NEW & AWESOME QRCODE FLYER YOUR DETAILS SIGN-IN PAGES SMARTPHONE QUESTIONS CUSTOMIZE HELP YOUR ACCOUNT LEADS / VISITORS TOOLS ADVANCED MARKETING

NEW & AWESOME

WHAT'S NEW & AWESOME

NEW - Custom Thank You Message with Links & Custom Disclosures

Add a custom Thank You message that Visitors will see on their Smartphones after successfully signing in to your open house. You can also include downloadable files or links to Tours or other content. Check it out!

NEW - Custom Disclosures or Disclaimers.

Add a Custom Disclosure (such as an Open House Covid Disclosure) that Visitors need to agree to before signing in. Check it out!

Custom Smartphone Sign-In Page

Now allows custom and additional questions as well as your Branding including Colors, Fonts and more. Enable questions and branding on the Smartphone Settings page. Check it out!

TEXT & QRCODE Flyers - (Printable)

NEW! Easily generate a professional & beautiful TEXT or QRCODE Sign In Flyer for your next Open House. Check it out!

TEXT & QRCODE Sign-In are being Added to Most Sign-in pages.

Use these amazing Sign-In tools with your favorite Sign-In page template.
Enable or Disable this Feature on the Smartphone Settings page. Check it out!

TEXT Sign-In is Now part of the Touch-Free Sign-in page.

So now your Visitors can choose to Text for Sign-In or scan the QRCODE. This gives Visitors more flexibility on how they choose to sign-in. Check it out!

Websites are now Here for Open House Wizard Subscribers

These websites are not only beautiful to look at but behind the scenes they are Lead producing and Converting machines. Perfect for Teams, Agents & Brokers. Check it out!

QRCODE FLYER

YOUR DETAILS

SIGN-IN PAGES

QUICKLY ADD OR CHANGE SETTINGS BEFORE RUNNING AN OPEN HOUSE

Corporate Style II
Sign-In Page

QRCODE / TEXTING
Sign-In Page

Property I - Popup Form
Add Info on the Properties Tab

Property II - Popup Form
Add Info on the Properties Tab

Property III - Popup Form
Add Info on the Properties Tab

Chat Style I
Sign-In Page

Chat Style II
Sign-In Page

Corp Style I
Sign-In Page

Brokers Open
Sign-In Page

Coop Sign-In
Sign-In Page

SMARTPHONE

QUESTIONS

CUSTOMIZE

ADD OR CHANGE BRANDING & SETTINGS

MAIN
IMAGES

Personalize the Open House Sign-In Pages with a background image, a headshot image and a logo.

Note: The Text & QRCODE Smartphone Sign-In Page Supports the Main Image and Logo.

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FONTS &
COLORS

While the default colors and fonts are pretty good, some would prefer a way to set their own style to better match their branding. Scroll down to see Examples of the Fonts, Colors & Prebuilt Color/Font Schemes below. Choose your settings below.

Scroll to the Bottom of the page to RESET ALL Settings to Defaults.

Prebuilt Color & Font Scheme Previews

Don't want to Spend a Lot of Time Choosing Color & Font Combinations?
Then Checkout our 'Prebuilt' Font & Color Combination Schemes. Choose one from the dropdown menu above. These Schemes also include their own (optional) background.

To use your own background image, add it using the 'Main Images' Tab item above.

