Setting Up and Manage Tag Alerts
1. Open the Tags Page
From anywhere in Perchwell, click the Tags tab in the navigation bar.
2. Find the Tag You Want to Manage
Use the search bar to locate a tag quickly.
3. Manage Alert Settings
Click the pencil icon next to the tag.
Choose the updates you want to receive, such as new listings, price changes, or status changes.
You can also turn alerts off completely.
4. Save Your Preferences
Click Save to confirm your updates.
5. Quickly Toggle Alerts
Click the bell icon next to a tag to turn alerts on or off without opening the full settings.
6. Share Tags with Clients
Select the shared tag icon to generate a link.
Copy the link to send via text or email.
7. What Clients Will See
Clients who open your shared link will see a custom site with your brokerage branding and contact information.
They can click any listing tile to view full property details in the client portal.
Tips and Best Practices
Review your tag alerts regularly to stay focused on your current clients and priorities.
Use quick toggle to manage notifications without leaving the Tags page.
Create tags that align with client needs, geographic areas, or price ranges to streamline updates.