64 results found
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Select Dates you can schedule Quarterly Call Smart Plan
My Quarterly Call Smart Plan to be editable regarding which days it schedules the calls for. If you don't want calls on weekends or if you take specific days off during the week so you do not get a pile up in your missed calls and focused on your call days.
1 vote -
Make smart plans easier. Move edit window off the side
In the New smartplans the typing window on the right side makes it way to small and hard to work with. Can this be moved back to the middle or at least able to expanded to take up more of the screen. This would be better that 75% of the screen being blank space.
2 votes -
SmartPlan Email Preview
Two things: Can we have a "view" button so we can see what our smart plan emails are going to look like? And can we select spacing? I can't single space my signature block and it looks amateurish double spaced.
4 votes -
Adjust Header and Footer for Neighborhood Nurture
currently, the monthly neighborhood snapshot Smart Plan (a KW developed Smart Plan) provides both a header and footer, but the format is not professionally presented and is not adjustable.
5 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
4 votes -
Can you send an email notification whenever our contacts interact with their neighborhood nurture or website?
I don't notice when a contact interacts with my neighborhood nurture, until I get back into that contact later. That is when I notice that they looked at a certain property and address. If we got notified separately, outside of command, it would let us know faster and we can act on the hot lead.
2 votes -
AI Tool to Create SmartPlan from Reviewing Text
ChatGPT or other tools can create .txt or PDF files that are multistep touch campaigns. If SmartPlans added a function to read these files, import the information and create the steps it could save massive time and create a high level of scale to SmartPlans
3 votes -
Add "cc:" Field to SmartPlan Email Steps
Please add a cc' field for Smartplan emails. We are currently unable to see outgoing Smartplan emails and would like the capability to see the email that was sent out.
6 votes -
automatic transaction emails
Using smart plans as the property goes under contract and moves through the stages, the ability for command to email the transaction side (seller) status or reminders throughout the transaction
1 vote -
Add WhatsApp to smart plans steps
When adding your contacts to smart plans and creating a smart plan it would be great if we could also add send a WhatsApp message as a step
1 vote -
Attach PDF to SmartPlans Emails
Under smartplans, we should be able to attach a document to a particular email. For instance, I have a smartplan set up where I wanted to send any prospective lead that comes in a Home Buyer's Guide. I should be able to attach the guide to the particular email I want it in.
6 votes -
5 votes
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Hold SmartPlan Start Until Lead is Claimed
When a lead is captured and comes into Command for teams it is owned by the Rainmaker. A smartplan then triggers immediately to start. Even if the lead routing is on round robin, and the lead gets assigned to a team agent, the smartplan initiates before the lead gets assigned... giving the initial smarplan tasks to the rainmaker instead of the team agent!
4 votes -
Assign SmartPlan Task Steps to Specific Team Member
It would be nice if some tasks could automatically be set up for the admin team to do. Currently only assignee or rainmaker are options.
17 votes -
Pause SmartPlan after Response to Text
The qualifying smartplans should have option to pause as soon as the client responds to an automated text. The whole point of these smartplans is to get them to respond so then we know they are a real person but then we know best way to communicate. The plan should pause so then we can go in and respond specifically to their response. There can be a "resume" option that the agent selects too
9 votes -
Create One Task at End of SmartPlan
I'd like the ability to put a task to myself in a smart plan that I've put a client on. For example: On Day 1, email goes out to client. On Day 2, a text message goes out to client. On day 3, a task is placed on MY task list asking me to evaluate the effectiveness of this plan, and put any new leads into Opportunities. (At present, an added task would add this task for every client assigned to the plan. I want a single task)
2 votes -
Intuitive DTD2 SmartPlan
This company raves about DTD2. That being said how about we have a KW Created Smart plan Much like the birthday smart plan, Monthly neighborhood nurture, and the home anniversary that uses the AI to effectively schedule a task for the next corresponding day for that specific DTD2 task. Whether it may calling, texting, emailing, or sending a postcard.
Tips: Each smart plan should be dedicated to one thing
- One for Calling
- One for texting
- One for Email
- One for Postcards
All to keep up with the models for DTD2 and because not all agents are at the same level…
5 votes -
Add Any Design to SmartPlan Email Steps
Would be super helpful to be able to send out Quarterly Ezine (or parts of it) in bulk email with smart plans. Currently can only add email templates from Designs.
3 votes -
Edit Neighborhood Nurture Steps
Many people do not check their emails, and being able to set up an auto monthly text for the Neighborhood Nurture smart plan would be huge.
8 votes -
Send Image and Video via Text and Email SmartPlan Steps
The ability to attach photos and even videos to the twilio text messages you send through Smartplans instead of just through individual contact.
21 votes
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