SmartPlans Unsubscribe

You can manually unsubscribe someone from a SmartPlan As you create new SmartPlans, you’ll need to remove someone from an old SmartPlan which would be the same as an unsubscribe.

KW Command Tutorial video

My name is Lori Ballen and I have a real estate team in Las Vegas. We serve Las Vegas, North Las Vegas, Henderson, and Boulder City. I live and work in the Master Planned Community known as Summerlin. We would appreciate your referrals.

My brothers Jeff and Paul Helvin also own a KW Command Friendly Marketing Company called Ballen Brands. They handle imports, create smart plans, build KW websites and landing pages, manage ad campaigns, and more. You can reach them at 702-917-0755 | Ballen Brands.

To Remove 1 or More Contacts From a Smart Plan

1. Find the SmartPlans Icon on the left.
2. Click the eye icon “view” which will indicate the total number of people in that plan.
3. Find the contacts you wish to remove and click Confirm Unsubscribe.
4. You can also choose the ‘Unsubscribe All’ to remove all contacts from the SmartPlan.

To Remove SmartPlans from a Single Contact Record

1. From Contacts, search for your customer’s name
2. Open the Contact Record
3. Find SmartPlans
4. Click Unsubscribe

Remove with Archive

If you want to archive that contact, you can do so without unsubscribing from the SmartPlan and the unsubscribe will happen in the archive process.

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