This week, learn how to set up your Auto Nurture Update Settings for your market preferences and contact base, then apply a repeatable framework to determine whether each contact belongs in Auto Nurture, a targeted alert, or on a different path entirely.

You will configure your Auto Nurture Update Settings so the automation fits your leads, and learn how this applies to different contact types you add to RealScout or that are currently Awaiting Nurture.

Register for a Tuesday or Thursday Live session here:

RealScout Weekly Learning Series schedule and registration

- On-screen demo and overview will be made available here.

1. Open Auto Nurture. Navigate to Auto Nurture and locate the Update Settings link. This opens the configuration panel where all settings live.

2. Open your Templates page in a second tab. Go to Templates. You need at least one saved Template before you can set a fallback. If you do not have a Template yet, create one now: a broad search that fits most of your buyer contacts (a city, a price range, a property type) using your RealScout Search page.

3. Open your Contacts page in a third tab. Navigate to Contacts and identify three contacts, either currently in Awaiting Nurture or recently added to RealScout. You will apply the decision framework to these contacts during the session.

4. Know your default map location. The Radius for Listings setting pulls from your default map location. If you have not set that location in your account settings, the "Popular Homes" email may reference an area that does not match your market. Confirm your default map location is accurate before configuring the radius.

Open Auto Nurture and click Update Settings. Walk through each setting below.

This controls the geographic radius used for the "Popular Homes" drip email, the Day 5 email in the Auto Nurture sequence. That email shows the most-clicked listings within the specified radius of your default map location.

Options: Off, 3 miles, 5 miles, 10 miles, 25 miles.

When this is On, all Auto Nurture drip emails stop. Nothing sends automatically unless a contact has actionable data, meaning the contact has browsed listings and RealScout has enough activity to auto-create a real alert.

Note: If you turn Suppress on and you do not have a fallback Template set, contacts with no actionable data receive nothing. They remain in Awaiting Nurture with no touchpoints.

When this is On, Auto Nurture skips Home Value Alert (HVA) creation even if a contact has a home address on file, and goes directly to creating a Market Activity Alert instead.

This is your safety net for contacts who go through the drip campaign and never engage. If a contact does not click, does not browse, and does not give the system enough signal to auto-create a search-based alert, the fallback Template activates the next day. It creates a Listing Alert based on the Template's saved criteria.

Without a fallback Template, contacts who do not engage with the drip remain in Awaiting Nurture indefinitely. This is the most common configuration gap in agent accounts.

Same logic as the Listing fallback, but creates a Market Activity Alert instead of a Listing Alert. Use this when you want low-activity contacts to receive neighborhood-level market data rather than individual property listings.

Click Save when all settings are configured.

Note: Tags used in Templates are spelling-sensitive. Capitalization does not matter, but a single character difference between the tag on the Template and the tag applied to a contact breaks the automation silently. Confirm your tag spelling matches across RealScout and your CRM.

Before applying the decision framework, keep two rules in mind.

Auto Nurture only fires for contacts with zero active alerts. If a contact already has a Listing Alert or Market Activity Alert assigned, Auto Nurture does not run for that contact regardless of your settings. Auto Nurture steps aside once you take manual control.

Auto Nurture sends buyer-facing content. The drip campaign, the "Popular Homes" email, and the auto-created alerts are all buyer-oriented. Seller-only contacts should not be enrolled in Auto Nurture. Route sellers to a Home Value Alert or a Market Activity Alert instead.

Open Contacts. For each of your three Awaiting Nurture contacts, look at the patterns in how they arrived and what they have done so far, then make the routing decision.

How the contact arrived. A contact imported from a CRM cold list looks different from someone who clicked a Search Link on your Instagram Story. The lead source tells you how much intent already exists. CRM imports and sphere contacts often need warming. Contacts who registered through your marketing already showed interest in something specific.

