Tag Rule allows you to Automatically Tag People that fit a Criteria that you Choose.

You can Base your Criteria on either Property Information or Zip Code.
You Cannot use Both.

You can only Create Tag Rules for Custom Tags you Created.
You Cannot Create Tag Rules for Global Tags.

Click Here for more Information on how to Create a Custom Tag.

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To Access the Tag Rule.

Click on Your Name in the top right corner.
A menu will open.
Click on the Account Settings item.

In the Advanced menu.
Click on the Tags item.

Click the Menu Icon to the right of your Custom Tag.
A menu will open.
Click on the Setup Rule item.
A window will open.

Here you will Choose to Base the Rule on Property Information or Zip Code.
You will see Two Tabs near the top of the page.
Click on the Tab you want to Base your Rule on.

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Property Information.

If you Choose to have your Tag Rule be Property Information Based.

You have 12 Options to Choose from
You can Choose any Option, or Combination of Options, you want.

The 12 Options:

  • Score
  • Market Value
  • Number Bedrooms
  • Number Bathrooms
  • Square Footage
  • Year Built
  • Owner Description
  • Owner Occupied
  • Owner Relationship
  • Pool
  • Property Type
  • View

Score:

Choose the Score Range of People you want given this Tag.

Market Value:

Choose the Market Value Range.
Properties that fit into your Selected Range will be given this Tag.

Number Bedrooms:

Choose the Range of Bedrooms.
Properties that fit into your Selected Range will be given this Tag.

Number Bathrooms:

Choose the Range of Bathrooms.
Properties that fit into your Selected Range will be given this Tag.

Square Footage:

Choose the Range of Square Footage.
Properties that fit into your Selected Range will be given this Tag.

Year Built:

Choose the Range of Years a Property was Built.
Properties that fit into your Selected Range will be given this Tag.

Owner Description:

Choose the Description of the Owner.

Click on your Preference in the window to the right.
You can only Choose 1.

Owner Occupied:

Choose if you want Owner Occupied Properties to be given this Tag.

Click on your Preference in the window to the right.
You can only Choose 1.

Relationship:

Choose the Relationship of the Owner you want given this Tag.

Click on your Preference in the window to the right.
You can only Choose 1.

Pool:

Choose if you want Properties that have Pools or other outdoor Features you want given this Tag.

Click on your Preference in the window to the right.
You can only Choose 1.

Property Type:

Choose the Type of Property you want given this Tag.

Click on your Preference in the window to the right.
You can only Choose 1.

View:

Choose the View from the Property you want given this Tag.

Click on your Preference in the window to the right.
You can only Choose 1.

When ready.
Click the CREATE PROPERTY TAG RULE button near the bottom right corner.


Now you need to Run the Rule.

Back on the Tags page.
Click on the Menu Icon next to the Tag you just Setup the Rule for.
A menu will open.
Click on the Run Rule item.

If you don't Run the Rule.
The Rule you Created will Not go into affect. 

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Zip Code

Click on the ZIP tab near the top of the window.

You have 2 Options:

  • Property Address ZIP
  • Owner Address ZIP

Property Address ZIP:

Choose the Zip Code of the Properties you want given this Tag.

Click on your Preference in the window to the right.
You can only Choose 1.

Owner Address ZIP:

Choose the Zip Code of the Owners you want given this Tag.
This is for Properties that are not Owner Occupied.

Click on your Preference in the window to the right.
You can only Choose 1.

When ready.
Click the CREATE ZIP TAG RULE button near the bottom right corner.

Now you need to Run the Rule.

Back on the Tags page.
Click on the Menu Icon next to the Tag you just Setup the Rule for.
A menu will open.
Click on the Run Rule item.

If you don't Run the Rule.
The Rule you Created will Not go into affect. 

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