When creating a Match Profile, you can use property tags as part of the criteria.
For example, say a contact wants properties that would suit a subdivision. You would create a tag called Subdivision and apply it to any listing that's suitable, then use that tag in the match criteria.
Another example is to create tags for certain areas. Rather than adding five different suburbs, you could use a single tag like Western Suburbs.
It's best to use System Tags rather than tags individual users add on the fly, so they stay consistent across everyone. Get together as a team and agree on the tags you'll all use. For how to add System Tags, your Admin user can see Adding System Tags to Rex from the Admin Menu.
Adding Tags to the Extra Match Criteria
- Make sure the tag is entered on your listings where relevant. See Tags: What Are They & Why Use Them?
- Create a new Match Profile if you don't already have one. See Creating a Match Profile
- At the bottom, click the plus button next to Add more Match Criteria
- Choose either:
- Property Tags (Match All): the match profile must match all the tags you enter here for the contact to be sent an automatic update
- Property Tags (Match At Least One): the match profile only needs to match at least one of the tags you enter here
- In the Condition field, either:
- Type your tag and choose it from the dropdown, or
- Click the System Tag button on the right and choose your tag
- Once you've entered all the tags you want to include, click Done
- Once you've finished updating the criteria, click Save
- Click Save again to save the profile