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2016 © AppFolio, Inc. Confidential. Leverage Help & Training Resources AppFolio May 2016

Leverage AppFolio Help & Training Resources (webinar slides)

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Page 1: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Leverage Help & Training Resources

AppFolio May 2016

Page 2: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Audio Check Select Telephone or Mic & Speakers • Telephone – Dial phone

number, access code, and audio pin

• Mic & Speakers – Make sure speakers are on and volume is up

Page 3: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Hello!Today’s Presenters:

● Katie RudolphContent Manager

● Katelyn Surak Training Manager

● Panelists: Lauren, Jake, & Heather

Page 4: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Time: Approximately 1 hour

Webinar is being recorded

Follow-up Email: Link to recording and slides within 48 hours

Details

Page 5: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Ask Questions!

Type questions in the Chat box

Page 6: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

AgendaHelp Center New Feature

AnnouncementsAppFolioEvents

• Live Training & Webinars

• Video Library

• Browse & Search Articles

• Community Posts

• Support Requests

• ‘What’s New’ Notification

List

• Monthly Customer Emails• Product Suggestions Board

• Meet-Ups• Annual Customer

Conference

Page 7: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Polling Question #1

What is your preferred method of getting help when you have a question about AppFolio? (select one)

A. Browsing help articlesB. Watching a short video tutorialC. Posting to the user CommunityD. Submitting a support requestE. Asking a colleague

Page 8: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Help Center

Page 9: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Help Center FeaturesLearn More & What’s New Quick

Links

Video Library

Article Categories

Community Posts

Submit & Track Support Requests

Page 10: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Learn More & What’s New PanelSign Up

Video Library

Newest Feature Articles

Page 11: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Live Training Registration Page• Live training courses open to

anyone, not just new users!

• Opportunity to ask questions throughout course.

• Click Register to select a date & time.

Page 12: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Webinar Registration Page• Register for upcoming

Webinars

• Watch previously recorded webinars

• Register to receive a follow up email with link to recording & slides

Page 13: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Video Library• Dedicated page for all

videos

• Access from Learn More side panel or top menu bar

• Previously recorded webinars included

• Organized categories

Page 14: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Browse Help Articles• Click an icon on Home page to

browse all articles in that category

• Categories broken down into subtopics

• Or click Help Topics from top menu bar to select a category

Page 15: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Search Help Articles• Type keyword or question into

Search bar

• Click Search, or Return or Enter key on keyboard to see results

• Only relevant Help Articles populate

Page 16: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Community Posts• On Home page, click Ask the

Community

• Select a category, type your question & details

• Add attachments

• Tag another user in your post

Page 17: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Community Posts• Click Community Posts in

menu bar to browse posts by topic

• Track your posts under Help Center profile tab

• Search Community Posts by keyword in Search Bar

Page 18: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Support Requests• Click Submit a Support

Request

• Include detailed Subject, Description & attach supporting documents (optional)

• The more detail, the better!

• Track case history including status and owner under My Profile tab

Page 19: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Practice Site• A database assigned during

implementation stage

• Don’t remember? Don’t worry! Submit a support request to get your practice URL

• Best way to practice role-specific tasks without consequence!

Page 20: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Help Center Demo

Page 21: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

New Features Announcements

Page 22: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Polling Question #2

How do you learn about new features and updates? (select one)

A. What’s New in AppFolio Property ManagerB. Product Suggestion BoardC. AppFolio Customer EmailsD. Learn from a colleagueE. I don’t

Page 23: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

New Feature AnnouncementsWhat’s New Notifications

List

Customer Email Campaigns

Product Suggestion Board

Page 24: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

What’s New

• List of features recently added to your account

• Click the orange number to view feature details

• Updated weekly!

Page 25: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Monthly Customer Emails

Page 26: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Product Suggestion Board• Help & Training > Make A

Suggestion

• Post your feedback and vote for other customers’ ideas

• Receive email updates from our team

• Check out what features are coming up or in development

Page 27: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

New Features

Demo

Page 28: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

AppFolioEvents

Page 29: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Meet-UpsJoin Us For Lunch- 60 in 2016

Half-Day Customer Events- 7 in 2016

Page 30: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Customer Conference4th Annual AppFolio Customer Conference! Sept 19th – 21st

Page 31: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Find Event Information

Page 32: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Closing

Page 33: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

SummaryHelp Center New Feature

AnnouncementsAppFolioEvents

• Live Training & Webinars

• Video Library

• Browse & Search Articles

• Community Posts

• Support Requests

• What’s New Notification List

• Monthly Customer Emails• Product Suggestions Board

• Meet-Ups• Annual Customer

Conference

Page 34: Leverage AppFolio Help & Training Resources (webinar slides)

2016 © AppFolio, Inc. Confidential.

Questions?

Please submit a support request through the Help Center!

Thanks!