70 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=sharing17 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.
156 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.
230 votes -
SmartPlan schedule specific day each month
Currently, SmartPlans allow delays and fixed date triggers, but they do not support advanced recurring scheduling patterns such as:
1st Monday of every month
3rd Thursday of each month
Last Friday of each quarter
Custom RRULE-style recurring logic
This feature would be extremely helpful for agents who want to schedule consistent monthly touches like:
Client check-in calls
Newsletter reminders
Social media prompts
Equity report updates
Vendor outreach
Event promotions
Right now, agents must manually recreate SmartPlans each month or build complicated workarounds using delays and re-enrollment, which increases admin time and creates room for error.
Adding a recurring weekday-based scheduling…
4 votes -
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 -
Make SmartPlans printable
Make it possible to Print Out SmartPlans so agents can edit and review steps without having to take screenshots.
4 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
71 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…
3 votes -
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 -
2 votes
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11 votes
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Add Pecan Square to Neighborhood Nurture smart plans
Pecan Square in Northlake, TX should be a neighborhood option in the Neighborhood Nurture.
1 vote -
Hola me gustaría ver las métricas de mis smart plan para saber que tan efectivos son
Hola me gustaría ver las métricas de mis smart plan para saber que tan efectivos son dado que en ningún reporte se ven los resultados.
2 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
2 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…
2 votes -
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 -
Merge tags for Agents
Create the following merge tags:
agent.phone
agent.emailI am building my team and will be sharing the smartplans created with my team members. I'd like to the emails and texts in Twolio to include these tags so that they are personalized by the agent sending them.
1 vote -
bi-weekly open rates or Notifications
it would be great if we can actually see the open rate of each smart plan. So that we can track the number of emails sent versus the open rate versus the click rate.
2 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!!
2 votes -
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
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