Gray

Cosmo

Dark Elegance

Gray II

Hot Pink

The Blues

Ferrari

Lambo

Coastal

Green

Light Blue

Purple

Yellow

Olive

Teal

Wall Street

See All Color Examples

Basic Colors	Color name	More Colors	Color name	More Colors	Color name
	*Black*		Aliceblue		Lightpink
	*Silver*		Antiquewhite		Lightsalmon
	*Gray*		Aqua		Lightseagreen
	*White*		Aquamarine		Lightskyblue
	*Maroon*		Azure		Lightslategray
	*Red*		Beige		Lightslategrey
	*Purple*		Bisque		Lightsteelblue
	*Fuchsia*		Black		Lightyellow
	*Green*		Blanchedalmond		Lime
	*Lime*		Blue		Limegreen
	*Olive*		Blueviolet		Linen
	*Yellow*		Brown		Magenta
	*Navy*		Burlywood		Maroon
	*Blue*		Cadetblue		Mediumaquamarine
	*Teal*		Chartreuse		Mediumblue
	*Aqua*		Chocolate		Mediumorchid
			Coral		Mediumpurple
			Cornflowerblue		Mediumseagreen
			Cornsilk		Mediumslateblue
			Crimson		Mediumspringgreen
			Cyan		Mediumturquoise
			Darkblue		Mediumvioletred
			Darkcyan		Midnightblue
			Darkgoldenrod		Mintcream
			Darkgray		Mistyrose
			Darkgreen		Moccasin
			Darkgrey		Navajowhite
			Darkkhaki		Navy
			Darkmagenta		Oldlace
			Darkolivegreen		Olive
			Darkorange		Olivedrab
			Darkorchid		Orange
			Darkred		Orangered
			Darksalmon		Orchid
			Darkseagreen		Palegoldenrod
			Darkslateblue		Palegreen
			Darkslategray		Paleturquoise
			Darkslategrey		Palevioletred
			Darkturquoise		Papayawhip
			Darkviolet		Peachpuff
			Deeppink		Peru
			Deepskyblue		Pink
			Dimgray		Plum
			Dimgrey		Powderblue
			Dodgerblue		Purple
			Firebrick		Red
			Floralwhite		Rosybrown
			Forestgreen		Royalblue
			Fuchsia		Saddlebrown
			Gainsboro		Salmon
			Ghostwhite		Sandybrown
			Gold		Seagreen
			Goldenrod		Seashell
			Gray		Sienna
			Green		Silver
			Greenyellow		Skyblue
			Grey		Slateblue
			Honeydew		Slategray
			Hotpink		Slategrey
			Indianred		Snow
			Indigo		Springgreen
			Ivory		Steelblue
			Khaki		Tan
			Lavender		Teal
			Lavenderblush		Thistle
			Lawngreen		Tomato
			Lemonchiffon		Turquoise
			Lightblue		Violet
			Lightcoral		Wheat
			Lightcyan		White
			Lightgoldenrodyellow		Whitesmoke
			Lightgray		Yellow
			Lightgreen		Yellowgreen
			Lightgrey

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EXTRA
IMAGES

Add up to three additional images.
These Images work on the 'Corporate Style' & 'Popup II' style pages only.

This screenshot shows the page running on an Ipad with a gray color scheme & 3 images at top and the center one is rounded.

IMPORTANT: If multiple images are used and some are excessively wide they can overlap each other, so test the sign-in page after uploading your images to make sure it looks right.

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VIDEO
PAGE

You can take your great Youtube or VIMEO Property Walk-through Videos or any Youtube / VIMEO Video and Show it on the Sign-In Page Screen.

The Video Sign-In page requires a PAID Account.

To Get Started: Just copy your Youtube or VIMEO url and Paste it in the box below. After that you can run the Video Page from the My Account Page Premium Page Section or All Open Houses page.

This Video Sign-In Page Runs on Almost Anything, Windows, Android, Ipads, Macs, Chromebooks, Internet Explorer, Firefox, Chrome, Safari etc.

*IMPORTANT: Some Older Ipads may not display the video correctly. For Ipads & Macs we recommend iOS v13 or Higher. If you do not see a Video on your Ipad after adding your Video, then you probably have an older Ipad & may try to update it to a newer iOS.

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IMPORTANT: Make sure to Click the Save button above to save any changes & it is strongly recommended to do a test by doing a Visitor Sign-In and makes sure the Disclaimer shows correctly.

SLIDE
SHOW

Slideshow Image Uploader *Only works with paid accounts
Note: Image Uploader may not work well with some older Ipads

Tips and recommendations:
For Full Instructions on How to Use, Click Here

If you have previous files uploaded, delete those 1st before adding new ones

Although you can add as many pictures as you like it is a good idea to keep it to 10-12 or so for speed (try it out)

Image Sizes - Try to use images that are sized right for your device:

Older Ipads - Sizes should be 640x480 or 1024x768
Newer Ipads - Sizes should be 1024x768 or Hi-res 2048x1536
Windows devices - Sizes should be something like 1920x1200
Smaller tablets and Androids - I'd probably try 640x480

Start your Slideshow Sign-In page early at your open to allow it some time to load all of your images

