,"secondaryButton":false,"show_step_number":true,"hide_arrow":false,"backgroundColor":"#fd7801","borderColor":"#807f93","frameWidth":300,"maxFrameWidth":null,"backdropRect":null,"backdropSelector":null,"offset":{"x":65.21989152468383,"y":41.40047109578652},"offsetFromOriginPx":{"x":0,"y":0},"spot":"none","hasSpotlight":false,"spotlightColor":"#9939eb","trigger":null,"auto_hide_text":true,"beaconColor":"#fd7801","beaconOpacity":1,"zoom":null},"description":{"value":"

Then, select the client, assign a due date, and make any changes you want to the text.

","color":"#F3F5F7"},"cta":{"bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#FFFFFF"},"borderColor":""},"secondary":{"value":"CTA","bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#ffffff","position":"right","backgroundColor":{"alpha":100,"hex":"#9939eb"},"borderColor":""},"meta":{"elementText":"","elementType":""},"version":1,"title":{"color":"#F3F5F7"}},"id":"ec8d479e-fefe-4545-9812-a2ed15f23da5","title":"","dom_id":"body","page_id":"7c745e63-2f6b-41c5-b227-e729cbe30776","subtitle":"","image_url":"","target_id":null,"video_url":"","stream_url":null,"description":"","target_type":null,"stream_status":null,"thumbnail_url":null,"media_duration":null,"flowId":"0c9e8fb8-6156-422b-bd8e-c205162021d9"},"cf6c7899-8bd5-427d-99ee-e1e65df30906":{"kind":"popup","cta":"Done!","audio_url":"","options":{"root":{"theme":"light","close_button":false,"prev_button":true,"show_step_number":true,"spot":"hard","hasSpotlight":false,"spotlightColor":"#9939eb","backgroundColor":"#FFF","borderColor":"#807f93","frameWidth":500,"secondaryButton":false,"maxFrameWidth":null},"description":{"value":"

Mission Accomplished!

Now you know all the ways to create a nudge.

See our other demos including \"Anatomy of Knudge\" and \"Knudging multiple clients\" to learn more.

If you have any questions, we're here to help at support@knudge.com

"},"cta":{"bold":true,"fontSize":16,"italic":false,"textUnderline":false,"color":"#F3F5F7","position":"center","backgroundColor":{"alpha":100,"hex":"#fd7801"},"borderColor":""},"secondary":{"value":"CTA","bold":true,"fontSize":16,"italic":false,"textUnderline":false,"color":"#ffffff","position":"center","backgroundColor":{"alpha":100,"hex":"#9939eb"},"borderColor":""},"js":{"value":""},"version":1},"id":"cf6c7899-8bd5-427d-99ee-e1e65df30906","title":"","dom_id":null,"page_id":"58674459-98a5-4326-86a4-421497a316d0","subtitle":"","image_url":"","target_id":null,"video_url":"","stream_url":null,"description":"","target_type":null,"stream_status":null,"thumbnail_url":null,"media_duration":null,"flowId":"0c9e8fb8-6156-422b-bd8e-c205162021d9"},"2db6c5ae-84fa-47a9-a58e-3b22fc23b14d":{"kind":"popup","cta":"Let's go!","audio_url":"","options":{"root":{"theme":"light","close_button":false,"prev_button":false,"show_step_number":true,"spot":"hard","hasSpotlight":false,"spotlightColor":"#9939eb","backgroundColor":"#FFF","borderColor":"#807f93","frameWidth":390,"secondaryButton":false},"description":{"value":"

Onboarding Clients

Since there are no usernames or passwords to remember, it's easy for clients to interact with Knudge.

This demo will show you best practices in rolling Knudge out to your book.

Let your clients know you're using Knudge. Our \"How we use Knudge\" template will introduce Knudge to your clients via email and includes a link to our \"Knudge for Clients\" page that explains why you're using Knudge and how it works.

(Need help sending a template-based nudge to all of your clients? Check out our Groups and Templates demo.)

