53 results found
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Add Merge Fields for Agent Information
When creating SmartPlans under a team account when adding a task or call action add the ability to add agent information merge fields so we can put complete scripts in the task description box. Right now the only merge fields for these actions are contact based.
36 votes -
Download list of contacts that clicked smartplan link.
download a list of my contacts that clicked on the link within my SmartPlan. Those are ideal follow up calls, and right now you have to manually write down the Email address and individually search the database. We need the ability to download the list of contacts, with complete contact information, that opened an Email or clicked on a link in an Email.
2 votes -
text
You know how, when we send a Smart Plan via email, there's a report that shows who received it and who opened it—so we can track who's interested? It would be really helpful if we had something similar for text messages sent through Twilio. Ideally, we could see tracking information—like who opened the message—directly beneath the text when we're sending it.
2 votes -
Cumberland Subdivison
It would be helpful if Command included a feature allowing users to submit missing neighborhoods for review and inclusion. Currently, some subdivisions, like Cumberland, do not appear in search results. In cases where a neighborhood might have been previously listed under a different name (e.g., Wagner Farms), users have no way to request a correction or update.
By adding a "Request Missing Neighborhood" button, users could easily report missing areas, ensuring more accurate and up-to-date mapping in Command. This would improve usability for agents relying on precise neighborhood searches.
Would love to see this implemented!
4 votes -
flow chart if/then smartplans automation
agent would like smartplans to would more like https://keap.com/ on keap they use an if/then mapping chart, so that if very specific interactions happen then it will change the flow of the plan as needed. so like our remove triggers but wayyy more in depth
21 votes -
support button
Please move or make it moveable the support bubble/button on the bottom right of the screen. When I am editing smart plans, it covers the "cancel/save" words.
4 votes -
Merge Field text size
When applying a merge field in a smart plan, the text of the [merge field] that appears does not adjust to match the font size of the rest of the email. It looks unprofessional having the client name tiny (for example) and then larger text in the body. If you leave the text size to match the merge field size, you have all tiny text. Please allow the merge field to adjust with the size and font on the email.
2 votes -
Custom Merge Tags for SmartPlans
Would love the option and ability to create/name custom merge tags within smartplans. That way we can build out text messages and emails that auto-populate that aren't restricted to names and phone numbers. Fields for "lender name" or event "escrow officer" would be good to have on hand during live transactions. This is a feature I have seen executed within other CRMs and I think it would be a good asset to have within Command for agents.
35 votes -
Ability to attach a VCF contact card to twilio message in Command
Having the ability to attach my VCF contact card to twilio messages would save time and help to cement the relationship with leads or new clients.
2 votes -
Twilio & SmartPlans management
When sending messages via Twilio, the agent would like to insert a letter or template, but this feature appears unavailable. Also, within the SmartPlans timeline, there is no option to delete outdated newsletters.
3 votes -
Fix the Monthly Nurture Subject line to remove "DBA Logo" height="50" style=max: 150px"/>"
The monthly nurture email has odd-looking code at the beginning of the subject line.
"DBA Logo" height="50" style=max: 150px"/>"
With all the phishing scams out there this code does not present well for our agents.
Example here - https://komododecks.com/recordings/JICfk75rFXF5v49OqboB
7 votes -
7 votes
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Edit Home Anniversary and Birthday SmartPlan Steps
Currently I can not add or change to this smart plan and I can not create my own smart plan that is driven by the home anniversary date on the client contact card.
16 votes -
Export Smartplans and the content
To be able to export & download smartplans and the content
3 votes -
monthly neighbourhood smart plan
we need more and recent neighbourhoods uploaded into the "neighbourhoods" box so this information can correctly send out the Monthly Neighbourhood smart plan...
2 votes -
Once a Smart Plan concludes, can it send us a notification?
Once a Smart Plan concludes, can Command be programmed to send us a notification?
2 votes -
Allow Minute/Hour Delays between SmartPlan Steps
I would like to suggest adding the ability to set minute and hour delays between steps in SmartPlans. This feature would greatly enhance my marketing outreach by allowing me to send a series of texts with specific delays between each. For example, I could send an initial text upon adding a lead to a SmartPlan, then delay 5 minutes to send a second text, and delay another 3 minutes to send a third text, and so on. Additionally, it would be beneficial to combine these minute/hour delays with the existing time-of-day settings; a good example: enabling a sequence of texts…
10 votes -
Option to Receive Copies of Sent Smartplan Emails with Personalized Details
When using custom Smartplans like birthday greetings, there’s currently no way to receive a copy of the exact email sent to contacts. While creating a test contact provides a preview, it doesn’t show the personalized details (e.g., the recipient’s name or merge tag content).
Request:
Please add an option to automatically send a copy of each Smartplan email to the user or a designated email address.Desired Outcome:
This feature would allow users to:Verify that personalized details are accurate.
Keep a record of sent communications for reference.2 votes -
Select More Than 20 Contacts to Add to SmartPlan
Sharing the following from my marketing guy: "I would love to see the ability when selecting contacts or scrolling through tags to not have to click the "show more" button / view more arrows at the bottom to reveal more contacts in the list. This is especially cumbersome when assigning multiple contacts to a smartplan. For example, you want to assign a follow up smartplan to your sphere, you have to use the select all feature assign the smartplan in groups of 20 (no option to View 100 or 500 like in other places) at a time. When thousands of…
11 votes -
Add SmartPlan Steps: Add Tags, Remove Tags
Create a SP step that either adds or removes a tag once the step has processed
9 votes
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