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Auto Nurture with Follow Up Boss

Configure Auto Nurture to create Listing Alerts, Home Value Alerts, and Market Activity Alerts from Follow Up Boss contact data. Covers the four nurture scenarios, setup steps, tag-based include/exclude rules, and best practices.

Auto Nurture automatically creates alerts and enrollment sequences in RealScout using contact data from Follow Up Boss. When set up correctly, every synced contact receives relevant property content without manual configuration per contact.

Auto Nurture uses the first address only. RealScout uses the first address listed in Follow Up Boss to create Home Value Alerts — not every address on the contact record.


How Auto Nurture decides what to send

Auto Nurture checks the contact data available in Follow Up Boss and creates one or more of the following based on what it finds:

  • Listing Alert (using the contact's saved search or basic search criteria)

  • Home Value Alert (if the contact has an address on file)

  • Market Activity Alert (fallback if a Home Value Alert cannot be generated)


The four Auto Nurture scenarios

Scenario 1 — Contact engages through Auto Nurture. Triggered when a contact views a property in the monthly Popular Homes email or creates an alert through Auto Nurture. Creates a personalized Listing Alert using: the property's zip code, property type, and a price range 30% below to 20% above the viewed price. Once you learn more about the contact's preferences, edit the alert using the RealScout alert link in Follow Up Boss's custom fields panel.

Scenario 2 — Home Value Alert (contact has an address). If a contact has an address in Follow Up Boss, Auto Nurture creates a Home Value Alert for the first address listed. RealScout does not infer whether the contact is a renter, seller, or past buyer — any contact with an address on file can receive a Home Value Alert.

Scenario 3 — Market Activity Alert (fallback). If RealScout cannot generate a valuation for the contact's address, the contact receives a Market Activity Alert instead, providing zip-code level listing activity and popular local listings as a regional overview.

Scenario 4 — Monthly Popular Homes email (no search, no address). If a contact has only an email address with no property views or addresses on file, they receive the monthly Popular Homes in Your Area email. This keeps low-data contacts engaged until more information is available.


Listing Alert types: My Saved Search vs. Basic Search

Alert type

When it is created

My Saved Search

Created by the contact in their RealScout portal, or automatically by Auto Nurture when the contact views a property or is imported from a connected source (e.g., Follow Up Boss, Zillow Connect) while Auto Nurture is enabled

Basic Search

System-generated alert used when no specific saved search criteria exist

To disable automatic alert creation for a specific contact, turn off Auto Nurture for that contact from their profile in RealScout.


Before turning on Auto Nurture

  1. Remove invalid or bounced emails from your database.

  2. Verify addresses are correct, or use Contact Enrichment.

  3. Review tags and segmentation rules in Auto Nurture settings.

  4. Plan any backfill work and check email warm-up considerations for large imports.

If a contact's Follow Up Boss data is sparse, consider using marketing links or manual alert creation rather than relying on Auto Nurture.


Configure Auto Nurture

Step 1: Confirm the Follow Up Boss integration is active. Follow Up Boss must be connected via the account owner with contact sync enabled. Verify at realscout.com/agent/integrations.

Step 2: Check integration tag rules. If your integration is set to import only contacts with a specific tag (e.g., "RealScout"), only those contacts sync. If Auto Nurture is configured to enroll contacts with a separate tag (e.g., "Auto Nurture"), a contact needs both tags to be synced and enrolled. Verify tag rules if contacts are not appearing as expected.

Step 3: Configure agent-level Auto Nurture settings. Go to Auto Nurture in RealScout and choose: nurture all synced contacts, nurture only contacts with specific tags, or exclude contacts with specific tags.

Step 4: Set your default map location. For contacts without an address, RealScout sends listings within 25 miles of this default location. Set it in Auto Nurture settings by entering a central address and adjusting the radius if needed.


Best practices

Use Auto Nurture for: new portal contacts, minimal-data contacts, and long-term passive nurture.

Hold off on Auto Nurture when: you already know the contact's specific search criteria, or you are actively working a buyer or seller who you plan to set up with a custom alert instead. In those cases, create or refine alerts manually.


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