Open House Sign-In Setup

Updated October 31, 2026 187 views

Open House Sign-In Setup

Replace paper sign-in sheets with digital lead capture at your open houses.

Creating an Open House Campaign

  1. Go to Farm > Email Collection
  2. Click Create Campaign
  3. Select Open House campaign type
  4. Add property details to your messaging

Recommended Form Fields

Include these fields:

  • First Name (required)
  • Last Name (required)
  • Email (required)
  • Phone Number
  • "Are you working with an agent?"
  • "Are you pre-approved?"
  • Comments/Questions

Setting Up at the Property

Entry Table Setup

  • Place iPad on stand near entrance
  • Position for easy access
  • Keep charging cable connected
  • Add signage: "Please Sign In"

Multiple Entry Points

  • Consider iPads at each entrance
  • Or use QR code posters at secondary doors
  • All feed to same campaign

Greeting Visitors

Train yourself or team to:

  • Warmly greet arrivals
  • Direct to sign-in iPad
  • Explain any incentives
  • Thank them for signing in

QR Code Alternative

For busy open houses:

  • Print QR code signs
  • Post at entrance
  • Visitors scan with their phones
  • Fill out on their device

Post-Open House Follow-Up

After the event:

  • Review all respondents
  • Send thank-you emails
  • Add to contact lists
  • Schedule follow-up calls
  • Track conversion to clients
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