How do you create a new open house lead form?

Web:

1. Click 'Lead Forms' on the left side menu.

2. Click '+Lead Form' in the upper left corner

3. Toggle on 'Open House' to activate Open House only features.

4. Enter a 'Lead Form Name' for internal use only

5. Enter a 'Headline' for the top of the lead form

6. If you want this form to use a background photo different from the default, click 'Choose File' in the 'Property Photo' button box.

7. Enter a property location in the 'Property Location' text box.

8. You can choose to toggle on or off the 'Show Welcome Message' button. If you do just make sure you input a custom welcome message.

9. If you have any eSign documents you would like to add to the open house form, add them through the 'Include eSign Docs:' input box.

10. Toggle on the information you would want to collect within in the 'Information to collect:' area. You can also choose if the information should be required.

11. Select the Question Type

• Text
• Yes/No
• Rate (1-5)
• Number
• Dropdown

12. Enter the text for the Question

13. select 'Select a dropdown list' from the list if it is a dropdown question.

14. Enter a redirect link to have a redirect after lead form submission, like a listing page or brochure document

15. If you would like to send out a "Thank You" email after a lead submission toggle on the 'Send a "Thank You" email after signup' button.

16. To allow a form to collect leads, toggle on the 'Allow Lead Submission' button.

17. If you have a desired lender make sure you select them in the 'Lender:' dropdown box.

18. Click 'Save'

*Can only be performed on the web