In this video, we will elaborate on how to use Lists and Tags, and keep your Properties as organized as possible.


Lists are like a metal filing cabinet. You have multiple filing cabinets on your master lists. They are very broad with some pretty straightforward pinpoints like Expired Listings, Absentee Owner, Pre-foreclosures, High equity, Liens, etc. It's like having a big filing cabinet of Property Liens, Pre-foreclosures, and so on.


Tags are built for your own, internal list/address organization. Tags are completely optional and allow you to further segment your lists and addresses. Think of tags as the folders that you slip into your filing cabinets. They have more details, you know exactly what kind of properties are sitting in that tag or folder.



Go to Settings at the top right-hand corner, then click Data Management> Lists.

A List is a way of organizing all of your addresses in the BatchLeads interface. When you add a property address to the system, you must assign it to a list. Lists are like file folders, and each property is like a file. A list can have one property in it, or there may be thousands of properties that belong to that list.


Adopting an organizational structure with the naming of your lists will help you to better manage and segment the addresses in your database.


The Tags can also be found under the Data Management tab. 

Tags are built for your own, internal list/address organization. Tags are completely optional and allow you to further segment your lists and addresses. Think of tags as labels for your list of addresses that help you stay organized. If you’ve ever worked with a customer relationship manager (CRM) or any type of an email based contact platform (such as Mailchimp), you might have used a tagging feature to categorize people or content. In BatchLeads, tags are a way for you to label, or categorize, lists of addresses based on information you have about them.

Tags are completely customizable, so you can use them (or not use them) however you need to. You might want to create a comprehensive tagging structure to organize all your lists, or you might just need a few tags as a lightweight way to identify some key addresses. Either way, tags give you the flexibility to stay organized anyway you choose.


In the example below, the user has a tag named "Atlanta Pre-foreclosures 4/8/22". When naming your tags something specific it will make it easy to recall the exact types of properties that are saved within your account. In this example, the tag is categorized in the "preforeclosure" List or filing cabinet. 



You can also dive deeper to filter things out within your Properties Dashboard, with the Filters at the top of the screen. And you can pull lists there. 


Go to Properties> Filter


For example, the user wants to pull Pre-foreclosures that are in a specific folder. the user may have Pre-foreclosures that are in other folders but they specified those and separated them so that it is as organized as possible.

 

In the example below, the user pulls the Atlanta Pre-foreclosures tag, within the Pre-foreclosures master list, just to make that very specific or could also filter the tag alone. When the user applied that filter, they may have 246 properties that are in the Atlanta Pre-foreclosure tag that is ultimately in the Pre-foreclosure master list. If you're thinking about trying to clean up your account a little bit, you can always use your Filters and then change the list and the tag that it's on. You can also go back to the Data Management area in settings and change the names of your master list or tags.


More examples on how to organize Lists and Tags :


There are a number of ways that you can organize your Lists, and apply Tags to those lists. Your organization structure will depend on how simple or complex/detailed that you want your database to be. Tags are optional and can be applied to any lists for further segmentation. 


In general, you will want to take the following things into consideration when naming your lists:


List names should be generalized:

For example: Pre-Foreclosure, Tax Defaults, High Equity, and Probates are all good list names because they are general and not too specific. 


Tags can be used to assign specific attributes to a list:

For example if you had a list entitled "Tax Defaults", you can add the tag "Arizona July List". 


Using tags can help you keep track of which addresses you are text messaging to:

For example, you can tag a list of addresses "Cold Call July", helping you to keep tracking of which list you worked on for your cold calling campaign in July.