13 results found
-
Send from @kw.com Email Address
Use our actual KW email addresses instead of the "agent99999@mailer.kw.com" when we send out marketing emails. The person would more easily recognize who its from and this would help avoid having our emails go to the recipient's spam folder.
165 votes -
Date Based Smartplans
I would love for there to be an option for date based SmartPlans. Where you can excluded weekends or even trigger SmartPlans to happen on certain days. For example similar to the birthday plan and home anniversary plan, have where you can do a wedding anniversary smartplan or even on certain holidays have it trigger that way you don't have to remember to set it up X amount of days before the holiday.
53 votes -
Add Merge Fields for Agent Information
When creating SmartPlans under a team account when adding a task or call action add the ability to add agent information merge fields so we can put complete scripts in the task description box. Right now the only merge fields for these actions are contact based.
32 votes -
flow chart if/then smartplans automation
agent would like smartplans to would more like https://keap.com/ on keap they use an if/then mapping chart, so that if very specific interactions happen then it will change the flow of the plan as needed. so like our remove triggers but wayyy more in depth
8 votes -
Add SmartPlan Steps: Add Tags, Remove Tags
Create a SP step that either adds or removes a tag once the step has processed
7 votes -
Allow Option for SmartPlan Steps to Skip Weekends
Can we have an option to skip weekends in the smartplans? I tend not to work/make calls on weekends, and by monday I am overwhelmed with the numbers I have in my task list for the week and so I do nothing...eventually just archiving everything and starting over. Can you fix this?
26 votes -
Increase the column width of the Smart Plan Name and decrease the width of the other columns.
Increase the column width of the Smart Plan Name and decrease the width of the other columns. more characters or space is needed to see the full name of the smarptlans. The other columns like date need less space.
3 votes -
Expand Email Step Editor
When adding steps to smartplan the work area is stuck to the side and unable to widen. Can it be edited where we can make the screen wider not only longer? Or bring it it the middle where the stesp aret and move the steps where the editing steps are. In this box I am typing in now has the ability to make the box bigger by clicking on the double arrow on the top right, that would work for the email edit box in smartplans!
6 votes -
Remove Trigger: Lead Claimed by Agent
agent would like to trigger the smartplan until the lead has been claimed.
4 votes -
save search
Save searches should be enabled for all Contacts despite of them using the KW App. Just like Matrix, Flex, Brivity, Chime, Top Producer and other CRM's. As of now, if the contact does not use the App, the save search will NOT go out.
1 vote -
Calendar and Contact Date-Based SmartPlans
Over the years I have customized my 36 touch campaign. Included in my campaign are events and touches that occur the same time each year. For instance, I send out calendars each November and send holiday cards each December. I would love to create a Smartplan with my current campaign however not being able to choose dates on the calendar makes this difficult. I still haven't figured out the work around.
49 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 -
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
- Don't see your idea?