A. Tags: what they are and types of tags
Tags are unique identifiers that can be associated to your contacts for different purposes, for example to: search, sort, categorize, filter and segment records in a more efficient way.
Tags are the easiest way to classify our database. If we get in the habit of tagging on a constant basis, our sales options will multiply.
Note that you can also add and manage tags with the properties, access this article to learn more.
Types of tags:
Note that Witei already provides you with a list of "system or predefined tags", i.e. tags that are already created by default in your Witei account so that you can add them to the interests section in your contacts. Example: elevator, central heating, furnished, etc.
If for your internal organization, you need to create more tags, you can create "custom tags" from the section: Settings > CRM > Tags > Create tag > Add a name in English and Spanish > Save.
Within each tag you will have the option to configure it to be used in a public or private way. Keep in mind that the "private tags" will not be shown in your real estate website or in the portals with which you synchronize the properties to which you apply it.
You will also be able to choose if you want that tag to be taken into account for the suggested property Matching or not. If it is applied to a contact, the suggested properties will be filtered taking into account this tag.
Below we show you the color legend and iconography that you will see once the tags are added in the file, so you can identify the type of tag more easily:
*Important: tags are visible to all users of the workspace, but they can only be edited, created or deleted by users with administrator permissions.
If you want to see how to manage tags, you can find detailed step-by-step and relevant information about them in the following video tutorial (spanish language):
Here are the minutes with direct links to each block of content so you can go directly to the section you are most interested in reviewing this video:
00:15 - What are tags
00:52 - How to add tags to a customer/contact
03:00 - How to apply tags in bulk to several of your customers/contacts
04:19 - How to view contact and property cross-references with tags
05:38 - How to create and manage custom tags
08:13 - How to filter your customer list and create saved searches with tags
B. Add tags to a contact
Tags help you record the interests or characteristics of your customers. Therefore, you can add them by going into the customer's file and going to the "interests" section.
It is only necessary to add as tags the characteristics that the client tells us are essential for them. Since the tag we add will determine the search results we carry out.
You can create tags from the Settings > CRM > Tags section > Create tag > Add a name in English and Spanish > Save.
Within each one you will have the option to use it publicly or privately. Each one would have a specific use that you can adapt to your needs.
You will also be able to choose if you want that tag to be taken into account for the suggested property Matching or not.
You have all the details of each type of tag in the previous section of this article that I link you here.
C. Using tags to filter contacts
Remember, you can filter customers by their tags quickly and efficiently:
1. CRM.
2. Adding the filter: Tag > is or is not > (here you specify the tag).
3. Click on: Apply.
There you will be able to see the list of contacts that contain (or do not contain) the tag by which you have previously filtered.
If you have any further questions, don't hesitate to contact us via chat!