--- title: Setting Up Open House Lead Capture Forms for Automatic Routing description: Set up open house lead capture forms in Sierra Interactive and automatically route buyer and seller leads to the right action plans, agents, and follow-up sequences. image: https://www.sierrainteractive.com/wp-content/uploads/2022/07/Website-Preview-V2A.jpg --- [Skip to content](https://help.sierrainteractive.com/helpcenter/setting-up-open-house-lead-capture-forms-for-automatic-routing#main-content) [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new?hsLang=en) [![Sierra Interactive logo](https://help.sierrainteractive.com/hs-fs/hubfs/sierra%20interactive%20logo.png?width=250&height=34&name=sierra%20interactive%20logo.png)](https://help.sierrainteractive.com/helpcenter?hsLang=en) - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) Open main navigation Close main navigation - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) - [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new) Search Help Center - There are no suggestions because the search field is empty. 1. [Help Center](https://help.sierrainteractive.com/helpcenter?hsLang=en) 2. [Getting Started with Sierra](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en) 3. [Enhance Your Site](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#enhance-your-site) September 8, 2026 # Setting Up Open House Lead Capture Forms for Automatic Routing ## Capture and route open house leads automatically with Sierra Interactive. ### Table of Contents 1. [Choose Your Setup Method](https://help.sierrainteractive.com/helpcenter/setting-up-open-house-lead-capture-forms-for-automatic-routing#choose) 2. [Customize and Manage Your Open House Forms](https://help.sierrainteractive.com/helpcenter/setting-up-open-house-lead-capture-forms-for-automatic-routing#customize) 3. [Best Practices](https://help.sierrainteractive.com/helpcenter/setting-up-open-house-lead-capture-forms-for-automatic-routing#best-practices) 4. [Troubleshooting Common Issues](https://help.sierrainteractive.com/helpcenter/setting-up-open-house-lead-capture-forms-for-automatic-routing#troubleshooting) 5. [FAQs](https://help.sierrainteractive.com/helpcenter/setting-up-open-house-lead-capture-forms-for-automatic-routing#faqs) --- ### Why This Feature Matters 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. Key benefits of Sierra’s open house forms: - Simplifies in-person lead capture during open houses - Supports touchless sign-in with QR codes - Automatically categorizes and routes leads - Offers form variations for both buyers and sellers - Enables real-time registration tracking and assignment --- ### 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![open\_house\_urls](https://help.sierrainteractive.com/hs-fs/hubfs/open_house_urls.gif?width=670&height=397&name=open_house_urls.gif) **Example:** https://www.yoursite.com/property-search/detail/47/12345/main-street/openhouse **Important:** Remove any extra parameters (like ?src=2) before appending /openhouse. #### **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.![open\_house\_qrs](https://help.sierrainteractive.com/hs-fs/hubfs/open_house_qrs.gif?width=670&height=392&name=open_house_qrs.gif) #### **Option 3: Use the Tracking Link Generator** If you haven't created a tracking line before visit: [Create Tracking Links to Capture More Leads](https://help.sierrainteractive.com/helpcenter/create-tracking-links-to-capture-more-leads?hsLang=en) 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](https://help.sierrainteractive.com/hs-fs/hubfs/tracking_link.png?width=670&height=408&name=tracking_link.png) 3. You'll be directed to a  **Tracking Link Generator** page**![Generate a Tracking Link](https://help.sierrainteractive.com/hs-fs/hubfs/Generate%20a%20Tracking%20Link.png?width=539&height=175&name=Generate%20a%20Tracking%20Link.png)** 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. [back to the top](https://help.sierrainteractive.com/helpcenter/setting-up-open-house-lead-capture-forms-for-automatic-routing#top) --- ### 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 **Gear Icon › Account Contact Info › Logo section![gear\_account\_contact](https://help.sierrainteractive.com/hs-fs/hubfs/gear_account_contact.png?width=291&height=366&name=gear_account_contact.png)** - 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. - To find all your open house leads, go to **Leads › Leads Dashboard › Advanced Search**, set **Source** = **Open House**, and run the search. This will pull up every lead captured through an open house form.![advanced\_search\_open\_house](https://help.sierrainteractive.com/hs-fs/hubfs/advanced_search_open_house.png?width=665&height=220&name=advanced_search_open_house.png) - Use it in [**Lead Routing Rules**](https://help.sierrainteractive.com/helpcenter/master-lead-routing-to-maximize-your-teams-efficiency?hsLang=en) to trigger the right action plans or agent assignments - For buyer leads: Set your rule conditions to **Source + Open House + Lead Type = Buyer** - For neighbor/seller leads: Set your rule conditions to **Source = Open House + Lead Type = Seller![lead\_routing\_open\_house](https://help.sierrainteractive.com/hs-fs/hubfs/lead_routing_open_house.png?width=670&height=319&name=lead_routing_open_house.png)** [back to the top](https://help.sierrainteractive.com/helpcenter/setting-up-open-house-lead-capture-forms-for-automatic-routing#top) --- ### Best Practices - **Use property-specific URLs for every open house.