Before the open house
- Create an open house form
- Set default listing
- Add assignee and cadence on submit
- Download QR code
- Test the form on a phone
Day of event
- Display QR at entry
- Use optional kiosk tablet
- Have visitors submit the form
- Monitor submissions from the form detail page
What you should see
Each guest should become or merge into a Contact, link to the form source and listing, and start follow-up if the automation is eligible.
Common issues
- QR opens wrong form — download the latest QR
- Cadence missing — check consent, assignee, and active template
- Duplicate guest — check merge behavior before creating manually