Test, make sure to test after uploading by Running a Slideshow Sign-In page from the My Account page

Be patient when uploading, some files can take a little while to upload depending on their size

HELP

YOUR ACCOUNT

Account & Billing Page

Team Management Portal (For Accounts Created After 11/30/2020)
*Manage ALL Settings (Branding, Emails & More) for Team Members Here

- Add/Change Credit Card (View your Payment Methods)
- Orders (View your Open House Wizard orders)
- Teams (If you have a Team account, manage it here)
- Subscriptions (View your active Open House Wizard subscriptions)
- Addresses (Update your billing address)
- Account details (Change your password, name & more)

Cancel Account

[woocommerce_my_account]

LEADS / VISITORS

TOOLS

ADD OR CHANGE BRANDING & SETTINGS

QUICK
START

QUICK START - ADD SETTINGS

CLICK NEXT & SAVE on the LAST STEP

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To further customize your account & branding, use the 'CUSTOMIZE ' item on the left.
IMPORTANT: Check your changes by doing a 'test' Visitor Sign-In.

LEADS &
VISITORS

Click Below to Open Leads & Visitor Management

There you can edit, remove and export your Leads and Visitors from Open Houses.

LEADS & VISITORS - MANAGE & EXPORT

COPY
SETTINGS

Copy Settings from Another Agent - Great for those on a Team

Here you can copy most settings from another agent with an Open House Wizard account.

Some of the main items that will copy:

Questions and Settings
Open House Welcome Message
Colors and Font Choices
Background and Logo Images
Welcome Email Contents
Drip Campaign Settings and Content

What will NOT copy:

Name, Phone & Email
Main Image (Usually your headshot)
Disclaimer
Welcome Email Image
Leads or Other Sensitive Information

Enter the Email Address of your Team Member whom you would like to copy settings from.
*This must be the SAME email they signed up with

Sorry, this feature only works with PAID accounts.

FEEDBACK

Generate Automatic or Custom Seller Feedback Reports

Once you have collected Feedback from Open House Visitors, the Sellers Feedback Report is a Great Tool to Easily Generate a Report to Send to your Sellers...

Here you Can:

Generate an Automatic PDF Feedback Report
Add Your Own Custom Message to the Seller on the Report
Edit or 'Fixup' any of the Visitor Entries before Generating the Reports
Print the Feedback Report
Export Feedback to Excel or CSV to Create Your Own Custom Report

To Get Started:

1st - Checkout 'How to Get & Use Visitor Feedback' & Generate a Feedback Report

Then -

Add your (Optional) Message for the Seller to the Report Below
Run the Report
- Click Today for an Open you ran Today
- Click Sunday for an Open run last Sunday
- Click Saturday for an Open run last Saturday
After that, Choose PDF, Excel, Print or CSV on the Report page

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Choose Your Report:

FEEDBACK REPORT for an OPEN YOU DID TODAY

FEEDBACK REPORT for an OPEN YOU DID SATURDAY

FEEDBACK REPORT for an OPEN YOU DID SUNDAY

IMPORTANT: If you wish to do more advanced editing like deleting entries & more, please use the Visitors & Leads Management tool (shown on a Tab above) before running the Feedback Report.

WEBSITES

Below are your Website details & Important links.

Your Website & Domain name(s):	Website(s) you belong to:
[showdomains1]	[website_belonged_to1]

[manage_website]
[show_agentid]
Setup Website Drip Campaigns
Setup Website Form Email Responses

ADVANCED

ADD OR CHANGE BRANDING & SETTINGS

CONNECT TO CRM

Connect your CRM or Lead Service to your Account

To connect:

Click or Tap your CRM or Lead Service from the List of Our 'Most Popular' Supported CRMs and Lead Services Below
*If your CRM or Lead service is not listed, chances are we can still connect.
**We currently support up to 1500+ CRM and Lead Services connections.
Follow the instructions to find the information we need to setup your connection
Then add it under the CRM or Lead Service below and Click SUBMIT
Once the page reloads you are done

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Open House Wizard - Custom Connection

The Custom Connection should only be used if you are instructed to do so by Support. This connection requires a one time connection to your CRM or Lead Service account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your CRM Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

Custom CRM Connection Info

Active Campaign

CRM Active Campaign - How to find your API Key & API Url.

Your API Key & API Url are required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find them, then paste it into the box below & click Submit.

