Branding – 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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WHAT’S NEW & AWESOME


NEW – Saved Property Addresses. 

Now all properties added through the QRCODE / Text Flyer page or other areas will now be saved in your account.  From a pull-down menu you can now choose the previously loaded Address and it will load the settings.

Coming Soon – The saved addresses will work forever on the QRCODE / Text Flyer they are printed on.  So if you print a flyer, then do an open 2 months from now it will automatically link to the saved address for that flyer!


NEW – Two new FLYER Design Options. 

These two new Flyers support more fields including: Bedroom, Bathroom, Square Footage & Year Built.

The address field now includes a separate Street, City, State and Zip field.

 


Coming Soon – TEXT Activated Property Details from Riders. 

Each saved property will have its very own TEXT Code.  This code is linked to your account.

A link will be sent to anyone Texting the code from the rider with a link to a property page. That page can include details such as a description of the property, images, downloads, links, floorplans, your information and a contact or showing request form. 


NEW – User Dashboard

Based on your great feedback we have launched a new Dashboard.  The new Dashboard is very similar in layout as the older one so it should be quite easy to navigate and find what you need.  The biggest change is SPEED.  Once loaded you’ll notice that links open INSTANTLY, so this should be a big timesaver for all of our clients. 

As always, we’d love to hear any feedback or suggestions for changes or additions. 


Custom Thank You Message with Links & Custom Disclosures

Add a custom Thank You message that Visitors will see after registering for the open house on their smartphone.  You can also include downloadable files or links to Tours or other content. Check it out on the left menu under: YOUR SETTINGS / SMARTPHONE

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 on the left menu under: YOUR SETTINGS / SMARTPHONE

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 on the left menu under: YOUR SETTINGS / SMARTPHONE


TEXT & QRCODE Flyers – (Printable)

NEW! Easily generate a professional & beautiful TEXT or QRCODE Sign In Flyer for your next Open House. Check it out on the left menu under: QRCODE FLYER

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 on the left menu under: YOUR SETTINGS / SMARTPHONE

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 on the left menu under: YOUR SETTINGS / SMARTPHONE


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!

 

Create a Sign-In Flyer

Buyers can TEXT or Scan your QRCODE to Sign In.

After completion the flyer will be sent to your email address within a few minutes. Print it and even email it to potential buyers to advertise your Open so they can preregister for the open house.

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The Dashboard at a Glance – Your Settings

*** Menu Overview Below ***


The Dashboard at a Glance – Your Branding

*** Menu Overview Below ***


The Dashboard at a Glance – Marketing

*** Menu Overview Below ***


The Dashboard at a Glance – Advanced

*** Menu Overview Below ***


YOUR DETAILS

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RUN AN OPEN HOUSE – CHOOSE A STYLE BELOW

QUICKLY ADD OR CHANGE SETTINGS BEFORE RUNNING AN OPEN HOUSE

QUESTIONS & SETTINGS

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Adding extra fields can add to the height of the form. Test on your device after adding questions to see if it looks good.

Smartphone Sign-In Page Settings

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HELP & WALKTHROUGHS

The Help page is currently being upgraded to reflect the settings for the New 2021 Dashboard.


Below are a collection of 'Show me How' walk-throughs that cover most of the things you can do to use our site and to customize the Open House Sign-In Page to your liking.

If you see something missing our would like us to add something please CLICK HERE to contact Support.

Out Clients are our Top #1 priority so we will add additional walk-throughs here when requested as immediately as possible after requested.

*Note: We will be constantly releasing new walk-throughs as new features are added to Open House Wizard.

Team Startup - Adding Team Members

The Team Management Portal, Check this out!

The 2020 Series Chat & Popup Property Info Pages

Using the QRCODE Touch Free Sign In Page

Leads & Visitor Management

Using Search in Leads & Visitor Management

General - 'SHOW ME HOW' Walk-throughs

Run an Open House in 10 Seconds or Less

Navigating the 'My Account' Dashboard

Navigating the 'Customize' Dashboard

Get Started Fast with the Quick Start Wizard

Connect Open House Wizard to a CRM or Lead Service

How to Get a Visitor's Feedback During Sign-In

Get Feedback AFTER Sign-In & Add Notes

Generate a Beautiful Seller Feedback Report

Leads & Visitor Management Console

Helps you nurture and convert your Leads into Clients!

