Affiliate Program Tips and Tricks

Transcription

1 Apartment Association Summary View *These numbers will change as you update your Affiliate Program To view your associations summary, choose the New! Apartment Association button once you ve logged in. Once logged in, you can always go to this page by clicking on the Change Territory button at the top left of every page, and then choosing the New! Apartment Association button.

2 Homepage View *Property counts change on a daily basis based on our ongoing research Active Listings: Actively being updated properties. Live data. 25 workday cycle update Condo or Individually Owned: Townhomes, Duplexes, Condo for sale or lease, and sometimes junk Less than 50 units: Properties which contain less than 50 units Senior or Disabled Assisted: Assisted living or government disabled which include food plans, etc within rent Rent based on Income: HUD, as well as, rent based on income Refuse to Update: Verbally asked us not to call; however, we will try other methods to update. Onsite Student Housing: Dorms owned and managed by the university. Not multifamily student housing Military Housing: Long term management leases (30 years) thru the US government. Add them as we find them Property Closed: Demolished, bankrupt, etc. Include temporary lease-downs and closings, but identified to be torn down

3 Homepage View Search Database Click the Contacts icon to search for Regionals, Executives, et. in your association area Click the Properties icon to search for properties or Property Managers in your association area Click the Management Companies icon to look for Management Companies in your association area Click the Owners icon to see Owners of properties in your association area Choosing Contacts, Properties or Management Companies allows you to filter your search to have both members and non-members show up in your restuls, or just members or just non-members.

4 Homepage View Reports Choose New Construction to view what s in the pipeline for your association area Filter New Construction by: currently planned, on hold, in research, under construction, under construction but leasing, and lease-ups Management Company Acitivty shows you Management Companies in your association area, including gains and losses of properties from their portfolios Territory Changes shows you changes ALN has made to our database over the last day. week. two weeks, and 30 days to Managers (on-site), Area Supervisors, Properties that changes Management Companies, Property Names changes and Ownership changes. You can also opt in to receive these changes every Monday morning via !

5 Membership and Non-Membership The above screenshot shows a property search of both members and non-members. The Affiliate Program allows you to change Properties and Management Companies to members or non-members of your association. When you search Properties or Management Companies either by only non-members or both members AND nonmembers, you ll notice that there are green plus signs next to some of the records. To change someone from a non-member to a member, simply click the green plus sign to ADD them. The listing will turn bold blue and you will see the minus sign. Clicking the red minus sign turns it back to a green plus. Tip: Adding a Management Company as a member will automatically add their Contacts and Properties as members, allowing you to find Contacts by membership! Tip: If you search non-members only and change a Property or Management Company to a member by clicking the green plus, it will disappear from your list because it is now a member (and you searched only non-members)

6 Export to Excel Search Contacts, Properties or Management Companies, using the membership status filter at the bottom of the search page as seen in the below screenshot Click the Export to Excel button at the top of your results Import your Excel list into any customer relationship management system or blasting service Blasts - What You Should Know If you are not using a Bulk provider (SendGrid, SalesForce, Mail Chimp, etc.) and wish to BCC the s you ve exported, please note that BCC ing large amounts of s is not recommended. If you have s this may not cause an issue, but it is recommended that you use a company capable of sending bulk s When you send bulk s you may get bounces from your list. Some company s ISP (Internet Service Providers) block messages that it considers to be spam based on many different criteria, including detecting a bulk message, spam words, and spam phrases. ALN highly recommends you utilize any Bulk provider or CRM (Customer Relationship Management) program capable of sending large quantities of s Always comply with Spam Laws, including (but not limited to) providing an Unsubscribe link for the recipients of your marketing. For additional information please visit documents/bus61-can-spam-act-compliance-guide-business

7 Searching Contacts Try searching with less. For example, for the company name search for Lincoln instead of Lincoln Property Company Search for a person by last name if their first name can be spelled multiple ways Mix and Match! Search a company name and a specific job title to shorten your search Click just a job title to see all contacts who have that title If you click on an individual contact then you ll see their contact page. On this page you ll see an icon to the right of their general contact info. Clicking this icon will bring up their V-Card, which you can then save to your provider contact list Like to connect with people? If you download an individual s V-Card and have Outlook 2007, 2010, or 2013, there s a plugin called Outlook Social Connector (FREE!) which will search their address for a LinkedIn or Facebook account associated with that address (you must connect your Facebook/LinkedIn account) General information V-Card Icon Because this contact is an Area Supervisor (Regional Manager) all properties associated with this contact are listed below.

