Add Associates to CommandMC SmartPlans

In CommandMC, SmartPlans is the Applet we can use to automate emails and tasks with associates in your Market Center. Before you can start utilizing an CommandMC SmartPlan, you must go to the SmartPlans library and add it to your Market Center SmartPlans list, or create a custom CommandMC SmartPlan. Once it is in your Market Center SmartPlans list, you can start adding associates and get it started.

To add associates 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.

Bulk Add Associates to a SmartPlan

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

2. Select the associate(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 associate 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 associates 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 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.
• You can also click Cancel, which will allow you to amend the list of selected associates and try again.

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 associates 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 associates 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 associates, to distribute into the SmartPlan, per day.
  • For example, if you add 20 associates to the Quarterly Call Plan and choose a maximum of 5 associates 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 associates 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 associates are selected, click Add to SmartPlan, at the bottom right of the modal.

5. If any of the associates 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 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.
• You can also click Cancel, which will allow you to amend the list of selected associates and try again.

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 associates 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 associates 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 associates, to distribute into the SmartPlan, per day.
  • For example, if you add 20 associates to the Quarterly Call Plan and choose a maximum of 5 associates 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 disclaimer confirmation checkbox, then click Confirm when you are ready to start the SmartPlan.