"},"cta":{"bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#fff"},"borderColor":"#fff"},"secondary":{"value":"CTA","bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#fff"},"borderColor":"#fff"},"meta":{"elementText":"","elementType":""},"version":1},"id":"ac7d0416-4608-4c99-9660-20f7e8672f0c","title":"","dom_id":"body","page_id":"7547369c-de69-435f-b43e-5ab3141fea6b","subtitle":"","image_url":"","target_id":null,"video_url":"","stream_url":null,"description":"","target_type":null,"stream_status":null,"thumbnail_url":null,"media_duration":null,"flowId":"4ec9da5e-8b60-45eb-8710-00d1b15adfae"},"bd4c9128-a152-43ae-bf28-85bd94e1ba20":{"kind":"hotspot","cta":"next","audio_url":"","options":{"root":{"alignment":"bc","theme":"light","close_button":false,"next_button":true,"prev_button":true,"secondaryButton":false,"show_step_number":true,"hide_arrow":false,"backgroundColor":"#Fd7801","borderColor":"#807f93","frameWidth":378,"maxFrameWidth":null,"backdropRect":null,"backdropSelector":null,"offset":{"x":81.67692188685403,"y":49.07638752897826},"offsetFromOriginPx":{"x":0,"y":0},"spot":"none","hasSpotlight":false,"spotlightColor":"#9939eb","trigger":null,"auto_hide_text":true,"beaconColor":"#fd7801","beaconOpacity":1,"zoom":null},"description":{"value":"

Invite your clients to receive nudges via text - they're 5x more likely to act!

"},"cta":{"bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#fff"},"borderColor":"#fff"},"secondary":{"value":"CTA","bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#fff"},"borderColor":"#fff"},"meta":{"elementText":"","elementType":""},"version":1},"id":"bd4c9128-a152-43ae-bf28-85bd94e1ba20","title":"","dom_id":"body","page_id":"4e6a8159-ba8f-4f3e-96f0-331a4bfcb83f","subtitle":"","image_url":"","target_id":null,"video_url":"","stream_url":null,"description":"","target_type":null,"stream_status":null,"thumbnail_url":null,"media_duration":null,"flowId":"4ec9da5e-8b60-45eb-8710-00d1b15adfae"},"6db7aa58-508d-4e71-af99-facec68d44f3":{"kind":"hotspot","cta":"next","audio_url":"","options":{"root":{"alignment":"rt","theme":"light","close_button":false,"next_button":true,"prev_button":true,"secondaryButton":false,"show_step_number":true,"hide_arrow":false,"backgroundColor":"#Fd7801","borderColor":"#807f93","frameWidth":304,"maxFrameWidth":null,"backdropRect":null,"backdropSelector":null,"offset":{"x":61.27201974909365,"y":20.5592429894944},"offsetFromOriginPx":{"x":0,"y":0},"spot":"none","hasSpotlight":false,"spotlightColor":"#9939eb","trigger":null,"auto_hide_text":true,"beaconColor":"#fd7801","beaconOpacity":1,"zoom":null},"description":{"value":"

Your clients can have a robust experience and interact with individual nudges without registering their account. If they do registert, it will allow them to view and manage all of their nudges and collaborate on tasks.

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Do you have tech hesitant clients?

No need to invite them to text or use the app. If your clients can use email your clients can use Knudge.

Clients can mark items complete right from the email or simply reply to the email with any questions and that communication will be captured in the task

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Many advisors use Knudge with to assign tasks to clients during meetings. Getting buy-in on reasonable due dates increases the likelihood a task is completed, and surfaces any issues clients may have been reluctant to raise.

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Mission Accomplished!

These best practices should help get you started.

If you have any questions, please let us know at support@knudge.com

Customize your personal settings

This guided tour will walk you through how to customize your Account Details, App Preferences, Notifications, and Security Settings.

All of your personal settings will be under your name. You can pull this menu up by clicking on your company name.

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In Account details, you can change how your name appears in nudges, add a profile picture, update your email address.

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You can also customize the email signature that will appear at the bottom of each nudge your create, and update your phone number.

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App preferences allows you to enable/disable push notifications and select how you'd like Knudge to appear on your device.

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Notifications allows you to specify preferred notification times and the ability to silence nudges when you are out of the office.

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You can also select how you'd like to be notified for different events and activities.

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If you'd like to access Knudge with a password (rather than email authentication or platform credentials), you can change, remove, or add that here.

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For added security, you have the option to add two-factor authentication (2FA) to your account.