** Using a unique URL per property (rather than a generic `/openhouse` link) means every lead is tied to a specific address in your CRM. This makes follow-up more personal and your reporting more accurate. - **Set up your buyer and seller routing rules before the event.** Routing rules only apply to leads captured after the rule is created. Configure both your buyer and neighbor rules in advance so no one falls through the cracks the day of. - **Test your URLs the day before.** Open the form on your phone, submit a test entry, and confirm the lead lands in your CRM with the correct source tag and lead type. A five-minute check prevents a missed lead during the event. - **Post QR codes in multiple locations.** Place printed QR codes at the entrance, near the feature sheet, and in any room where guests tend to linger. More touchpoints means more registrations without requiring any staff interaction. - Assign action plans, not just agents. Routing a lead to an agent is one step. Enrolling that lead in an action plan is what drives follow-up. Make sure each routing rule includes an action plan trigger so outreach starts automatically. For more info visit: [Scale Your Lead Follow-Up with Fully Automated Action Plans](https://help.sierrainteractive.com/helpcenter/scale-your-lead-follow-up-with-fully-automated-action-plans?hsLang=en) [back to the top](https://help.sierrainteractive.com/helpcenter/setting-up-open-house-lead-capture-forms-for-automatic-routing#top) --- ### Troubleshooting Common Issues - **The form isn’t displaying correctly** Check the property listing URL for any query parameters (like `?src=2`) and remove them before appending `/openhouse`. Extra parameters break the form rendering. - **QR code not working** Ensure the QR URL ends with /qr-openhouse, /qr-buyer-openhouse, /qr-neighbor-openhouse and not any extra characters after it. - **Agent contact info missing** Go back to your Tracking Link Generator settings and confirm the correct agent is assigned to that link. The form pulls contact info from the routing assignment at the time the link was generated. [back to the top](https://help.sierrainteractive.com/helpcenter/setting-up-open-house-lead-capture-forms-for-automatic-routing#top) --- ### FAQs - **Can I use the same link for multiple registrations?** Yes. Both `/openhouse` and `/qr-openhouse` support multiple submissions, so one link works for the full duration of your event. - **Will it detect returning leads?** Yes. If an existing lead fills out the form again, Sierra adds a note to their profile rather than creating a duplicate record. - **Can I route buyer and seller leads differently?** Yes, and this is one of the most valuable things to set up before your event. See the "Automate lead routing and tracking" section above for step-by-step instructions on configuring separate rules for each lead type. - **How do I handle two or more open houses running at the same time?** Use a distinct property listing URL for each open house rather than sharing one link. Since routing rules trigger based on lead type and source, two open houses using the same URL type will funnel leads into the same rule, making it impossible to tell which property the lead came from. A unique URL per property keeps your leads, reporting, and follow-up sequences cleanly separated. If you want property-specific agent assignments or action plans, create a dedicated routing rule for each property using its unique tracking link. - **Can I track which open house a lead came from after the fact?** Yes, if you used property-specific URLs. Each lead's source record will reflect the property URL they registered through. If you used a generic `/openhouse` link across multiple properties, the source tag will be the same for all of them, so distinguish by the lead's associated property where possible. - **Can I run open house forms for multiple properties at the same time?** Yes, each open house form is tied to a specific property listing URL, so you can run simultaneous open houses without any conflict. Create a separate `/openhouse` (or `/buyer-openhouse` / `/neighbor-openhouse`) URL for each property. Leads captured at each form will be tagged **Source: Open House** and can be differentiated by the property they registered through. If you need to route or report on leads from a specific property, consider using a [**Tracking Link**](https://help.sierrainteractive.com/helpcenter/create-tracking-links-to-capture-more-leads?hsLang=en) for each open house as this lets you tie leads directly to that listing for cleaner follow-up. 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"https://help.sierrainteractive.com/helpcenter/set-up-open-house-lead-capture-forms#article", "@type" : "Article", "author" : { "@id" : "https://sierrainteractive.com/#organization" }, "dateModified" : "2026-05-27T17:19:46+00:00", "datePublished" : "2026-05-27T17:19:46+00:00", "description" : "Capture and route open house leads automatically with Sierra Interactive.