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2016 © AppFolio, Inc. Confidential.
AppFolio Premium LeadsMarch 2016
Continuing Education
Webinar
Welcome!
2016 © AppFolio, Inc. Confidential.
Details
Team: Katie Rudolph, Jeremy Schneider, David Gaultiere
Time: Approximately 1 hr
Recording: Webinar is being recorded
Follow-Up: Email and blog.appfolio.com
2016 © AppFolio, Inc. Confidential.
Agenda
AppFolio Premium Leads Overview
Live Demonstration
FAQs
Closing
2016 © AppFolio, Inc. Confidential.
David Gaultiere
Product Manager, AppFolio
Jeremy SchneiderFounder, RentLinx
Director of Engineering, AppFolio
2016 © AppFolio, Inc. Confidential.
Please Ask Questions
Send Your Questions in the
“Questions” Section of the GoToWebinarPanel on the Right
Side of the Desktop
2016 © AppFolio, Inc. Confidential.
Polling Question #1
How would you characterize the overall availability
of rentals in your area?
o There are not enough rentals to meet demand
o Supply and demand are evenly matched
o There are more than enough rentals to meet demand
2016 © AppFolio, Inc. Confidential.
Overview
2016 © AppFolio, Inc. Confidential.
What’s not changing
• “Post to Internet” still free
• No functionality or partners have
been removed
• It’s actually better than ever!
oLeads auto-entered as guest cards
oReal-Time updates to Zillow,
HotPads, Trulia, RadPad and more
oMore features coming soon!
2016 © AppFolio, Inc. Confidential.
Why change anything?
• Vacancies are expensive
• Paid sites = more exposure
• Lots of top sites are pay-to-list
• Contracting with individual
sites can be expensive and
confusing
Paid
Paid
Paid
Paid
Free
Free
Free
2016 © AppFolio, Inc. Confidential.
What is Premium Leads?
2016 © AppFolio, Inc. Confidential.
Exclusive and Featured Listing Partners
Premium Exclusive Websites Featured Listing Websites
Only Premium properties are listed on these
sites
Basic and Premium properties are listed, but
Premium properties are featured
& many more!
2016 © AppFolio, Inc. Confidential.
Polling Question #2
Are you worried that filling vacancies will become
harder/more competitive in the next year?
o Yes
o No
o I don’t know
2016 © AppFolio, Inc. Confidential.
Activate a Property for Premium Leads• When a property is activated for Premium, all
units and campaigns within the property
currently listed on the internet or listed in the
future will be upgraded.
• You can activate a property for Premium
Leads from a unit page, property page or
vacancy page.
• Manage your spend by setting a monthly cap
for the entire property.
2016 © AppFolio, Inc. Confidential.
Turn off Premium Leads for a Property• You can turn off premium leads for a
property at any time.
• When you fill your vacancy and complete
the move-in flow, the unit will be
automatically unposted and removed from
Premium sites
• You will not be charged for another lead
on that property as of the moment you
turn off premium leads or all units are
unposted.
2016 © AppFolio, Inc. Confidential.
Polling Question #3
How do you currently market your vacancies?
(check all that apply)
Post through AppFolio's basic vacancy posting feature
Through pay-to-list website subscriptions
Print ads
Craigslist
2016 © AppFolio, Inc. Confidential.
Guest Cards from Premium & Featured Sources
• A Guest Card is automatically generated in your
database anytime inquires about a premium
property via phone or web.
• If the prospect calls the phone number provided in
the listing, any voicemails or conversations had
with the prospect are recorded and available for
listening on the Guest Card.
• A yellow star indicates a Premium Lead.
2016 © AppFolio, Inc. Confidential.
How Phone Leads Work
You list your actual phone number
Renters are shown your local tracking number
…or a toll free tracking number assigned by a
partner website
All calls are forwarded directly to you, recorded
and logged as a guest card
• Renters are notified that they may be recorded when they call.
• We recommend that you notify all of your employees that they may be recorded while answering the phone.
2016 © AppFolio, Inc. Confidential.
Premium Lead Type Categories
AppFolio will automatically categorize the lead as one of the following.
• Paid Lead types
o Premium
• Free lead types
o Premium - Over Cap
o Free
o Hang Up
o Duplicate
o Reported Invalid
2016 © AppFolio, Inc. Confidential.
