Skip to main content

Automate Actions by using RealScout Tags

Use system tags to archive contacts or disable alerts automatically, and custom tags to segment contacts and auto-assign Templates. Covers all tag types, rules, and Template pairing.

RealScout supports two types of tags: system action tags that trigger automated platform behavior, and custom tags that you define for segmentation and Template automation.


Action Tags Available

The following tags trigger automated actions inside RealScout. Apply them to a contact's profile in RealScout or through your connected CRM.

Tag

System Action Triggered

RealScout Archive Contact

Moves contact to Archived status

RealScout Disable All Alerts

Turns off all alerts and communications

RealScout Disable Listing Alerts

Turns off listing alerts only; other communications continue

Note: Tags are spelling-sensitive but not case-sensitive. "RealScout Archive Contact" and "realscout archive contact" are treated the same. "Realscout Archiv Contact" is a different tag and will not trigger any action.

Key Rules for Action Tags

  • Actions trigger after the tag is applied, not retroactively

  • Removing the tag does not undo the action

  • Manual actions (archiving via checkbox) do not automatically apply the tag

  • With a CRM integration, the tag syncs from your CRM to RealScout and triggers the action on the RealScout side

Recommended Use Cases

Scenario

Recommended Tag

Closed buyer — stop listing alerts, keep contact in database

RealScout Disable Listing Alerts

Pausing all alerts temporarily

RealScout Disable All Alerts

Removing from the nurtured pool entirely

RealScout Archive Contact


Custom Tags: Segment Contacts and Auto-Assign Templates

Beyond the system action tags, you can create any tag you want on a contact's profile. Custom tags are most useful when paired with Templates.

When a contact and a Template share a matching tag, RealScout automatically creates a Listing Alert for that contact using the Template. RealScout scans for matching tags once per hour.

How it works:

  1. Create a Template in Email Alerts → Templates

  2. Add a tag to the Template (for example: buyer-scottsdale)

  3. Apply the same tag to any contact who should receive that Template's alert

  4. RealScout automatically creates the alert for that contact within the hour

This applies to existing contacts, newly added contacts, and contacts synced from a CRM — any contact with the matching tag will receive the alert.

Custom tag naming guidance:

  • Use descriptive names that reflect the audience the Template is built for: buyer-eastside, seller-sphere, investor-multifamily

  • Avoid generic tags like lead or active on Templates — if every contact gets that tag, every contact gets that alert

  • Use unique tags per Template to control exactly which contacts get which alert

Note: To prevent a Template from automatically applying to contacts, use a unique tag that is not applied to any existing contacts.


Tag Types at a Glance

Tag Type

Who creates it

What it does

System action tags (RealScout Archive Contact, etc.)

You, or synced from CRM

Triggers a specific platform action

Behavior tags (RealScout HVA Viewed, RealScout Property Viewed 3+)

RealScout writes these automatically

Signals contact engagement. Read-only signals for your CRM automations

Custom tags (any tag you define)

You

Segment contacts; auto-assign Templates when paired with a matching Template tag


Related Articles

Did this answer your question?