If you do not have a CRM, our Leads & Visitor Management Console might be all you need. Here you can view and manage all of your Leads in one place.

Tips:

Leads can be tagged for easy searching & followup.
An example could be using a tag such as 'Hot', then you can quickly search your Leads for those that are Tagged 'Hot'.

If you do Broker's Opens, then you will also be able to search for 'Broker' and then will see a list of all Broker sign-ins -- pretty cool stuff!

You can also Email or Call Leads, Edit them and lots more here as well.

You can also Import or Add your own contacts from any source to have them here in one place!

Checkout our Walkthrough Videos.

How to use the Leads & Visitors Management Console.

How to Search your Leads.

Manage your Open House Visitors with Google Contacts

Why manage them with Google Contacts?

If you do not have a CRM, Google Contacts can be used as a Great Free 'CRM'

  • Your Paid Open House Wizard Account can be Connected to Your Google Contacts Account
  • Visitor Sign-Ins go instantly to Google Contacts
  • You can view Visitor Sign-In details 'Live' on your Smartphone using Google Contacts
  • You can also take Notes or Flag Visitors in Contacts for later review
  • Google Contacts stores all Open House Wizard fields in the Contact Details
  • You can send Emails to Visitor Leads using Google Contacts

How to get Started with Google Contacts?

  • If you do not already have one, setup a Free Gmail Account at Google.com
  • Add a Label called something like 'Open House Visitors' in Google Contacts -
    • Login to Gmail
    • Open Contacts (Round Circle with dots on upper right part of screen then click Contacts)
    • Click the 'Create Label'
    • Name it Open House Visitors (or whatever you like)
  • Add your Google Account Information to Open House Wizard to Connect your Account on the 'My Account' page.
  • That's It!

Your Visitor Sign-Ins will now automatically be sent to Google Contacts.

Checkout our Walkthrough Video below.

How to Effectively Get & Use Visitor Feedback...

wizard-prouct-300x220

Visitor Feedback - Is an Important part of the Open House...

You can Collect Visitor Feedback & Share (Easily) Afterwards with the Seller... 

Collecting Visitor Feedback can work two different ways.  If a Visitor is signing in AFTER they view the house you can collect Feedback at the same time.  If the Visitor has already signed-in you can pull up their details (after they tour the property) and then allow them to add feedback.


 

To the right are two 'Show-Me' walk-throughs on collecting Feedback either during sign-in or after signing in.

How to Get a Visitor's Feedback During Sign-In

Get Feedback AFTER Sign-In & Add Agent Notes


 

How to Generate an Open House FEEDBACK Report...

Below is a walk-through showing how to effortlessly generate a beautiful Feedback Report after your open house.

  1. 1st of All, Go to the 'My Account' page and choose 'Feedback Reports'.
  2. Choose the day of the Open House from the selections, either 'Today', Saturday or Sunday are available for reports.
  3. Your list of visitors will load
Feedback-Report

 

Check the List & Make Edits (if needed) and Generate the Report...

  1. Check the list & if all is okay Click PDF to Generate the Report
    (You can also Print or save as Excel or CSV for a Custom Report)
  2. If you need to edit any of the details before running the report just click the entry and you can edit it
    (Edit example shown below)

Save your report to send to your Sellers.  On IPADs you can also save directly to your email as an attachment and then send to your sellers.

2020 Series Pages - Popups & Chat Sign-Ins

New in 2020 are Popup Style Property Information pages and Chat Style Sign-In forms.

