62 results found
-
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.
17 votes -
3 votes
-
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.
12 votes -
Smartplan Favorite Authors
The ability to subscribe or favorite a Smartplan Author and be notified when that author publishes a new Smartplan!
Ex - Kimber Walton publishes so many great smartplans - I'd love to be able to favorite Kimber and be notified when she adds a new published Smartplan!
1 vote -
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.
1 vote -
Assigning Other Team Members to Smart Plan
You are not allowed to assign other team members to a smart plan other than the contact assignee or rain maker. We have TC's on our team that we use the task for and it cannot directly be assigned to them. With the occurring task throughout the transaction (re assigning a contact) in the task bar everyday is not efficient.
5 votes -
Email on KWRI BDay Plan
add the ability to send a customized email on KWRI BDay Plan Smartplan . I would like to send vouchers and invitations as a gift
2 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...
1 vote -
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…
6 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.1 vote -
Smartplan and contacts
In the search filter for contacts,
How can I filter the contacts who had the smart plan in the past and not current? Could you add a filter please? I understand that i can find it in the activity, but with 800 in my database, that's a lot to go thru. This is to avoid repeating the smart plan on the clients.
Or if you cannot delete the smart plan under the smart plan section , even if it's completed.4 votes -
2 votes
-
2 votes
-
Export Smartplans and the content
To be able to export & download smartplans and the content
1 vote -
Update neighborhood nuture animation
Attendee loves the neighborhood animation but mentioned it hasn't been updated in years and asked if we could look into that
5 votes -
6 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…
6 votes -
Smartplan Email signature single spacing
When you create an email signature from smartplans emails, the signatures look double spaced. This only happens in smartplans.
3 votes -
Archive Smartplan Option vs just Deleting & On/Off Toggle for Smartplans Available in Library
It would be nice (especially for teams) to be able to archive smarplans or toggle specific smartplans on and off as active to team members. We have certain smartplans that are used for follow up from specific events once a year. I don't want to delete the smartplan; however, it is cumbersome to have it in our list all year round of available smartplans. Having some way to turn those on and off from our list of available plans would be ideal.
2 votes -
Add Agent Branding to Neighborhood Nurtures
When we send the link for neighbourhood update it will be super beneficial if you can add individual agent branding in the page the prospect click on
6 votes
- Don't see your idea?