8 Searching Properties Try Searching with less. For example, search for Gramercy instead of Gramercy Oaks Other Search Options - Stremline your search by entering the Number of Units range, Year Built, or an Occupancy range in the right column Additionally, properties can be searched using the Membership filter, allowing you to target members for announcements or non-members for prospecting You can further narrow down your search by choosing a specific ALN Market (Atlanta, for example) or any state, city, zip code, county, or Management Company included in your association area Be aware of the time stamp of last update noted on reports. 1/10/1970 represents a property found and newly entered into database by our research teams Include in Results Only These Types Exclude in Results Choose to search both members and nonmembers, members only, or nonmembers only Includes all research listings, which may include duplicates and some listings that are not apartment communities (excluded by default)

9 Searching Properties - Results Page The below screenshot shows a property search of both members and non-members Click any column header to sort by that category 2. Filter by any column on this line by typing in the text field. Example: type in the Zip Code field to see just those properties in your results below 3. Export your results into Excel 4. Highlighted properties are highlighted to show that they are not tracked (less than 50 units, mobile homes, etc.), are currently being researched or refuse to update 5. Change the record to a Member or NONMEMBER just by clicking the plus or minus sign (Green Plus means they are not a member and can be added) At the bottom of your property search results, see a quick glance of your membership percentages as seen in the screenshot below *Stats change based on a your associations membership marked within the program

10 Searching Management Companies Your Management Company search begins by choosing criteria for your results. This can be by an ALN Market, a company, a property address, property city, the state, zip, county, and narrowed down by number of properties, units, average number of units, or Membership status. Choose to search Member and Non-member management companies, only Members or only Non- Members Reminder: All geographical searches will be limited to your association area

11 Searching Management Companies - Results Page Click any column header to sort by that category 2. Filter by any column on this line by typing in the text field. Example: type in Omaha in the City field to just see that city 3. Export your results into Excel 4. Change the number of results per page 5. Click on the plus or minus sign to add or remove as a member (Green Plus means they can be added as a member) 4.

12 Management Company Profile Page Each Management Company profile page is broken up into 4 sections: Organization Chart, Property and Office Map, Contact, and Properties Organization Chart is a flow chart of the company s offices only related to your association area Management Company Profile Page - Organization Chart National Office (Headquarters) Regional Office Local Office REMINDER: You will only see offices in the origanization chart as they are related to your association s area.

13 Management Company Profile Page - Property and Office Map The Property and Office Map section allows you to visualize management portfolio of their properties. You can zoom in and out of the map as well as click on a property (in orange) or office (in blue) to get relevant data for each Zoom in and out Grey properties - Properties belonging to the management company but outside the association market Orange Properties - Properties belonging to the management company office, but NOT an association member Green Properties - Properties belonging to the management company office that ARE members of an association

14 Management Company Profile Page The Contact section shows all contacts relevant to the level of the company offices you are currently viewing Management Company Profile Page - Contacts Export all Contacts into Excel REMINDER: You will only see Contacts as they are related to your association s area.

15 Management Company Profile Page The Properties section shows all properties relevant to the level of the company you are currently viewing and allows you to click Add All Properties to Association rather than adding one-by-one Management Company Profile Page - Properties Export all Properties into Excel Add all Properties as Members REMINDER: You will only see Properties as they are related to your association s area.

16 Owners Owners are sorted by the number of properties they have, from highest to lowest NOTE: This information is from a 3rd party source (usually County tax rolls) and updated from their records, not ALN.

17 Territory Changes Changes reported in our database are tabbed into five sections: Manager, Area Supervisor, Management Company, Property Name, and Ownership By default you ll see Manager Changes over the last seven days Each tab can be filtered by the past 24 hours, seven days, fourteen days, or thirty days You can export the changes into Excel by clicking the Excel icon at the top right The Date Reported on the far right column reflects the date the information was changed in ALN s database, not necessarily the date the change actually happened

18 New Construction In the New Construction report, you can view all properties in your association s area and sort by: currently planned, on hold, in research, under construction, under construction but leasing, and lease-ups. By default the New Construction Report is sorted alphabetically by city, but you can filter, sort and export your results by: ALN ID Company Project Name Market Project Address Project City State Project Zip Code Number of Units Property Type (Garden, Student, etc.) NCR Status (In Research, Planned, etc.) Management Company Start Date Lease Date Occupancy Date Completion Date Progress Notes from our research team

19 General Support Contact General Questions: Technical Support: Training Request, Questions, Passwords: Call ALN Apartment Data at x 3 for help. Last updated 10/20/2015

20 FAQ s Q: A: Who or what can I mark as a member? You can change any Property or Management Company to be marked as a member or as a non-member. Properties Management Companies Q: I need to send a message to all Property Managers and Area Supervisors who are members about upcoming classes. How do I do that? A: These are Contacts, so begin by clicking on the Contacts icon from the home page. In Contact search, choose the Job Title(s) you want to target and then choose the Members Only option before clicking on Search. From these results you can export the information into Excel by clicking the Export to Excel button at the top of the results page. Last updated 10/20/2015

21 FAQ s Q: The list of properties or Management Companies incorrectly says some are Members when they are not. How do I update Membership status? A: On any Property or Management Company that shows up in your search restuls you ll see a green plus sign or a rend minus sign. Click the green plus sign to ADD as a Member, or click the red minus sign to REMOVE as a Member. TIP: You can quickly add ALL properties of any management company on the management company s page Screenshot below is of a property search of both members and non-members. Q: A: Membership Drive is here! I need to contact all properties who are not members and export them into Excel. How do I do that? Click on Properties from the home page. Then choose the Non-Members Only button at the bottom of the search page (see screenshot). After you have your results click on the Export to Excel button at the top left of the results page. Last updated 10/20/2015