SmartPlans

With SmartPlans you can automate your listing checklists, marketing touch points, and drip campaigns. You can create a custom SmartPlan or use a SmartPlan template from the Library. After you have created or added the SmartPlan to your Smart Plan list, you can add contacts and turn it on.

Not only can you use KWRI created SmartPlans from the Library, but all KW associates have the ability to publish their custom SmartPlans to the Library for use by other associates.

The following sections contain information about the SmartPlans application.

• Create a Custom SmartPlan
• Add Trigger to a SmartPlan
• Find a SmartPlan from the SmartPlans Library
• Add a SmartPlan from the SmartPlans Library
• Subscribe Contacts to a SmartPlan
• Unsubscribe Recruits from a SmartPlan
• Edit an Active SmartPlan
• Edit an Inactive SmartPlan
• Copy a SmartPlan
• Delete a SmartPlan
• Publish a SmartPlan
• Publishing Best Practices
• Unpublish a SmartPlan