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Introduction 
Presentation Team 
Kenna Edwards, Diane Jubelt, Todd Smith 
Webinar Length 
Approximately 45 Min 
Content 
AppFolio Campaigns
Please Ask Questions Anytime! 
Use the Questions section 
of the GoToWebinar panel 
On right of desktop
This Event is Being Recorded 
You will receive a follow-up email 
with a link to the recording
Agenda 
• Feature Overview & Notes 
• Unit Types 
• Campaigns 
• Tips & FAQ's
Polling Feedback 
Do you currently have unit types setup on your MFR 
properties? 
• Yes 
• Some 
• No 
• Not Sure 
• What’s a Unit Type?
Overview 
Quickly and easily market a unit type (1 bed / 1 bath, 2 bed / 1.5 bath, 
etc.) for multi-family and student-housing property types 
• Enables Continuous Marketing 
• Designed for Multi-Family & Student Housing 
• Works with Unit Types Feature 
• Can Include Campaign Specific Details 
• Guest Card and Application Integration 
• Run Multiple Campaigns Simultaneously
Unit Types Overview 
• With AppFolio Unit 
Types feature you are 
able to establish a unit 
template to quickly add 
multiple units to a 
property and modify 
information on multiple 
units at one time 
• Unit Types also 
support AppFolio 
Campaigns 
functionality to enable 
marketing of Unit 
Types without the need 
to have a specific unit 
open for marketing
Unit Type Notes 
• Only available on MFR and Student 
Housing type properties 
• Can specify a great number of details 
that will apply to all units of that type - # 
of bedrooms, bathrooms, etc. 
• Can provide standardized marketing 
information for the unit type 
• Can provide standardized marketing 
images for the unit type
Setting Up Unit Types 
• Available as a Task 
Pane task 
• Two step process: 
1. Create the unit type 
and marketing 
information 
2. Add images
Create a Campaign 
• Once you have your 
Unit Types established 
for the property you 
wish to create 
campaigns for you are 
able to begin creating 
campaigns 
• Created using Task 
Pane link while viewing 
the Unit Type page 
• Fill in Campaign Details 
– default details will be 
included from Unit Type 
details, can change and 
edit as needed
Post a Campaign 
• Once you have created 
your Campaign it is 
ready for posting 
• Can post to your 
website or the Internet 
• Campaigns appear to 
the viewer like any 
other posting
Edit a Campaign or Unit Type 
• At anytime you may 
update the details of a 
campaign using the 
Edit Campaign function 
• You may also edit the 
underlying unit type 
using the Edit Unit 
Type option
Campaign Guest Cards 
• The Campaigns 
feature integrates with 
AppFolio Guest Cards 
• Campaign-based guest 
cards are not related to 
any specific unit when 
they come in 
• Once received in 
AppFolio you may use 
a campaign-based 
guest card just like a 
normal guest card to 
track activity, record 
showings, send an 
application, etc.
Campaign Applications 
• The Campaigns feature 
integrates with AppFolio 
Online Applications 
• Campaign-based applications 
are associated to a campaign 
rather than a specific unit 
• Once received in AppFolio 
you may use a campaign-based 
application just like a 
normal guest card to view 
applicant details, conduct a 
screening, etc. 
• Please Note: You will need to 
select a unit on a rental 
application before you will be 
able to use the “Convert to 
Tenant” task.
Unpost or End a Marketing Campaign 
• At any point when 
appropriate you can 
Unpost your marketing 
campaign 
• This removes it from 
online but keeps it on 
the vacancies tab 
• At any point when 
appropriate you can 
End your marketing 
campaign 
• This removes it from 
online and from 
within the system
Tips 
• Fill in / build out all the details possible on the unit type 
to have the most comprehensive listing possible when 
published online – Marketing description, unit details, 
photo’s 
• Use a specific title in the Campaign to help you identify 
what is unique about it – Fall promotion, rent for 12 
months and get a discount, etc.
Summary 
• Feature Overview & Notes 
• Unit Types 
• Campaigns 
• Tips & FAQ's
Polling Feedback 
When will you start your first campaign? 
