Open House/Event QR Form Fill Walkthrough

How to Create a QR Code for an Event or Open House

This guide will walk you through creating a QR code that captures attendee information and automatically follows up with them.

Step 1: Create Your Form

1. Navigate to Marketing → Forms/Surveys

2. Click Create New Form

3. Add the fields you want to capture:

   • Name

   • Email

   • Phone Number

4. (Optional) Customize your form:

   • Add a background image

   • Include photos or videos

   • Adjust styling to match your branding

5. Save your form
   

   

Step 2: Create Your QR Code

1. Go to Marketing → QR Codes

2. Click Create New QR Code

3. Select Form (first option)

4. Choose the form you created in Step 1

5. Customize your QR code design (colors, logo, etc.)

6. Click Download

You can now:

• Print the QR code for your event or open house

• Display it digitally (tablet, screen, email, etc.)
  

  

Step 3: Build Your Automation Workflow

1. Navigate to Marketing → Automations

2. Click Create Workflow

Set Your Trigger:

• Select Form Submitted

• Choose the form you created

Add Actions:

1. Create/Update Contact

   • Map the form fields (Name, Email, Phone Number) to the contact record

2. (Optional) Add follow-up actions:

   • Send SMS

   • Send Email

   • Apply a Tag (ex: “Open House Lead”)

   • Add to another workflow

     

     
     

Final Result

Once everything is set up:

• A visitor scans your QR code

• They fill out the form

• Their information is automatically saved

• Your follow-up actions are triggered instantly