Invalid Premium Leads• An AppFolio lead reviewer will mark a lead as invalid and you will not be charged if the
lead meets at least one the following criteria:o Wrong numbers
o Solicitors
o Duplicates
o Current residents
o Renters inquiring about pets and you do not allow pets
o Renters whose pets do not meet your breed or size requirements
o Renters inquiring about Section 8 and you do not accept Section 8
o Renters who do not meet age requirements (e.g. the listing states "age 62 and up")
o Renters confused about the property location (e.g. "Oh... that is too far away.")
o Renters who email without leaving a phone number or asking a specific question
o Renters inquiring after your monthly cap has been reached
o Any other phone calls and emails that do not meet our definition of a verified lead
2016 © AppFolio, Inc. Confidential.
Report a Premium Lead as Invalid• You may report a lead as invalid up to 25 days after it
was received
• Leads reported as invalid will cause the Guest Card to
become inactive.
• You will receive an email notification that the refund
request has been received by AppFolio.
2016 © AppFolio, Inc. Confidential.
Tracking and Reporting for Premium Leads
Guest Cards Page Prospect Source
Tracking Report
Guest Card Report
• There are multiple tools built in to your database to help track and manage the lead-
to-lease flow and Premium leads.
2016 © AppFolio, Inc. Confidential.
Premium Leads Billing• The cost will be included on your regular AppFolio bill.
• Use the Premium Leads Billing Detail report to clarify
your bill, report will include:
o Lead’s first and last name
o Date you were charged for the verified lead
o Date the fee was refunded (if marked invalid in the month after it was
received)
o Amount charged (or refunded)
o Property entered on the Guest Card
2016 © AppFolio, Inc. Confidential.
Demonstration
2016 © AppFolio, Inc. Confidential.
FAQs
2016 © AppFolio, Inc. Confidential.
Can I control who has the ability to activate Premium Leads?
• By default, the following user roles have permission to activate Premium Leads on a
property:
o President
o Accountant
o Property Manager
o On-Site Manager
o Leasing Agent
If you would like to change these permissions, please have a presidential user submit a
support request.
2016 © AppFolio, Inc. Confidential.
Will all leads cost $10 if the Property is Premium?
• You will only be charged for leads that come from the Premium Exclusive and
Premium Featured listing sites. All other leads through the basic sites will still be free.
Additionally, you are only charged for verified leads so you’ll never pay for renters
confused about the area, asking about pets that aren’t allowed, section 8 if it isn’t
accepted, wrong numbers, solicitors, etc.
2016 © AppFolio, Inc. Confidential.
What counts as a verified lead?
• A unique renter who inquires about your property via phone or email through one of
your Premium or Featured listings.
2016 © AppFolio, Inc. Confidential.
I requested a refund for a lead but do not see the refund recorded on last
month's Premium Leads Billing Detail report. Was I refunded?
• If you requested a refund towards the end of the month, the refund may not be
displayed in the same month's billing details. Run the report for the current month and
you should see the refund recorded.
2016 © AppFolio, Inc. Confidential.
What happens when a property hits the monthly spending cap?
• When you reach the cap for a given property, all vacancy postings on that property are
removed from Premium and Featured listing sites until the following month. All leads
received after the cap is reached but before the end of the month will be free.
2016 © AppFolio, Inc. Confidential.
My property has not hit the monthly cap, but I unposted it from the
internet. Will I be charged for any Premium Leads that come in before the
listing sites take down the listing?
• No. Once the property has been unposted from the internet, we consider the cap
reached. You will not be billed for Premium leads received during the time you
unposted the property in AppFolio and when the Premium listing sites remove your
listing. Leads of this type will be labeled as Premium - Over Cap and you are not
charged for this type of lead.
2016 © AppFolio, Inc. Confidential.
Closing
2016 © AppFolio, Inc. Confidential.
Summary
• Advertise on more websites and reach more
renters by enabling Premium Leads
• Manage your spend by setting a monthly cap.
• Includes phone tracking and recording.
• Pay only $10 per verified lead.
2016 © AppFolio, Inc. Confidential.
Polling Question #4
On average how many days do your properties
remain vacant between tenants?
o We prelease all units
o Less than a week
o One week to a month
o A month or more
2016 © AppFolio, Inc. Confidential.
Action Checklist
Actions to Take ✔
Review your current leads processes and sources
Determine if Premium Leads is right for you
Upgrade in-app or contact support to get started
2016 © AppFolio, Inc. Confidential.
Thank You!