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.
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LABS Team commented
I'd like to customize when the my task triggers in relation to the contact's birthday date - for example, I'd like to get a task notification 30 days prior to their birthday to send a handwritten card, then a task notification the day before that birthday date to make a call/text - but I'm not seeing that option to do so. I only see the smartplan starting as soon as I add a tag, which wouldn't line up the dates correctly if I added them all to the smart plan on the same day - I need the tasks to correspond with each client's birthday date.
I contacted customer support and there is currently no way to make an editable copy the current KW birthday smart plan while keeping the birthdate triggers - they said the only current solution would be to create 500+ individual birthday smart plans for each contact and recommended I submit the idea here. Seems like a very basic feature to have on the platform :(
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LABS Team commented
The KW birthday smartplan is a bit overkill for some. We'd like a touch task and a twilio text only. There's no limit to how much more we could do with SmartPlans this way!!