Auto Tagging

Contact Tagging powered up

Josh Koontz avatar
Written by Josh Koontz
Updated over a week ago

We are happy to introduce Auto Tagging for Spectora Advanced. Expand your capabilities when it comes to scaling your business relationships leveraging this new automation workflow and grow your revenue because of it!

As the next evolution to the power of contact tagging you can now leverage Auto Tagging based on rules you define. Check it out in the new tab in Contacts labeled Tag Manager.

  • Add new tags or edit your current ones to add Auto Tagging rules to the individual tags

  • If some of your tags don't need Auto Tagging rules that is fine to as they are not required for adding tags

  • Rules can apply to tagging Agents (generally or specifically as a Buyer's or Seller's Agent) or Clients

  • Rules can be based on Inspection Count, Inspection Revenue or Days since first or last inspections

  • Rules based on Inspection Count or Revenue can also include an optional time frame limitation

  • Rules can be combined to apply a tag

  • Auto Tagging can even remove tags based on failure of the defined rule

  • Tagging happens once a day (late at night/early morning) based on the info associated with the Agent/Client at that time

Make sure to combine Auto Tagging with Actions and/or Mass Email to streamline your back office!

As always please feel free to reach out to the bubble for any help if you run into any issues using the feature. Happy Tagging!

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