Organizing RealScout Engagement in Follow Up Boss Using Tags and Smart Lists
When RealScout connects to Follow Up Boss, client actions are automatically logged and tagged in FUB. Turn these tags into Smart Lists to prioritize high-intent and hand-raising activity.
How RealScout Activity Appears in FUB
When a contact views properties multiple times, saves a property, sends a message, or views alerts, RealScout logs a note in FUB and applies a corresponding tag. These tags power your Smart Lists.
Tag Categories
1. 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.
2. 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 Sent,RealScout HVA Valuation MessageReview daily
Smart List #2: High Intent Activity
Create new Smart List
Filter by Tag: Include all High-Intent tags listed above
Surfaces engaged buyers and sellers
Tag Cleanup
Manual Method
After responding to a contact, remove their engagement tag. The tag will reapply on their next 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 tag
Set delay: 14–15 days
Save
Create an Automation:
Go to Automations → Add Automation
Trigger: Tag Added → Choose 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 future engagement.
Location Segmentation
FUB can auto-tag contacts by city or zip code when they search specific areas in RealScout. Use this for geo-based Smart Lists and farming campaigns.
Recommended List Structure
List Type | Tags Included | Purpose |
Hand Raisers | Message Sent, HVA Valuation Message | Immediate response |
High Intent | Saved, Viewed 3+, HVA Viewed | Priority outreach |
Location-Based | Auto-tagged by zip/city | Geographic targeting |
Recommended Follow Up Boss Resources
Creating Action Plans and Automations: How to Create Action Plans and Automations to auto remove tags
Using Templates per TagFUB Support Articles: FUB Templates you can use (copy per tag)