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April
13

In this episode of Tech Tuesday, Harley Wolfarth presents Open House Connector with all of its current features and functionality.

Video Transcription

Harley:

Hello. Welcome to another edition of Tech Tuesday, presented by Delta Media Group, where we know that if a bunch of buddies from high school come to you and say, "Hey, come backpacking with us. It'll be easy," they're lying. It's not easy. Today, we are going to take a look at Open House Connector. Open House Connector is something we've had in here for a while, and we've been making updates to it periodically, so we wanted to make sure to get a new video in place to cover what some of those additional updates are and see how you can use it overall now.

Harley:

First off, to get to Open House Connector, we're going to go down to listings and then click on Open House Connector. Alternatively, like everything else in DeltaNET 6, we could just type "Open House Connector" up into the search bar up here and get to it that way, but I'm just going to click here just to keep it easy. Now, what Open House Connector is for is you will either download the app onto a tablet, or you could use it directly on your laptop, and then you take that device to an open house and set it up at the open house and use it as your sign-in sheet there.

Harley:

In addition to just being a sign-in sheet, it can also ask some survey questions for the customer right there in the app. It can send them a survey question form after the fact so they can fill out some survey questions after. It can do both of those things now, so you could have some questions during, and then some questions after. Then it also records all of the information they put in so that you can automatically import their customer information or their contact information into the DeltaNet and just get counts of all the people who have attended the open house, plus what all their survey questions look like, both individually and aggregated into combined responses.

Harley:

Let's run through it so you can see how this thing looks and how that information is going to be organized. First off, on the Open House Connector page, we have our Login Credentials. This is how we log into the app. Then as we scroll down here, you've got how you get the app. You could either go directly to the Apple App Store or the Google Play Store to download the app on your device, or if you're using a tablet, you could log into the DeltaNet on that tablet, go to this page, and use these links as a shortcut to download the app from the Play Store. If you're using this on a laptop, you would just click Use in a Web Browser. I'll do that in a minute here. But when I do that, it's going to open up in a new tab so that I'll have a new tab that is actually the app. The idea would be you just full screen that browser window and set it up on a laptop at your open house so that's the only thing that the users see when they walk in.

Harley:

Before I get to that, I'm going to scroll down a bit. We have three tabs here. This is how you get to all the settings and the different things you've done here at Open House Connector. First, you have open houses. These are the open houses that you have hosted using Open House Connector, and if I click on any of these, it gives me some information about that open house, what time it took place. Now, these will show up automatically after you host an open house.

Harley:

I can click a button here. This shows me the total number of guests that have signed in, and if I want to import them all into the DeltaNet, I can click this button and that'll import all these guests at once. I can see my question roll-ups, that aggregated question view, so these are all of my survey questions. If I expand each one, it will tell me how many people answered each way. There was only one attendee here, so there's only one, but if five people answered "About right," and three people answered "Somewhat overpriced," then I would see a five here and a three here, and then just a breakdown, a little bar chart that shows me the percentage that went to each of those different question answers. That is the breakdown I get on this page.

Harley:

Now, if I go over to guest overview, I can see all the guests individually, and if I expand those, I can see how that specific guest answered the questions, and I can also import just that guest, so if I just want to do an import of this guest, I don't want to import everybody that attended this open house, I can do that. The use case there is typically you can have one of your questions would be, "Are you already working with another real estate agent?" If they are, then you would choose not to import those. If they aren't, then you could click the Import button and pick and choose which ones you want to import. There you go.

Harley:

Now, you can see, you've got a few little sprites here to indicate that there's some activity, so this one is indicating that one customer signed up. That's what this one is. This one is that one has not been imported, and you can see it brings up that little message when I roll over it. The same down here. All that is, that red number, or really, white number within a red bubble, is just an indicator of how many haven't been imported of all those that signed up at this open house. Then the little exclamation point here is actually showing me that this is the customer that wasn't imported, so since there's only one, it's a little harder to visualize, but if there were 10 here and say three of them have been imported, those three would have this little marker to make it obvious to you which ones haven't been. Now, I'll close out of this.

Harley:

Now, if we move over to survey questions, this tab lets me define all of those questions and whether I want them to appear as pre or post-survey questions, so you can see, I have a lot of questions set up in here, and this is real easy, so with all of these, I can click a Preview button to see what that question is going to look like within the app. It just gives you an idea: Here's the question, choose one of the following, and those are the potential answers.

Harley:

I can drag these questions around to change either the order or when they will show up, so if I wanted this to be a post-open-house question instead, I could just drag it over here, move it back over here. Now, it's going to be asked in the open house survey itself. If I want them to be asked in a different order, I can just change the order. If I want to turn any off, I can just use this toggle and that switches that question off. If I want to turn any question on, switch the toggle, I can turn that question on, and just drag and drop to change the order on those as well, so a lot of options set in there.

Harley:

Now, you can see, I only have a preview button on some of these, and that is because these are company/system-wide questions, whereas the questions that I have this Action button on are those that I've created in the system, so I have more access to change those because those are my questions. The company questions, I can just turn them on or off or change the order, as per the company settings. If we go down here on one that I do have the Action button, I still have the preview option, but in addition to that, I have delete, or I can edit that question. We'll close out of that.

