The simplest way to identify specific groups of interests, so you can send them targeted email marketing.

Tags are labels you create to help organize your contacts. Tagging lets you bring your own contact structure into Rechat. It is the simplest way to organize and categorize your contacts. Tagging lets you easily sort, filter, segment and target contacts with campaigns designed around their specific interests and actions. It makes it easy to look up specific contacts quickly, and to be able to market to them with a click.

We recommend creating a tag for every key group of contacts you'd like to send a message to. You can easily create any custom tag in Rechat CRM. Some tags recommended for Realtors are as follows:

  • Buyer

  • Seller

  • Past Client

  • Hot list (recommended by Ninja selling, referring to any of your contacts who are going to purchase within the next 3 months).

  • Warm list (anyone who is considering buying in the next 3-12 months)

Other suggestions for tags to help with your marketing initiatives or just organize your database:

  • Hobbies: If you share specific hobbies with your contacts like Wine, Car, Travel or Sports teams.

  • Tag specific contacts who you might want to market to for special events, e.g. Mother and Father are good tags so you can send Happy Mother's or Father's day cards.

  • If you have special types of buyers you can tag them as such: Investor, Land, Commercial.

  • Tagging by neighborhoods, zip codes and pockets might also be helpful.

  • Vendor: Used as a generic tag or the type of specific service they offer.

In Rechat you can create a marketing email, or compose a normal email and type in a tag and any contact in your CRM with that tag will receive a copy of that email.

When sending an email to multiple tags, Rechat will make sure all contacts get only one copy of the email even if they show up in multiple tags. Rechat will remove the duplicates before sending out the email so your contacts would not be spammed.

Touch Reminders (Automation)

In Rechat you have the ability to set a Touch Reminder on a tag. This basically means that Rechat will automatically track when you were last in touch with a contact in that specific tag, and if your last touch is more than what you have set as the touch frequency for that tag, then Rechat will send you a reminder to get in touch with them.

For example, you might put 45 days for your Past Client Tag. And if you have a contact tagged as Past Client and you have not been in touch with them for more than 45 days, then Rechat will notify you that you are falling out of touch with that contact and need to take action.

How to tag a single contact

You can tag any of your contacts by either going to the contact profile, or going to the main contact tab where you will see a list of all your contacts.

How to tag multiple contacts at once (bulk tagging)

  1. From the main menu click on Contacts.

  2. Select the contact you want to tag by hovering over them and enabling the checkbox.

  3. At the bottom of screen, a toolbar opens up. Click Tag on the toolbar.

  4. A dialog opens up with the list of your tags. Select the tags you want to apply to contacts you selected.

  5. Click Save.

Last updated