Managing Tags for Residential Admins

Managing Tags for Residential Admins

Managing Tags for Residential Admins


Tags allow admin's at your property to organize your residents by commonalities such as elevator banks, pet owners, floors, tiers etc. Once a tag has been created they can be used to customize the audience for any management updates, events, forms, or polls. In this article, you will learn:
  1. Creating a New Tag
  2. Assigning a Tag to a New Resident
  3. Assigning a Tag to an Existing Resident
  4. Assigning a Tag to a Unit
  5. Utilizing Tags

Creating a New Tag

Step 1
From the Property Management Portal, select Operations located in the left menu. Select Resident Management and select Tags.



Step 2
 All previously created tags will be viewable from this screen. Select Add tag from the upper right corner.



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.


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.



Step 2
Select Add Resident in the upper right corner. 



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. 


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.



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. 



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. 



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.


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.



Step 2
Select Add Unit from the top right corner.


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. 



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.



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.


Step 3
A select action drop down will appear. Select it and then select Assign Tags.



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.


Utilizing Tags

Once a tag has been created, you can use tags to send management updates, events, polls, and forms to your tagged residents. Select each title to learn more about that feature.
  1. Management Updates- Send custom management updates to individuals with selected tag(s).
    1. 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. 
    2. 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. 
  2. Events- Create a private event for individuals with the selected tag(s).
    1. 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. 
  3. Polls- Send polls to residents with the selected tag(s).
    1. 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. 
  4. Forms- Send forms to residents with the selected tag(s). 
    1. When creating a form, select Resident under respondents and select the tag(s) you wish to send the form. 

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