To Access the Tags page.

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.

This is where you can View all of the Global Tags in your offrs Account. Global Tags are tags pre-populated into your offrs account.
You can also Create your own Custom Tags.

You will see 6 Columns:

  • Tag
  • Alias
  • Type 
  • Class
  • Expires
  • Action

Tag:

This is the Tags Main Name. You can only Edit the Tags Main Name if it's a Custom Tag. Global Tags Main Name cannot be changed.

Alias:

Because the Main Name for Global Tags cannot be changed. You can give them an Alias instead. The Alias will always Override the Tags Main Name. Alias works for both Custom and Global Tags.

Type:

This will show you weather a Tag is a Global Tag or a Custom Tag. Global Tags are Tags that come Pre-Loaded in your offrs Account. Custom Tags are Tags that you have Created.

Class:

There are 3 Main Classes for Tags:

  • GEO
  • Descriptive
  • Status

GEO: This Class will only be given to your Territories GEOID Tag. This is the Tag everyone in that Territory will get.

Descriptive: Most of your Tags will be Descriptive Tags. Just like the Name suggests. This Tag is used for Descriptive purposes.

Status: These Tags are used to help Organize Leads in the Nurturing process.

Expires:

You can Create Tags to Expire after a certain Number of Days

For Example: If you Create a Custom Tag for People you are inviting to your Open House. You will probably not need that Tag after the Open House is over. You can Choose in how many Days you want the Tag to Expire which means the Tag will be Automatically Removed from the person.

Action: 

You will not be able to modify any Global Tags
For Custom tags, the Action Column will provide a dropdown allowing you to Edit, Setup Rule, Run Rule, and Delete.

Edit: This will allow you to change the name, give it an alias (or alternate name), include it in the shortcuts (which means it will appear when you click the PEOPLE tab at the top of the screen, Lock it (which means it won't be removed via Tag Automation), or select after how many days the tag will expire.

Setup Rule: For more information about how to set up a rule for a tag, Click Here.

Run Rule: Click this ONLY AFTER you have setup a rule for the tag and you'd like it to run immediately.

Delete: Click this if you would like to delete your custom tag. It will be removed from all people it had been attached to.

You can Create your own Custom Tags by clicking on the CREATE A NEW TAG button near the top right corner.

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

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