If you're an Agent, click here to learn about segmenting your contacts.
Segmenting your contacts can be done in a multitude of ways. You can segment by category, tag, source, status, and advanced filtering.
Categories are a great way to segment out your contacts. It is the easiest way to place contacts in specific groups. You are able to add custom categories to your account to better suit your segmentation needs.
You are able to view categories as well as add them from the contact list page. Clicking on the category will open a pop up where you can select or deselect any categories.
You can also filter out a specific category to see that list.
You can also create an advanced filter to easily view a list of a few categories or multiple categories at a time.
Tags are a quick way to sort and categorize your contacts. Categories are more standardized while tags are flexible. Examples of tags are “Met at open house 1/2/2019” or “Lives in gated community” You can add tags the same way as categories, from the contact list page.
You can also create advanced filters to see a list of contacts in a certain tag.
On the contact list page you will find a blue filter button. The filter tab will give you many options to segment out your contacts.
You can filter by Status, Category, Frequency of Property Alerts, and Assignment of Contacts. You will also be able to create multiple advanced filters based on any criteria entered into the system.
IMPORTANT: Any advanced filter that you create will translate into a recipient list that you can choose when sending out an email campaign.