73 results found
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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.
15 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…
4 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 -
SmartPlan Library Organization (Folders, Starring)
It would be very helpful to have folders for smartplans. In "My Smartplans" if you have more than one smartplan used for one group of people for instance that could be a folder called "Buyers" for example. This would streamline the smartplan page and ensure that you don't accidentally add someone to the wrong smartplan.
22 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.
7 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.
18 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.
5 votes -
Add Spanish Version of Neighborhood Nurture
The canned emails sent through a few of the foundational Smartplans are not editable, leaving out our non-English speaking clients. The neighborhood nurture smartplans have these canned emails, I would love to see Spanish (and other languages) represented in the templates.
8 votes -
If/Then Functions in SmartPlans
Forgive me if this has already been mentioned but I think an If > Then conditional function within smart plans would be great.
5 votes -
Neighborhood Nurtures for Sellers and Buyers
This would be very easy to implement.
I propose that we have 2 different Neighborhood Nurtures, one used to market to Sellers (those who already live in a particular neighborhood) and one used to market to Buyers (those who wish to live in a particular neighborhood). The current Neighborhood Nurure is "Buyer friendly" because the initial information the person sees when clicking on the email is: what is what properties are currently for sale, not the neighborhood stats. If he/she wants to know the neighborhood stats, they must search/find the link in the upper right corner "Neighborhood Stats" and click.
…
4 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.5 votes
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