What their activity shows. Open the contact's profile and check the activity feed. If the contact has browsed listings, you know what they are interested in. If the contact has opened or clicked alerts, the current setup is working. If there is no activity at all, the contact either needs a different approach or has not been given a reason to engage yet.

Scout Score. A high and rising Scout Score means the contact is active right now. A low or declining score means what you are sending is not landing. Combined with lead source, this tells you whether to keep the current path or change it.

Making an intentional decision, even a conservative one, is better than leaving a contact in Awaiting Nurture with no plan. The goal is zero contacts sitting in Awaiting Nurture without a deliberate next step.

Auto Nurture runs an automated email drip for enrolled contacts with no active alerts. The sequence starts with a Welcome email on Day 1, sends the "Popular Homes" email on Day 5 (using your Radius for Listings setting), and sends a "What's My Home Worth?" invite on Day 10 if the contact has a home address on file.

Throughout the sequence, Auto Nurture monitors contact behavior: clicks, property views, saves. If a contact engages enough for RealScout to determine search criteria, the system auto-creates a Listing Alert based on that activity. If the contact never engages, the fallback Template activates the next day after the drip ends, creating a Listing Alert (or Market Activity Alert) based on your selected Template's criteria.

The fallback is what prevents contacts from stalling. Without it, a contact who ignores every drip email remains in Awaiting Nurture with no alert, no touchpoints, and no engagement.

The Update Settings work together. Here is how common configurations play out.

New lead-heavy database (cold leads, new imports). Leave Suppress Drip Campaign Off. Set Radius for Listings to match your market density. Set a Fallback Listing Alert Template. This ensures every new contact gets the full drip, and anyone who does not engage still receives alerts through the fallback.

Known contacts database (past clients, sphere, referrals). Turn Suppress Drip Campaign On. Set a Fallback Listing Alert Template or Fallback Market Alert Template. This prevents cold drip emails from going to people who already know you, while still ensuring contacts with no alerts get some form of engagement.

Primarily buyer contacts. Turn Skip Home Value Alerts On. This prevents Auto Nurture from sending valuation emails to addresses that may be rental or previous addresses, not owned properties.

Mixed buyer and seller database. Leave Skip Home Value Alerts Off so homeowner contacts get Home Value Alerts automatically. Route any seller-only contacts away from Auto Nurture manually using the decision table.

What happens if I do not set a fallback Template? Contacts who go through the Auto Nurture drip and never engage remain in Awaiting Nurture with no active alert. They receive no further automated touchpoints from RealScout. The fallback Template is what prevents this. Set one before enrolling contacts in Auto Nurture.

Can I change the Auto Nurture Update Settings after contacts are already enrolled? Yes. Settings changes apply going forward. Contacts already in the middle of a drip sequence continue on their current path. The fallback Template change applies to any future fallback activation.

Does Auto Nurture work for contacts who already have an active alert? No. Auto Nurture only fires for contacts with zero active alerts. If you assign a Listing Alert or Market Activity Alert to a contact, Auto Nurture steps aside for that contact automatically. This is by design.

What if my contact is a seller and they are currently enrolled in Auto Nurture? Move them. Auto Nurture sends buyer-facing content: listing alerts, "Popular Homes," search invitations. Create a Home Value Alert or a Market Activity Alert for the seller contact directly, and Auto Nurture will stop running for them once the new alert is active.

How do I know if my Radius for Listings is set correctly? Check whether the "Popular Homes" email is showing listings your contacts would recognize as relevant. If the listings are too far from where your contacts are searching, tighten the radius. If the email frequently has too few listings, expand the radius. You can also set the radius to Off so the email only sends to contacts with confirmed search activity.

Do I need to set both fallback Templates (Listing and Market)? No. Choose the one that fits your contact base. If most of your contacts are buyers, set the Fallback Listing Alert Template. If you want low-activity contacts to receive market data instead of property matches, set the Fallback Market Alert Template. Setting both gives you both alert types as fallback options.

Week 8: Scout Score, how to read engagement signals across your contact base and prioritize who to follow up with first.