\n", "headline" : "Set Up Open House Lead Capture Forms", "image" : { "@type" : "ImageObject", "url" : "https://21458556.fs1.hubspotusercontent-na1.net/hubfs/21458556/open_house_urls.gif" }, "mainEntityOfPage" : { "@id" : "https://help.sierrainteractive.com/helpcenter/set-up-open-house-lead-capture-forms", "@type" : "WebPage" }, "publisher" : { "@id" : "https://sierrainteractive.com/#organization" } } ``` ```json { "@context" : "https://schema.org", "@id" : "https://help.sierrainteractive.com/helpcenter/set-up-open-house-lead-capture-forms#howto", "@type" : "HowTo", "description" : "Capture and route open house leads 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"/qr-buyer-openhouse" }, { "@type" : "HowToStep", "name" : "/qr-neighbor-openhouse", "text" : "/qr-neighbor-openhouse" }, { "@type" : "HowToStep", "name" : "Navigate to the property listing detail page on your site", "text" : "Navigate to the property listing detail page on your site." }, { "@type" : "HowToStep", "name" : "Once there, place your cursor in the top left corner of the", "text" : "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." }, { "@type" : "HowToStep", "name" : "You'll be directed to a Tracking Link Generator page", "text" : "You'll be directed to a Tracking Link Generator page" }, { "@type" : "HowToStep", "name" : "Choose a Property Listing URL", "text" : "Choose a Property Listing URL" }, { "@type" : "HowToStep", "name" : "Select one of the following registration types:", "text" : "Select one of the following registration types: Open House Style for Agent Open House Style for Buyer Open House Style for Neighbor" }, { "@type" : "HowToStep", "name" : "Choose from:", "text" : "Choose from: Full Link Short Link QR Code Link (for touchless sign-in)" }, { "@type" : "HowToStep", "name" : "Open House Style for Agent", "text" : "Open House Style for Agent" }, { "@type" : "HowToStep", "name" : "Open House Style for Buyer", "text" : "Open House Style for Buyer" }, { "@type" : "HowToStep", "name" : "Open House Style for Neighbor", "text" : "Open House Style for Neighbor" }, { "@type" : "HowToStep", "name" : "Full Link", "text" : "Full Link" }, { "@type" : "HowToStep", "name" : "Short Link", "text" : "Short Link" }, { "@type" : "HowToStep", "name" : "QR Code Link (for touchless sign-in)", "text" : "QR Code Link (for touchless sign-in)" } ] } ``` ```json { "@context" : "https://schema.org", "@id" : "https://help.sierrainteractive.com/helpcenter/set-up-open-house-lead-capture-forms#faq", "@type" : "FAQPage", "mainEntity" : [ { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Yes. Both /openhouse and /qr-openhouse support multiple submissions, so one link works for the full duration of your event." }, "name" : "Can I use the same link for multiple registrations?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Yes. If an existing lead fills out the form again, Sierra adds a note to their profile rather than creating a duplicate record." }, "name" : "Will it detect returning leads?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Yes, and this is one of the most valuable things to set up before your event. See the \"Automate lead routing and tracking\" section above for step-by-step instructions on configuring separate rules for each lead type." }, "name" : "Can I route buyer and seller leads differently?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Use a distinct property listing URL for each open house rather than sharing one link. Since routing rules trigger based on lead type and source, two open houses using the same URL type will funnel leads into the same rule, making it impossible to tell which property the lead came from. A unique URL per property keeps your leads, reporting, and follow-up sequences cleanly separated. If you want property-specific agent assignments or action plans, create a dedicated routing rule for each property using its unique tracking link." }, "name" : "How do I handle two or more open houses running at the same time?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Yes, if you used property-specific URLs. Each lead's source record will reflect the property URL they registered through. If you used a generic /openhouse link across multiple properties, the source tag will be the same for all of them, so distinguish by the lead's associated property where possible." }, "name" : "Can I track which open house a lead came from after the fact?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Yes, each open house form is tied to a specific property listing URL, so you can run simultaneous open houses without any conflict. Create a separate /openhouse (or /buyer-openhouse / /neighbor-openhouse) URL for each property. Leads captured at each form will be tagged Source: Open House and can be differentiated by the property they registered through. If you need to route or report on leads from a specific property, consider using a Tracking Link for each open house as this lets you tie leads directly to that listing for cleaner follow-up." }, "name" : "Can I run open house forms for multiple properties at the same time?" } ] } ```