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Edit an Active SmartPlan - Knowledgebase / Command / Smart Plans - GAP Support Team

Edit an Active SmartPlan

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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.

 

If a SmartPlan is active (active SmartPlan - you have added contacts to the SmartPlan), you cannot fully edit the content. You can change the name of the SmartPlan, email and text content, and task descriptions. That being said, you will not be able to add, remove, or reorder steps. 

 

 

The Monthly/Bi-weekly Neighborhood Nurture and Quarterly Call SmartPlans are not editable. These SmartPlans do not include content to edit.

 

To learn how to edit an active 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. From the SmartPlans list, find the plan you are going to edit and click the Edit icon, in the Actions column.


Edit the Content
You will then see the steps included in the SmartPlan, and you can edit the content, within each step, that will be sent out. At this point, we are not able to edit or add the actual steps that are in the list (since their are contacts added), just the content. See step 5 to learn how to fully edit the SmartPlan.

Content Editing Considerations

  • 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.
  • You will see Merge Fields (e.g. {contact.first.name}, {contact.last.name}, {contact.email}, ect.) in email and text steps. These will auto-populate with information from the contact record, and make a more personalized message. To add your own Merge Fields, click the Merge Fields icon, , and select from the drop-down list.

 
4. Once you have made edits, click the check mark, at the bottom right of the step, to save your changes.


5. If you need to add, remove or delete steps from this SmartPlan, you will have to duplicate it (using the Duplicate SmartPlan button on the right side of the page), fully edit the new SmartPlan, and add contacts to the new SmartPlan once you are finished editing.

 

 

 

Certain SmartPlans, such as the My Birthday and My Home Anniversary SmartPlans, are not fully editable. You have the ability to edit the content of the texts, emails, and reminders, but you will not have the ability to add or remove steps.

 


6. Once you are completely done editing the content of this SmartPlan, click Save, at the top right of the page.

 

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