Even Better Contact Management
RealScout is excited to announce the launch of our new Contacts page for our Pro+ subscribers. We've made it easier to manage your contacts with new filtering, sorting, tagging, and action options. In this video, I will walk you through the new Contacts page and show you how to use the new features. Pay attention to the timestamped chapters to navigate to specific sections of the video.
Additionally, the video will also cover broader client engagement tracking concepts to help you better understand and manage your clients' activity.
Chapters:
Nurtured Contacts your USAGE view will look like this:
RealScout Quick Filters
The Contacts page now includes Quick filters to help you review engagement faster. Start by setting an Activity timeframe (ex: Last 24 hours, 7 days, 1 month) to limit the list to recent activity, then use the quick filters to instantly switch views.
These filters allow you to identify your most active and engaged clients by capturing specific engagement metrics, such as recent property views, saved searches, or email interactions.
Quick filters (left → right):
Emailed: contacts you’ve emailed in the selected timeframe
Email-engaged: contacts opening/clicking RealScout emails
Site-engaged: contacts actively engaging on RealScout (site/app activity)
Most engaged: highest engagement signals in the timeframe
Recently re-engaged: activity picked back up after being quieter
Slipping away: engagement is trending down compared to prior behavior
These engagement signals provide valuable insights into client behavior, helping you prioritize outreach and tailor your communication strategies.
How to use this in a real workflow
Set Activity timeframe to match your follow-up window (ex: 7 days for this past week).
Click Most engaged to prioritize immediate outreach.
Click Slipping away to re-tighten alerts, refresh nurture, or send a check-in.
Layer in Filters if needed, then take bulk actions like Enable Auto Nurture, assign a Template, or Export your filtered list for reviewing.
Monitoring Property Interest via the Live Feed Panel
To see which clients have marked themselves as interested in a property and view the related property:
Access the Live Feed Panel: Open your RealScout dashboard and locate the Live Feed panel.
Review Client Activity: Check the activity feed for updates on clients marking interest in properties. This feed displays both the client and the property they are interested in.
This feature provides real-time insights into your clients' property preferences, allowing you to respond promptly and tailor your recommendations.
Tips for Maximizing Client Insights
Regularly review your contact filters and Live Feed panel to stay updated on client activity.
Use the insights gained to personalize your communication and recommendations.
Combine engagement data with other client information to build a comprehensive understanding of their needs.
By leveraging these tools and strategies, you can effectively track client engagement and property interests in RealScout, ensuring you provide timely and relevant support to your clients.