54 results found
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SmartPlan Indicators Current, Past, & Unsubscribed
This is an old idea I'm bringing back.
Within SmartPlans there is more than just one eye displaying who's on it.
Include one for any contact that completed it and another one for any contact that unsubscribed.Link to visual example
https://drive.google.com/file/d/1_JQYlVDbRJn9ULzrkVc1XK7UfsqAE7sB/view?usp=sharing12 votes -
We need for merge tags for email & texts
We need more Merge Tag options.
ex 1: We can not effectively make a smartplan with email steps that is ready to use by the next agent after it has been published. if we had merge tags for agent phone number, office name, office address, and agent email address this would make the process much easier for teams and published smartplans.
ex 2: we have the home valuation tool on the agent websites. If that has been added there should be a merge tag available to link to that page. So if someone publishes a smartplan to drive traffic there…
10 votes -
allow custom smart plan to use birthday information from a Contact’s details
Please allow my custom smart plan auto start on the birthday or home anniversary in their contact info. I do not want to use the KW template and its very time consuming to add each person individually to my custom smart plan every year... thank you
67 votes -
The ability to send letters and postcards from Smartplans
CRMS like Lofty allows letters or postcards to be sent directly from Smartplans. This will be a huge improvements to Smartplans and of course should be able to select from Designs
4 votes -
10 votes
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bi-weekly open rates or Notifications
it would be great if we can actually see the open rate of each smart plan. So that we can track the number of emails sent versus the open rate versus the click rate.
2 votes -
Monthly neighborhood nurture needs to be updated. We need to be able to add more subdivisions.
Monthly nurture neighborhood needs to be updated. This is a key way to stay in touch with our past clients and future clients need to be able to input new subdivisions. .........Per KW Our developers are aware this data is now becoming outdated and they are investigating ways to accurate acquire neighborhood information from other data providers.
7 votes -
We desperately need the ability to suspend smart plans from executing on holidays.
For example, if I have a smart plan that routinely sends out text messages on a Thursday, I'd like the option to skip Thanksgiving, and have the texts sent the following day instead. I'm sure I upset a lot of people yesterday by bothering them on the holiday. It'd be great if we could have this ability available by Christmas! Thank you for your consideration!
1 vote -
Download list of contacts that clicked smartplan link.
download a list of my contacts that clicked on the link within my SmartPlan. Those are ideal follow up calls, and right now you have to manually write down the Email address and individually search the database. We need the ability to download the list of contacts, with complete contact information, that opened an Email or clicked on a link in an Email.
2 votes -
The ability to change the neighborhood nurture to every 90 days or every 180. The idea is to give new owners an update but not Every month o
The ability to change the neighborhood nurture to every 90 days or every 180. The idea is to give new owners an update but not Every month.
1 vote -
Monthly Neighborhood Nurture Smartplan
All sub neighborhoods to be in one average market report
1 vote -
auto save smartplans as they are being created
As the smartplan is being created, it should also auto save. There is nothing worse that to spend an hour crafting something amazing, have the Internet go down, or have to leave the screen to do something else, and come back and the whole smart plan you just created is gone!!
1 vote -
Importing SmartPlans Using JSON files
With the innovative ChatGPT and other AI models able to help create importable SmartPlans using JSON files, it would be amazing if Command is able to import them into our libraries. This would save agents tons of time if this were made an option It would also help the adoption rate for Keller Williams Command Product.
1 vote -
Cumberland Subdivison
It would be helpful if Command included a feature allowing users to submit missing neighborhoods for review and inclusion. Currently, some subdivisions, like Cumberland, do not appear in search results. In cases where a neighborhood might have been previously listed under a different name (e.g., Wagner Farms), users have no way to request a correction or update.
By adding a "Request Missing Neighborhood" button, users could easily report missing areas, ensuring more accurate and up-to-date mapping in Command. This would improve usability for agents relying on precise neighborhood searches.
Would love to see this implemented!
4 votes -
Transaction Plans
SmartPlans have been created as "people" plans... keeping in touch with our people. I'm currently trying to connect Opportunities-Checklists with SmartPlans to create a hybrid Transaction Plan, where tasks are performed, some automatically through SmartPlans and some tasks are manual and individually done by team members through the checklists. Currently, though, only checklist items are allowed to "time" them to be done Before/After a Smart Date. We need this ability in SmartPlans also so we can time the SmartPlans within our Opportunity Phases and Stages.
1 vote -
text
You know how, when we send a Smart Plan via email, there's a report that shows who received it and who opened it—so we can track who's interested? It would be really helpful if we had something similar for text messages sent through Twilio. Ideally, we could see tracking information—like who opened the message—directly beneath the text when we're sending it.
1 vote -
Smartplans to come from the author of the smartplan
We should have the ability to have a smartplans come from the author of the smartplan vs. the assignee or rainmaker. This would be helpful when the TC or Admin on a team is sending the emails or texts. Once an opportunity is created for someone, there are usually more than 1 person on a team in communication with the client/contact.
1 vote -
Ability to attach a VCF contact card to twilio message in Command
Having the ability to attach my VCF contact card to twilio messages would save time and help to cement the relationship with leads or new clients.
2 votes -
Fix the Monthly Nurture Subject line to remove "DBA Logo" height="50" style=max: 150px"/>"
The monthly nurture email has odd-looking code at the beginning of the subject line.
"DBA Logo" height="50" style=max: 150px"/>"
With all the phishing scams out there this code does not present well for our agents.
Example here - https://komododecks.com/recordings/JICfk75rFXF5v49OqboB
7 votes -
make my brand more prominent
I would like to be able to have my brand very visible on the bi weekly or monthly smart plan. It is currently very small and not something you see right away
1 vote
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