From your Chime CRM Campaigns, you can access your Open House Form admin page.
Create a New Open House Form
Click the +Add New button to create a new open house. In Add Open House pop up window, you can enter the street address, and then select the corresponding MLS suggestion.
After selecting an address in MLS suggestions, the pictures of the chosen listing will be pulled from MLS in the pop-up window (shown below). You can select your preferred photo or upload another picture from your PC by clicking Upload here.
After editing the open house info, select whether to Send Welcome Email & Text to the sign-in leads and Register as Shared Lead by ticking the box next to the three options at the bottom. Then simply click on the Save button to create a new open house.
Manage an Existing Open House
Click on the Edit House button on the Open House Forms home page.
In here, you can edit the existing open house listing information, or delete the open house that has expired.
How To Edit the Questionnaire
Click Edit Questionnaire button to edit the open house questionnaire.
- On the questionnaire page, you can add the Plain Text Question or the Multiple Choice Question by clicking Add a Step.
- For the multiple-choice questions, you can customize the options and set them as single-choice or multiple-choice.
- With the exception of Plain Text (Name), all questions can be set as mandatory.
You can change the order of the steps by dragging the 3 line menu icon on the right of each question.
On the open house list page, click on the image to take you to the Sign-In Page.
The left side of the sign-in page will display information about the open house and its creator, and the right side will be the survey questionnaire for the lead. Leads click Submit button to send the form and they get registered into your Chime CRM.
On the submission page of the questionnaire, you can add a Visitor Note or choose to let the next visitor continue the sign-in.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <firstname.lastname@example.org> or by phone at 1 (855) 981-7557.