So I know the idea for a smart plan being able to be activated on a specific calendar date has been posted and is "in the back log", but I wanted to make sure beyond that functionality, that we would be able to add new contacts to our smart plans and they get those touches based on that date the smart plan has been created for. For example, if I wanted to create a smart plan that sent out Christmas celebrations, I want to be able to add a contact to that smart plan at any point in the year and it still only creates that touch on the pre set date within the smart plan.

Additionally, I'd love to see some diversity with that function. For example, we all know what date Christmas and Easter fall on, but for Islamic holidays, which follow the lunar calendar, it isn't always the same date each year. This could be super critical for some communities so that they don't just receive your Christmas well wishes, but it also lets us as agents create that automated touch on a holiday that means something to them, such as Ramadan, Eid Al Fitr, and Eid Al Adha.

Also, this could be good for creating a touch for things like Super Bowl Sunday or Labor Day which always falls on the second Sunday of February and the first Monday of September respectively, rather than a specific calendar date.

Such a great idea!

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

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

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.

When are we going to get this?

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.

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.

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

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

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

**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.

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.

Dates instead of number of days

The ability to pick a day, such as a holiday or the day of an event, and then build a SmartPlan that runs up to that day. For example, build a SmartPlan with a 10 day duration, with Day 1 Step 1 being an email and Day 10 Step 1 being a phone call. Then set the count down start date as April 15th, and it will automatically send out Day 1 Step 1 on April 5th, and Day 10 Step 1 on April 14th.

hand in hand with ability to choose calendar dates, such as 4th of July rather than the total number of days to repeat. If full functionality is added, similar to the way most repeats (Google reminders, outlook, etc) are set up, you can choose a specific date, a frequency or the first of the month (or even the first weekday of the month). This would solve more than one of the requests out here.

This feature is already in use for our contacts. Hoping it can be duplicated in the smartplan and email campaigns. I want my newsletter and smartplan to go out on a specific day of the week each month.

I would love to have the wedding anniversary saved to the contact and a smartplan as well! We help many clients buy homes when they are married and they include us on their special event so we really need to be able to add this feature to command. Please add soon. Thank you!!!

have a birthday smart plan that automatically send an email (either Simple or design) on the birthdate of a client,

I have unsuccessfully been trying to figure a work around for the smart plans created/managed by Keller Williams. Please either make the KW created smart plans editable (allowing us to create a copy that we can edit would be fine), or allow the creation of smart plans using dynamic date triggers like the Birthday and Home Anniversary plans already use.