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SmartPlans

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  • 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
  • Add Contacts to the Home Anniversary SmartPlan
  • Add Contacts to the Birthday SmartPlan
  • Add Contacts to the Promote My App 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?
  • When are SmartPlan emails sent out?
  • 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?
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