Lead capture: gate, contact button, schedule a tour

When to gate, when to defer, what fields to ask for, and the conversion psychology behind each choice.

Chapter 10 of 128 min read

Lead capture is the reason Tourly exists. A pretty tour without lead capture is a marketing brochure; a tour with a well-tuned lead gate is a CRM input that closes deals. Three patterns work — and the choice between them depends on your market, your follow-up speed, and how serious your average viewer is.

The three patterns

PatternWhen it appearsConversionUse when
Lead gateAfter 3 scenes or 30 seconds~12–18% of viewersYou want every serious viewer's email and have fast follow-up.
Contact buttonAlways available, never blocking~3–5% of viewersHot listings where buyers self-identify; or low-trust markets.
Schedule a tourAfter viewer hits a specific scene~5–8% of viewersHigh-intent listings; you want showings booked, not lookers.

These aren't mutually exclusive. The default Tourly setup runs the gate and a persistent contact button — the gate catches the silent majority, the button catches the few who are ready to talk.

The lead gate

The gate is a modal that appears after a configurable trigger — usually after the viewer has visited 3 scenes, or has been in the tour for 30 seconds. They have to provide an email to continue.

Configuration

Trigger after N scenes
Default 3. Lower = more captures, higher friction. Higher = fewer captures, less annoyance. Don't go above 5.
Trigger after N seconds
Default 30. Whichever trigger fires first opens the gate.
Headline
Default: "Want to keep exploring?" — works. Try variants: "See the rest of the tour →" or "Get the full listing details".
Subhead
Optional. One sentence explaining what the viewer gets in return for the email.
Required fields
Email is mandatory. Name is recommended. Phone is optional but increases lead quality dramatically when you require it.
Skip option
If on, viewer can dismiss the gate once and continue. We recommend leaving this on — it filters tire-kickers without burning bridges.

Gate copy that works

Default copy is fine. If you want to optimize, two patterns we've seen convert:

  • The "in exchange for" pattern. "Drop your email — we'll send the floor plan and the inspection report." Trades a clear deliverable for the email, and now you have a reason to follow up two days later ("Just checking the floor plan came through OK").
  • The "save it for later" pattern. "Bookmark this tour to your email — we'll send a link you can come back to anytime." Frames the gate as a favor to the viewer, not a wall.

The persistent contact button

The agent card in the top-right has a "Contact" button by default. Clicking it opens a different modal — usually with phone field required, since these viewers are explicitly saying they want to talk.

The phone-field tradeoff
Adding "phone (optional)" doesn't help — viewers leave it blank. Either don't ask for it, or make it required. Required phone reduces submission rate ~30% but roughly doubles per-lead close rate.

Schedule-a-tour as a hotspot

For your hottest listings: place a "Schedule a tour" hotspot in the kitchen and primary suite — the rooms with the highest dwell time. The hotspot opens a modal with email + name + preferred time slot.

This is the highest-quality lead type a tour can produce. Anyone who fills it out is past the "interested" stage and into "wants to walk through it". Treat them like gold.

Follow-up speed is the whole game

Fast follow-up wins listings. Slow follow-up wastes leads. Internal stats from client tours suggest:

  • Reply within 5 minutes → ~60% of leads engage in conversation.
  • Reply within 1 hour → ~35%.
  • Reply within 24 hours → ~12%.
  • Reply after 24 hours → less than 5%, and they're cold.

If you can't personally follow up within an hour, set up a CRM auto-response that at least acknowledges the lead and tells them you'll be in touch shortly. It buys you time without burning the lead.

Don't be sketchy

Three rules:

  • Don't gate the cover scene. Buyers should see at least the front exterior and one interior before being asked for an email. Gating the very first frame feels like a paywall and viewers bounce.
  • Don't pretend the gate is something else. "Verify you're not a bot" or "Sign in to continue" are dishonest framing. The viewer knows what it is — treat them like adults.
  • Honor unsubscribes immediately. A captured email is a relationship, not a transaction. Get reported as spam by enough leads and your delivery to everyone suffers.

Pushing leads to your CRM

On the Solo plan: leads land in your Tourly dashboard and trigger an email notification to you. CSV export is one click.

On Team and Brokerage: native integrations push leads directly into Follow Up Boss, kvCORE, and Sierra Interactive. Zapier covers the long tail (Google Sheets, Mailchimp, HubSpot, anything else). Set this up before your first listing — there's no good reason to handle leads manually.

What's next

Tour built, branded, lead capture wired up. Time to actually get it in front of buyers: sharing and embedding.