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Listing Alert Templates

Build a Listing Alert Template, automate it with tags for matching contacts, and turn it into a shareable search link for social media and marketing.

A Listing Alert Template is a saved search you can reuse across contacts and automate with tags. Once created, it lives in your Templates hub. Head over to Email Alerts on the left nav bar and click on Templates to get started.

The benefits of using Listing Alert Templates
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You save searches once and reuse them across existing and new contacts. Build a template, add a tag, and RealScout automatically creates alerts for any existing or new contact with that matching tag. You can create as many templates as you need, build them from scratch or existing searches, and manage everything from one dashboard.


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Steps to Create a Listing Alert Template

To access Listings Alert Templates, navigate to Email Alerts in the left navigation bar, then click Templates, and finally select Listing Alert Templates.
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  1. Build your search: Go to Search (pick filters) or AI Search (type naturally).
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  2. Save as a template: Click Save as Template.
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    1. Name it something your clients will recognize: Example "Family Homes in Lincoln Park, $450K–$600K."
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    2. Choose your alert schedule:
      - Daily (suggested for active buyers)
      - Weekly (suggested for passive leads)
      - Monthly (suggested long-term nurture)
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  3. Add your tag: Enter a tag in the Tag field. This tag triggers automation when you apply it to a contact; an alert is created automatically.
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    Examples: buyer-first-time, market-downtown, luxury-investment
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    Don't worry if you skip this step; add the tag later by going to Email Alerts -> Templates dashboard → three-dot menu next to the template of your choosing → Edit Tags.
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  4. Assign to contact(s) and click the Create # Listing Alerts button to apply the template to the contact(s).
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    1. Manual: Click on the button + Create Alert on the Templates dashboard and select the contact(s) from the drop-down menu. You'll see an alert summary too.

    2. Automated: Add the same tag to a contact (in RealScout or your CRM). RealScout checks hourly and creates the alert within an hour.
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Important to know:

  • Be specific with tag names. Don't use generic tags like "buyer" or "seller." Use specific names so you know which template each tag triggers.

  • Tag spelling matters. Spaces, hyphens, and underscores create different tags. buyer-first-time, buyer_first_time, and buyer first time are three separate tags. Match exactly between template and contact (capitalization doesn't matter).

  • Layer templates. A single contact can have multiple templates via different tags. Both a listing alert and a market activity alert simultaneously.

  • Tags sync hourly. If using a CRM integration, external tags can take up to 60 minutes to sync.

  • Search criteria that gets saved. All misc filters used, such as but not limited to location(s), polygon shapes, and more filters if used, and the custom alert name.

  • Any changes to the template will not affect the alerts previously applied. Once an alert is created from a template, it becomes independent of the template.
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Have questions or need extra tips? Reach out to our support team through the help messenger icon within your account.

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