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'Email on KWRI BDay Plan' has been merged into this idea

Command: SmartPlans

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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

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Jenn Kabitzke shared this idea  ·   ·  Report…  ·  Admin →
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  • Randyl Walters commented  ·   ·  Report

    Even if you just made a smart plan with less steps that could be edited - that would do it.

  • Barbie Christenson commented  ·   ·  Report

    I can't believe that the only SmartPlan that works based on the contact birthday is the one created by KW. If I want to create my own custom plan I have to do it manually. Please fix this.

  • William O'Donnell commented  ·   ·  Report

    This is VERY important! The KW Birthday Smartplan is very dry. The text just says "Happy Birthday" which is an issue because most clients dont have our Twilio numbers saved which prompts them to ask "Who is this?". It would be nice for us to add our own message and let the contact/client know who the message is coming from.

  • William O'Donnell commented  ·   ·  Report

    This is VERY important! The KW Birthday Smartplan is very dry. The text just says "Happy Birthday" which is an issue because most clients dont have our Twilio numbers saved which prompts them to ask "Who is this?". It would be nice for us to add our own message and let the contact/client know who the message is coming from.

  • Lauren Knerl commented  ·   ·  Report

    This would be super helpful to be able to send out birthday emails in Command!

  • Todd Rohr commented  ·   ·  Report

    I agree. This would be very helpful and a thoughtful gesture to clients.

  • Jill See commented  ·   ·  Report

    This would be extremely helpful and timesaving. Thank you

  • Brelin Menard commented  ·   ·  Report

    A custom email SmartPlan with a birth date trigger would be so helpful. It's another great way to reach our database, and they already love the birthday cards we send them!

  • Glynis Giles commented  ·   ·  Report

    This would be fantastic, it would save that extra step that takes time..

  • Bob Warchol commented  ·   ·  Report

    If this update will truly help us connect with our DB using their birthday information, that would be fantastic! My DB reacts well to the birthday cards I send with the $1 scratch off lotto tix.

  • Makala Stamboni commented  ·   ·  Report

    A custom email SmartPlan with a birth date trigger would be FANTASTIC!! :)

  • Rianne Gould commented  ·   ·  Report

    Yes!! The current Birthday template from KW only allows a text automation but many of our agents would love for an automatic email to be sent out on a client's birthday.

    An custom email smartplan with a birthdate trigger would be SO HELPFUL!! :)

  • Timoteo Pires commented  ·   ·  Report

    add the ability to send a customized email on KWRI BDay Plan Smartplan . I would like to send vouchers and invitations as a gift

  • Alex Smith commented  ·   ·  Report

    Create a smart plan that will automatically send out on every client's home anniversary.

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