Skip to content
← Command

How can we improve Command?

Command: SmartPlans

Categories

JUMP TO ANOTHER FORUM

(thinking…)

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.

42 votes
Colt Wilson shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?
Signed in as (Sign out)
Close
Submitting...
An error occurred while saving the comment
  • Rosalie Bueti commented  ·   ·  Report

    Right now, this is something that I do manually. It would be great to have something set up as automatic. Thanks

  • Robert Hoffman commented  ·   ·  Report

    I would like to have a KW smart plan that would send an email to the contact on the Home anniversary date listed in their contact record. Similarly I would like a smart plan that sends an email to contacts on their birthday that is listed in their contact record. It should be an automatic trigger not a task to manually go in and send the emails, texts, etc. I would like this to be reoccuring annually based on the date in the contact record

  • Barbara Best commented  ·   ·  Report

    Upvoting!

    Also intuitive smart plans for things like holidays that know where to start in a plan. AOK if it's a choice to be made when the smartplan is applied to a contact, but if I have a plan for quarterly handwritten notes and the instructions to agent are regarding holiday wishes to the client, and the client is added mid year, it would be useful to be able to start them on Q3 or Q4 activity instead of starting at the beginning and having to manually toggle them from there.

  • Tamera Johnson commented  ·   ·  Report

    I am 100% in agreement with this. For example, set up a monthly newletter for the entire year with dates (not days in between) for the newletter to be sent. So as you aquire contacts and leads, you can add them to the monthly newletter plan in the middle of the year and they will be added to whatever the next month is. Right now, you have to manually copy the plan, delete the previous months, then add the new contacts to the plan for each month.

  • Kamal Gautam commented  ·   ·  Report

    Setting up annual holiday Smart Plans is a real pain in the butt right now, since every time I add a contact I have to manually add them to each holiday email Smart Plan and set a date individually. Very cumbersome approach. It would be great to be able to create a SmartPlan with multiple steps - each step being a separate email that goes out on a specific date. And if a contact is added on a date after say the first couple of steps, then those steps are just skipped.

  • Carlos Macaspac commented  ·   ·  Report

    Important to trigger smartplans for holidays at scale! looking forward to it

  • Zachery Davis commented  ·   ·  Report

    Have a Smartplan start on a specific date, like for holidays. Looking to do a Smartplan for Veterans on Veteran's Day.

  • Gilles Plourde commented  ·   ·  Report

    Being able to send an email, text or assign a task on a specific date, including from a user custom date field.

  • Kevin and Jennifer Hanley commented  ·   ·  Report

    **I agree and there should be an option to EXCLUDE holidays so a smartplan doesn't text someone on Christmas Day, etc. I've had customers unsub and block because of this. The text/email seems "tone deaf" when it lands on a major holiday.

  • Guy Maughan commented  ·   ·  Report

    100% Agree! We are working on scheduling out our 36 touch/19 to connect and some of those are tied to Holiday Cards, and Events set to a specific date. It would be nice to have something in SmartPlans that allows us to set reminders based on a date or event do a reverse plan. If Event is on X date, text reminder sends 2 days prior, email 1 week prior, etc.