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 call/text package to your account, you can also build auto-texts into your campaign.
Because Smart Plans are feature-rich, functionality is best described via video. Please review the video below, but note that it does last 45 minutes as it was pulled from a hands-on training being given to Chime users:
Q: If there are text messages including in a Smart Plan and the user reaches their daily text limit for the day, does the Smart Plan pause or does the text simply fail to send?
A: The Smart Plan will auto-pause and the plan will then auto-start the following day at the same time now that there are additional texts that have become available. For more information regarding text packages, see Add Call or Text Packages.
Q: How do I exclude current leads in the database from being added to Smart Plans?
A: With this setting, the auto apply criteria for “whenever leads meet the specified conditions” has 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.
Q: Is there a way to send first auto email/text during a specific time range?
A: 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.
Q: Is there a way to resubscribe leads to Smart Plans if the lead has accidentally unsubscribed?
A: 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.
Q: Is there a limit to the number of Smart Plan steps that can be created?
A: No, there is no limit to the number of Smart Plans steps that can be created in a Smart Plans nor the duration of how long the Smart Plan can last.
Q: When building a behavior-based Smart Plan using certain triggering behaviors, will the Smart Plan be triggered every time a lead leaves a message, saves a listing, etc.?
A: No. The Smart Plan will only trigger one time based off the selected triggering behavior. It would only trigger again if it was deleted from a lead (must be done manually) and then the matching behavior occurred again. Also, keep in mind that the triggering behaviors are an OR relationship which means that if a lead leaves a message OR they request a showing OR they save a listing, the criteria here will be met. They do not have to do ALL of those (AND relationship) in order for the Smart Plan to trigger.
Q: When editing a Smart Plan, what happens to Smart Plan-generated tasks that have not yet been marked as complete?
A: If a Smart Plan is edited (changing the Smart Plan name, editing a step, etc.) while there are still tasks (created by that Smart Plan) that have not yet been marked as complete, the pending task will be deleted and a new task (triggered by the same Smart Plan step) will be created. For example, a lead, Beth, has a Smart Plan applied to her. Step 6 of the Smart Plan has created a task, Task ABC but this task has not yet been marked as complete. A Chime user/agent edits the Smart Plan resulting in Task ABC being deleted but replacing it with Task XYZ (Step 6 of the Smart Plan).
Auto Email Lead Variables
There are two important variables that 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 <firstname.lastname@example.org> or by phone at 1 (855) 981-7557.