Property Information Pages: (Click for demo walkthrough)

  • These pages can display the following information about the Property to Visitors:

    • Price
    • Street Address
    • Picture of the Property
    • Short Description or Any Message You Like
    • Beds, Baths & SQ Footage
  • These details can be Added on the 2020 Popups Series page on the My Account Dashboard
  • Make sure to add the information & Save before using the pages
  • The Popup pages support both a 'Regular' Sign-In form as well as the new 'Chat' style form

Chat Style Pages: (Click for demo walkthrough)

  • The Chat Style pages can be accessed via the My Account Dashboard
  • Chat pages can be run as a standalone page or from a Popup Property Info page
  • The Chat pages can speed signups by as much as 90%
  • Good for those that have a hard time getting Visitors to Sign-In since it is a more friendly and fast process
  • To make the Sign-In Process Quick and Efficient the Chat page only supports these fields:
    • Name
    • Email
    • Phone
    • Working with an Agent?

If you are using an Ipad for your Open House Sign-ins, here is how to use it successfully at the Open House.

1st of All, you need a data or Internet connection. If your Ipad has built-in data service from a carrier such as Verizon, Sprint or any other then you are good to go. If not, check out our Data Connection Tips page for information on how you can get a data or Internet connection on your Ipad.

2nd of all we also highly recommend using an external keyboard for Ipads and other tablet devices. It makes the Open House Sign-in experience much easier and professional for your visitors. For information on using an external keyboard checkout our tips page here.

The 3rd item we would mention here is that you also need to have an Open House Wizard Account. If you do not have one, click here to purchase.

Ok you get all of that, now its time to talk about using your Ipad to run the Open House Sign-ins!

At the Open House, find a good spot to place and position your Ipad for convenient access by Visitors.

Ipad Tips & Tricks - Making the Address Bar in Safari at the Top Smaller


While using an Ipad for your Open House Sign-ins you may have noticed the address bar at the top in Safari is sometimes bigger than others.

You can also remove the Address Bar totally and go FULL Screen, to do that instead scroll down or click here.

This larger address bar takes up more screen space so it is a good idea to maximize the screen size during your Open House to make the process as professional as possible.

If you see these square or rectangular looking boxes at the top of your Open House Sign-in Page there is an easy way to get rid of them.

These are Safari Tabs and show that you have other website pages currently open in the Safari Browser. To get some of the address bar space back, simply click on each open tab, then click the round 'X' on the left side of each tab to close it. Once all are closed except for the Open House Wizard Sign-in Page you will notice the address bar is back to its normal size.

Ipad Tips & Tricks - How to Run in FULL Screen


While using an Ipad for your Open House Sign-ins you may have noticed the address bar at the top in Safari gets in the way and detracts from the Open House Wizard Sign-in page

This larger address bar takes up more screen space so it is a good idea to maximize the screen size and go FULL Screen during your Open House to make the process as professional as possible.

If you see these address bars and tabs at the top of your Open House Sign-in Page there is an easy way to get rid of them all. This is basically a one-time thing, so you only have to do this once for any Open House Sign-in page that you would like to run full screen on your Ipad. We are using the black background sign-in page for this example.

1st of all, login to the Open House Wizard website and open the Ipad Open House Sign-in page that you would like to use, then tap or select the 'Share' icon at the top right of the screen that looks like an envelope with an arrow coming out of it

Then tap or select the 'Add to Home Screen' item which looks like a dark box with a plus sign in the middle

Then tap or select the 'Add ' link on the right of the 'add to home' box

You should now see the Open House Wizard Sign-in page icon on your Home Screen, just tap that icon whenever you wish to run an open house

Now when you run an Open House the Wizard's Sign-in page appears FULL screen on your IPAD, Yay! Remember if you want to change anything on the sign-in page, use the Login/Logout button on the left top of the sign-in page screen.

One important last note: If you encounter a login screen when using the Open House Wizard Sign-in page, make sure to check the 'Remember Me' box so you do not have to enter a password every time.

Notebooks, Laptops, PCs & Open Houses - How to Use any of those for Your Open House Sign-ins


If you'd like to use a Notebook, Laptop or PC for your Open House Sign-ins, here is how to use it successfully at the Open House.

Open House Wizard can run on pretty much any platform, Windows, Apple IOS, Android, Chrome and more. As long as you have an Internet or Data connection and a browser.