"},"cta":{"bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#fff"},"borderColor":"#fff"},"secondary":{"value":"CTA","bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#fff"},"borderColor":"#fff"},"meta":{"elementText":"","elementType":""},"version":1},"id":"28e388cc-c2a7-4baa-9330-d715dbf5657f","title":"","dom_id":"body","page_id":"86f57b4c-173b-40ee-b1e2-8b726e214ed2","subtitle":"","image_url":"","target_id":null,"video_url":"","stream_url":null,"description":"","target_type":null,"stream_status":null,"thumbnail_url":null,"media_duration":null,"flowId":"d33d4984-bf3f-4e03-8e49-cd75840f003b"},"1b6532c5-c58f-48ef-8c82-d452e95b53ea":{"kind":"hotspot","cta":"next","audio_url":"","options":{"root":{"alignment":"lc","theme":"light","close_button":false,"next_button":true,"prev_button":true,"secondaryButton":false,"show_step_number":true,"hide_arrow":false,"backgroundColor":"#Fd7801","borderColor":"#807f93","frameWidth":350,"maxFrameWidth":null,"backdropRect":null,"backdropSelector":null,"offset":{"x":65.23595564544524,"y":36.8016670491681},"offsetFromOriginPx":{"x":0,"y":0},"spot":"none","hasSpotlight":false,"spotlightColor":"#9939eb","trigger":null,"auto_hide_text":true,"beaconColor":"#fd7801","beaconOpacity":1,"zoom":null},"description":{"value":"

To add 2FA, scan the QR code or copy the secret key below into your password authenticator.

Please use the backup feature of your authenticator app to avoid losing access to your account if you need to replace your device.

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Knudge also supports passwordless platform credentials like Apple's Touch ID, and Microsoft Windows Hello.

"},"cta":{"bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#fff"},"borderColor":"#fff"},"secondary":{"value":"CTA","bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#fff"},"borderColor":"#fff"},"meta":{"elementText":"","elementType":""},"version":1},"id":"37b20162-2385-4d24-aace-055269a3b682","title":"","dom_id":"body","page_id":"66eb1b2c-98bf-4d9e-bf00-86c33779bfda","subtitle":"","image_url":"","target_id":null,"video_url":"","stream_url":null,"description":"","target_type":null,"stream_status":null,"thumbnail_url":null,"media_duration":null,"flowId":"d33d4984-bf3f-4e03-8e49-cd75840f003b"},"12102aa5-8751-462b-94d6-4610ef5e2034":{"kind":"popup","cta":"Done!","audio_url":"","options":{"root":{"theme":"light","close_button":false,"prev_button":true,"show_step_number":true,"spot":"hard","hasSpotlight":false,"spotlightColor":"#9939eb","backgroundColor":"#FFF","borderColor":"#807f93","frameWidth":402,"secondaryButton":false,"maxFrameWidth":null},"description":{"value":"

Mission Accomplished!

Now you know how to customize your personal settings.

If you have any questions, please let us know at support@knudge.com

Customize your firm's settings

This guided tour will show you everything you need to know about customizing your compnany info, team management, integrations, managing client communications, firm-wide nudge categories, and managing your billing.

All of your firm's settings can be found in the menu under firm's name.

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Here you can customize your firm's identity, address, and upload your company logo.

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Some broker-dealer's have requested custom rules or notifications when affiliated firms create an account. You can identify any broker-dealer affiliation here.

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Under \"Team management\" you can invite invite new team members and assign roles.

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You can also see each team member's usage, change their role, and deactivate users no longer on the team

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You can select which platforms you'd like to connect to your Knudge account under \"Integrations\"

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In \"Client communications\" you have options for how your firm handles disclosures.

In the first disclosure box, you can include a firm-wide disclosure that accompanies all email communications from your firm.

If your firm has advisors that require different disclosure requirements, you can elect to allow advisors to override the firm-wide disclosure with a customized disclosure.

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By default, nudges and reminders are sent by Knudge form the name selected by the creator. You can elect to have nudges sent from your firm's email address here.

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Knudge archives all communications and is SEC and FINRA compliant. If you want an archive of every communication sent from your firm in one place, you can add an email address here.

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You can also silence \"marked complete\" notifications here. If for some reason, you need to silence all reminders to all clients across your firm, you can do that here as well.

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Knudge gets you started by coming with several categories built-in, but you can add and manage your firm's categories here.

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In \"Billing\" Admins can make subscription changes, view payment history and add or remove users.

When the \"Add or remove members\" button is selected, it will take you Team management where you can make the appropriate changes.

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Mission Accomplished!

Now you know everything there is about customizing your firm-wide settings and preferences.

If you have any questions, please let us know at support@knudge.com

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