32 results found
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Smart Plan Email Simple Design - Spacing issue
The spacing on Smart Plan Simple Email Type is doing 1.5 or double-line spacing. This makes the outgoing emails look awful, especially if you are designing out an email signature at the end of each email.
1 vote -
Filtering contacts to see who doesnt have a smart plan added
This would be super helpful in order to make sure no contacts fall through the cracks and are all being taken care of.
1 voteThis is now available in the Contacts applet! :)
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Ability to control time of text message delivery
Suggesting the ability to designate a time that a text message will be delivered in the course of SmartPlan execution. Currently, we can only designate a number of delay days before a text message is sent but have no control over what time that message will be sent during that day. I am getting reports of text messages be received at 3am PST.
1 voteSmartPlan text messages now have delivery timeframes that can be set on the text step. You can read more about text step timeframes in step 4: Send Text, of this article:
https://answers.kw.com/hc/en-us/articles/360043029253-Create-a-Custom-SmartPlan
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Don't delete all dynamic texts when static is clicked.
When I rearranged my smartplan order, my dynamic texts became static texts. This resulted in me losing 2 instances of text 2 thru 6; most of the plan. (I'm not sure if I accidentally clicked "static" or it changed on its own, but this should NOT be something that can easily be done.)
1 voteYippee! We've made these changes and this should be easier to use! :)
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assign lead to agent instead of rainmaker Teams
Add an option in Lead routing to actually assign leads. The current lead management makes the assigned agent "claim" the lead within a certain time frame.
This current system has the first auto text/email coming from the rainmaker unless the lead is claimed prior to the auto text sending. I would prefer to auto assign so smartplans will work for the team agent assigned to the lead.
1 voteHi there! In Lead Routing Settings, you can now assign a Lead to a specific Team Member! :)
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Increase the number of designs allowed in SmartPlans
It's currently 5 - which makes no sense....
1 voteHooray! We've upped the number of Designs allowed in SmartPlan Email Steps! :)
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Bring back smart plans for Buyer camping
I don't know why this would ever be removed, but it saved me hours and hours of time that i could run an ad campaign to attract buyers and set them up with automatic smart plans to really leverage my lead generation time. That's been removed since the new update. I would like to see that featrue back ASAP.
1 voteHi there! You can add someone to a SmartPlan when they fill out a Lead Form from a Paid Ad in Command! :)
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Breakdown smartplans by task
e.g. in a smartplan with 20 steps break down as "20 steps, 7 emails, 3 calls, 5 texts, 2 tasks, 3 delays"
1 voteSmartPlans in the Library are now broken down by Step type!
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Ability To Set Priority For Task Through SmartPlan
It would be helpful if we could set the priority to already be the right one before the task is created. It's not fun having to do it all manually later.
1 vote -
Longer Smartplan Durations
I would like Smartplans to be able to exceed 90 days. If they cannot exceed 90 days, then there shouldn't be a limit to how many other Smartplans can be bundled into a "parent" plan. Lifting both of those restrictions would offer so many more options.
1 vote -
Drag and Drop for editing smart plan instead of using arrows
It would be much faster to edit smart plans if we could either select where the new step is going to be added or be able to drag and drop the new step where we want it to go instead of having to click the arrow through a million steps.
1 voteOur new SmartPlans editor now allows for drag and drop when moving Steps! Yay!
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Email metrics for SmartPlans
This is helpful because agents will get a notification when the client/prospect opens the email and can call them immediately. This also allows us to know if they are viewing the emails and it's a good reminder for agents. Flexmls has this option when you subscribe clients to listings search. Each time they open an email, agents get an email notification.
1 vote -
Leadership Specific Smartplans
I am the MCTT in my Market Center and I am trying to create a communication hub using command. It would be great if there were a feature in command that would allow Smartplans to send messages (whether emails or texts) on a scheduled weekly basis. For example, schedule texts and/or emails on every Tuesday and Thursday. This would allow market centers to send out information to their agents using command, rather than a third-party application.
1 vote -
Ability to add a time due for a task in Smartplans
Have the ability to have a time of day that you would like a task to be completed in a Smartplan. For example, Call lead at 5:00 pm.
1 voteOur new SmartPlans editor now allows you to include a Date and Time Due for Tasks!
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Smartplans-add option to add or delete contacts from an active smartplan
Once the smartplan is created and has been activated, you can't edit who receives the next touch. This option would give the flexibility to avoid having the agent receiving emails that they no longer need to receive, like for example, I created a smartplan for all upcoming expiring licenses and there are agents who have already renewed their licenses so this would help to avoid filling their inbox with unnecessary emails.
1 vote -
Add a search bar to smartplan library
As a tech trainer and an agent, I have various smart plans in my library. To be able to search, filter or even create a folder for categories in smartplan libraries.
1 vote -
Custom Smart Plan: 90 day Duration and 15 Touches are TOO Limited
A 90-day duration and 15 touches for a custom smart plan is not enough time to convert and/or stay top of mind when it can take 12-18 months (or longer) to convert a lead for a destination location.
1 vote -
Be able to add a 2 month, 3 month, or longer delay between SmartPlan steps.
An agent said that some of his contacts complained that a once monthly contact is too much and they want quarterly touches only. The current smartplan set up doesn't allow a text every 3 months. Can we get smartplans that allow a longer delay between texts and emails?
1 vote -
move smartPlans up or down in the list
it would be helpful to be able to arrange the smart plans on the selection dropdown, so as to up the most utilized at the top of the whole list, instead of having to use the pull down bar.
1 vote -
1 vote
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