Add a SmartPlan from the SmartPlans Library

The SmartPlans library contains SmartPlans created by KWRI and your associates. After a SmartPlan is added to the My SmartPlans list, you can start adding contacts and turn it on.

Note

SmartPlan text messages and emails are sent out between 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.

For more information, see Publish a SmartPlan and Publishing Best Practices.

When you add a SmartPlan, you are adding a copy of the SmartPlan to your My SmartPlans list. If the publishing agent makes any changes or deletes the SmartPlan, it does not affect the version of the SmartPlan that you are using.

To add a SmartPlan from the SmartPlans Library, complete the following steps:

1. From a browser, go to: https://console.command.kw.com.

2. Log in using your Keller Williams user name and password.

3. On the top-left corner, click Command.

4. On the left toolbar, click SmartPlans .

5. Click the Library tab, at the top of the page.

6. Find a SmartPlan from the SmartPlans Library that you want to add:

   • The SmartPlan card includes information to help you determine if this is the right SmartPlan to use:

     • SmartPlan Title

     • SmartPlan Description - The description the author added when publishing the SmartPlan. It should give you a good idea of what the purpose of the SmartPlan is.

     • Published Date - Shows you when the SmartPlan was published. This date updates if the author publishes any content edits. Some SmartPlans are timeless, like the Quarterly Call SmartPlan, but if a SmartPlan includes texts or emails, you might check to see if the content is still relevant.

     • Number of Downloads - Show you how many other associates have added this SmartPlan to their SmartPlans list.

     • Rating - Shows you the rating of the SmartPlan, using a five star system. It also shows you the number of associates who have rated the SmartPlan.

     • Steps, Duration, and Touches - Gives you a quick glance of the workflow. How many steps are included, how long will the SmartPlan run, and how many touches, or communication steps, are included.

     • Author - Shows who published the SmartPlan.

   • Click View Steps to open a pop-up that shows each step in more detail. It shows what type of steps are included (for example, email, delay, text). Hover over a task or automatic email/text, you can see the content of that step.

   Note

   If the SmartPlan includes SMS/MMS steps, you must have a Twilio account set up in Command for these to work. If you do not have a Twilio account set up, these SMS/MMS steps are skipped. For more information, see Connect to an Application.

7. After you find the SmartPlan you want to add to your My SmartPlans list, click Add SmartPlan, at the bottom right of the SmartPlan card.

8. On the Add to My SmartPlans pop-up, edit the name of the SmartPlan if necessary and click Download.

   If there this SmartPlan includes multiple linked SmartPlans, you must to download each separately. Click Download on each SmartPlan in the list. If you already have one of the linked SmartPlans, it will say Success. After you have downloaded all of the linked SmartPlans, click Download, at the bottom right of the pop-up.

The SmartPlan (or bundle of SmartPlans) appears in your My SmartPlans list, where you can add contacts. For more information, see Add a Contact.