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Edit an Inactive Command MC SmartPlan

Bryston Royer
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If an Command MC SmartPlan is inactive (inactive Command MC SmartPlan - you have not added contacts to the SmartPlan), you can fully edit the content. This includes adding or removing steps as well editing the name of the Command MC SmartPlan, the email and text content, and task descriptions.

The Quarterly Call SmartPlan is not editable because it does not include content to edit.

To edit an inactive Command MC SmartPlan:

 

Access 

1. Log in to https://agent.kw.com with your Keller Williams login credentials. 


2. Click Command MC at the top of the page.

command_mc.png


3. With Command MC SmartPlans, you can utilize these with either your Market Center or Regional recruit pipelines, but these SmartPlans lists are kept totally separate. If you have Regional and Market Center roles, click your name, at the top right of the page, and ensure the correct profile is selected.

command_mc_select_account.png


4. Click the SmartPlans icon,smartplans_icon__1_.png, on the left sidebar.


5. From the SmartPlans list, find the plan you are going to edit and click the Edit icon, pencil_icon.png, in the Actions column.

command_mc_smartplan_edit_inactive_plan.png

 

Edit the Content

1. You will see the steps included in the SmartPlan, and you can edit the content, within each step, that will be sent out. 

Content Editing Considerations

  • When editing an SMS/MMS, you will see two message types:
    • Static - with this option, you can set one text message that will be sent in this step, which will repeat if the SmartPlan repeats.
    • Dynamic - with this option, you can add multiple text messages for the same step. Each time the SmartPlan repeats, it will send a different text message to your contact, when this step is triggered.

Currently all SMS/MMS messages will be converted to a task and will be located in the Tasks applet, for Recruits, within the Other Tasks section.

recruits_text_message_step_mc_sp.png


2. Once you have made edits, click the check mark, at the bottom right of the step, to save your changes.

 

Add a Step

1. To add a step, click on an action from the right side of the screen. Once the step is added, find the action in the list and edit the details.

command_mc_smartplans_step_types.png

 

number_1.png Create Task - this will create a custom touch or non-touch task.

  1. Name the task.
  2. Set a due date (# of days).
  3. Give the reminder a description.
  4. Add any hyperlinks that are applicable  to the reminder.
  5. Click the Save icon, smartplans_save_icon.png, when ready.

Any task created in an MC SmartPlan will be generated in the "Other" section of Tasks in Command MC.


number_2.png Make a Call - this will create a phone call task.

  1. Name the call task.
  2. Give the call reminder a description.
  3. Click the Save icon, smartplans_save_icon.png, when ready.

number_3_red.png Send Email - this will send a simple email (non-html).

  1. Select whether or not the email step will be assigned to the default designated agent.
  2. Type out the content of the email.
  3. Enter an Email Subject.
  4. Click the Save icon, smartplans_save_icon.png, when ready.

number_4_red.png Send SMS/MMS - this will generate a task to send a text message. Craft the message of the text in the SmartPlan, which you will be able to view and reference when the task appears.

  1. Select the message type.
  2. Type out your message(s).
  3. Click the Save icon, smartplans_save_icon.png, when ready.

When editing an SMS/MMS, you will see two message types:

  • Static - with this option, you can set one text message that will be sent in this step, which will repeat if the SmartPlan repeats.
  • Dynamic - with this option, you can add multiple text messages for the same step. Each time the SmartPlan repeats, it will send a different text message to your contact, when this step is triggered.

You will need to have a Twilio account set up to send automatic texts from Command. If you do not have Twilio setup in Settings, these SMS/MMS steps will be skipped.

  •  Click here to learn how to set up your Twilio account.


number_5_red.png Set Delay - use a delay when you want to space out your SmartPlan steps. Be purposeful about setting Delays in between steps. If a Delay isn't added in between the steps, they will all launch immediately right after each other.

  1. Add a delay after or before any step you add to the SmartPlan.
  2. Designate the length of the delay using the up and down arrows.
  3. Click the Save icon, smartplans_save_icon.png, when ready.

 
number_6_red.png Add to SmartPlan - if you want the contacts of your SmartPlan to be added to another SmartPlan automatically, you can select this step and choose which SmartPlan you want your contacts to be added to.

  1. Select the SmartPlan
  2. Click the Save icon, smartplans_save_icon.png, when ready.

number_7_red.png Restart Flow - this will restart the SmartPlan from the beginning.

  1. Set a Delay before the plan restarts, using the Set Delay action.
  2. Use the arrows to set how many times you want the SmartPlan to repeat. A SmartPlan can be repeated up to 6 times. If you wish to restart the SmartPlan more than 6 times you will have to set it to Unlimited.
  3. If you set the SmartPlan to repeat itself an Unlimited amount of times, the SmartPlan will repeat until the contact is removed or you deactivate the plan.
  4. Click the Save icon, smartplans_save_icon.png, when ready.

 

Remove a Step

1. If you want to remove a step, click the X, at the bottom right of the step.

smartplans_remove_step.png


2. Click Remove to confirm.

smartplans_confirm_remove_step.png

Save

Click Save, at the top right of the page, when you're finished.

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