Harley:

Now, the edit interface is very similar to the new question one, so if I click on new question, if I want to add a brand new one, this is my question. Now, I can select a question type, so you can see select is just a standard radio button select box, so I can select one of the answers, so you can see, I have option one, option two. I can add more options if I want, but these are essentially going to be answer options that'll just have a radio button, so I can only select one of those if I'm actually taking the survey, and then I can choose whether I want to add it initially to the pre-open or the post-open. Pre-open is really just the ones that are presented in the app during the open house and then post-open are the ones that are sent to the consumer afterwards.

Harley:

Now, the other option is I can allow other, which would just give me a fill-in box in addition to the radio button options. Then my next option is multi-select, so this is roughly the same as the other, only in this case, there will be checkboxes next to these so the customer can select multiple options instead of just one. Then represented by another agent is a special question. You can only have one question of this type and the options can only be yes or no because this is a specialty question. There's additional behavior that is attached to this question and that's why it is a special question type that can only be answered once. But again, this is just the question that is saying, "Are you represented by another agent?" If you are, then we know you don't want to import that one.

Harley:

We'll just roll down here. You can see it gives you some additional information here. Users who select this option will not receive the survey, autoresponder will not be available to import, so that's the special functionality attached to the represented by another agent question type. But then we do allow you to phrase that question however you would like, so that is why you can change this part.

Harley:

Then last is a text response, which is exactly what it sounds like. It just gives them a text field where they can type out their response instead of selecting from your preset options. There we go. If I had filled in any of those and saved it, it would have just added them to the list here and then I could drag them into whichever order I want. It'll start in the open house survey or post-house survey based on what I select, but even then, I can still just drag them back and forth if I want to move them. There we go. You can see it saves automatically, so there's no additional Save button here, either.

Harley:

All right, on to settings. Here in settings, we have our sign-in form itself, so you can change the prompt a little bit, which appears here. It gives you this nice little preview to see how that's going to look. First name and email address, or full name, rather, and email address are always fields. These two fields are always included. But then I have a little control over the phone number field, so I can disable it altogether and it's just gone, make it active, so it will be on the form, but it won't be required, or I can make it required, in which case it will actually be required. Basically, the customer won't be able to continue through the rest of the sign-up and the rest of the survey unless they fill in their phone number. Once I make any changes here, I would click Save Changes in this section and that would save those.

Harley:

Now, moving on down, we have our open house guest import. Right now, auto-import is turned off. If I turn this on, then everything we went over on that individual house display, where I could see the guests that haven't been imported and choose those, import them individually, or import that whole set of open house guests, if I turned this on, those imports will happen automatically, so I won't have to go into that survey and import those, it'll just import them all on its own.

Harley:

Now, once they're imported, I can have everybody who came in through Open House Connector, regardless of the open house, all go into a single group, so we have Open House Connector contacts. You can customize that however you'd like, just changing that group name. Just know that if I import all guests, let's say I have an open house for 123 Main Street and I import everybody who signed up at the 123 Main Street open house. The system is going to create a group called 123 Main Street Open House Connector Guests. I don't think that's exactly what it's called, but it creates a very obviously named group for all of the contacts that came from that specific open house, regardless of how I have this setting set up.

Harley:

Then if I wanted to just target that group with an email, I could do that, just everybody who came to that specific open house, but if I wanted to target everybody who came in through Open House Connector, regardless of which open house they signed in on, that is what this group is for, so this will be a group that has everybody in it that ever signed up at an open house through Open House Connector, whereas the other ones that are created automatically anyway are just looking at those specific open houses. I would switch this on, set my name, and then everybody goes into this group.

Harley:

Moving on, the next piece we have is the Survey Autoresponder to Guest. What this is going to do is after the open house is over, the system is going to send this email out. As long as this is turned on, the system is going to send this email out to everybody that attended that open house, except for those people that said yes on the working with another agent question, because as it said on the other page, it's not going to send to them.

Harley:

There is some special functionality for this, though, so if you have post-open-house questions set, this must be turned on in order for the customer to get an email prompting them to go and answer those questions, so even if you have post-open-house question set, if this is turned off, then they're never going to get those questions because the questions go into a link in this email. With this turn on, if I do have post-open-house questions set, this email will also include a link that says, "Click here to complete this post-open-house survey," something like that. Then if they click on it, it'll take them into the post-open-house survey where they can go in and answer those questions.

Harley:

Now, the next piece we have down here is our miscellaneous section, so we may add some more settings to this section as we go, but so far, right now just this open house summary report is the only thing that is turned on. You can see right here, "An email report will be automatically generated containing all of the guests that have logged into Open House Connector during an open house as well as a summary of the survey results." If you do not want that report, you would just turn this off and click Save. Otherwise, just leave it on and that report will come through.

