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AppFolio: Homeowner Communication


Description

This course describes how to use AppFolio's main homeowner communication tools: text messages, email, shared documents, letters, and the Mailing Service.


In this course, you will learn:


How to send a text in AppFolio.

How to setup your personal and company texting settings.

How to send an email in AppFolio.

How to setup your personal and company email settings.

How to share documents using the Online Portal.

How to send a letter in AppFolio.

How to create a new letter or customize an existing letter in AppFolio.

How to leverage AppFolio's Mailing Service feature.

Content
  • Texting
  • Texting Overview
  • Sending a Text and Texting Settings
  • Hands On: Texting a Homeowner and Bulk Texting an Association
  • Texting Homeowners
  • Emailing
  • Emailing Overview
  • Consent for Electronic Delivery of Notices
  • Creating an Email Group
  • Sending Emails to Association Members
  • Hands On: Emailing Association Homeowners in Bulk
  • Emailing Homeowners
  • Sharing Documents
  • Sharing Documents Overview
  • Sharing Documents with Homeowners
  • Hands On: Sharing an Updated File & Unsharing and Deleting an Outdated File
  • Sharing Documents with Homeowners
  • Letters
  • Letters Overview
  • Creating and Editing Letter Templates
  • Sending Letters to Homeowners
  • Hands On: Working with Letters
  • Sending Letters to Homeowners
  • Mailing Service
  • About Mailing Service
  • Send Association Letters Using Mailing Service
Completion rules
  • All units must be completed
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