Instructions:

Login to your ActiveCampaign account; click "My Settings" in your account menu, then click the "Developer" tab. Ex.: https://your_account.api-us1.com.

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Agent Legend

Agent Legend requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your CRM Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

Agent Legend Info

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Aiva

Aiva - How to find your Leads Email Address.

If you are using AIVA your unique Aiva Leads Email Address is required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find that email address, then paste it into the box below & click Submit.

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Instructions:

Login to AIVA
From the Main Screen - Click on the round gear 'Settings' item on the left navigation menu
Copy the email address shown under the 'CONCIERGE EMAIL' heading.

AllClients CRM

AllClients CRM - How to find your Account ID & API Key.

Your Account ID & API Key are required for us to setup your integration to your Open House Sign-In Page. So, follow the steps below to find them, then paste it into the box below & click Submit.

Instructions:

Login to your AllClients account; then go to SETTINGS > API SETTINGS "My Settings" and there you will find your Account ID and your API Key

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Bombbomb

Email Marketing - Bombbomb - How to find your API Key.

If you are using Bombbomb your Bombbomb API Key is required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find that API Key, then paste it into the box below & click Submit.

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Instructions:

Login to Bombbomb
Click on the down arrow to view the menu on the upper right screen (next to your name) & choose the 'Integrations' item
You will see the API Key (letters, numbers and dashes), highlight the key (or click the copy to clipboard option in orange) and copy it.

Boomtown!

Boomtown! requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your CRM Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

Boomtown Info

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Brivity

CINC - Commissions Inc

CRM CINC - How to find your API Key & API Url.

Your Cinc API key and your Cinc platform domain name are needed to connect.

Where to find the API Key:
Please sign into your platform under Dashboard > Profile & Settings (in the upper righthand corner) > Integrations to see your Zapier API key.
Please make sure you grab the Zapier specific key.
http://www.{{domain_name}}/dashboard/profile#integrations.

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Constant Contact

Constant Contact requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your Constant Contact Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

Constant Contact Info

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Contactually

Contactually requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your Contactually Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

Contactually Info

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How to locate your Open House Sign-In Leads & View their Information in Contactually.

Checkout this article: https://openhousewiz.com/crm-contactually-contacts/

Daylite

Daylite requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your Daylite Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

Daylite Info

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Drip

DRIP - How to find your API Key.

If you are using Drip, your Drip API Key is required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find that API Key, then paste it into the box below & click Submit.

Instructions:

To find your API token login to your Drip account and go to https://www.getdrip.com/user/edit. Your API key will be near the bottom under 'API Token'.

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Emma

Email Marketing - Emma - How to find your API Key.

If you are using Emma Email Marketing, your Emma 'Public API Key', 'Private API Key' and 'Account ID' are required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find that API Key, then paste it into the box below & click Submit.

Instructions:

To find those in Emma, simply go to your Account/Billing Settings, then you can copy those from there.

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Followup Boss

CRM Followup Boss - How to find your API Key.

If you are using Followup Boss CRM your Followup Boss API Key is required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find that API Key, then paste it into the box below & click Submit.

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Instructions:

Login to Followup Boss
Click on 'Admin' option at the top of the screen (next to the search people item)
Click on the 'More' item on the right side top of the screen and then click the 'API' link at the bottom of the pulldown menu

There you will see the API Key (letters, numbers and dashes), click the 'Copy' link to the right of the API Key and copy it.

FreeAgent CRM

FreeAgent CRM requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your FreeAgent CRM Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

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Get Response

Get Response - How to find your API Key.

If you are using Getresponse, your API Key is required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find that API Key, then paste it into the box below & click Submit.

Instructions:

You can find it under Profile >> Integrations & API >> API. This key should be kept as secret as your password - don’t share it with anybody.

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Google Contacts

Google Contacts requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your CRM Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

To add Google Contacts

If you do not already have one, setup a Free Gmail Account at Google.com
Login to Gmail and Open Contacts (Round Circle with dots on upper right part of screen then click Contacts)
Add a Label, Click the 'Create Label', Name it Open House Visitors (or whatever you like)
Add Your Login Info Below to Connect it to Open House Wizard
Google will send you a Verification Code, so watch for it and send it to us here right away to finish the connection setup

Google Login

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Google Sheets

For Google Sheets we will 'Share' a Sheet with you that will be connected to your Open House Wizard Account ...

