We now have the ability to send one-off emails to your recruits, without having to create a SmartPlan. You can use bulk actions on the Recruit Management tab, in Recruits, or you can send a one-to-one email from within a recruit details record. Once you send an email to a recruit, it will be logged on their Recruit Timeline.
This functionality utilizes your Command Email subscription (every associate and leader gets 5000 free emails per month), which ever leader sends the email is the person whose Command Email credits are charged.
To send a one-off email to your Recruits in CommandMC:
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. Click to access the Recruits Applet, , on the left side of the page.
4. From the database view, either use the bulk selector on the Recruit Management tab to select up to 500 recruits and click Send Email (bottom of the page), or click the + to the right of any recruit and select Send Email.
You can also go to the a recruit's details page, click on their email address and select Command Email.
| When bulk selecting recruits to send the email to, the tool will let you select any number of recruits, but the email will only send if you have selected 500 or less recruits. |
Compose and Send
1. In the "To" field, you can see all of the recruits you added, click the X, on a recruit, to remove them from the email. You cannot add new recipients here, only remove.
- When sending to multiple recruits, recipients will not be able to see that you sent this to multiple people at once, when they receive the email.
2. Enter the Subject of the email.
3. Next, enter the Body of the email. There are a few formatting options you have here:
- Font/Size
- Bold
- Italics
- Underline
- Text Color
-
Clear Formatting
- highlight the text you want to clear formatting for, then click this option.
- Bullet points
/numbered list
- Alignment
-
Add Emoji
- choose from a full selection of emojis to add to the email.
-
Insert Link
- make sure to highlight the text you want to hyperlink before clicking this option.
-
Attach File (bottom of the modal) - 10 attachments maximum, 5MB max total attachment(s) size
- Attachment types available: audio/basic, audio/L24, audio/mp4, audio/mpeg, audio/ogg, audio/vnd.rn-realaudio, audio/vnd.wave, audio/3gpp, audio/3gpp2, audio/ac3, audio/webm, audio/amr-nb, audio/amr, video/mpeg, video/mp4, video/quicktime, video/webm, video/3gpp, video/3gpp2, video/3gpp-tt, video/H261, video/H263, video/H263-1998, video/H263-2000, video/H264, image/bmp, image/tiff, text/vcard, text/x-vcard, text/csv, text/rtf, text/richtext, text/calendar, text/directory, application/pdf, application/vcard, application/vnd.apple.pkpass.
- Signature (bottom of the modal) - see the next step for more info!
4. If you want to add a signature, click Signature, at the bottom of the modal, and select the signature you want to add to the email.
5. At the bottom of the Compose Email modal, you will see how many remaining Command Email credits you have left for the month. If you need to add more, click Manage Subscription and you can increase your subscription.
6. Once you are ready, click Send, at the bottom right of the modal.
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