Video Transcription

Good morning. Welcome to another episode of Tech Tuesday. At Delta Media Group, we'd like to give you the advice that if ever you find yourself holding an alien weapon and pointing it at an experimental power supply, go ahead and shoot it to keep the bad guy from getting it because you will probably get super powers. That's getting real obscure, I know. I was struggling this morning.

Today we are going to take another look at Open House Connector. We've done a few videos, probably three or four videos actually since we released Open House Connector. That's not because I just like doing Open House Connector videos, though I kind of do actually. It's really more because we are in kind of a rapid development phase for it. We've been taking in all of your feedback and suggestions on Open House Connector, and we've been implementing new features and functionality to make it easier for you to use and make it work better for you now that it's actually out in the wild and getting some usage. What I'm going to do is just kind of go through from the ground up, and we'll take a look at how you can set it up and what it can do. I'll try to point out the new features as we get to them, but we've been adding so much that who knows? I might not get them, but I'll show them to you. Let's jump into the DeltaNet and take a look.

First off, this account that I'm set up on now does not have Open House Connector set up, so just to show you what that looks like, I'm going to go down to listings, and then down to Open House Connector. You can see all I have here is an Enable Open House Connector button. I'm not going to click it here, but if you were setting it up you would click that button. Once you click it, I'll jump into an account here where it is set up so you can see what you'll see next. Here we go. I'm back under listings and Open House Connector. After you click that Enable Open House Connector button, it will take you to a page much like this.

On this page, it will show any of the open houses that you've already hosted using Open House Connector. When you first sign up, obviously, there will be nothing here because you haven't done any yet. You'll have your login credentials for the app over here, and then also just some links for your convenience to get you into the the Google Play Store or the Apple iTunes store. It's not even called the iTunes store any more. It's the app store, isn't it? Yeah, it's the app store. He's not looking at me. The Apple app store or the Google Play store and that's where you'll download the Open House Connector app by Delta Media Group. The idea is that you'll download that on your tablet. You run it on your tablet. At this point, it is only officially supported on tablets.

Yeah, we'll kind of leave it at that. It is officially supported on tablets. There may be a Chromebook that can run it, but it's untested. If you have a Chromebook that can run Google Android apps, then you can try it on that and it may work for you there, but again, untested. You download the app from the app store, and then you launch it, and then it'll have you log in with your credentials. I'll show you that, but before we get to that, we'll just look over the kinds of things that you can do through the settings page.

In Open House Connector, I'll click on settings, and then down here we can see our set of survey questions. Now these questions could have some presets in here that are defined at the company level and then you can, depending on your company settings, choose through those, reorder those questions and turn them on and off with these toggles here. You can see as I change the toggle, it updates the question and the order, actually. I can drag the questions around to change the orders. Again, if your company is giving you access to do so, or if basically, if that setting is turned on at the administrative level, then you can create your own custom questions in here as well. If I go in here and click on new question, I have a few different question types I can create. We'll say, I need to think of a good question.

That one's good. We type in our question, and then we can select what type of question we want that to be. If I make it just a text response, it's going to just drop in a text field and expect them to type out a response on your tablet. Now you can also go with a single or a multi-select where you'll define what the possible options are, just a multiple choice. This would be multiple choice where you select one, so here we are, select. You'd put it in your multiple choices down here, and then they would select which one they want or multi-select where you put in your choices in much the same way, and they have the option of selecting more than one. We'll go ahead and create a multi-select one. Add another option here. There we go.

Now we've created our question, and I've created it as a multi-select. We will save it. You can see it added my question here at the top, and now I can click on actions and go down to preview. This is what my question will look like in the app, and you can see that I can select all that apply. The idea of this question is I'll go through and just check whoever's answering the question or using the app, can go through and check as many answers as makes sense. Of course, none of my answers make sense. That's what I do. If I want to edit this question, I'm going to go back to actions edit. Now let's change this to an individual select. We'll leave that in here, and then we'll allow other, so there's another option in here so you can see what that looks like.

We'll save that one. Question's been saved. Now we're going to preview it. Now you can see we can only select an individual answer, but one of the things we can select is the other box and type in an answer. We'll close that one out, and then the last option is kind of the clearest one here. We're going to edit again, and we'll change this one to A, text response and save. I'll go to actions again and preview my question. You can see I just have a text box here, and this was would show up in the the survey interface for the user, and then they would be able to go in here and type out their answer as opposed to selecting one. There you go. Those are the question types you can create, and then again you can turn those on and off as you see fit.

Keep in mind that when you turn questions on and off, you have to log out and back into the app on your device to see the questions take effect. You may not have to log all the way out, but you definitely have to leave the open house. If you're hosting an open house and you have that open in the app and you make changes to the questions, you're going to have to at least get out of the open house, probably log all the way out of the app and back in to see the new questions. All right, so we have our questions made here. I'll change this back to a multi-select because that one's the most fun. I lost my answers, so there's something to keep in mind. If you do change types, multi-select and you enter your selections of new, change it to a text type and then back to a multi-select, you're going to lose your select options. It's not something that I would expect you to do very much, but it's worth knowing that it'll do that.

