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Add Leads/Contacts to Team SmartPlans

KWU Bryston
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This functionality is not yet available in Command. This article has been published early so you can learn about it ahead of time.

  

 

 

 

SmartPlan text messages and emails are sent out within the window of 10am-6pm CST. If an agent attempts to start one at 7pm, although it appears that the text/email should send immediately, it may be held from being sent until 10am the following morning.

 

SmartPlans is the applet we use to automate your listing checklists, marketing touchpoints, and drip campaigns. With SmartPlans in the team Command account, all team members use standardized SmartPlans set up by the Rainmaker and associates with Unlimited permissions.

When adding leads/contacts to a team SmartPlan, keep in mind that your permission level determines who you can add to these team SmartPlans.

  • If you have Standard permissions, you are only able to add leads/contacts that you own (and are in the team Command account) and are assigned to.
  • If you have Enhanced/Unlimited permissions, you can add leads/contacts that you own (and are in the team Command account) and you can add any team owned lead/contact, regardless of who it is assigned to.

To learn how to add leads/contacts to team SmartPlans, follow the steps below:

 

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


2. Click your name, at the top right of the page, and ensure that your team is selected, not your personal account.

team_choose_team1.png


3. Click the SmartPlans icon, icon_SmartPlans.png​, on the left sidebar.


4. Click the Add Contacts icon, smartplans_add_contacts_icon.png, to the right of the SmartPlan in question.

team_sp_add_contacts.png


5. A list of your contacts will appear in the pop-up. Check the box next to the name of the contacts you want to add to the SmartPlan.

 

 
  • You can only add 50 contacts, to a SmartPlan, at a time.

  • The list of contacts in the pop-up box will only display 20 contacts at a time. At the bottom of the list, use the left and right arrows to navigate through your contacts, in the list.

    smartplans_change_pages.png
  • Filter by Tag - click the Tags button, then check or uncheck the box next to your tags, to filter the list by tag.

         smartplans_tag_filters.png

  • Sort by Name - click the Sort drop-down to choose the order in which the contacts appear.

         smartplans_sort.png

  


6. Once you select the contacts you want to add, click Add to SmartPlan.

 smartplans_add_to_smartplan.png


7.  Select when you want the SmartPlan to start:

 

 

The Birthday and Home Anniversary SmartPlans will not include this step. These SmartPlans are initiated in the lead up to the birth date and home anniversary date you add to the contact's record.

  
  • Start all now - If you select this option, the first step of the SmartPlan will begin immediately, as soon as you confirm.
    • For example, if you add 20 contacts to the Quarterly Call Plan, you will get 20 phone call reminders immediately.
  • Start all on the following date - If you select this option, use the calendar widget to choose a date to start the SmartPlan on.
    • For example, if you add 20 contacts to the Monthly Neighborhood Nurture SmartPlan, all of the initial emails will be sent on the date you choose.
  • Stagger over the next few days - If you select this option, choose the maximum number of contacts, to distribute into the SmartPlan, per day.
    • For example, if you add 20 contacts to the Quarterly Call Plan and choose a maximum of 5 contacts per day, you will get 5 call reminders today, 5 call reminders tomorrow, 5 call reminders on the third day, and 5 call reminders on the fourth day.
smartplans_timing.gif


8. Click Confirm when you are ready to start the SmartPlan, review the details, then click Confirm a second time.

 

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