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Continued Learning: Automating RealScout Features with Tags & Follow Up Boss Integration

Updated over a month ago

Written by: Jose Manuel Garcia, Member Support Coach

This guide will help you leverage tag-based automation between Follow Up Boss (FUB) and RealScout to create tag-based automations as an alternative to Auto Nurture.

This will guide you on setting up:

  • Listing Alert Templates (custom agent-defined search)

  • Market Activity Alert Templates (RealScout Market Activity Alert on an agent-defined schedule)
    ​

    Screenshot 2025-04-07 at 4.51.38 PM.png

  • Important Configuration Notes

  • Follow Up Boss Tag Management

  • Suggestions for when to use Listing Alert Templates vs. Market Alert Templates or both

  • Tag Naming Conventions and Organization

  • FUB Admins and Account Owners can set up Action Plans for adding tags

  • Common Tag-Related Issues and Solutions

Video Overview:

Listing Alert Templates

Step 1: Create Your Templates

Quick Overview here: Listing Alert Templates

  1. Navigate to Templates → Listing Alert Templates in your sidebar:

  2. Click "+ Create a Template"

  3. Your options are to:

    1. Copy an existing client search

    2. Set up a new listing alert, with your criteria and schedule preference.

  4. Name your template descriptively (e.g., "Luxury Condo Downtown")

  5. Save the template.

Step 2: Add Tags to Templates

  1. This is the option you’ll see, and where you’ll enter in your template-specific tag:
    ​

  2. If you skipped this step for adding a tag previously, you can still add a tag to an existing template from the Templates page. Just click here, find your template, then:
    a. Click the three dots (⋮) menu
    b. Select "Edit Tags"
    c. Enter appropriate tags (e.g., "luxury buyer", "downtown condo renter")
    d. Click "DONE" to save changes
    ​

Market Activity Alert Templates

Quick Overview here: Market Activity Alert Templates

Step 1: Create Templates

  1. Navigate to Templates → Market Alert Templates: https://www.realscout.com/agent/templates/market-alert-templates

  2. Click "+ Create New Template"

  3. Select a market or draw a custom boundary

  4. Set optional price ranges

  5. Click "Preview Market Report" then "Save as Template"

  6. Name your template descriptively

Step 2: Add Tags to Templates

  1. This is the option you’ll see, and where you’ll enter in your template-specific tag for your Market Alert:
    ​
    ​

  2. If you skipped this step for adding a tag previously, you can still add a tag to an existing Market Alert template from the Templates page. Just click here, find your template, then:

    1. Click the three dots (⋮) menu

    2. Select "Edit Tags"

    3. Add appropriate tags (e.g., "Downtown Market Alert", "My City Market Update")

    4. Click "DONE" to save changes
      ​

Important Configuration Notes

  • Templates cannot be edited after creation, so you would create a new template to cover a new location/criteria change.

  • RealScout checks for tag matches once per hour

  • Tags are not case-sensitive

  • Any matching tag between contact and template will create an alert

Follow Up Boss Tag Management

Adding Tags in FUB

  1. Navigate to a Lead Profile in FUB

  2. Go to Details section on left side

  3. Click "Add Tag" or the blue + button next to existing tags

  4. Search for existing tag or create new one

  5. Click "Save Tags"

Managing Tags in Bulk

  1. Go to People → Filter to desired contacts

  2. Select contacts individually or "Select All"

  3. Click the Tag icon → Add/Remove Tags

  4. Search or select tags

  5. Click Add/Remove Tags to apply changes

Filtering by Tags

  1. Go to People → All People → Filters

  2. Click "X" on any existing filters to start fresh

  3. Search or select "Tags" as filter type

  4. Choose filter condition (has, doesn't have, has any of, etc.)

  5. Select desired tag(s)

  6. Multiple filters can be combined for precise searching

3. Template Creation and Tag Association for Different Lead Types

  • Reminder, RealScout doesn’t trigger alerts based on contact type/stage: we use tags for automations and update hourly.

