Check and edit your Info, Settings & Images. Then Generate a Quick Flyer.
From here you can print the Flyer, then display it at your Open House for Visitors to use to sign in on their Smartphones by scanning the QRCODE or Texting.
Checkout our other help topics such as View Visitor info and more.
View Visitors, Add a Property, Add an Advanced Flyer & View a Property's Visitors.
Please Checkout our other help topics.
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Most settings are located under the settings Tab (of course) as well as a few other Tabs.Â
Here are the most commonly used and important settings:
The 'YOUR DETAILS' Tab
The 'QUESTIONS & SETTINGS' Tab
The 'YOUR ACCOUNT' Tab
The 'BRANDING' / IMAGES, FONTS & COLORS Tabs
The 'Welcome Email' & 'Text Messaging' Tabs
Welcome Email Settings:
Text Message Settings *requires the Text add-on
Steps by step guides for the 'MANAGE TEAM' Tab:
Add or Remove an Agent Team Member
Edit an Existing Agent's Info
View or Add an Agent's Properties (Opens or Events)
View or Edit an Agent's Visitor Leads
Add a QRCODE / Text Flyer for an Agent
Offer a Valuable Service to your Agent Partners
Not only will the Team Branding Service help you grow your own business it will also help your agent partners grow their own at the same time.Â
How to do this:
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Getting Started with Team BrandingDemo walkthrough from the Team 'Leader' perspective. |
Getting Started with Team BrandingDemo walkthrough from the Agent 'Partner' perspective. |
To create a Quick Flyer
NOTE: If using the same Flyer over and over without reprinting, make sure to update the Open House Address under the SETTINGS/YOUR DETAILS Tabs. This way the Visitors will show up on the correct property address when you view them.
To Create or edit an Advanced Flyer:
Here you can Add, Edit & Remove Properties. Properties, Opens & Events all have a street address in common and are identified by the street address. The Properties can contain & store lots of important information such as the Open House Visitors that registered there.
Flyer Images and Settings can be stored within the Property information as well. This means that if you ever want to reprint a Flyer for a Property, the information and images will already be there.
Let's look at how you can use the Properties page... The Main page
Here you will see all of your property addresses you have entered in the recent past. Â
Besides the property addresses the page shows the following information:
The View (Visitors) page
Here you will see all of your registered visitors for the property.Â
The page shows the following information:
The View a Visitor page
The Create a Flyer page
Here you can generate a beautiful QRCODE / TEXT Flyer for the property with just a few clicks.
To Create a Flyer follow these steps:
Download Property QR Codes to Create your own Flyer or Property Rider
To download and use:
After adding a Rider Code to a Property you will now see a button named SITE on your Property's row.Â
This SITE button opens the Property Site Links & QR Codes screen for your Property.
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The example Video below uses the SignsontheCheap.com online Print Shop to order a rider.
Remember you can manage your Reusable Rider Codes and move them from property to property as needed by using the instructions previously in the 'Adding and Managing Rider Codes' section above.
1st of all if you do not need Visitor signatures on the PDF itself, you do not need the Signed PDFs Add-on, you can simply add disclosures on the Smartphone Settings page that the visitors has to agree to and sign the page before registering for your Open House. The Smartphone Settings page is located on the Dashboard under 'Your Settings'.
To get started with Signed PDFs
The main two things here are that you can customize the Thank You page settings (seen after a visitor registers) and whether to require a Disclosure be signed before a visitor can register.
To Add / Change the Thank You page:
To Add / Change Disclosures
For Signed PDFs, see our Help page Getting Started with Signed PDFs
Below you will see 3 Different ways to View Visitors on the Dashboard.
View the Visitors for each specific Property's Open House.
View ALL Visitors with the Newest showing first
*This is also the same page that shows if you login to Open House Wizard on your Smartphone to view Visitors at an Open House.
The Leads & Visitors Management page
To Lookup a Visitor in a Security App (such as Forewarn)
To Add and Setup your Drips
To Manage / Cancel Running Drip Campaigns
NOTE: Visitors can opt out of the drip campaign by clicking Unsubscribe at the bottom of a drip email
To Enable Feedback & Collect Feedback
Generate a Feedback Report
To connect your CRM:
NOTE: If your CRM is not listed, choose 'Not in the List Below' from the dropdown menu at the top of the page and add your requested CRM name then click the REQUEST CONNECTION button.
If you partner with Agents or others such as Mortgage Professionals, you can add them as 'Virtual Coop Partners', then 'Activate' them before an Open House. The Coop partner's branding will show alongside your own and they will be copied on Visitor Leads. (If you permit it)
To get started:
NOTE: An activated agent will stay activated until they are deactivated
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