Campaigns for open houses, client events and pop-bys
Run an open house, a client event or a round of pop-bys from a template, with dates, tasks, guests, visitor sign-in, goals and results.
Campaigns now runs the events that bring in business: open houses, client events, pop-bys and more. It is for agents, team leaders and the people who plan events.
Start from a template
Open Campaigns and select New campaign. Pick a template, such as Open house, Client event or Pop-by. Choose the listing when the template uses one. Choose how often it repeats: once, every week, month, quarter or year. Then choose the host and the people.
Rounds
Each date is a round, with its own tasks, people and results. Berchtold sets up each round some days before its date and assigns its tasks. You can set up a round early, move it, skip it or finish it.
Guests, sign-in and check-in
- Invite by email makes a draft with Going and Not going buttons. Each guest's answer shows on the round.
- At an open house, open the round in the phone app and select Sign in a visitor. A new visitor becomes a lead of the host.
- At a party, select Check in next to each guest who comes.
- A pop-by round gives each client's agent one task. Mark it done when the gift is delivered.
Open houses from the MLS
Your own listing can have an open house on the MLS. Berchtold then asks if you want to set up its campaign. The question is in Approvals and at the top of Campaigns. Select Set up campaign or Not this one.
Goals and results
A template can set a target for each round. It can count visitors who signed in, appointments booked, guests who came, pop-bys delivered and referrals. Each round then counts its results: new contacts, appointments, deals started and referrals.
The same work counts in Work → Goals for each person and team. The Leads report shows leads by campaign.
Claude, ChatGPT and Muse can start a campaign and set up or move its rounds. They can also invite guests, sign in visitors and read the results. See Campaigns, open houses and events.