So - 1st of All, you need a data or Internet connection. If your Notebook/Laptop or large tablet has built-in data service from a carrier such as Verizon, Sprint or any other then you are good to go. If not, check out our Internet Connection help on the left for information on how you can get a data/wifi or Internet connection on your device.

2nd of all we also highly recommend using an external keyboard for tablet devices. It makes the Open House Sign-in experience much easier and professional for your visitors.

The 3rd item we would mention here is that you also need to have an Open House Wizard Account. If you do not have one, click here to purchase.

Ok you get all of that, now its time to talk about using your Notebook/Laptop/PC or Tablet to run the Open House Sign-ins!

At the Open House, find a good spot to place and position your Notebook/Laptop/PC or Tablet for convenient access by Visitors.
TIP: Make sure to bring a power cord and extension cord for your Notebook/Laptop/PC or Tablet as well as for your smartphone.

Open the Browser of your choice such as Internet Explorer, Firefox, Chrome or others, it should be on the main screen of your Notebook/Laptop/PC or Tablet as shown in the picture.

Browse to the Open House Wizard website (www.OpenHouseWiz.com) and choose Login from the main screen. (Tip: You can bookmark this login page to make signing in faster next time) Login with your chosen username (chosen during purchase), your password and then click the 'I'm not a robot checkbox'. You may be asked to verify items. This is just for security.

Next you will find your self at the 'My Dashboard' Page. The top part of the page is where you can change settings such as your logo, the Welcome to the Open House text on the sign-in page and other items. Below that are all of the options for running an Open House.

Choose your desired Open House design and click to run.

That's basically it! Let your Open House fly....

Notebooks, Laptops & Larger Screen Devices - Tips & Tricks - Remove the Top & Bottom Bars


While using a Notebook, Laptop, PC or Larger Screen Devices such as an Android Tablet for your Open House Sign-ins you may have noticed there is an address bar at the top & for some devices such as Windows devices a Taskbar at the bottom of the screen.

These top & bottom bar take up screen space and may be distracting to Open House Visitors while signing in, so it is a good idea to maximize the screen size during your Open House to make the process as professional as possible.

You can make the top bar and lower bar totally disappear so all you see is the Open House Sign-In Page. In most Windows browsers (IE, Firefox and Chrome) you simply do this by pressing the F11 key. If that does not work, try a google search for your exact browser and the key words would be full-screen mode or remove address bar (the top bar) and/or taskbar (the bottom bar in Windows).

Above is what the Open House Sign-In Page would look like after pressing the F11 key. To go back seeing the upper and lower bars again just press F11 again.

Android Tablets & Open Houses - How to Use one for Your Open House Sign-ins


If you are using an Android Tablet for your Open House Sign-ins, here is how to use it successfully at the Open House.

1st of All, you need a wifi connection. If your Tablet has built-in data service from a carrier such as Verizon, Sprint or any other then you are good to go. If not, check out our Internet Connection tips on the left for information on how you can get a data or Internet connection on your Tablet.

2nd of all we also highly recommend using an external keyboard for Android Tablets and other tablet devices. It makes the Open House Sign-in experience much easier and professional for your visitors.

The 3rd item we would mention here is that you also need to have an Open House Wizard Account. If you do not have one, click here to purchase.

Ok you get all of that, now its time to talk about using your Android Tablet to run the Open House Sign-ins!

At the Open House, find a good spot to place and position your Tablet for convenient access by Visitors.

Open the Chrome Browser, (if you do not have or see Chrome, use whatever browser you have) it should be on the main screen of your Tablet as shown in the picture.

Browse to the Open House Wizard website (www.OpenHouseWiz.com) and choose Login from the main screen. (Tip: You can bookmark this login page to make signing in faster next time) Login with your chosen username (chosen during purchase), your password and then (if asked) click the 'I'm not a robot checkbox'. You may be asked to verify items. This is just for security.

Next you will find your self at the 'My Account' Dashboard. This page has several 'Run an Open House' buttons, just Tap or Click.

Your Open House Visitor Sign-in & Welcome Page will appear but not full screen. To make it full screen click or tap the 3 dots on the right top.

