Tags and Automation Rules
Should tags be higher level of automation keywords or vice versa? For example, If I have 2 tags, Slab Leak and Sewer Leak and I have an auto rule that has Slab Leak,and Leak as 2 keywords and associate it with Tag "Slab Leak". I do the same for Sewer Leak with 2 keywords "Sewer Leak" and "Leak" and associate it with Tag "Sewer Leak". IF a caller says Slab Leak the activity report would show one tag of "Slab Leak" and keyword "Slab Leak", BUT if they just say "Leak" it would have 2 tags, both Sewer Leak and Slab Leak.
So to me it seems its a one to one relationship. I have a tag of "Sewer Leak" and only one keyword in the auto rule "Sewer Leak" IF I use COMMON TERMS like just leak, pipe etc and put them in each auto rule it will show multiple tags.
Sounds counterproductive to me.
ANY thoughts? Now I have these tags below setup BUT should I just have limited tags and a lot of kewords in alot of rules or many tags and many rules?
| Trenchless Plumbing Repairs |
Enabled |
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| Pipe Repair |
Enabled |
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| Foundation Leak Repair |
Enabled |
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| Slab Leak Repair |
Enabled |
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| Sewer Leak Repair |
Enabled |
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| Leak Detection |
Enabled |
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| Diagnostic Leak Repair |
Enabled |
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| Outdoor Leak Repairs |
Enabled |
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| Outdoor Pipe Repairs |
Enabled |
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| Commercial |
Enabled |
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| Residential |
Enabled |
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| Sewer Line Replacement |
Enabled |
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| Pipe Replacement |
Enabled |
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| Foundation Leak Detection |
Enabled |
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| Slab Leak Detection |
Enabled |
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| Cast Iron |
Comments
Hello Judy. This is an excellent question. I have answered it in the Conversation Intelligence section of CallRail Community so please follow this link for more information and thank you for your post.
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