• Today 
• This Week 
• This Month 
• Not Sure 
• Won’t Work for Me
More Info 
Help File Community Forum 
help.appfolio.com Click Forums Link 
Support Team
More Info: help.appfolio.com > “Campaigns”
AppFolio Marketing Campaigns - Webinar Recap

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AppFolio Marketing Campaigns - Webinar Recap

  • 1.
  • 2. Introduction Presentation Team Kenna Edwards, Diane Jubelt, Todd Smith Webinar Length Approximately 45 Min Content AppFolio Campaigns
  • 3. Please Ask Questions Anytime! Use the Questions section of the GoToWebinar panel On right of desktop
  • 4. This Event is Being Recorded You will receive a follow-up email with a link to the recording
  • 5. Agenda • Feature Overview & Notes • Unit Types • Campaigns • Tips & FAQ's
  • 6. Polling Feedback Do you currently have unit types setup on your MFR properties? • Yes • Some • No • Not Sure • What’s a Unit Type?
  • 7.
  • 8. Overview Quickly and easily market a unit type (1 bed / 1 bath, 2 bed / 1.5 bath, etc.) for multi-family and student-housing property types • Enables Continuous Marketing • Designed for Multi-Family & Student Housing • Works with Unit Types Feature • Can Include Campaign Specific Details • Guest Card and Application Integration • Run Multiple Campaigns Simultaneously
  • 9.
  • 10. Unit Types Overview • With AppFolio Unit Types feature you are able to establish a unit template to quickly add multiple units to a property and modify information on multiple units at one time • Unit Types also support AppFolio Campaigns functionality to enable marketing of Unit Types without the need to have a specific unit open for marketing
  • 11. Unit Type Notes • Only available on MFR and Student Housing type properties • Can specify a great number of details that will apply to all units of that type - # of bedrooms, bathrooms, etc. • Can provide standardized marketing information for the unit type • Can provide standardized marketing images for the unit type
  • 12. Setting Up Unit Types • Available as a Task Pane task • Two step process: 1. Create the unit type and marketing information 2. Add images
  • 13.
  • 14. Create a Campaign • Once you have your Unit Types established for the property you wish to create campaigns for you are able to begin creating campaigns • Created using Task Pane link while viewing the Unit Type page • Fill in Campaign Details – default details will be included from Unit Type details, can change and edit as needed
  • 15. Post a Campaign • Once you have created your Campaign it is ready for posting • Can post to your website or the Internet • Campaigns appear to the viewer like any other posting
  • 16. Edit a Campaign or Unit Type • At anytime you may update the details of a campaign using the Edit Campaign function • You may also edit the underlying unit type using the Edit Unit Type option
  • 17. Campaign Guest Cards • The Campaigns feature integrates with AppFolio Guest Cards • Campaign-based guest cards are not related to any specific unit when they come in • Once received in AppFolio you may use a campaign-based guest card just like a normal guest card to track activity, record showings, send an application, etc.
  • 18. Campaign Applications • The Campaigns feature integrates with AppFolio Online Applications • Campaign-based applications are associated to a campaign rather than a specific unit • Once received in AppFolio you may use a campaign-based application just like a normal guest card to view applicant details, conduct a screening, etc. • Please Note: You will need to select a unit on a rental application before you will be able to use the “Convert to Tenant” task.
  • 19. Unpost or End a Marketing Campaign • At any point when appropriate you can Unpost your marketing campaign • This removes it from online but keeps it on the vacancies tab • At any point when appropriate you can End your marketing campaign • This removes it from online and from within the system
  • 20.
  • 21.
  • 22. Tips • Fill in / build out all the details possible on the unit type to have the most comprehensive listing possible when published online – Marketing description, unit details, photo’s • Use a specific title in the Campaign to help you identify what is unique about it – Fall promotion, rent for 12 months and get a discount, etc.
  • 23. Summary • Feature Overview & Notes • Unit Types • Campaigns • Tips & FAQ's
  • 24. Polling Feedback When will you start your first campaign? • Today • This Week • This Month • Not Sure • Won’t Work for Me
  • 25. More Info Help File Community Forum help.appfolio.com Click Forums Link Support Team
  • 26. More Info: help.appfolio.com > “Campaigns”