From the drop down menu choose 'Add to Home Screen'.

Click the Add link on the dialog box that opens.

You Will Now See a New Icon on your Desktop, so from now on use that to Run your Open House Sign In Page. If you ever have an issue with the icon, just delete it and repeat these steps to add it back again.

Congrats! You will now see the Open House Sign In Page FULL Screen. ... Good Luck with the Open House!

You may notice that there are two gray buttons on the top left and bottom left of the screen. The Login / Logout button at top left will allow you to logout at the end of your open house, or it will also allow you to login to see your Account Page. This could be useful if you want to change something on the Open House Sign-In Page. You can change the color scheme, the Welcome text as well as the Logo or Image used on the Open House Sign-In Page from the Account Page.

The Open House Wizard Sign-In Page needs an Internet or Data Connection to Send its Leads 'Live' to Your CRM or Email...

If you do not have a built-in Internet or Data Connection on your Ipad/Notebook/Android Tablet or other device, then let's explore different ways you can 'create' your own Internet Connection at your Open House


Method One - This is the most simple, if your Open House's Owner has Wifi Internet available, just get the password to connect ahead of time from the homeowner

What if they don't want to share??! Then let's move on to Method Two ...


Method Two - Setup your own 'Wifi Hotspot' using your Smartphone - Here is how to do that

Many smartphones have this capability built-in, so we'll discuss setting this up with the two most popular smartphones - the Iphone & the Android Phone (such as Samsung)

Android Instructions - (Information from Lifewire.com click for the full article)

  • Turn On The Portable Wi-Fi Hotspot Feature on Your Android Smartphone or Tablet

    So, if you aren't restricted from using the Wi-Fi hotspot feature on your Android device, this is how to enable it and share your mobile data plan:

    1. Go to Settings on your Android phone. You can get there by pressing the menu button on your device when you're on the home screen, then tapping "Settings".
    2. At the Settings screen, tap the "Wireless & networks" option.
    3. You should see an option for "Portable Wi-Fi hotspot". Click the check mark beside it to turn on the hotspot and your phone will start acting like a wireless access point. (You should see a message in the notification bar when it's activated.)
      • To adjust and check the settings for the hotspot, tap the aptly named "Portable Wi-Fi hotspot settings" option. You'll need to do this if you don't know the default password that will be created for your hotspot so you can make a note of it for connecting your other devices.
      • You can change the default password, security level, router name (SSID), and also manage users connected wirelessly to your phone in the Wi-Fi hotspot settings.

    Find and Connect to the New Wi-Fi Hotspot Created

    1. From each of the other devices you want to share Internet access with, find the Wi-Fi hotspot; this will probably be done automatically for you. (Your computer, tablet, and/or other smartphones most likely will notify you that there are new wireless networks to connect to. If not, on another Android phone, you'll find the wireless networks under Settings > Wireless & networks > Wi-Fi settings. See general Wi-Fi connection instructions for most computers.
    2. Finally, establish the connection by entering in the password you noted above.

      Tips and Considerations

      • Make sure you turn off the Wi-Fi hotspot feature when you no longer need shared Internet access from the other devices, since this can drain your cell phone's battery significantly.
      • By default, the portable Wi-Fi hotspot will most likely be set up with WPA2 security and a generic password. If you're using this feature in a public place or concerned about hackers trying to intercept your data, it's best to change the password to something else before broadcasting your signal.
      • Keep in mind again that your cell phone company might charge extra for this feature and/or have data restrictions on its usage, so make sure you check your plan or with your carrier for more information.

Iphone Instructions - (Information from Lifewire.com click for the full article)

Turn on the Personal Hotspot Option in the iPhone

  1. Go to the Settings screen on the iPhone.
  2. At the Settings screen, tap the "General" then "Network".
  3. Tap the "Personal Hotspot" option then "Wi-Fi Password".
  4. Enter in a password. This makes sure other (unauthorized) devices can't connect to your network. The password has to be at least eight characters long (a mix of letters, numbers, and punctuation).
  5. Slide the Personal Hotspot switch to on to make your iPhone now discoverable. Your phone will start acting like a wireless access point with the network name as your iPhone's device name.

