Add Recruits to CommandMC SmartPlans

In CommandMC, SmartPlans is the Applet we use to stay in touch with recruits during the recruitment process. Before you can start utilizing an CommandMC SmartPlan, you must go to the SmartPlans library and add it to your Market Center/Region SmartPlans list, or create a custom CommandMC SmartPlan. Once it is in your Market Center/Region SmartPlans list, you can start adding recruits and get it started.

To add recruits to CommandMC SmartPlans:

Access

1. Log in to https://agent.kw.com with your Keller Williams login credentials.

2. Click CommandMC at the top of the page.

3. With CommandMC SmartPlans, you can utilize these with either your Market Center or Regional recruit pipelines, but these SmartPlans lists are kept totally separate. If you have Regional and Market Center roles, click your name, at the top right of the page, and ensure the correct profile is selected.

Bulk Add Recruits to a SmartPlan

1. Click to access the Recruits Applet, , and then select the Recruit Management tab, at the top of the page.

2. Select the recruit(s) you want to add by checking the box to the left of their name, then click Add to SmartPlan, at the bottom of the page.

3. A panel will come out from the right side of the screen, click Select, to the right of the SmartPlan you want to add the recruit to.

• If your SmartPlan list is long, you can use the SmartPlan search to find exactly what you need.
• If you can't find the SmartPlan you are looking for, you might need to either add the SmartPlan from the SmartPlans Library, or create a custom SmartPlan.

4. If any of the recruits you are adding are missing key pieces of information, you will see a pop-up that shows who they are and what info they are missing. These issues include things like missing a phone number (if there is a text step or a step that needs to pull in the recruit's phone number using a merge tag), missing an email address (if there is an email step), etc. 

• At the bottom right of the pop-up, you can click to Remove Recruits with Errors. This will add all of the original recruits except for the recruits on this list.
• At the bottom right of the pop-up, you can click Add to Plan Anyway. This will add all of the recruits, regardless of the errors it will potentially create. Using this method, you could then fix those exported recruits after they have been added.

5. Select when you want the SmartPlan to start:

• Start all now - If you select this option, the first step of the SmartPlan will begin immediately, as soon as you confirm.
  • For example, if you add 20 recruits to the Quarterly Call Plan, you will get 20 phone call reminders immediately.

• Start all on the following date - If you select this option, use the calendar widget to choose a date to start the SmartPlan on.
  • For example, if you add 20 recruits to the Monthly Neighborhood Nurture SmartPlan, all of the initial emails will be sent on the date you choose.

• Stagger over the next few days - If you select this option, choose the maximum number of recruits, to distribute into the SmartPlan, per day.
  • For example, if you add 20 recruits to the Quarterly Call Plan and choose a maximum of 5 recruits per day, you will get 5 call reminders today, 5 call reminders tomorrow, 5 call reminders on the third day, and 5 call reminders on the fourth day.

6. Check the TCPA disclaimer confirmation checkbox, then click Confirm when you are ready to start the SmartPlan.

Add Recruits Through the SmartPlans Applet

1. Click to access the SmartPlans Applet,, on the left side of the page.

2. Click the Add People icon, , to the right of the SmartPlan in question.

3. A list of your associates and recruits will appear in the pop-up, each designated by the corresponding Applet icon (Recruits - / Associates - ). Check the box next to the name of the recruits you want to add to the SmartPlan.

• Click the Tags button, then check or uncheck the box next to your tags, to filter the list by tag.
• Click the Sort drop-down to choose the order in which recruits/associates appear.
• The list of recruits/associates in the pop-up box will only display 20 at a time. At the bottom of the list, use the left and right arrows to navigate through your recruits/associates, in the list. You can only add 50 recruits/associates to an MC SmartPlan, at a time, in this way.

4. Once the recruits are selected, click Add to SmartPlan, at the bottom right of the modal.

5. If any of the recruits you are adding are missing key pieces of information, you will see a pop-up that shows who they are and what info they are missing. These issues include things like missing a phone number (if there is a text step or a step that needs to pull in the recruit's phone number using a merge tag), missing an email address (if there is an email step), etc. 

• At the bottom right of the pop-up, you can click to Remove Recruits with Errors. This will add all of the original recruits except for the recruits on this list.
• At the bottom right of the pop-up, you can click Add to Plan Anyway. This will add all of the recruits, regardless of the errors it will potentially create. Using this method, you could then fix those exported recruits after they have been added.

6. Select when you want the SmartPlan to start:

• Start all now - If you select this option, the first step of the SmartPlan will begin immediately, as soon as you confirm.
  • For example, if you add 20 recruits to the Quarterly Call Plan, you will get 20 phone call reminders immediately.

• Start all on the following date - If you select this option, use the calendar widget to choose a date to start the SmartPlan on.
  • For example, if you add 20 recruits to the Monthly Neighborhood Nurture SmartPlan, all of the initial emails will be sent on the date you choose.

• Stagger over the next few days - If you select this option, choose the maximum number of recruits, to distribute into the SmartPlan, per day.
  • For example, if you add 20 recruits to the Quarterly Call Plan and choose a maximum of 5 recruits per day, you will get 5 call reminders today, 5 call reminders tomorrow, 5 call reminders on the third day, and 5 call reminders on the fourth day.

7. Check the TCPA warning confirmation checkbox, then click Confirm when you are ready to start the SmartPlan.