Harley:

There you go. Those are all the settings. Now, let's take a quick look at the Open House Connector app itself. I'm going to go up here and click on Use in a Web Browser. While that is loading the page up, I'm going to grab my ID here and we're going to get signed in. Actually, we're going to log out just so you can see me sign in. There we go. We'll put in my ID and then my PIN. Now, this process is the same, regardless of what device you're doing this on, I just happen to be using a single web browser window to handle it. But if you had a tablet and you had loaded up the Open House Connector app on that, then you would use these credentials to sign in on the app there. Keep in mind also that you only have to sign in once. Once you've signed it on that device one time, then you're set to go.

Harley:

We're going to log in. It's going to take me in. If I had any open houses that were pending or any open houses coming up, I'd be able to select from those right here. You can see we have the My Open Houses, so it's looking at only my open houses. If I switched to Company Open Houses, it's now looking at all open houses coming up within the company, so I would see all of those and be able to select from any of those to start off Open House Connector. Then next, we have IDX Open Houses, so now it's looking at all open houses that are in any of the IDX data we have coming in. Keep in mind that this option will only be available if the company has it turned on, so if it is turned on at the company level, so you may not have an IDX Open Houses tab. Typically, you're not hosting an open house for a non-company listing, anyway, though you might be, so that's why we have this option in here.

Harley:

Whichever tab you select it from, or if you search by an address, let's say you're you have a lot of listings, a lot of company listings to go through, you can search by address to narrow it down. For example, 41 Partridge Walk, let's say we like that one. There we go. These are all of the upcoming open houses and you can see the dates are different here, so they are different open houses for the same listing, but it narrows this down to make them easier to find.

Harley:

Once I found the open house I'm hosting, I'm just going to click on it, or tap on it, rather, if I was in an app using a tablet. It loads it up here and then that's all I have to do. Now, I can just set this up at my open house and as customers come in, the idea is that they will tap the Sign In button, see some information about the property, tap Sign In, and then go about filling out the form. We'll call it... I can't type today at all. We're getting there. The idea is that the customer would come in, enter their contact information. There we go. Making typing look hard today. There we go.

Harley:

A bunch of just made-up stuff here, but they'll probably give you valid information, but this is their process. The customer would come in, tap Sign In, fill in their contact information based on your settings for what it should show here, click Next, and that takes them through the survey questions. Let's say this is a excellent home. We'll consider purchasing this property and we think that it's priced about right. There we go. Now, it fills it out, throws your branding here at the end, and then they just tap on Done and then they're all done and now the next customer can come in and sign in. That is the customer-side portion of it.

Harley:

Now, once this open house is over, that customer is going to get an email, or rather, that email address is going to get an email that has a link to the post open house questions as well, unless, of course, you have that email turned off or you don't have any post-open-house questions selected. If you have the email on, but don't have any post-open-house questions set, they'll still get the email, it just won't have a link to a survey because there won't be a survey for post-open-house.

Harley:

Now, the other things you can do with the app is you can see here how many people that have signed in, so just really easily, you can go up here and see that, or you can pick up your tablet or your device and you can go to the Admin button and we have a few additional options here. Once the open house is over, you're going to tap on Admin and End the Open House. If you want to give us any feedback about the app, you have the option here. You could tap on Provide Feedback and do that. Then you can also tap on Logout if you actually do want to log out of this app completely, so if you're using a shared device and you didn't want to stay logged in. Otherwise, it'll keep you logged into the app indefinitely so you don't have to use those login credentials each time.

Harley:

Now, the other piece we have here is Admin Dashboard, and if I tap on that, it's going to have me put in my PIN again. I might've forgotten it. Nope. That must've been right. Now, we have our Admin Dashboard for Open House Connector. From here, I can also still end the open house from here. I can also return to the survey, but the main point of this page is it allows me to quickly and easily see everybody who has signed up while I'm still at the open house. This way, I can just pick up the app and I can take a look to see everyone who signed up. If I tap on them, it gives me the information about how they chose about signing up, and then if I don't have auto-import turned on, I can also flag this person to be imported right at this point. Now, I say "Flag them to be imported," and I consider that important with this because flagging them to be imported means that the next time that this app has connection to the Internet, they'll be important.

Harley:

What that means is you can be using this offline, so if you're using, say, an iPad at an open house and you don't have their wifi password, or there is no wifi at that house and it doesn't have a cellular connection, you're not going to have a data connection, but you can still use this app. Then by flagging them to be imported the next time your tablet has an Internet connection, it's going to go ahead and do all that importing and uploading, so that is definitely a very cool aspect of this app. Then the other thing you can do here is you can filter your guests down by name, so if you have had, say, 20 guests in an open house and you don't want to look through the whole list, you can filter down to the specific person by just typing their name in here.

Harley:

There you have it. That is Open House Connector. I'll go ahead and end to my open house. There we go. It takes me back to the selection page where the idea would be if I'm hosting more than one open house in a day, something like that, I can finish up my first one, close it out, and then go to my next open house and I'll be right here on the correct page already where I'll just select the new one and start the new one. There you go. That is Open House Connector in its current state. If you have any questions, comments, concerns, as always, feel free to send an email to support@deltagroup.com or give us a call and we can walk you through this and whatever else you need. Thanks a lot for joining me and I will see you again next week.

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