All right, so we have our questions set set up. Now we're going to scroll down here and look at our other options. The next thing we have here is a autoresponder to the survey. Whenever they complete the survey in the app when they're at the open house, by default, it's just going to email them out this autoresponder email and this is where you can customize it. Now you can also turn off this autoresponder. If you check that box, the autoresponder is turned off completely. Keep in mind that in the autoresponder when you customize it, these are all things that will fill in with the customer information, or the open house information, or your information automatically. If you wanted the your phone number to show up in the email, you would just take that and copy it, and then paste it in just like that wherever you want your phone number to show up.

Now the other thing you can do here is we'll allow the autoresponder. Now I can also select that I want to email the survey. What this is for is if your questions pertain more to things that should be asked after the fact because, think about it. It's built to be a sign in form, so somebody walks into your open house and you want to have them fill out your sign in form. If the questions in that sign in form are phrased in such a way that it's more like, "What did you think of the open house? What did you think of the house?" things that should be asked after they've viewed the house as opposed to before, what you might do instead is say, "Email the survey," so that all they do on your sign in form is they put in their name and email address, and then after that they'll get an email with a link to the survey, and then they can go in and answer the questions after the fact. This allows you to do that.

Whenever you make any changes in this section, you hit save changes to complete those. Here we go. Just turn that off so I don't forget. Now as we go down to the next thing we can do is we can choose whether or not we want to import all of our open house guests automatically. Keep in mind that the app will actually store all of the guests that are added to it. You can be at an open house and have your tablet not connected to the internet, and as people fill it out, it'll store all that information, and then the next time your tablet connects to the internet, it'll automatically bring all of that information into the DeltaNet. If you want it to automatically import all of the guests that signed up into your CRM, you can do so by having this option turned on. Again, like the last section, when you make changes here, you want to click save changes.

Now the other thing you can do here is have this automatically put those guests into a specific group. What it'll do by default is it's going to put all the customers that come from a single open house, so let's say I have an open house for 123 Main Street. When they get imported, it's going to put all those guests into a group called 123 Main Street open house. I think that's what it's called, and then if I do another one for 100 Main Street, it's going to put those guests into a 100 Main Street group.

Now what I can do here is if I define another group for all open house imports, in addition to each of the customers going into a group for their own open house, they're also going to go into a group for whatever I define here, so that way all open house guests, no matter what open house they signed up in can go into a single group in addition to their per open house groups. That is what this group selection is for. If you leave this blank, they'll just go into their appropriately named open house group, is what it specifies here, but if you fill this in, they'll go into that group and this group.

Now the other thing you can do is if you don't auto import guests, the system still stores them and keeps them in the app. What will happen is when it reconnects, it'll show you the open house, and then you can select from each individual guests that came in and choose to import them all at once after the fact or import them individually. Often, agents will do this based on their survey question answers, so you present the survey to them. One of your survey questions could be, "Are you working with another agent?" If that answer is yes, you probably don't want to import them. I'll show you that as we as we move through.

Now the next thing we have down here is the miscellaneous section and we've added some ... the plan is to continue to add additional kind of miscellaneous options to this section, but the only one in here now is the guest summary report option. If this is turned on, as it says right here, an email report will be automatically generated containing all open house guests that logged into Open House Connector during your open house. That way you kind of get a followup that tells you everybody that logged in. Like the other sections, you just have the toggle here. If you make changes to it, you click save changes within that section to save them.

There you have it. Those are the settings that are currently available for Open House Connector. Now I'll switch this back over to home and we will jump into the app or something that looks like the app, and take a look at it and see how to set it up. You can see here we have login credentials and like I mentioned, those are the login credentials for the actual tablet app itself. What I'm going to do, I'm going to cheat. You'll have to type it in because you'll be on two different devices, but I'm going to cheat, I'm going to copy the app because it's going to be my user ID for the app. I'm going to switch over to the app, and you can see that I have a user ID here. I'm going to paste that in. I already forgot what the password is. There we go. There's my little password.

All right, so now I've got my credentials in for the Open House Connector app. I'm going to click log in and that takes me into Open House Connector. at this point, the idea is that you would open up your tablet and you would sign in and actually it'll keep you signed in once you sign in once unless you choose to log out. You'll sign in at your open house, and then you'll get to choose which open house you've gone to. Now by default it's going to show only my open houses. You can see I just have the three here. However, I can now uncheck this box and this is one of those new features. I can uncheck this box, and you can see here now I'm seeing all the open houses in the company.

