When RealScout connects to Follow Up Boss, contact actions are automatically logged and tagged in Follow Up Boss. Turn those tags into Smart Lists to prioritize high-intent and hand-raising activity without checking RealScout manually.
Smart Lists are dynamic. They reflect the current state of tags on each contact. When a tag is applied, the contact enters the list. When a tag is removed, they drop off automatically — and re-enter on their next qualifying action.
How RealScout activity appears in Follow Up Boss
When a contact views properties multiple times, saves a property, sends a message, or views an alert, RealScout logs a note in Follow Up Boss and applies a corresponding tag. These tags power your Smart Lists.
Tag categories
Hand-Raising Tags (Immediate Attention)
RealScout Message SentRealScout HVA Valuation Message
Use case: Feed a "Respond Immediately" Smart List for contacts who directly reached out.
High-Intent Tags (Priority Follow-Up)
RealScout HVA ViewedRealScout Property SavedRealScout Property Viewed 3+RealScout Showing Request MessageRealScout Open House Info Viewed
Use case: Feed a "High Intent Activity" Smart List for contacts demonstrating buying or selling signals.
Create Smart Lists in Follow Up Boss
Smart List 1: Hand Raisers
Go to People → Create new Smart List.
Filter by Tag:
RealScout Message SentandRealScout HVA Valuation Message.Review this list daily.
Smart List 2: High Intent Activity
Create a new Smart List.
Filter by Tag: include all High-Intent tags listed above.
Review regularly to surface engaged buyers and sellers.
Keep Smart Lists current with tag cleanup
Manual method: After responding to a contact, remove their engagement tag. The tag will reapply the next time the contact takes the same action.
Automated method (recommended) — Create an Action Plan:
Go to Action Plans → Create new plan.
Name it (e.g.,
Remove RealScout Message Sent).Add action: Remove Tag → select the tag.
Set delay: 14–15 days.
Save.
Create an Automation:
Go to Automations → Add Automation.
Trigger: Tag Added → choose the tag.
Action: run the Action Plan created above.
Enable Allow multiple runs.
Save and enable.
Tags now auto-remove after your defined period, keeping Smart Lists clean while allowing contacts to re-enter on their next qualifying action.
Location segmentation
Follow Up Boss can auto-tag contacts by city or zip code when they search specific areas in RealScout. Use location-based tags for geo-targeted Smart Lists and farming campaigns.
Recommended list structure
List Type | Tags Included | Purpose |
Hand Raisers | Message Sent, HVA Valuation Message | Immediate response |
High Intent | Property Saved, Viewed 3+, HVA Viewed, Showing Request, Open House Viewed | Priority outreach |
Location-Based | Auto-tagged by zip or city | Geographic targeting |
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