50 results found
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SmartPlan Indicators Current, Past, & Unsubscribed
This is an old idea I'm bringing back.
Within SmartPlans there is more than just one eye displaying who's on it.
Include one for any contact that completed it and another one for any contact that unsubscribed.Link to visual example
https://drive.google.com/file/d/1_JQYlVDbRJn9ULzrkVc1XK7UfsqAE7sB/view?usp=sharing21 votes -
Date-Based Smartplans
I would love for there to be an option for date based SmartPlans. Where you can excluded weekends or even trigger SmartPlans to happen on certain days. For example similar to the birthday plan and home anniversary plan, have where you can do a wedding anniversary smartplan or even on certain holidays have it trigger that way you don't have to remember to set it up X amount of days before the holiday.
175 votes -
Send from @kw.com Email Address
Use our actual KW email addresses instead of the "agent99999@mailer.kw.com" when we send out marketing emails. The person would more easily recognize who its from and this would help avoid having our emails go to the recipient's spam folder.
249 votes -
Allow SmartPlan static timelines, not based on when people are added.
This is similar to a couple other SmartPlan ideas. I just wanted to make the distinction between how they work now and what we need. Currently, they focus operations timing on the people and when they're added, not to the plan iteself, regardless of when the people are added. Even the DTD2 plans that are in the library don't really work because when you add new people to the plan the plan starts from the beginning. It doesn't add the person into the plan where the group is. We need plans that are based on dates and when we add…
6 votes -
Make SmartPlans printable
Make it possible to Print Out SmartPlans so agents can edit and review steps without having to take screenshots.
5 votes -
Trigger SmartPlan with AND tags, not just OR
Currently, if multiple tags are selected as triggers for a smartplan, if a contact is added to either tag it gets added to that plan. It would be helpful to be able to select whether it should be an OR condition (as it is now) or AND condition, where a contact is only added to the smartplan if it has all of the selected trigger tags, not just one of them.
1 vote -
The ability to send letters and postcards from Smartplans
CRMS like Lofty allows letters or postcards to be sent directly from Smartplans. This will be a huge improvements to Smartplans and of course should be able to select from Designs
6 votes -
allow custom smart plan to use birthday information from a Contact’s details
Please allow my custom smart plan auto start on the birthday or home anniversary in their contact info. I do not want to use the KW template and its very time consuming to add each person individually to my custom smart plan every year... thank you
74 votes -
Multi functional smart plan - if/and functionality
Add functionality in smartplans to do an "if/and" desicion. example - when sending a monthly communication, the SP can send it as a text; if no phone number, it will send it as an email. ( when the customer has both). Also, to be able to add a tag via the SP in certain action is taken
5 votes -
auto save smartplans as they are being created
As the smartplan is being created, it should also auto save. There is nothing worse that to spend an hour crafting something amazing, have the Internet go down, or have to leave the screen to do something else, and come back and the whole smart plan you just created is gone!!
6 votes -
Add Option for Task Completion Contingency in SmartPlans
Looking to leverage SmartPlans by integrating some ops workflows.
Biggest Help: Option to select a task completion contingency to generate the next steps in the SmartPlans.
For example: "Step 2: Put together listing appointment docs" populates only after "Step 1: "Request listing package from the title company".
Critical because I'm building out ops on this foundation - I'd love to keep everything in one ecosystem (Command.)
2 votes -
3 votes
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13 votes
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Twilio default text
Twilio sends a default message to contacts who receive a text message for the first time using the team account. This message is sent only once. The agent would like this message to be disabled as it confuses her contacts.
3 votes -
smartplan
Hi Command Support Team,
We’re reaching out with a question regarding a Smart Plan we recently created for our database.
The Smart Plan is a 12-month email series designed to send a monthly home maintenance checklist, with one email scheduled per month. We’d like to know if there is a way for contacts to enter the Smart Plan based on the current month they’re added.
For example, if a contact is added in February, is it possible for them to skip the January email and automatically begin with the February message (the second step of the plan), rather than starting…
3 votes -
Ringless Voicemail
Almost every other CRM system out there has a way to incorporate ringless voicemails into their version of a Smart Plan. It is either...
1) built into the CRM directly
2) a direct integration with a service like Sly Broadcast
3) an indirect integration through a service like ZapierI looked into option 3, but Command's integration with Zapier does not include the ability to send a trigger to Zapier.
How is it that agents with the largest brokerage brand in North America do not have access to this basic CRM functionality?!?!?
1 vote -
language
I have clients and potential clients who speak multiple languages. It would be great if smartplans could change language instead of having to make a new one. It would be great if you could set a preferred language for a contact and the smartplan would change for it.
1 vote -
Add Merge Fields for Agent Information
When creating SmartPlans under a team account when adding a task or call action add the ability to add agent information merge fields so we can put complete scripts in the task description box. Right now the only merge fields for these actions are contact based.
36 votes -
Download list of contacts that clicked smartplan link.
download a list of my contacts that clicked on the link within my SmartPlan. Those are ideal follow up calls, and right now you have to manually write down the Email address and individually search the database. We need the ability to download the list of contacts, with complete contact information, that opened an Email or clicked on a link in an Email.
2 votes -
text
You know how, when we send a Smart Plan via email, there's a report that shows who received it and who opened it—so we can track who's interested? It would be really helpful if we had something similar for text messages sent through Twilio. Ideally, we could see tracking information—like who opened the message—directly beneath the text when we're sending it.
2 votes
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