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Auto Nurture FAQ and Best Practices

Auto Nurture setup, use cases, and best practices for RealScout. Learn how listing alerts, home value alerts, and email drip campaigns work, which contacts qualify, and how to configure Auto Nurture for cold leads, imports, and CRM integrations.

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Once configured by you, Auto Nurture handles contact engagement automatically.

Knowing when to use it, what contacts receive, and how to configure it for different contact types determines how much of your database actually gets touched.


When to Use Auto Nurture

Auto Nurture is designed for contacts where you do not yet know enough to manually configure a targeted alert. The most effective use cases are contacts who arrived through broad channels and have not yet shown clear search intent: website leads, open house sign-ins, cold imports, and referrals without a stated criteria.

For contacts where you already know their search area, price range, and property type, setting up a Listing Alert manually or through a Template gives you more control over what they receive.

Auto Nurture steps aside automatically once a contact has an active alert. If you manually assign a Listing Alert or Market Activity Alert, Auto Nurture stops running for that contact. There is no need to disable it separately.


Three Nurture Approaches in RealScout

Approach

Best For

How It Works

Auto Nurture

Cold leads, new imports, contacts with unknown intent

RealScout creates alerts based on contact data and behavior; drip campaign runs for contacts with no data

Targeted Alert via Template

Contacts with known search criteria

You apply a tag or manually assign a Template; the alert fires based on saved search criteria

Manual Alert Setup

Active buyers or sellers you are working with directly

You build a custom Listing Alert or Home Value Alert on the contact's profile for full control


What Contacts Receive Through Auto Nurture

  • If a contact record contains a viewed or inquired listing address, through Zillow Connect or FUB, Auto Nurture creates a Listing Alert using the listing's zip code, the list price plus 20% and minus 30%, and the property type.

  • If a lead clicks on the initial or follow up emails, they get a listing alert that can auto-update. Learn more here.

  • If a contact record contains a home address, either in a CRM like FUB or in RealScout, Auto Nurture creates a Home Value Alert for that property. If the valuation partner, ATTOM, cannot return a value for the address, and does not set up an Home Value Alert themselves, they receive a Market Activity Alert based on the address zip code instead.

If no actionable data exists in the contact record, the contact enters the email drip campaign.

This starts a day after they are able to be nurtured/sent emails:

  • Day 1 (Welcome)

  • Day 5 (Popular Homes)

  • Day 10 (What's My Home Worth)

Note: If you suppress the drip campaign in your Auto Nurture settings, contacts without actionable data skip the drip entirely and receive nothing unless you have a fallback Template configured.


How to Get Contacts Into RealScout

Auto Nurture runs for contacts once they are added to your account.

The four most common paths are:

  • Connecting a native CRM integration (Follow Up Boss, Cloze, MoxiWorks, BoldTrail, Rechat)

  • importing a CSV

  • Adding contacts manually with + Add Contact / Alert

  • Capturing leads directly through your RealScout pages (What's My Home Worth, Search Links, and your Market My RealScout landing page)

For integration-specific setup, import modes, backfill steps, and tag sync behavior by CRM, see How to Import Contacts into RealScout from Supported CRMs.


How to Add a Home Address for Home Value Alerts

Auto Nurture creates Home Value Alerts automatically when a contact's home address is on file. There are four ways to add that address.

  1. Agent adds it manually. Open the contact's profile after locating them in your Contacts, and enter the address in the Address field.

  2. Import a homeowner list. Go to your Home Value Alerts page here and use the Import Client List option to mass-create Home Value Alerts for a group of homeowner contacts.

  3. Invite the contact to claim their home. Use the Invite Clients option from the Home Value Alerts dashboard. The contact receives an invitation, enters their home address, and sees their home's estimated value. RealScout captures the address automatically.

  4. Capture new leads through your What's My Home Worth page. Post the link on social media, run an ad, or add it to a QR code or mailer. Anyone who enters their address becomes a new contact in your account with a home address on file.


Frequently Asked Questions

Does Auto Nurture run for contacts who already have an alert set up? No. Auto Nurture only activates for contacts with zero active alerts. If a contact already has a Listing Alert, Home Value Alert, or Market Activity Alert, Auto Nurture does not run for that contact, regardless of your account-level settings. Auto Nurture steps aside as soon as any alert is active.

Should I manually set up alerts for new clients, or let Auto Nurture handle it? Both approaches are valid, and the choice depends on how much you know about the contact. If you know the client's search criteria, setting up a Listing Alert manually or through a Template gives you more control over what they see. If you have limited data on a contact, Auto Nurture is the faster path: it monitors their behavior and builds an alert as they browse. You can always go in and refine the alert after Auto Nurture creates it.

Is RealScout designed to replace a CRM? No. RealScout focuses on the middle of the funnel: lead nurture and conversion. It is not a lead generation tool or a transaction management system. Most agents run RealScout alongside a CRM, with contacts syncing in from Follow Up Boss, Cloze, or another platform. RealScout handles the ongoing engagement; the CRM handles pipeline and deal tracking.

Can FUB teams use tags to control which contacts get Auto Nurtured? Yes. There are three tag-based routing options for Follow Up Boss accounts. Option 1: set a tag that allows only matching contacts to enter RealScout at all. Option 2: let all contacts flow in, but set a tag that triggers Auto Nurture only for contacts who carry it. Option 3: combine both, setting one tag for entry into RealScout and a separate tag to activate Auto Nurture. For details on configuring this, see Auto Nurture Overview & Settings.

What happens to contacts who go through the drip campaign but never engage? If a contact completes the drip campaign without clicking, browsing, or providing search data, the fallback Listing Alert Template activates the next day and creates a Listing Alert based on that Template's saved criteria. If no fallback Template is set, the contact remains in Awaiting Nurture with no alert and no further touchpoints. Setting a fallback Template in your Auto Nurture settings prevents this. See Auto Nurture Settings and Decision Framework for configuration steps.


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