A Chime Smart Plan is a robust lead nurturing feature that combines email drip campaigns with tasks to help you communicate with your leads on a continuous basis. If you choose to add a dialer package to your account, you can also build auto-texts into your campaign.
Smart Plan Basics
Watch the video below to learn the basics of creating Smart Plans.
First, navigate to the Settings page. On the left side panel, select the option for Smart Plans. Here you will see a list of all of the Smart Plans available. You will notice three categories of Smart Plans: My Smart Plans, Team Smart Plans, and Library.
Recurring Smart Plans
If you have the feature included as part of the package you have purchased with Chime, you can also explore the next video to learn more about recurring Smart Plans.
Excluding current leads in the database
With this setting, the criteria for “whenever leads meet the specified conditions” will now have the following options to select from:
- include current applicable leads
- exclude current applicable leads
With the second option, all current leads that match the specified conditions can be skipped on this Smart Plan for situations when you have already been working those leads and do not want to start them on a new Smart Plan.
*Should you want to exclude more leads, the criteria can always be edited.
Send first auto email/text during a specific time range
This option is available for "Immediately" and "Wait ___ hour(s), ___ minute(s)." When selected, if the Smart Plan is triggered before the indicated time range, the auto email/text will be sent at the first available time within that range. If triggered after the indicated range, the auto email/text will be sent the following day at the first available time within the range.
Resubscribe leads to Smart Plans if lead has accidentally unsubscribed
To resubscribe for the lead, go to Lead Profile > Smart Plans > Click on the gear icon at the top right. This switch was previously locked. Now, it can be turned back on to resubscribe the lead to Smart Plans.
Auto email Lead Variables
There are two important variables which need to be clarified:
- buyer_inquired_listing_addr. The address of the property that is associated with the lead's initial inquiry.
- trigger_behavior_listing_addr. The address of the related listing when the Smart Plan is triggered by leads requesting showings, saving listings or viewing a listing multiple times.
Lead Variables can be found here when building an email template directly in a Smart Plan:
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <email@example.com> or by phone at 1 (855) 981-7557.