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Create a Custom MC SmartPlan

Bryston Royer
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In Command MC, Market Center or Regional leadership can create customized Command MC SmartPlans for recruitment purposes. When creating the Command MC SmartPlan, it can be as short as one day or it can go on for up to a year. The creation of a Command MC SmartPlan is just like the creation of agent SmartPlans in Command. However, during the creation of the Command MC SmartPlan, the author will have the opportunity to designate or assign staff member roles to certain MC SmartPlan steps (Phone calls, text messages, tasks, and emails). 

To create a custom Command MC SmartPlan: 

 

Access

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


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

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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.

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


5. Click Create at the top right of the page.

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6. Enter your SmartPlan name and click Apply.

command_mc_smartplan_name_click_apply.png

 

Select an Action

Click on an action from the right side of the screen, to add it to the SmartPlan workflow. Once it is added, scroll to that added action step 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. Select whether or not the task will be assigned to the default designated agent.
  2. Set a due date (# of days).
  3. Select the task type: touch or non-touch
  4. Name the task.  
  5. Enter a task description.
  6. Add any hyperlinks that are applicable  to the reminder.
  7. 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. Select whether or not the phone call will be assigned the default designated agent.
  2. Set a due date (# of days).
  3. Name the phone call.  
  4. Enter a description for the phone call.
  5. Add any hyperlinks that are applicable  to the phone call.
  6. 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 staff member.
  2. Type out the content of the email.
  3. Enter an Email Subject.
  4. Click the Save icon, smartplans_save_icon.png, when ready. 

If a staff member reaches their Command Email limit and upgrades their Command Email Subscription in the middle of a SmartPlan email, any email that was supposed to trigger but failed will not be retried. The failure will be written to the Recruit's Timeline and the SmartPlan will move on to the next step.

 

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 whether or not the text message step will be assigned to the default designated staff member.
  2. Select the message type.
  3. Type out your message(s).
  4. 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.

recruits_text_message_step_mc_sp.png

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.

 

number_5.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.pngAdd 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.

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Save

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

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