Suggestions for when to use Listing Alert Templates vs. Market Alert Templates, or both:

Listing Alert Templates

  1. Create templates for common buyer types or search profiles. These are examples:

    • First-time buyers (affordable homes, condos)

    • Move-up buyers (larger homes, good schools)

    • Luxury buyers (high-end properties)

    • Investment buyers (multi-family, rental potential)

  2. Add corresponding tags. These tags are up to you, but please note these should match the spelling conventions you will us on Follow Up Boss. (This is covered in ‘Tag Naming Conventions and Organization’ below)

  3. Add location-specific tags, or specific/unique tags rather than “general” tags.

For Seller Leads or Leads who need additional insights:

Market Activity Alert Templates

  1. Create templates for seller-focused areas:

    • Neighborhood-specific market reports

    • Price range restrictions are optional but can be used to help focus the buyer activity.

    • Less-frequent than a “daily search” but includes:

      • RealScout’s # of Active Buyers & Interactions for an agent-defined location

      • Areas with Popular Listings

      • Active Buyers Over Time

      • Top Viewed Listings

      • Popular Active Listings

      • Recently Sold Listings

      • Recently Listed / Updated Listings

  2. Add corresponding tags, ensuring these are different from tags you might be using with Listing Alert Templates.

For Long-Term Nurture

  1. Create Market Alert templates and/or Listing Alert templates :

    • Market Alerts offer popular listings and RealScout buyer demand insights.

    • Listing Alerts can be set to a weekly or monthly schedule, or hand-picked too: Alert Settings & Schedule Overview

Tag Naming Conventions and Organization

Recommended Structure

Don’t include a hyphen or underscore, or other special character unless you are using that on FUB. For example, a “space” would not be entered in as an underscore “_”:

  • As an example “buyer-new” “buyer_new” and “buyer new” are three unique tags:
    ​

    Screenshot 2025-04-07 at 5.02.34 PM.png

  • RealScout cannot combine tags, so you would add a template-specific tag in FUB.

  • For example, if you have a tag associated with a specific type of template, such as a “buyer new construction”:

    • RealScout cannot combine FUB tags like “Buyer” & “New Construction”

    • Using FUB, you would still need to add a “buyer new construction” tag.

FUB Admins and Account Owners can set up Action Plans for adding tags (guidance here)

Organization Tips

  1. Be consistent: Establish naming rules or verify how you’ll use tags in Follow Up Boss and follow those naming conventions in RealScout.

  2. Remember that FUB can add tags with spaces, so you are not required to use underscores or hyphens.

  3. Keep it simple and don’t use a “general buyer” tag: That’s where you can use Auto Nurture by tags:

  4. If you are on a FUB team: Create a tag reference guide for your team

  5. Regular cleanup: Review and clean up contacts as needed. FAQ: Cleaning Up Your RealScout Contacts List

Common Tag-Related Issues and Solutions

Issue: Alerts Not Being Created

Possible causes and solutions:

  • Timing: RealScout’s system checks hourly to add tags

    • If tags are added via FUB integrations/automations or action plans, those tags will sync to RealScout but may experience an additional ~20-60 minute delay in triggering a RealScout template.

  • Tag mismatch: Verify exact spelling between contact and template tags. Capitalization does NOT matter in tags.

Issue: FUB Tags Not Syncing with RealScout

Possible causes and solutions:

  • Integration settings: Check your RealScout integration configuration to ensure your Contact Import settings allow for your newly-tagged lead to sync over, or email support@realscout.com

  • Sync timing: Allow for sync delays between systems (a few moments for agent-updated FUB contacts; longer for automation-related updates)

    • If your tag has been added and an associated template has not been automatically set up in the expected automated timeline: please email support@realscout.com with a screenshot of the FUB contact, their tags, and reference the RealScout template (name or tag)

Learn More here:

Have feedback? Head to the Support tab in your account to share your thoughts with us—we’d love to hear from you!

Related Articles
RealScout Pro+ Basic Training Webinar
FAQ - What tags are added to FUB by RealScout?
FAQ: Cleaning Up Your RealScout Contacts List
Automate Actions by using RealScout Tags
Connecting Follow Up Boss to RealScout
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