Now that you've seen a brief overview of the RealScout system, the next thing you will want to do is add contacts; see the three options below!
OPTION 1 IS MANUAL
Add contacts one-by-one manually by clicking the Add Contact/Alert button at the top of the page.
Click the Add Contact/Alert button at the top-right corner of your screen.
Select Create New Contact.
Enter the required information:
Email (mandatory)
Name (optional)
Phone (optional)
Optionally, add tags to organize and automate workflows.
Save the contact.
After saving, you can:
Send a welcome email to invite the client.
Manually set up a property alert for them.
OPTION 2 IS IMPORT
Import Contacts from a spreadsheet in the contact manager. You can import up to 1,000 contacts per file.
Before you import — order matters
Import your most engaged contacts first. RealScout's email sendability grows with your sender reputation. If cold or unengaged contacts receive emails too early and mark them as spam, your sendability limit is restricted, and fewer contacts across your entire database receive alerts.
Tag every contact in the tags column of your CSV with the tier they belong to (comma-separated if they already carry other tags). RealScout starts contacts on their alerts in tag order, so one import works its way down from the top. For more information, visit Organizing Your Contacts For Tiered Imports.
Import in this order: Skipping this order can slow down how quickly you reach everyone in your database.
Tag Name | Active Range | Example |
RealScout Tier 1 | Engaged within the last 12 months. | Active leads are first. These are the most active leads you should import first. Starts sending alerts before Tiers 2 and 3. |
RealScout Tier 2 | Inactive for 12- 24 months. | Older leads are next. They start once your Tier 1 contacts are underway and your reputation is established, and before Tier 3. |
RealScout Tier 3 | Cold. | Cold contacts are last. They start after Tier 2, once your sendability has grown. |
RealScout Priority | Very important, extremely hot lead or referral. | Use this tag to move one standout lead, a hot prospect, or a big referral to the front of the line. |
OPTION 3 IS SYNCING USING AN INTEGRATION (CRM)
Connect an integration on the integrations page.
For more specific tutorials on the various integrations we offer, click here; FUB Users, click here.
Quick Guide on Choosing a Method
Method | Best For | Speed | Ongoing Sync? |
Manual entry | One-off additions: open house leads, referrals, new prospects | Immediate | No |
CSV import | Bulk uploads from a spreadsheet, another platform export, or a past client list | Minutes (depends on file size) | No |
CRM integration | Continuous automatic sync from Follow Up Boss, Cloze, MoxiWorks, BoldTrail, Rechat, or Zapier | Automatic after connection | Yes |
→ All three methods lead to the same place: Contacts
Open your Contacts page to follow along.
What Happens After Contacts Are Added
Regardless of how you add them, new contacts land in one of two states:
Awaiting Nurture: The contact is in your database but is not receiving any alerts. You can assign an alert manually, apply a tag that triggers a Template, or enable Auto Nurture to handle it.
Nurtured: The contact has at least one active alert, has Auto Nurture enabled, or has been enriched. Nurtured contacts count toward your account's nurtured contact limit.
If a contact has a home address on file, they are eligible for Home Value Alerts. If they have search criteria (from a manual alert, a Template, or Auto Nurture), they receive Listing Alerts. Contacts without either will remain in Awaiting Nurture until you or your automations take action.
Frequently Asked Questions
What if I have contacts without an email address?
RealScout requires an email address to create a contact. Rows in your CSV without an email are skipped during import. Contacts without email cannot receive alerts, so they are not added to the system.
Can I import contacts from Google Contacts or another non-CRM source?
Yes. Export your contacts to a CSV from any platform, reformat the file to match RealScout's 12-column template, and upload it at Import Contacts. The source does not matter as long as the file is in the correct format.
What happens if a contact's email already exists in my RealScout account? Duplicates are skipped during CSV import. The existing contact record is not overwritten. If you need to update an existing contact's information, edit it directly on their contact profile.
Should I enable Auto Nurture during import?
If you know your contacts well enough to build individual alerts, leave Auto Nurture off and assign alerts manually. If you have a large list of contacts and want them receiving relevant content immediately without manual work, enable Auto Nurture. You can always disable Auto Nurture for individual contacts later and replace it with a targeted alert.
Can I import tags through the CSV?
Yes. The tags column in the CSV accepts comma-separated values. Tags applied during import function identically to tags added manually, including triggering Template-based automation. Make sure tag spelling matches exactly.
How long does a CSV import take?
Most imports complete within a few minutes. Very large files (thousands of contacts) may take longer. You can navigate away from the import page and check Contacts for results.