Please add your Gmail email address using the form below then click SUBMIT.

(This only needs to be done once, if you change to a different Gmail address you can return here to update it.)

Gmail Address

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Notes about Google Sheets & Open House Wizard

You will receive an email in your Gmail account once the Sheet has been shared with you. Simply click the link to open the Sheet in Google Sheets. After that you can access the Sheet directly from Google Sheets.

Hubspot

Hubspot requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your Hubspot Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

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Infusionsoft

Infusionsoft requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your Infusionsoft Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

Infusionsoft Info

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Insightly

CRM Insightly - How to find your API Key.

If you are using Insightly CRM your Insightly API Key is required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find that API Key, then paste it into the box below & click Submit.

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Instructions:

Login to Insightly
Click on the down arrow to view the menu on the upper right screen (next to the square with the person) & choose the 'User Settings' item
Scroll down towards the bottom of the User Settings and you will see the API Key (letters, numbers and dashes), highlight the key and copy it.

Ixact Contact Solutions

CRM Ixact Contact Solutions - How to find your Lead Capture Email Address.

If you are using Ixact Contact Solutions CRM your 'Lead Capture Email Address' is required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find that Email Address, then paste it into the box below & click Submit.

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Instructions:

Login to Ixact Contact
Then to locate that address you would go to User Profile > Lead Capture > Enable Lead Capture Via Email
Copy the email address shown

Karma CRM

Karma CRM - How to find your API Key.

If you are using KarmaCRM your KarmaCRM API Key is required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find that API Key, then paste it into the box below & click Submit.

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Instructions:

Login to Karma CRM
Click on the down arrow on the top right of the screen and choose 'Settings'
Scroll to the bottom of the page & you will see the API Key, copy the key (letters and numbers).

Kunversion

CRM Kunversion - How to find your API Key.

If you are using Kunversion CRM your Kunversion 'Zapier Key' is required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find that API Key, then paste it into the box below & click Submit.

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Instructions:

Login to Kunversion
You can find the 'Zapier Key' on your 'Settings' page. Note: You need to copy the Zapier key, not the Zapier link.
Once you see the Zapier API Key, (letters, numbers and dashes), highlight and copy it, (or click the copy link to the right of it)

kvCORE

CRM kvCORE - How to find your API Key.

If you are using the kvCORE CRM your kvCORE 'Zapier Key' is required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find that API Key, then paste it into the box below & click Submit.

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Instructions:

Login to kvCORE
You can find the 'Zapier Key' on your 'Settings' page. Note: You need to copy the Zapier key, not the Zapier link.
Once you see the Zapier API Key, (letters, numbers and dashes), highlight and copy it, (or click the copy link to the right of it)

KWCommand

KW Command requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

Instructions:

1. If you do not already have a KW 'Team' setup then you’ll need to setup a ‘KW Team’ & what KW calls ‘lead routing’ there 1^st before we can connect.

Here are the 2 articles that explain all this on the KW site:

https://answers.kw.com/hc/en-us/articles/360019767074-Get-Started-with-Lead-Routing-Teams-

https://answers.kw.com/hc/en-us/articles/360020271393-Create-a-New-Lead-Route-Teams-

2. Add your KW connection information below

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your KWCommand Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

KWCommand Info

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LeadMailbox

LeadMailbox - How to find your Delivery Url.

If you are using Lead Simple we need your 'Delivery Url'. The actual URL can be obtained from the Campaign page within the
LeadMailbox Settings area.

The format of the url is similar to:
https://v2.leadmailbox.com/api/leads/add/ACCOUNT/

Leads are added to the database in real-time, as soon as the Visitor signs in. Paste your url into the box below & click Submit.

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Lead Simple

Lead Simple - How to find your API Key.

If you are using Lead Simple your API Key is required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find that API Key, then paste it into the box below & click Submit.

Instructions:

You can find your API Key on your company settings page.
https://app.leadsimple.com/settings

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Liondesk

Authenticate your Open House Wizard Account one time to Liondesk

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your Liondesk Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

Liondesk Info

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HOW TO SETUP A DRIP CAMPAIGN FOR OPEN HOUSE LEADS

Check out this link:

https://openhousewiz.com/2017/01/liondesk-setup-open-house-drip-campaign/

Mail Chimp

Mail Chimp requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your Mail Chimp Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

Mail Chimp Info

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One Page CRM

One Page CRM requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your One Page CRM Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

One Page CRM Info

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Perfect Storm

CRM Perfect Storm - How to find your API Key.

