| WARNING! You must comply with the Telephone Consumer Protection Act (TCPA) and any other federal, state or local laws, including for B2B (business-to-business) calls and texts. Never call or text a number on any Do Not Call list, and do not use an autodialer or artificial voice or prerecorded messages without proper consent. For more information about the TCPA and DNC laws, visit https://www.kwconnect.com/page/industry-resource/dnc. Contact your attorney to ensure your compliance. |
SmartPlans is the applet that allows us to automate our business. Through SmartPlans, you can create custom task checklists, automatically set phone call reminders, send automatic emails and texts, and you can customize the timing of all of this.
Now, we have the ability to create awesome SmartPlans and publish them to the shared SmartPlans Library in Command. Once published, KW associates will be able to see who the publisher is and give published SmartPlans a rating, using a 5 star rating system. Anyone who has access to Command will then be able to download your published SmartPlan and start using it in their own business.
- Learn how to create a custom SmartPlan.
- Learn best practices for publishing SmartPlans.
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When adding email design steps to a SmartPlan that you want to publish, keep in mind the system only allows for a maximum of 12 email designs. You can add more than 12 in a SmartPlan for personal use, but you will see this limit when you try to publish. If you want to publish a SmartPlan that includes more than 12 designs, the best practice is to create a second SmartPlan, divide the steps between them, and then add a "Add to SmartPlan" step in the original. That way, the full workflow will contain all of the steps between the two of them, but the two SmartPlans will technically be considered separate by the system, in regards to this rule. |
To learn how to publish a SmartPlan, follow the steps below:
1. Log in to https://agent.kw.com with your Keller Williams login credentials.
2. Click the SmartPlans icon, , on the left side of the home page.
3. Find the SmartPlan that you want to publish, click the three dots, in the Actions column, and choose Publish to Library.
4. If you have included any "Add to SmartPlan" steps in your custom SmartPlan, you will need to publish each SmartPlan that is included in the workflow. The system will take you through each linked SmartPlan and have you publish.
- If you included a Keller Williams managed SmartPlan, these are automatically published. Click Next, at the top of the page.
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If you included a custom SmartPlan, you will need to add a description for the linked SmartPlan and click Publish, at the top of the page.
5. Finally, add a description for the main SmartPlan you are about to publish, then click Publish.
Now your SmartPlan will be published for other KW associates to find, download, and utilize. You will be able to see your published SmartPlans by clicking the Published tab, while on the My SmartPlans dashboard.