47 results found
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6 votes
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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.
22 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
10 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.
10 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.
24 votes -
Opportunity-Based Trigger Tags for SmartPlans
Can you have a Opportunity Tag Trigger a Smart Plan? Example If there is a HomeWarranty on this transaction I want it to trigger a few additional emails about Home Warranty programs.
7 votes -
Add Merge Tag for Agent Signature
Problem, when adding an email you always have to manually type in your email signature.
Solution come up with additional Merge Fields like:
{Full.Agent.Signature} - to include their office address
{Short.Agent.Signature} - a variation of the Full with out the address.6 votes
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