{"data":{"entities":{"widgets":{"2e7e199d-d783-4b62-b17a-48f98520a88e":{"kind":"media","video_url":"","image_url":"https://app-content.storylane.io/company/company_b375bf0a-e52a-4b28-aa95-b8c05f747292/images/Wuo_tPeU9z_dEb6XXwueF.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":500,"backgroundColor":"#FFF","borderColor":"#807f93","videoBackgroundColor":"#dedee3","secondaryButton":false},"description":{"value":"

How to create a nudge

A nudge can be a task your client must complete or an update they need to know. There are 3 easy ways to create a nuge, this demo will show you how.

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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.

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Method 2: By client

Select the client you want to nudge....

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...then create a new nudge.

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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 (especially if detials 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\"

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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":"60f65953-7e4b-44ed-8408-de622175d784","title":"","dom_id":"body","page_id":"5832ad87-cbd4-4278-ac2f-f63a32d416a3","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":"dbfb8487-029b-4ea4-ba25-2746fc7c45f1"},"0cc9e36f-45e1-4f57-b831-d213cfc12b0f":{"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":401,"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":"0cc9e36f-45e1-4f57-b831-d213cfc12b0f","title":"","dom_id":null,"page_id":"54a5edcc-d910-4ab9-9702-6d22c01b3e2d","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":"dbfb8487-029b-4ea4-ba25-2746fc7c45f1"},"dbf9aeff-90cb-4598-8196-77c08c1f08c1":{"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":"

Anatomy of a Nudge

This guided demo will explain all of the fields of a a nudge and how they work.

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The \"From\" field defaults to the logged in user, but you can send a nudge on someone else's behalf.

If Jay created this nudge for the lead advisor, he would also be copied on questions and actions so he could respond the advisor's behalf.

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Start typing your client's name and select it from the list. 2 other nuggets here:

1. If the client is the member of a household, you will have the option to send it to all household members after you click \"Submit\"

2. You can also assign a nudge to a teammate or colleague. We'll show you how in the last demo of this tour.

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The Title is like the subject line of an email (and will appear in the subject line in email notifications to clients)

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The Category is optional. You can use Categories to organize your firm's nudges, or use the Category to highlight the goal this task will help achieve.

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Provide all the necessary information in \"Details\". Links appear as text but will convert to hyperlinks once the nudge is created.

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Most nudges are Tasks, but Informational nudges can be used as an FYI. Informational nudge don't have due dates, so when that option is selected, the Due date field won't be visible.

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A nudge's Due date is one of the drivers of reminder scheduling. Knudge will typically send 3 reminders before the Due date, depending on when the nudge is assigned.

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The Post date is the date a nudge is posted to a client's account. The default date is the date you create the nudge.

When creating nudges due several months in the future, some advisors choose to make the Post date within a month or two of the Due date, depending on the nature of the task

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If you elect to send a notification on the Post date, your client will receive up to 4 reminders pror to the Due date.

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For tasks with a hard deadline, you'll want to leave this uncheck.

If this box is checked, clients will typically receive a reminder after 1 week, 2 weeks, and then monthly thereafter.

The next demo on this tour will give more details about how reminders work.

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You can set the interval at for tasks you want to repeat.

Because this nudge is set to repeat every year, you will never have to remind Abbie to schedule her annual meeting again.

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Mission Accomplished!

Now you understand the anatomy of a nudge. Up next, we'll explain how reminders work.

"},"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":"9f8686a4-a3b5-4308-bf85-b2edf5ebbbab","title":"","dom_id":null,"page_id":"4bd19369-d6b6-4e92-91b9-2baed2eb2e51","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":"ed7c7f6b-93ec-4a5c-b1b0-c19d3b2ff6dd"},"abb4fb32-accf-40ef-9059-d5683cd32681":{"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":"

How reminders work

In this demo we will cover:

1. How reminders are sent

2. How to manually send a nudge

3. How to snooze or silence reminders

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If there are least 2 weeks between the Post date and the Due date, Knudge will typically send 3 reminders.

If the \"Send notification on post date\" box is checked as it his here, that would be an additional notification.

