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Labels that do work

Label Every Contact and Let the Right Follow-Up Start

Tags mark who someone is and where they came from. Use them to filter your database, build lists and trigger automations.

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What is Tags in RealtyCoworker?

Tags in RealtyCoworker are labels you attach to contacts, such as buyer, seller, past client or open house. Tags can be added by hand, in bulk, from forms or by automations. They power filters and smart lists and can trigger workflows when added or removed. Agents should avoid tags based on protected characteristics.

What’s inside

Everything in Tags.

  1. Tag contacts

    Add one or more tags to a contact to show role, source or stage.

    On the job: Tag a lead seller and home-value-request.

  2. Bulk add and remove

    Add or remove tags on many contacts at once.

    On the job: Tag every Saturday sign-in open-house-0614 in one step.

    Explore Smart Lists

  3. Tag-triggered automations

    Start or stop workflows when a tag is added or removed.

    On the job: Adding past-client starts home anniversary and check-in messages.

    Explore Automations

  4. Filter and segment

    Filter contacts and build smart lists by tag.

    On the job: Find every pre-approved buyer looking in Lakewood.

    Explore Smart Lists

  5. Tag management

    Create, rename and delete tags from settings to keep names consistent.

    On the job: Merge naming styles so your team uses one tag for first-time buyers.

  6. Tags from forms and imports

    Apply tags when contacts come in through forms, imports or automations.

    On the job: Website home value requests arrive tagged seller-lead.

How agents use it

Tags, on a real workday.

  1. 1

    Open house follow-up

    Bulk tag sign-ins after the open house, which starts a thank-you and new-listings plan for those who opted in.

  2. 2

    Lead source tracking

    Tag contacts by source so you can see which open houses, ads or referrals bring consultations.

  3. 3

    Past client care

    Tag closed clients past-client to start anniversary notes and check-ins.

How it compares

RealtyCoworker vs the tools you might be paying for.

FAQ

Tags questions, answered.

How do I tag many contacts at once?

Select contacts in RealtyCoworker or from a smart list, choose the bulk add tags action and pick tags. You can remove tags in bulk the same way, and a log shows the result. Bulk tagging works well after open houses.

Can a tag start an automation?

Yes. Automations can trigger when a tag is added or removed. For example, tagging a contact past-client can start a home anniversary plan. Texts and emails still follow opt-in rules. Removing a tag can also stop or change a plan.

Are there tags I should avoid?

Yes. Do not tag or target contacts by race, religion, national origin, familial status, disability or other protected characteristics. Fair housing rules apply to how you segment and market. Tag by role, source, timeline or price range instead.

Written by Drew Decher, Founder of T.O.M Digital Marketing · Last updated

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