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Managing Tags for Multifamily Admins

Updated

Managing Tags

Tags allow admins at your property to organize your residents by commonalities such as elevator banks, pet owners, floors, tiers etc. Once a tag has been created it can be used to customize the audience for any management updates, events, forms, or polls. In this article, you will learn:



 

Creating a New Tag

 

Step 1

From the Property Management Portal, select Operations located in the left menu. Select Resident Management and select Tags.



Operations_tag.png



Step 2

All previously created tags will be viewable from this screen. Select Add tag from the upper right corner.



Add_tag.png



Step 3

Enter the name of the tag you would like to create and select Submit. Once the tag is created you will need to assign it to a resident.



Submit.png

 

 

 

Assigning a Tag to a New Resident

Step 1

From the Admin Portal, select Operations located in the left menu. Select Resident Management and below select Residents.



Operations_residents.png

 

 

Step 2

Select Add Resident in the upper right corner. 




add_resident.png

 

 

Step 3 

It will ask you to add the resident's name, email, and phone number and will allow you to assign a tag to the resident. 



add_resident_form.png

 

 

Step 4

A drop-down box will appear with the names of the previously created tags. Select the tag(s) you would like to assign and select Apply. You can add as many tags to a resident as you would like.




dropdown_apply.png

 

 

 

Assigning a Tag to an Existing Resident

Step 1

Upon logging into the Admin Portal, select Operations followed by Resident Management from the left side menu. 



Operations_residents.png

 

 

Step 2

Select the white box next to the name(s) of all the resident(s) you wish to assign a tag or group of tags. 

 


select_residents.png

 

Step 3

Select Assign Tags in the Select Action drop down box, located at the top of the resident report. Then select the tag(s) you would like to assign and select Submit.



assign_tags.png

 

 

 

Assigning a Tag to a New Unit

You may want to assign static tags to units. These tags will stay with the unit regardless of renter or owner change.

 

Step 1

From the Admin Portal, select Operations located in the left side menu. Select Resident Management and below select Units.




operations_units.png

 

 

Step 2

Select Add Unit from the top right corner.

 

 

add_units.png

 

 

Step 3

After completing information about the unit, select Tags. A new drop-down box will appear with the names of the previously created tags. Select the tag(s) you would like to assign and select Submit. You can add as many tags to a unit as you would like. 

 


select_tags.png

 

 

Assigning a Tag to an Existing Unit

Step 1

From the Admin Portal, select Operations located in the left menu. Select Resident Management and below select Units.



operations_units.png

 

 

Step 2

Select the check box next to the Unit you would like to apply tags to.

You can select multiple Units at once if they all need to be applied to the same tag.

 


Checkbox_next_to_Unit.png

 

 

Step 3

A select action drop down will appear. Select it and then select Assign Tags.



Select_Action_Assign_Tags_Unit_Res.png

 

 

Step 4

An additional drop-down will appear. This drop-down will have all available tags that can be applied to the Unit. Select the Tags to be applied and then select Submit when finished.



Tag_Selection_Dropdown_Unit_Res.png


Utilizing Tags

Once a tag has been created, you can use tags to send management updates, events, polls, and forms to your tagged residents. 

 

  • Management Updates: Send custom management updates to individuals with selected tag(s).
    • When creating a management update, de-select Allow everyone to see management update and select Tags. Then select the tag(s) you wish to send the management update. 
    • If you also opt to send this management update as an email to residents, this will send an email to only those residents with the selected tag. 
  • Events- Create a private event for individuals with the selected tag(s).
    • When creating an invite for a tagged group of residents select Allow everyone to see event and select Tags. Then select the tag(s) you wish to send the event invite. 
  • Polls- Send polls to residents with the selected tag(s).
    • When creating the poll, de-select Allow everyone to see poll, and select Tags. Then select the the tag(s) you wish to send the poll. 
  • Forms- Send forms to residents with the selected tag(s). 
    • When creating a form, select Resident under respondents and select the tag(s) you wish to send the form. 

 

 

 

 

 

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