Find and Connect to the New Wi-Fi Hotspot Created

  1. From each of the other devices you want to share Internet access with, find the Wi-Fi hotspot; this will probably be done automatically for you. (Your computer, tablet, and/or other smartphones most likely will notify you that there are new wireless networks to connect to.) If not, you can go to the wireless network settings on another phone or device to see a list of networks to connect to and find the iPhone. For Windows or Mac, see general Wi-Fi connection instructions.
  2. Finally, establish the connection by entering the password you noted above.

Tips and Considerations

Macbook Pro & Mac Tips & Tricks - How to Run in FULL Screen


While using a Macbook Pro, or any Apple Mac device for your Open House Sign-ins you may have noticed the address bar at the top in Safari gets in the way and detracts from the Open House Wizard Sign-in page

This larger address bar takes up more screen space so it is a good idea to maximize the screen size and go FULL Screen during your Open House to make the process as professional as possible.

Very simply, you need to maximize your Safari Browser's screen. To do this click the upper right arrow on the top right of the browser window.

You may notice that there are tabs with other webpages you may have been viewing showing on your browser window, so we need to remove those extra tabs also.

To do so, click the 'x' on the left side of each tab to close them, leaving only the tab with your open house sign in page showing. After that the tabs bar will disappear.

One important last note: If you encounter a login screen when using the Open House Wizard Sign-in page, make sure to check the 'Remember Me' box so you do not have to enter a password every time.

If You Have a Tablet, Use an External Keyboard & Mouse

At your Open House you need to make the Visitor Sign-In process as effortless as possible. You also want to appear to the visitors as a the Savvy Real Estate Pro that your are, who does things the right way. No clunky paper sign-in sheets here!

So then why have people sign-in on your Ipad or Tablet using the onscreen touch keyboard? Talk about clunky, it hides half the screen and does not make the sign-in process smooth. Shell out the couple of bucks and get an external Ipad or Tablet keyboard. Many also have a mouse trackpad built-in. Logitech is one of the numerous manufacturers of add-on keyboards for Ipads and Tablets. To find them just google Ipad or Tablet keyboards.

Use your CRM's APP (or web login) to view your Open House Sign-Ins as they happen LIVE.

If your CRM has an App or allows a website login to manage your contacts you can use the App or website on your smartphone to view the Open House Sign-Ins as they happen.

This is a great thing for many reasons, 1st of all it allows you to add your own comments to these new contacts live while the Open House is happening. For another it shows the contact's name. Sometimes you may not even have a visitors name before they sign in at your Open. This can be helpful in many ways and can be used as a great icebreaker to greet them by name after they sign in.

 

Account & Billing Page

    • Lost your password? Please enter your username or email address. You will receive a link to create a new password via email.

    View Visitor Sign-Ins Live

    To ADD Notes to Visitors – Click ‘Enable’ or ‘Toggle’ Inline Edit


    Loading Visitors, Please Wait…

    Add the 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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    Branding – Colors & Fonts

    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.

    Your current Color & Font Scheme is shown below in the Wizard’s Magic Ball.


    Smartphone page color:

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    Branding – The Video Sign-In 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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    Branding – The Slidehow Page


    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 640×480 or 1024×768

    Newer Ipads – Sizes should be 1024×768 or Hi-res 2048×1536

    Windows devices – Sizes should be something like 1920×1200

    Smaller tablets and Androids – I’d probably try 640×480

    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

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

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    Marketing – Text Message Settings

    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: It is strongly recommended to do a test by doing a Visitor Sign-In to ensure the Welcome Message goes to your cell phone correctly.

    Marketing – 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.


    Enable ALL Drips

    By clicking 'Email' or 'Text' all 7 drips Email or Text drips below will become active. This means that starting with your next Visitor Sign-In the Drips will be sent to your visitors. Make sure that you have tested all drips before activating.

