148 results found
-
KW Command Smart Plans (Birthday, Home Anniversary)
I'm hoping for the ability to modify KW Command Smart Plans, or at least the option to craft a similar plan with the ability to specify a trigger based on contact information for when the Smart Plan initiates.
Additionally, it would be fantastic to have birthday Smart Plans for a contact's family members. For instance, receiving a reminder a week prior to their children's birthdays.
13 votes -
Consumer option to unsubscribe from one, many, or all SmartPlans.
I am currently on a KWIR smart plan and I want to unsubscribe from just this one. I don't want to unsubscribe from all.
I imagine that consumers might appreciate that option as well (such as a neighbourhood drip when they move to a new neighbourhood but still stay on their current neighbourhood drip or birthday plan.) Thank you!
6 votes -
Have an agent phone number merge tag in SmartPlans
It would be extremely helpful if we had merge tags for agent phone numbers in SmartPlans. I work on a team, and I have to create duplicate smart plans for each agent, with the only difference being their cell number. If we can have merge tags for agent names, why not phone numbers too?
6 votes -
Please let us review who as viewed or clicked links in our emails associated with smart plans
it would be nice to see who is engaging with our emails within the smart plans
3 votes -
Skipping Weekends
Can we have an option to skip weekends in the smartplans? I tend not to work/make calls on weekends, and by monday I am overwhelmed with the numbers I have in my task list for the week and so I do nothing...eventually just archiving everything and starting over. Can you fix this?
6 votes -
Smart plan organization
Allow for smart plans to be organized in folders or with tags. I want to be able to search through my smartplans the same way I can search through my contacts.
1 vote -
Create more SmartPlans Agents can use.
Please create tons of smart plans to choose from to add a client to that do not need to be edited to add in my specific agent identifying fields. There should be various smart plans to choose from for different levels of nurturing to add a client or lead to.
1 vote -
Add Tag To Landing Page to Auto start Smartplan
When I generate a landing page for a FREE Playbook. I then have to manually enter to send to them. It would be easier if I could put the tag in Command for the specific landing page. When the landing page is used it would trigger the smartplan.
1 vote -
Have a bigger screen to edit email step in smartplan
When adding steps to smartplan the work area is stuck to the side and unable to widen. Can it be edited where we can make the screen wider not only longer? Or bring it it the middle where the stesp aret and move the steps where the editing steps are. In this box I am typing in now has the ability to make the box bigger by clicking on the double arrow on the top right, that would work for the email edit box in smartplans!
1 vote -
Custom Merge Tags For SmartPlans
Would love the option and ability to create/name custom merge tags within smartplans. That way we can build out text messages and emails that auto-populate that aren't restricted to names and phone numbers. Fields for "lender name" or event "escrow officer" would be good to have on hand during live transactions. This is a feature I have seen executed within other CRMs and I think it would be a good asset to have within Command for agents.
1 vote -
Save Smart Plan Sort & Smart Plan Sort Views
Please! Make it so that when Smart Plans are sorted, they stay in the same sort and/or create Smart Plan Sort views.
1 vote -
Smart plans single spacing
Two things: Can we have a "view" button so we can see what our smart plan emails are going to look like? And can we select spacing? I can't single space my signature block and it looks amateurish double spaced.
1 vote -
Improved Formatting Capabilities for Smart Plans
currently, the monthly neighborhood snapshot Smart Plan (a KW developed Smart Plan) provides both a header and footer, but the format is not professionally presented and is not adjustable.
1 vote -
add number of tasks on date when setting an smartplan
Hi! Was wanting to add a suggestion to put the number of tasks on the date you want a smart plan to start. this would help to make sure you do not overset the amount of plans that occur on certain dates.
1 vote -
Smart Plan email error
If a smart plan error occurs because of invalid email address and/or merge fields are missing, notification to be sent via email to the agent
1 vote -
Single spacing
Can we please, for all that is holy, have a choice between single and double spacing? For both simple AND design Smart Plans? NO business letters are EVER double spaced.
1 vote -
Pictures for Smart Plans
I recommend that we should have the ability to add pictures for smart plans.
1 vote -
BE ABLE TO SETUP SMART PLAN FOR AUTOMATED HOME ANNIVERSARY EMAILS
Be able to send automated home anniversary emails on the date of clients home anniversary
1 vote -
Subject Line on Client Updates
Agents want to be able to edit the subject line of the client update email.
1 vote -
Allow Agent Branding For Neighbourhood Update
When we send the link for neighbourhood update it will be super beneficial if you can add individual agent branding in the page the prospect click on
1 vote
- Don't see your idea?