64 results found
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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 -
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 -
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?
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.
4 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 -
2 votes
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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…
5 votes -
2 votes
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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
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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
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.3 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 -
Allow Team Members to create Smartplans in the team account
Team members should be able to create smartplans in the team account without having to give enhanced or admin permissions.
2 votes -
Immediate Need to Resolve URL Pre-Approval Requirement
I am reaching out to express my serious concern regarding the new requirement to pre-approve URLs in all emails and texts. While I understand the importance of ensuring system security and preventing phishing, requiring us to manually pre-approve URLs in every communication is an impractical and unsustainable approach. This workaround is, frankly, a disruption to our business processes and an unreasonable expectation for users in the long term.
The need for security is essential, but this measure places an undue burden on us that hinders productivity and undermines our ability to use the CRM effectively. We expect our CRM provider…
1 vote -
Make Stagger Start Field Typeable
As an agent, I want to bulk add contacts to a smartplan yet I want to stagger their start. If I am adding 200 contacts to the smartplan and want to stagger 20+ per day, it is not helpful to have to click the up arrow 20+ times when I could type directly into the field. This would allow me to easily add people in just 2 clicks!
3 votes
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