    Warning:
    By clicking 'Disable' all 7 drips below will be disabled for NEW sign-ins. This will not affect drip campaigns that are already being sent to previous signed-in visitors. To stop active drips being sent to previously signed-in visitors, use the 'Manage & Stop' item below.

    You can also activate drips individually as part the of the drip's settings.


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    'One-Click' - Test ALL Drips

    Warning:
    By clicking Test, All Email or Text Drips below will run and be sent to your email address or phone number.


    Drip Email or Text Campaign Schedule & Info

    • DRIP #1 - 5 Hours after Visitor Sign-In
    • DRIP #2 - Next Day after Visitor Sign-In
    • DRIP #3 - 4 Days after Visitor Sign-In
    • DRIP #4 - 8 Days after Visitor Sign-In
    • DRIP #5 - 12 Days after Visitor Sign-In
    • DRIP #6 - 22 Days after Visitor Sign-In
    • DRIP #7 - 29 Days after Visitor Sign-In

    These drips will continue unless you cancel them using the Manage Drips item below.

    It is recommended to immediately stop or cancel the drip campaign once someone answers or replies to one of these texts or emails.

    If a Visitor asks to unsubscribe you can unsubscribe them by cancelling the drip campaign from the Manage Drips item below as well.

    Click 'Drip Status' Tab on the left to open the Drip Status Page.

    There you can view Active, Cancelled and Completed Drip Campaigns. 

    You can also cancel a drip campaign or even restart a drip campaign.

     

    Here are the steps to setup all of the drip emails:

    To use the (awesome) Pre-made Campaigns just click Enable ALL Drips, then Save.
    Or you can Customize the Drips to your liking:

    • Click Drip Email #1
    • Click Email to Text to ‘Enable
    • Edit the Subject
    • Edit the Message body
    • Add an image (to be used on all drips)
    • Click ‘Save
    • Click through the rest of the drips and enable, edit & save each one
    • After finishing that, Click ‘Test All drips
    • Look at the individual emails or texts and make any edits for each if you want to change anything
    • That’s It!

    To check the Drip Campaign Statuses:

    • Go to the Drip Status page or Link Above
    • There you can see the Name & Emails of recent Visitors
    • The Status field shows 3 different statuses:
      • Complete - Drip is completed
      • Pending - Drip is in process
      • Cancelled - Drip that you cancelled or customer 'un-subscribed'

    To stop Drips for specific Visitors:

    • Go to the Status page Link Above
    • Click the ID of a person there
    • Then on the dropdown menu choose ‘Cancel Drip Campaign’
    • Then click APPLY

    Drips run automatically, but if you want to add someone to a drip manually:

    • Go to the Drip Status page or use the Link Above
    • Click the ID of a person there to add to a drip
    • Then on the dropdown menu choose ‘Email 1’ to start them on a drip campaign at the first email
      *Or choose text, for those with our Text add on
    • Then click APPLY

    Customize or Enable / Disable Individual Drips Below (Optional)

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    Marketing – 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…

    Marketing – 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!

    Marketing – 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)

    This Feature Coming Soon!

    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

    Tools – 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.

    Tools – 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:

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    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.

     

    Advanced – 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

    Choose the Service you would like to connect with and then Click 'Add Connection'.
    *We have not tested connections with ALL of these CRMs and Services, but can probably connect to a lot of them.

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    Advanced – 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.

    Your Currently Active COOP Partner is:

    None   No Active Partner

    CHOOSE YOUR ACTIVE COOP PARTNER HERE

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    ADD / CHANGE YOUR COOP PARTNERS HERE

    IMPORTANT: If you make changes to your ‘Active’ Partner, you’ll need to Activate them again above after changes are made for the changes to be added to the Active partner.

    Make sure to Click SAVE at the Bottom to Save Your Changes.
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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.

    Advanced – Websites

    Below are your Website details & Important links.

    Your Website & Domain name(s):

    Website(s) you belong to:

    Primary domain name: None yet

    Extra domains: (For Landing Pages)
    None yet

    Account, Billing & Team

    Add/Remove/Change/Import Agents  |  Add/Remove Payment Types


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