SmartPlans
- Add a SmartPlan from the SmartPlans Library
- Create a Custom SmartPlan
- Edit an Active SmartPlan
- Edit an Inactive SmartPlan
- Add Contacts to a SmartPlan
- Remove Contacts from a SmartPlan
- Publish a SmartPlan
- Best Practices for Publishing SmartPlans
- Unpublish a SmartPlan from the SmartPlans Library
- Delete a Smartplan
- Set Up Auto Add/Remove Contact Rules for SmartPlans
- Add Contacts to the Home Anniversary SmartPlan
- Add Contacts to the Birthday SmartPlan
- Add Contacts to the Promote My App SmartPlan
- Add a Contact to the Mid-Term Nurture SmartPlan
- Add a Contact to the Long-Term Nurture SmartPlan
- Add Contacts to the Quarterly Call SmartPlan
- Add Contacts to the Bi-Weekly Neighborhood Nurture SmartPlan
- Add Contacts to the Monthly Neighborhood Nurture SmartPlan
- Why would a SmartPlan step fail to send and show an error?
- Why isn't My Birthday Smartplan Working?
- Why aren't my SmartPlans sending text messages?
- What happens when a client unsubscribes from a SmartPlan text?
- What happens when a client unsubscribes from my SmartPlan email?
- Why is My Contact's Email Address Blocklisted?