Add Trigger to a SmartPlan

You can add a tag as a SmartPlan trigger, then any lead/contact that you add that tag to is automatically added to the SmartPlan.

• This trigger only works in the future, meaning that if a lead/contact already has the tag, they will not be automatically added to the SmartPlan.

• You can add up to 10 contact tag triggers to a SmartPlan.

• This is only to add people to a SmartPlan. If you remove a tag from a lead/contact, it will not remove them from the SmartPlan.

• If you edit a tag in your Command Settings, that tag trigger updates automatically in SmartPlans.

• Deleting a tag in Settings also removes the trigger from the SmartPlan automatically.

• Publishing a SmartPlan to the Shared Library removes all contact tag triggers from the SmartPlan.

To add triggers to a SmartPlan, 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 My SmartPlans tab, at the top of the page.

6. Click Create, at the top-right of the page or open an existing SmartPlan.

7. Click Add Trigger Event at the top of the SamrtPlan.

8. On the Choose Trigger pop-up, select the tags that will trigger this SmartPlan.

   To remove a tag, click the X next to the name.