If you are using Perfect Storm CRM your API Key is required for us to setup your integration to your Open House Sign-In Page. So, follow the steps below to find that API Key, then paste it into the box below & click Submit.

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Instructions:

Login to Perfect Storm
Got to the Settings page and the key can be found on your Zapier integration settings page.
The link to the Zapier page is: https://leads.perfectstormnow.com/user/zapier
Highlight the API Key and copy it, then paste it here

Pipedrive

CRM Pipedrive - requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your Pipedrive Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

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Pro Agent Solutions

Pro Agent Solutions requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your Pro Agent Solutions Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

Pro Agent Info

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Real Scout

Real Scout - How to find your API Key.

If you are using Real Scout, your API Key is required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find that API Key, then paste it into the box below & click Submit.

Instructions:

Please visit your integrations page at https://www.realscout.com/agent/marketing/integrations to obtain your access token.

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Real Geeks

Real Geeks requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your Real Geeks Account.

Please fill in your info using the form below then click SUBMIT...

(This only needs to be done once, if you change the password you can return here to update it.)

Real Geeks Info

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Realty Juggler

CRM Realty Juggler - How to find your Leads Email Address.

If you are using Realty Juggler CRM your unique Realty Juggler Leads Email Address is required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find that email address, then paste it into the box below & click Submit.

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Instructions:

Login to Realty Juggler
From the 'Main' Screen - Click on the 'Settings' icon
Click on the 'Email Feed' icon
Copy the 1st email address shown, it starts with 'Prospect'

Realvolve

CRM Realvolve - How to find your API Key.

If you are using Realvolve CRM your Realvolve ZAPIER API Key is required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find that API Key, then paste it into the box below & click Submit.

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Instructions:

Login to Realvolve
Click on the down arrow on the top right of the screen and choose 'Settings' (next to the person icon)
Click on the 'Integrations' item on the left side of the screen then copy the ZAPIER API Key

There you will see the Zapier API Key, (letters, numbers and dashes), highlight and copy it, (or click the copy link to the right of it)

Rezora

Rezora requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your CRM Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

Instructions:

Your Rezora 'API Username' & 'API Password' are needed to connect to Open House Wizard.
You can get your unique API Username and API Password from the Apps & Integrations page within your Rezora account.

NOTE: This is NOT the username and password used to log into your account...
http://app.rezora.com/agent_apps.php

Rezora Info

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Salesforce

Salesforce requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your Salesforce Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

Salesforce Info

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Sugar CRM

SugarCRM requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your Constant Contact Account.

Please fill in your info using the form below then click UPDATE.

(This only needs to be done once, if you change the password you can return here to update it.)

Instructions:

We need your SugarCRM 'Install Url' and a Username with Password that you can create in SugarCRM just for Open House Wizard Leads.

Install URL:
The full install or on-demand URL. Can be anything from https://trial.sugarcrm.com/sxozsi2129/ to https://crm.mycompany.com/. Make sure to include https://.

Username:
You should create a special user with a new, one time password for use with Open House Wizard. Do not use an everyday login! Ask your admin for one if you need to.

SugarCRM Info

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Sweepbright

Sweepbright requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your CRM Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

Sweep Bright Info

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Top Producer

Top Producer requires a one time connection to your Open House Wizard Account to allow Open House Sign-in Leads to be accepted...

NOTE: Even though the Open House Wizard website is secured, any outside account passwords provided here are not stored on our website, they are used once to connect your Open House Wizard Account to your CRM Account.

Please fill in your info using the form below then click SUBMIT.

(This only needs to be done once, if you change the password you can return here to update it.)

Top Producer Info

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Tribus

Tribus - How to find your API Key.

If you are using Tribus your API Key and Tribus Website Url are required for us to setup the integration to your Open House Sign In Page. So, follow the steps below to find that API Key & Website Url then paste it into the box below & click Submit.

Instructions:

API Key
Found on the IDX Settings page of your TRIBUS website.

