Working with tags

Tags allow you to quickly add commonly used phrases, keywords or identifiers. Instead of typing the same things repeatedly, you can build up a library of tags and insert them with a single click.

What are tags?

Tags are short text snippets that you save for reuse. They are shared across your organization, so any tag you create will be available to your colleagues.

Examples:

• Property features: “Garden”, “Garage”, “Pool”
• Conditions: “Needs renovation”, “Move-in ready”
• Categories: “Investment opportunity”, “Family home”
• Notes: “Chain-free”, “Probate sale”
• Channels: “Property portal”, “Walk-in”

Using tags on a form

When available, you will see a list of your saved tags below a text field.

To add an existing tag: Click on the tag name. It will be inserted into the text field.

To create a new tag: Type the tag name in the search box and press Enter. The tag will be added and saved for future use.

Managing tags

Deleting a tag: Click the X button next to any tag to permanently remove it from your organization. This will not affect any forms where the tag has already been used.

Tips for effective tagging

Keep tags short and specific. A tag like “Garden” is more useful than “Has a nice garden at the back”.

Use consistent naming. Decide on a convention and stick to it. For example, always use “3 bed” rather than mixing “3 bed”, “3 bedroom”, and “Three bedrooms”.

Don’t overdo it. Tags work best for genuinely repetitive content. If something is unique, just type it directly.