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Tags Overview

In this article, learn how to add listings to tags, share tag folders with clients, and manage tag alerts in the Perchwell mobile app.

When to Use Tags

Tags help you group listings so you can track changes and share a curated set of properties with clients. Also known as collections, carts, and Folders in similar platforms.


Add Listings to a Tag

Add listings to a new or existing tag directly from Search or a Listing Detail Page.


Add a Listing from Search

Steps:

  1. Tap Search in the bottom navigation

  2. Switch to the Listings view

  3. Tap the checkbox next to the listings you want to tag

  4. Tap Actions

  5. Choose Add tag

  6. Select an existing tag or create a new one

  7. Tags are highlighted when successfully added


Add a Listing from the Listing Detail Page

Steps:

  1. Open the Listing Detail Page

  2. Tap the three dots in the top right corner

  3. Select Add Tag

  4. Select an existing tag or create a new one

  5. Tags are highlighted when successfully added


Access a Tag Folder

Quickly locate a tag and open it to see the listings inside.

Steps:

  1. Tap Tags in the bottom navigation

  2. Search for a tag name or scroll to browse the full list

  3. Tap the tag name to open it

  4. Tap Show Items in Selected Tags to view the listings inside


Share Tags with Clients

Share a public link that opens a branded page with all the listings in your tag.


Copy and Share a Tag Link

Steps:

  1. Tap Tags in the bottom navigation

  2. Find the tag you want to share

  3. Tap the three dots next to the tag name

  4. Choose Copy Link

  5. Send the link by text or email, or post it on your website

πŸ’‘ Tip: The link copies to your clipboard automatically.


What Clients See in the Shared Tag View

The shared page shows a client-friendly view of the listings in your tag.

It includes:

  • Listing photos

  • Key property details

  • Links to open individual listing pages

It does not include:

  • Listing agent contact information

  • Internal listing details

  • Private documents or notes


Tag Alert Management

Tag Alerts send agent-only notifications when listings in a tag change. Customize which alerts you receive for each tag.


Configure Tag Alerts

Steps:

  1. Tap the three dots next to the tag

  2. Choose Edit tag

  3. Toggle each Alert Setting to customize when you are notified:

    1. Price Changes

    2. Status Change

    3. New Listings

πŸ’‘ Tip: quickly turn alerts on or off, tap the three dots next to the tag and select Turn On Alerts or Turn Off Alerts.


What Is Included in Alert Emails

Each alert email includes:

  • A subject line with the listing address and type of update

  • A link to the Listing Detail page

  • A link to the tag folder

  • A short summary of what changed


View and Update Tag Settings

Steps:

  1. Tap Tags in the bottom navigation

  2. Tap the three dots next to the tag

  3. Choose Edit tag to access:

    1. Tag name

    2. Copy shareable link

    3. Customize alerts

    4. Delete or Duplicate


Tips

  • Share one tag link to highlight a curated set of listings for a client, your website, or social channels. The tag name will appear on the shared page.

  • Turn on Tag Alerts when you want to monitor listing changes without re-running the same search.

  • Tag Alerts notify agents only. Clients do not receive these emails.

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