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  1. Command Calendar (Synced to External Calendars)

    16 votes

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    under review  ·  4 comments  ·  Command » Homescreen  ·  Admin →
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    Ryan Palet supported this idea  · 

  2. Date-Based Smartplans

    100 votes

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    in the backlog  ·  42 comments  ·  Command » SmartPlans  ·  Admin →
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    Ryan Palet commented  · 

    So I know the idea for a smart plan being able to be activated on a specific calendar date has been posted and is "in the back log", but I wanted to make sure beyond that functionality, that we would be able to add new contacts to our smart plans and they get those touches based on that date the smart plan has been created for. For example, if I wanted to create a smart plan that sent out Christmas celebrations, I want to be able to add a contact to that smart plan at any point in the year and it still only creates that touch on the pre set date within the smart plan.

    Additionally, I'd love to see some diversity with that function. For example, we all know what date Christmas and Easter fall on, but for Islamic holidays, which follow the lunar calendar, it isn't always the same date each year. This could be super critical for some communities so that they don't just receive your Christmas well wishes, but it also lets us as agents create that automated touch on a holiday that means something to them, such as Ramadan, Eid Al Fitr, and Eid Al Adha.

    Also, this could be good for creating a touch for things like Super Bowl Sunday or Labor Day which always falls on the second Sunday of February and the first Monday of September respectively, rather than a specific calendar date.

    Ryan Palet supported this idea  ·