TRIBUS Website
Your website domain - paste the full URL.

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Twilio

Twilio - How to find your Account SID and Auth Token

To send text messages, we have added support for Twilio which is an online Text / SMS messaging service.

Click Here for a help page detailing the steps needed to setup your Twilio Account.

If you already have an account with a different Online SMS / MMS Texting Service such as 'ClickSend SMS', RingCentral', 'SlyBroadcast' or 'BurstSMS' to name a few - please Contact Support and we'll see if it can be added to your account.

To locate your Account SID and Auth Token in your Twilio account, please follow these steps:

1st Setup a Twilio Account at www.Twilio.com
Select a Phone Number to use
Login to your Twilio account and click on 'Console' at the top of the page
On this page you will see your Account SID and Auth Token (hidden but you can click 'View')
Copy each and paste them below **If you cannot find them, contact Twilio Support and they can assist you

Instructions:

Paste your Account SID in the 1st box and the Auth Token in the 2nd box below & click Submit.

IMPORTANT: After this please notify Support that you have added Twilio to your account so that your account can be configured to now work with Twilio & send Text Welcome messages.

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Wise Agent

CRM Wise Agent - How to find your Leads Email Address.

If you are using Wise Agent CRM your unique Wise Agent Leads Email Address is required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find that email address, then paste it into the box below & click Submit.

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Instructions:

Login to Wise Agent
From the Main Screen - Click on the round gear 'Settings' icon on the upper right side of the screen next to your name then choose the 'Integrations Menu' option
Click on the 'Wise Agent Integrations' item
Copy the Email Address shown, it is to the right of the text 'Lead Capture Email'.

Zapier

Zapier - Connect your Open House Wizard Account to Any of Zapier's 1500+ Apps & Services

If you want to setup your own connection(s) using Zapier we will need a 'webhook' pasted below from your Zap.

To create a Zap for Open House Wizard:

1st Choose 'Gravity Forms' as the 'App' to start with in your Zap
Then for 'Trigger Type', choose 'New Form Submission'
After that, under 'Setup the Webhook', copy the 'Webhook' then paste it below and choose Submit to save it to your account here
After clicking Submit, Run an Open House page and do a test sign-in
Next in Zapier under 'Find Data' you should see your Test sign in appear (If not, do another test and use the find samples button)
Click the Sample, then Click 'Done Editing'
After this you can add your Connection to your CRM or other Service as the next step in the Zap
Make sure to turn your Zap 'On' at the end or it won't work

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Zoho CRM

ZOHO CRM - How to find your 'AUTH Token'.

If you are using ZOHO CRM your ZOHO CRM AUTH Token is required for us to setup your integration to your Open House Sign In Page. So, follow the steps below to find that AUTH Token, then paste it into the box below & click Submit.

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Instructions:

Login to ZOHO CRM
Paste this link into a browser to generate your token: https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM/crmapi or click this link to generate the token
Highlight and copy the text (numbers and letters) after the 'AUTHTOKEN=' as shown above.

COOP PARTNERS

Perfect for 2 Person Teams or Partners who do Opens together as well as those who partner with a Loan Officer etc.

IMPORTANT: If you would like the Sign-In Leads to go to both of you, make sure to add the 2nd person's email address by clicking the option that says 'Add Additional Email Addresses.

ALSO IMPORTANT: The Image field for your 'Co-Brandee' or the 2nd person below is required, the page won't look right without their picture, logo etc.

Below are the Details of Your 'Active' Coop Partner. (if any)

To save multiple Coop Partners that you can 'Activate' when needed, use the button below to set them up.

None
None

Name:
Company:
Phone:
Email:
Disclaimer:

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When finished you can run the CO-Branded Open House Sign-In Page by Clicking Here or by running it from the 'MY Account' page.

SAVE PROPERTIES

Add / Change & Save Multiple Properties & their Open House Settings

Edit the Properties below then click the SAVE button for each that you would like to save. To use a Saved Property, Click the 1st item below 'Activate a Saved Property' & click the number of the Property and then the 'ACTIVATE' button to make that Property active. Then just run your open house normally.

IMPORTANT: These saved properties do not contain all settings, just the main ones that can change from open to open. Double-check ALL of your settings on the 'Customize Dashboard' before doing an Open House.

