Add a Calendar feature in the smart plan to better organize the touches and delays more efficiently.

In creating a smart plan you can put a beginning date on the calendar and and end date and be able to determine how many touches and how much time delay you need to meet the end date of the smart plan.

This would also help in someone using an existing smart plan and help navigate the time line more easily.

This is huge for us too. We would love to be able to schedule smartplans to trigger on Mondays, or Wednesdays, instead of only being able to do 2 or 3 days from the trigger.

Be able to send automated home anniversary emails on the date of clients home anniversary

We would like the ability to replicate/make a copy of a KW Smartplan and then be able to customize it for our team. For example, we like the Birthday Smartplan, but want to take out the text step. Right now, there's no way to do this.

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.

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 :(

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!!

I would love to see Smartplans scheduled for certain days instead of just going every single day. I have some smartplans I have created with Twilio texts that I would like to just going out Monday-Friday and instead they will send out just any random day and time without me knowing.

Using smart plans for touches like Holidays gets off track when using days delay. Using a date is more efficient.

I am creating a monthly market updates smart plan. With this plan I need to have some time to update the data, and subsequently update the smart plan with the new information. being able to scheudle a smart plan to send, for example the 3rd day of the month, would allot the emails to be sent the same time each month, and would give time to update the data.

I would like to be able to remove the auto text from Twillo in the birthday smart plan so it remind me every year to only write a card and social post. I utilize Twillo already so it will automatically be sent.

We'd like to send an email out on the 2nd Thursday of every month. Smart Plans allow for a 30 day delay but with that setting, the email will not go out on the same day of the week each month and eventually move earlier in the month. More custom recurring date options would be useful.

I created a 28 touch smart plan and started 1/3/2023, I added everyone I currently have to it. But would like a setting that would allow me to add new contacts to it and not have to start the plan from the beginning, Almost like a start button that would start the plan and allow you to start a new contact at whichever step it is at.

Would be awesome if smartplans delays could launch based on days of the week or specific days of the year.

A smartplan triggered by the birthday date that

6 days before birthday creates task to send gift or card

on birthday has task to call post on social media

a second version could add an html birthday email on their birthday along with the two other tasks.

It would be nice to have a smart plan that hit all of the major holidays throughout the year and that repeat annually

We have a smart plan that is sent every Wednesday to certain clients. It would be useful to be able to select the option of setting a delay to a certain day of the week.

Over the years I have customized my 36 touch campaign. Included in my campaign are events and touches that occur the same time each year. For instance, I send out calendars each November and send holiday cards each December. I would love to create a Smartplan with my current campaign however not being able to choose dates on the calendar makes this difficult. I still haven't figured out the work around.

I would love to have a Wedding Anniversary tab and smart plan. It will be great automated reminder as the Birthday smart plan.

Unfortunately the birthday reminders and the home purchase anniversary deactivate as soon as the smart plan is closed. Would be AWESOME to input the smart plans once then it is set automatically every year without going again to the contact and setting up the smart plan again. We have Twilio and the Birthday smart plans have set a text that will go automatically so if we miss it at least the text is sent the same day. This would apply to any anniversary we want to remember from any of our contacts. Weddings, Dog's birthday etc, etc.

In my contacts in Gmail, I input a birthday once, syncs automatically with my calendar for every single year without doing anything else and I get a reminder