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After your nudge is created, you have some control over hower notifications are sent.

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When you click on the \"Next reminder\" date link, you will see the estimated schedule of reminders. Here are some things that can impact that schedule:

• When an item is marked complete, no additional reminders will be sent.

• If you manually send a reminder off schedule.

• If you or your client snooze or silence reminders.

• If you or your client change a notification time preference.

• If your client's pattern of engagement informs our algorithm that there is a more optimal reminder time.

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At any time after you create a nudge, you can select \"Nudge now\" to send a notification

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You can see the last time the client was notified and when the next reminder is scheduled to go out before deciding if you want to send a reminder now.

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You can also silence or snooze all reminders by selecting the client, and under \"Actions\" selecting \"Silence reminders\"

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When you select this option, you'll see the Scheduling mode, which will be Automatic, unless you or your client have already silenced or snoozed reminders.

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You have the option to snooze reminders to a specific date and time.

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You can also silence notifications indefinitely.

To remove the snooze change the Scheduling mode back to \"Automatic\"

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Mission Accomplished!

Now, you know all about how reminders work.

If you have any questions, please contact us 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":"281fdb90-5f20-4908-b8d1-0e89b4334640","title":"","dom_id":null,"page_id":"28637b8e-674f-4361-9cf5-c56cde5d4fde","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":"a6cc6920-6391-4993-9988-bd35c09db2db"},"edc58001-1c4e-4f99-9cee-ea41ed2d6357":{"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":418,"secondaryButton":false,"maxFrameWidth":null},"description":{"value":"

Nudging multiple clients at once

This demo will show you how to nudge multiple clients and groups at once.

","color":"#1a1348"},"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,"image":{"size":60},"title":{"color":"#1a1348"}},"id":"edc58001-1c4e-4f99-9cee-ea41ed2d6357","title":"","dom_id":null,"page_id":"24c0d9d0-168d-43b6-b837-75991ad1dd1f","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":"96eb21b5-34c9-4e6d-82c3-e65e43b04afa"},"46dca9f7-c3aa-44a7-8bde-104fb80edbac":{"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":null,"maxFrameWidth":230,"backdropRect":null,"backdropSelector":null,"offset":{"x":26.790322664274207,"y":45.79162247932874},"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":"

There are few ways to pull your group together.

You can select individual contacts...

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...select all of your contacts...

","color":"#F3F5F7"},"cta":{"bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#FFF"},"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":"df86fde6-3885-4b58-813c-09982bd61e19","title":"","dom_id":"body","page_id":"0b72c211-d5d5-4b94-8f31-722efc1ee077","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":"96eb21b5-34c9-4e6d-82c3-e65e43b04afa"},"2750ee07-9781-452d-934e-4f6a77ecea97":{"kind":"hotspot","cta":"next","audio_url":"","options":{"root":{"alignment":"tl","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":4.569981956197114,"y":69.2094897239942},"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":"

...or select a group by tag.

","color":"#F3F5F7"},"cta":{"bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#FFF"},"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":"2750ee07-9781-452d-934e-4f6a77ecea97","title":"","dom_id":"body","page_id":"5117532f-48c2-41c8-91a2-5bd5e4e84f60","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":"96eb21b5-34c9-4e6d-82c3-e65e43b04afa"},"5766ff85-2f40-4341-bf75-c244b2b4987a":{"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":null,"maxFrameWidth":230,"backdropRect":null,"backdropSelector":null,"offset":{"x":55.641551024422355,"y":76.09539571075938},"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":"

Once your contacts are selected, under \"Actions\" choose \"Create nudges\"

","color":"#F3F5F7"},"cta":{"bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#FFF"},"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":"5766ff85-2f40-4341-bf75-c244b2b4987a","title":"","dom_id":"body","page_id":"7910bcfc-2a07-428f-bf56-7c176dc90fbf","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":"96eb21b5-34c9-4e6d-82c3-e65e43b04afa"},"4d2c101d-0f35-4e3e-879e-ce5032a37a50":{"kind":"hotspot","cta":"next","audio_url":"","options":{"root":{"alignment":"tr","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":400,"backdropRect":null,"backdropSelector":null,"offset":{"x":88.85610535048477,"y":6.791555755954415},"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":"

You can elect to create a one-off nudge from here or use a template.