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MARKETING

ADD OR CHANGE BRANDING & SETTINGS

WELCOME
EMAIL

This Email will be Sent Instantly to Your Visitors After they Sign-In

Make sure to click the SAVE button at the bottom of this section to save your changes.

To Test the Welcome Email, Scroll to the Bottom of the Page to the Test App.

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IMPORTANT: Make sure to Click the SAVE button above.

Enter the name and email address you want to use for the test, then Click TEST.

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TEXT
MESSAGE

Text a Welcome Message to Your Visitor's Cell Phone

Please Note, All Drip Emails have an option to be sent as TEXT or Email.

NOTE: To disable the Welcome Email so Visitors do not receive both a TEXT and an Email Welcome, set 'Send Welcome Email' to No. (On Customize menu)

IMPORTANT: If you have not already done this, before using texting there are two things you need to do:

1. Order the TEXT Add-On from the Store Page

2. Contact Support to Have Us Add Texting to Your Account

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IMPORTANT: Make sure to Click the Save button above to save any changes & it is strongly recommended to do a test by doing a Visitor Sign-In and makes sure the Welcome Message goes to your cell phone correctly.

DRIP
CAMPAIGNS

Marketing: Setup an Open House Drip Campaign

To use TEXT, the TEXT Add-on is required. If you'd like to add it, Click Here

Send TEXT Drips with our TEXT Add-on

Here you can activate your own open house Email or TEXT drip campaign. Our campaign will send up to 7 Emails or TEXT Messages to your signed in Visitors.

You can just activate the Drip Campaign and use our pre-built drip email/texts or you can edit and change each individual drip's message body and email subject.

To use our prebuilt drip campaigns, just click Enable ALL Drips. Or you can choose to customize each drip and enable/disable each individually below.

IMPORTANT: Make sure to test the drips before using for an Open House.

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Customize or Enable / Disable Individual Drips Below (Optional)

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DRIP
STATUS

View & Manage Running Drip Campaigns

Below is a list of Visitors that have signed in at your Open Houses. If you have enabled Drip Campaigns the Visitors that have signed in since you enabled the drips will have been placed on your drip campaign.
*Unless they chose 'Yes' to working with an agent.

The statuses are:

Pending - A Running Drip Campaign that has not finished yet
Complete - Drip finished or its a Completed Visitor sign-in without a Drip Campaign
Cancelled - Drip Campaign that has been cancelled
*Visitors can cancel by clicking the 'Unsubscribe' link in the drip email

To cancel a Drip Campaign manually:

1. Click the ID# of the Visitor *on the Main Drip Status page

2. Click the 'Select an Action' Dropdown Menu

3. Select 'Cancel Drip Campaign'

4. Click 'Apply'

RELOAD DRIP STATUS PAGEOr Click Drip Status Tab Above

Loading Drip Campaigns, Please Wait...

WEBSITE
DRIPS

Website Marketing: Setup a Drip Email Campaign

Here you can activate your own Website Visitors email drip campaign. Our campaign will send up to 4 emails to your Website Visitors. *If you have a website setup with us

You can just activate the Drip Campaign and use our pre-built drip emails or you can edit and change each individual email's subject, message body and whether you want to use our pre-built signature or not.

Drip Campaigns by Listing Leads 2 Clients (LL2C)

Use our incredibly easy Drip Campaigns to Convert your LEADS into CLIENTS

Currently you can send customized drip emails to 7 different types of website Inquiries, they include Inquiries from a Property or Listing Page, the Agent Profile page, the Contact Us page (General, Buyer, Seller or 'Buyer & Seller' targets) and the Home Value Landing page. In addition if you create your own landing pages you can set the form target to be any of those categories. (Buyer, Seller etc.) These emails are sent as if they are coming from you.

This Feature Coming Soon!

WEBSITE
EMAILS

Customize Website Autoresponder Emails Sent to Visitors

This is entirely Optional since our default visitor autoresponder emails sent on your behalf are great, but for those that would like to customize them - have at it!

Here you can customize every email that a Visitor receives after filling out a form on your website. These include the forms on the:

Agent Detail Page
General Contact form (if you are picked as the Agent there or use it as a landing page)
Buyers Page (if you are using it as a Landing page)
Sellers Page (if you are using it as a Landing page)
Any other page (if you are using it as a Landing page)