Using Tags as Match Profile Criteria

When creating Match Profiles, you can use Property Tags as part of the criteria.

For example, my Contact wants to look at Properties which would be suitable for a subdivision. I would create a Tag called 'Subdivision' and apply that to any Listing I have which would be suitable for subdivision.

Another example would be to come up with tags for certain areas, so rather than adding in 5 different suburbs, you could just use a tag like 'Western Suburbs'.

We recommend using System Tags, rather than ones that users add on the fly - this way they're the same across all users. Get together as a team, and come up with Tags you would all use. For info on adding System tags, get your Admin user to check out System Tags: Adding System Tags to Rex from the Admin Menu.

Adding Tags to the Extra Match Criteria

1. Make sure you have the Tag entered on your Listings if it is relevant - see Rex Concepts: Tags
2. Create a new Match Profile if you don't already have one - see Match Profiles: Add a Match Profile Campaign
3. At the bottom, click the Plus button next to Add more Match Criteria
4. Choose either:
   • Property Tags (Match All) - if you use this, the Match Profile must match all Tags you enter here for the Contact to be sent an Automatic Update
   • Property Tags (Match At Least One) - this option means that the Match Profile needs to match at least one of the Tags you enter here
5. In the Condition field, either:
   • Type out your Tag and choose it from the dropdown menu
   • Click in System Tag button over to the right and choose your Tag
6. Once you've entered all the Tags you want to include, click Done
7. Once you've finished updating the criteria, click Save
8. Click Save