10 results found
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2 votes
You can add a SmartPlan step that adds a Contact to another SmartPlan after it is complete! Check out the answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/360043029253-Create-a-Custom-SmartPlan#:~:text=of%20the%20page.-,Add%20to%20SmartPlan,-1.%20Use%20the
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Please let us review who as viewed or clicked links in our emails associated with smart plans
it would be nice to see who is engaging with our emails within the smart plans
3 votesHello! You can view who has opened, clicked, replied to, or unsubscribed from SmartPlan emails in the Emails tab in the Reports applet.
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Request Access too Shared Smartplans
For Smartplans that are shared with other agents, they have to request access first
2 votesHi there! Please ask your Team Members to publish SmartPlans so that you can ad them to your library and use them from there. Here is an answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/360050207254-Add-a-SmartPlan-from-the-SmartPlans-Library
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3 Year Birthday Smartplan auto renew
I use the 3 year birthday smartplan. Many clients were added at it's inception, others as they became clients. PLEASE find a way to search contacts by the date the smartplan was started. Some are now beyond 3 years and to manually check a large database by individual contact would be an extremely huge and time consuming task. I considered a mass removal of the smartplan and then a mass add, but as only 500 adds can be done a time, not sure how that can be done when the database is over 1200. Or, set up the KW birthday…
2 votesHi there! You can now filter your Contacts by which SmartPlan they are on in the Contacts applet using filters. That will show you whether they are still on this SmartPlan or not! :)
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Database Health Maintenance Tools or Failure Alerts - Help Us Save Money
Hi!
We need the means to maintain the health of our database. Currently when we use a campaign that sends a text or an e-mail, we do not know whether the message was successfully sent or not.
In order to find out, we have to open each individual record to see if the text failed. If you are doing a short list, this is not a problem, but when you do something like Christmas Card E-Mails or Text to your whole database, that can be time consuming and costly. For example, I have 4K contacts on my database, if I…
1 voteHi there! If you go to the Reports applet in Command, you can choose "Email" or "Texts and Calls" and that will show you all unsent emails and texts! :)
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More detailed delay options in SmartPlans
It would be amazing to have a shorter delay time in smart plans. Example: I have multiple things that need to happen when a new prospect registers or reaches out. Having more options ( in minute or hour increments) would be awesome. This would allow us to customize and be more automated with communication. Secondly, it would be great to have the option to not move a smart plan forward until the previous task is completed.
1 voteHi there! Our new SmartPlans time-based steps allow you to be more specific about when your SmartPlan Steps are executed! :)
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Create Smartplan for Assignee, Rainmaker, Collabrator
Command needs to allow rainmakers, assignee and collaborators to create smartplans.
1 voteHi there! You should be able to update the permissions for your team members to allow them access to create/edit Team SmartPlans!
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Ability to not include certain tags in a smart plan.
When I send out smart plans to the masses, I dont want to continually send to, for instance, my realtor contacts becasue they will get sick of getting my texts and emails and unsubscribe. Then when I want to message my referral sources, many will have unsubscribed.
1 voteHi there! You should be able to use Advanced Filters to only show Contacts in your database that do not have certain tags, aren't on certain SmartPlans, etc. You can then Select All and Bulk Add to SmartPlans so that you don't include your Realtor friends! :)
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Home report like Homebot
Homebot does an amazing job of showing people how much their house is worth, what it would rent for, what their refinancing options are and how much they could AirBnB it for. Would love to see this in Command.
2 votesOur Consumer KW App now ha s a home valuation tool that will provide them with this information! :)
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Unsubscribe List
There should be an unsubscribe list that tells which contacts have unsubscribed or opened etc without having to go into every contact.
1 voteThis is available in Command Reports under Email! You can go to "View Details" under Unsubscribed and it will show you a list of folks who have done so.
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