Tag, You’re It: Why Audience Tagging Matters in Your Real Estate CRM
- Bonita Barnes
- Apr 14
- 2 min read
Updated: Apr 15
Written By: Bonita Barnes 3/10/2025
In this article:
If you’ve ever tried to send the perfect message to the wrong person (oops), you already get why audience tagging is kind of a big deal.
In simple terms, tags are labels you assign to contacts in your database to organize them based on their relationship to your business. Think: “buyer lead,” “past client,” “open house guest,” or even something hyper-specific like “loves mid-century homes” or “Sarasota – Snowbird.”
These little tags do a lot of heavy lifting behind the scenes. Tags work directly with automation sequencing to get the right message to the right client at just the right time.
So, why does tagging matter?
Personalization, at scale.When your contacts are tagged accurately, your marketing feels tailored—because it is. You’re not blasting a first-time buyer guide to someone who just sold their second home with you.
Automation knows what to do.Many email platforms and CRMs (especially when tied to tools like Agent Booster) use tags to trigger automations. That means your "buyer lead" tag might drop someone into a carefully timed nurture sequence, without you lifting a finger.
You won’t lose warm leads.Without proper tags, warm leads might just sit in your CRM untouched. Tagging helps your tech recognize when someone should hear from you—and with what message.
Automatic Tags vs. Manual Tags
Sometimes tags are applied automatically—like when someone opts into your newsletter or fills out a form on your website. But not every contact takes that path.
If you manually add someone to your CRM (think: networking event, open house, or someone who DM’d you), you need to tag them manually so your systems know how to treat them. Otherwise, they might fall through the cracks—or worse, get irrelevant content that turns them off.
Smart Tags to Use in Your Agent Booster Workflow
Here are a few tags that keep your database working smarter, not harder:
Buyer Lead
Seller Lead
Past Client
County or Town (for hyper-local market updates)
Home Purchase Anniversary (great for loyalty campaigns)
Referral Source (to track who’s sending people your way)
These tags allow you to segment your audience, send timely and useful content, and avoid overloading people with info they’re not ready for.
Your database isn’t just a contact list—it’s a living, breathing tool. The more accurately you tag your people, the better your marketing performs. It's not about blasting more emails—it's about sending the right ones, to the right folks, at the right time.
So, if you’re building your list, updating your CRM, or adding in a few new folks this week, take a second to tag ‘em up. Future you—and your future commissions—will thank you.
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