Part of Spectora Advanced, Advanced Automations allow much more customization than the base Automation options in the standard software. Contact Tagging makes Advanced Automations even more powerful, allowing you to tag clients and agents so that they can receive a more customized set of emails and text messages. This can be used for:
Having a "Repeat Agent" tag that sends an abbreviated set of emails and text messages since they might already know about your process and don't need walk-throughs of how to use the report
Having an "Investor" tag that sends a different set of emails and text messages, as investors might have a different set of needs for information than the average home buyer
Having a "First-Time Home Buyer" tag that sends additional information useful to first-time home owners
To use Contact Tagging, you must first enable Advanced Automations (still currently displayed as Actions):
Once you've activated Spectora Advanced, pop into Settings->Advanced Tools and enable Actions:
Once enabled, your Contacts page will have the additional column for "Tags" and you'll be able to use tags in your Advanced Automations setup!
✨ Check out this article for a more in-depth look at Auto Tagging, and this article for common Contact Tags!
Tagging Existing Contacts
To add a tag to an existing contact, simply visit the Contacts page and select the downward arrow to edit the contact:
You can add one or more tags by typing in your tag and pressing enter or selecting "Add New Tag":
✨ Note that we automatically down case all tags to avoid issues with case sensitivity, such as "VIP agent" vs "VIP Agent".
You can also add tags while scheduling. Start typing in the "Tags" section to either assign tags you already have created OR create a new tag to save to your contact!
Managing Tags
To manage your tags, visit the Tags page:
Here you can add new tags and edit existing tags (such as renaming tags and associating a color to a tag):
Using Tags in Advanced Automations
When setting up an Adv Automation, simply add a condition such as "If Client Agent Tag is vip agent"
Now this Automation will only apply when the rule is met!
Obviously the use of Contact Tagging adds more complexity to your Adv Automations. With Advanced Automations you can sort them by Category for ease of organization (similar to the previous Action Groups):
Summary
Contact Tagging is a powerful tool that will allow you to set up complex automation conditions. It is most useful for companies that interact with a lot of different types of agents and clients.
You can still use Spectora Advanced with our original Automation system if you prefer the simple approach - just disable "Actions" in Settings.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
