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Enhance Your Open House with Seamless Lead Capture

Unlock your open house potential by simplifying lead capture, ensuring a smooth experience for both buyers and sellers.

Table of Contents

  1. Choose Your Setup Method

  2. Customize and Manage Your Open House Forms

  3. Best Practices

  4. Troubleshooting Common Issues

  5. FAQs

Why This Feature Matters

  1. Simplifies in-person lead capture during open houses

  2. Supports touchless sign-in with QR codes

  3. Automatically categorizes and routes leads

  4. Offers form variations for both buyers and sellers

  5. Enables real-time registration tracking and assignment

Each open house form you create isn’t just a sign-in tool — it’s also a discoverability asset. Clean URLs, keyword relevance, and consistent tracking links all reinforce your site’s SEO strength and help buyers find you faster.

Choose Your Setup Method

There are three ways to set up open house forms in Sierra, depending on how you plan to capture and track leads.

Option 1: Add Keywords to a Property Listing URL

Create an open house form by appending one of these keywords to any property listing URL:

  1. /openhouse — Full toggle form, supports both buyer and seller modes

  2. /buyer-openhouse — Buyer-focused form; redirects to property page

  3. /neighbor-openhouse — Seller-focused form; redirects to property page

Example: https://www.yoursite.com/property-search/detail/47/12345/main-street/openhouse

Important: Remove any extra parameters (like ?src=2) before appending /openhouse.

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Option 2: Generate a Touchless QR Code Open House Form

For a contactless experience, append one of these QR-specific keywords:

  1. /qr-openhouse

  2. /qr-buyer-openhouse

  3. /qr-neighbor-openhouse

Print the page as a QR code or display it on a device for easy scanning.

Option 3: Use the Tracking Link Generator

You can also use the Tracking Link Generator to create an open house form:

  1. Navigate to the property listing detail page on your site.

  2. Once there, place your cursor in the top left corner of the page and leave it there for a couple of seconds (without moving), until a small link icon appears.Tracking Link on Frontend Website

  3. You'll be directed to a  Tracking Link Generator pageGenerate a Tracking Link
  4. Choose a Property Listing URL
  5. Select one of the following registration types:
    1. Open House Style for Agent
    2. Open House Style for Buyer
    3. Open House Style for Neighbor
  6. Choose from:
    1. Full Link
    2. Short Link
    3. QR Code Link (for touchless sign-in)

The agent’s contact info will display on the form based on the routing assignment.

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Customize and Manage Your Open House Forms

Personalize Your Form Branding

Make your open house form feel on-brand by updating the logo shown on the page.

  • Go to Admin › Account Contact Info › Logo section

  • Upload a new image to display on your sign-in form

Switch Between Buyer and Seller Views

Easily adjust the form on-site to match your audience:

  • Click the form header to toggle between:

    • Buyer Sign-In (“Sign-In Sheet”)

    • Seller Sign-In (“Welcome Neighbors!”)
      This helps you tailor the message and data capture depending on who’s attending.

Automate Lead Routing and Tracking

Leads from open house forms are automatically tagged with Source: Open House, making follow-up and reporting simple.

  • Filter by this source in Advanced Search

  • Use it in Lead Routing Rules to trigger the right action plans or agent assignments

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Best Practices

  • Bookmark and test your /openhouse URLs before your event

  • Print and post QR code versions around the open house

  • Assign auto-action plans to open house leads for faster follow-up

  • Use seller vs. buyer view toggles to tailor the conversation

Troubleshooting Common Issues

  • Issue: The form isn’t displaying correctly
    Fix: Double-check for any query parameters at the end of the URL and remove them before appending /openhouse
  • Issue: QR code not working
    Fix: Ensure the QR URL includes /qr-openhouse and not any extra characters
  • Issue: Agent contact info missing
    Fix: Revisit your tracking link settings to ensure the correct agent is assigned

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FAQs

  • Can I use the same link for multiple registrations?
    Yes! Both /openhouse and /qr-openhouse allow multiple submissions.
  • Will it detect returning leads?
    Yes, existing leads will have a note added to their profile if they fill out the form again.
  • Can I route seller vs. buyer leads differently?
    Absolutely. Use source tags or tracking link info to trigger different routing rules.