Follow along as Elena Kee from Kee Technology helps you set up automations and tasks using RealScout tags triggered by different "hand raising" actions on RealScout!
Elena's Automation Cheat Sheet + a Bonus hack & download and save her awesome templates to start tracking your leads today!
The steps and templates were presented by Elena Kee of Kee Technology — watch her video walkthrough for setup tips and swipeable automation templates.
How automated tags work:
RealScout sends specific activity in FUB, applies a tag, and lets you trigger automations when a prospect: sends a message, views/saves a property, views Market Activity or Home Value Alert (HVA), or requests a valuation.
Tags are behavioral signals; attach workflow (emails, calls, tasks) accordingly.
The six tags and recommended actions in:
Follow Up Boss
RealScout Message Sent— Direct hand-raise.Automation: immediate acknowledgment email + assign call/task.
RealScout Property Viewed 3+— High buyer interest.Automation: assign immediate call; follow-up text next day if no response.
Note: skip extra auto-email if you use the general property-view automation.
RealScout Market Activity Viewed— General interest.Automation: send email + assign call; add a “last email > 1 day” condition to avoid duplicates.
RealScout HVA Viewed— Seller curiosity/potential intent.Automation: seller-focused email + assign call task.
RealScout Property Saved— Strong buyer interest.Automation: assign call immediately; follow-up text next day if needed.
Note: avoid a second automated email if covered by the general activity automation.
RealScout HVA Valuation Message— High seller intent.Automation: immediate response email + assign call to schedule consultation.
Bonus hack — “All Property Views” automation
Create a single automation for any property view/save on your RealScout site (send email + assign call).
Let that general automation handle the first email so tag-based automations (
RealScout Property Viewed 3+,RealScout Property Saved) can remain task-focused and avoid double emails.
Best practices & implementation
Do not manually create these tags: RealScout will push and create these for you with the first actionable event for any associated lead.
Please do implement Elena Kee’s swipe-and-steal automation templates and watch Andrea Gil's FUB Trainings for step-by-step setup and examples.
Optional: Test with a sample contact and ensure tasks or tags assign as expected