Let's say you're at a large company and this coming weekend there are, I don't know, a hundred open houses across the company. You know which one you want but, you don't want to scroll through all of the open houses to find it. Say you're hosting another agent's open house or an open house for another agent's listing. What you can do is you'll say, "Show me all open houses." You'll uncheck the only my open houses box, and then up here we're going to search for whatever we want by address. If I want to do that 203 Park Avenue, I type in 203, and you can see that it narrows the list down to just the open house I'm looking for. Once you've found your open house, you click on it. That brings up the Open House Connector app, and now it's basically it's in sign-in form mode.

At this point, you can just set it up there. You can present it to your open house guests as they come in. You have them sign in, so that process is just they'll tap the sign in button. They'll put in their name, open house guest. They put in their middle name, ohouseguest@, not feeling super creative this morning. Sorry. They'll fill in their name and email address. We'll click on next. Now because I'm having it ask the survey questions, it's going to ask me the survey question. I'll go through and answer each of the ones I have in there, so we'll save it. Curb appeal of this home is excellent.

You can see as I go through and answer each of these questions, it's storing my answers. Now I can also, I don't have to answer the questions. I can just click save if I don't want to answer, and it basically skips over the question. We'll go ahead and answer this one because why not? Save. Now that was the last of my questions. Now that I've finished answering the survey, it just says, "Thank you." I click done and that's it. That's all there is to it.

Also keep in mind that if a user comes in, and they sign in and they don't finish the survey, so they sign in and then they walk away, the system I believe will still save their contact information. Once they put in their contact information, once they hit next to go to the survey, it doesn't save it, but if the survey does timeout, so like they type it in and walk away, it still does save the information, I believe. There you go. Now once they've signed in, you can quickly look at your app and you can see up here in the corner that you've had one person sign in. If you did choose to set this up on a table at the open house, people would go in and sign in. You could go and check the app, and just take a look at at any time to see how many people have filled it out. That's kind of a handy thing there. Then as far as using the app, otherwise to get out of this open house, so when the open house is over, I'm going to go down here to the bottom and tap on admin and just hit end open house.

Now you can also provide feedback, that's feedback for us for the app. If you want to provide feedback, great. Otherwise, you'll click on end open house, and you'll confirm it. I want to end open house, and it takes me back to the open house selection. Now if I was using a company tablet and I wanted to log out of this, I could click admin and then log out and log out. That'll take me back to where you have to enter your credentials to log in. If you're using your own tablet, then it's not a bad idea to just stay logged in all the time. It'll just save you a step when you go to your next open house. There you go.

Now we'll jump back into the DeltaNet. Now because I was never really disconnected from the internet, my information for the open house should already be here. You can see that it is. What we can now see is let's say we finished our open house, went home, our tablet reconnected to the internet and it imported all of our open house information. Now I can go into the DeltaNet, and I'm back under listings and Open House Connector since all things Open House Connector are housed there, and we scroll down to your open houses and this is the last open house I hosted. Date, time, that's all set up here. I can see that there is a red number here because it's indicating to me that it has not imported any guests. If I had auto import turned on, I would just have a number here like this one, but with no red number next to it because all the guests would have already been imported. Now if I click on it, I get a little information here.

I get a question overview where it's going to show me each of the questions and what all of the answers were. If I had a lot of attendees, I can see on average how each of these, not really even on average. I can see how each of the questions were answered across users, and then I can click on guest overview, and I can see each individual guest and how they specifically answered each of the questions. In this case, I just have one. If I had multiple, they would just be down here in rows, and then I could click on each one to expand them and see how they answered the questions. We'll click there, and you can see all of our questions here. The idea here is that I can open this up. I can say, "Perform guest import" where it's going to import everybody all at once, all the attendees regardless of their question answers, or if I don't want it to import everybody, I'll go here and I'll go to guest overview. Then I can go through the guests that signed in on my open house one by one, see what their question answers are and maybe that has some bearing on whether I import them or not. I guess just depends on your questions.

If I want to import them, I'll go down here to the bottom. I'll click import guest. In fact, I'll do it. Why not? That opens up a new modal here where I can add some more information about that guest if I want. If I want to add a note about them, like say I'm going through this and I, okay, I remember this person. This was the guy with the awesome, can't spell, awesome glasses. Glassers, man, really can't type. There we go, and then import guests. There you go. Now I've looked at that, that guest's answers. I've imported them, and then I've added a note just to remind myself of who that was while it's fresh in my mind. Now if I go in and I find that person in my customer center, I'll be able to see on their profile page up in the notes section, the note that I just entered there.

There you go. That is Open House Connector as it exists today. Again, we're always soliciting your feedback when it comes to features, really all features, but features like this especially because this is something that we built, we put together, released into the world and now the more feedback we get, the better the whole thing gets. That's what we want, feedback from people that are using it.

As always, thank you very much for joining me this week. It was a pleasure. If you have any questions about Open House Connector or anything else, feel free to give us a call or send an email into support@deltagroup.com. We'll be happy to walk you through whatever you need and answer any questions about whatever you have. Thanks a lot for joining me, and I will see you again next week.