Templates are often the best choice for tasks that are frequently assigned or will repeat. The next demo in tour will show you why.

","color":"#F3F5F7"},"cta":{"bold":true,"fontSize":14,"italic":false,"textUnderline":false,"color":"#1a1348","position":"right","backgroundColor":{"alpha":100,"hex":"#FFF"},"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":"4d2c101d-0f35-4e3e-879e-ce5032a37a50","title":"","dom_id":"body","page_id":"02523ea5-6aa2-497c-a5e8-b5286574b337","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":"96eb21b5-34c9-4e6d-82c3-e65e43b04afa"},"7af2983d-5b87-4bb2-8da9-3c9548fa4430":{"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":391,"secondaryButton":false,"maxFrameWidth":null},"description":{"value":"

Mission Accomplished!

Now you know how to nudge multiple clients at once. Be sure to check out the next demo in this tour that shows you how turbocharge your efficiency using groups and templates.

If you have any questions, please reach out 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":"7af2983d-5b87-4bb2-8da9-3c9548fa4430","title":"","dom_id":null,"page_id":"1d6818d1-c887-4ff8-9a10-7ea703b22711","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":"96eb21b5-34c9-4e6d-82c3-e65e43b04afa"},"e0e8ed9f-eb8d-4e3b-ba54-7a522167efaa":{"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":"

Templates + Groups = Turbocharged Efficiency

The previous demo in our \"All about Nudges\" tour showed you how to send a nudge to multiple clients at once, and our first demo touched on templates

This demo will put them both together to show you how you can turbocharge your efficiency!

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We'll illustrate how this works by creating a nudge for eligible clients to make their catch-up 401(k) contributions.

So we'll choose the 50+ tag for this nudge, select the clients we want to include, and choose \"Create nudges\" under \"Actions.\"

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Then we'll click on \"Use template\"...

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...and select our 401k catch up template.

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The template includes all the informations clients need regarding their 401(k) catch-up eligibility.

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This nudge will repeat every year, so once hit the \"Create nudges...\" button, you'll never have to create it again!

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If contacts are members of a household, you have the option to create a nudge for each eligible contact, or a single nudge for the household.

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Two of the great things about Templates is that they ensure consistent messaging to clients, and by setting them to recur, you'll never have to create that nudge again.

Now let's see a third benefit: updating tasks that recur, but the details change.

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Our 401(k) catch-up template is great for 2023, but what happens when the limits change in 2024? Just edit the template!

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We just update the information for 2024 in the template, and the next time this nudge is scheduled to go out, all of the recipients will receive the updated information.

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Mission Accomplished!

Now you know how to nudge multiple clients how to use Templates to automate tasks and slash time spent servicing clients.

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":"cf161bfb-f787-4b09-802e-c67d3de6f0e5","title":"","dom_id":null,"page_id":"e938f7b7-5210-4894-b2a1-ae7016c74a8b","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":"8848ee4f-d5fa-4fa1-b642-b6f4ff312d0a"},"ab54bb29-aba9-4c1b-adbb-721731bc2d9f":{"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":457,"secondaryButton":false,"maxFrameWidth":null},"description":{"value":"

Assigning nudges to team members and partners

Improve internal communications and let clients see the value you deliver by assign nudges to teammates and partners.

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Start typing the name of your teammate or partner. Others in your firm will appear as \"teammate\", outside service providers will appear as \"partner\".

Outside service providers don't need a Knudge account to be included in your workflows!

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Select the individual or household associated with the nudge

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You can elect to make the notifications visible to the client. Doing so allows you to show your client all ofthe work you are doing on your behalf.

If you elect to make the nudge visible to your client, they will be notified when it is assigned and when it is completed.

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Create the nudge like you would any other.

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Mission Accomplished!

Now you know how to assign a nudge to a teammate or partner.

If you have any questions, please reach out at support@knudge.com

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