New Yardi ad source mapping

Printer-friendly versionPDF version Wednesday, December 16, 2015

Hey there, field admin associates and RPMs! We’re streamlining the ad sources available in Yardi. Here's what you need to know:

  • Where can I find the new ad source list?
  • In the above spreadsheet you'll find:
  • New Ad Source List ( tab 1). This lists the 50 ad sources in Column B and has notes about how different sources have been combined in Column C.
  • Yardi Ad Source Mapping (tab 2). Column A reflects the current ad source and Column B reflects what it will be post streamlining.
  • LevelOne Ad Source Mapping (tab 3). Column C reflects the current ad source and Column D reflects what it will be post streamlining.
  • When should we start using the new ad sources? 
  • Please start using the new ad sources beginning December 17, 2015 when you create a Guest Card in Yardi.
  • Why the change?
  • The current ad source list has duplication and is outdated, which hinders us from accurately capturing and reporting how leads come in.
  • Streamlined ad sources will set the stage for us to adopt a CRM in 2016. 
  • What's different?
  • The new ad source list is a tighter list of 50 sources for each of our properties.
  • Going forward, we ask that your teams contact Marketing at marketing@essex.com to have an ad source added.
  • The list of 50 has been built to accommodate what we use today, so these instances should be minimal.
  • What else do I need to know?
  • In the backend, IT will map all existing ad sources in Yardi to the new list and LevelOne will do the same over the next two weeks (from about 12/16-12/30) — we’ll let you know once this process is complete.
  • Training will also include the new list of ad sources in their Leasing Fundamentals materials.

 
 

Wednesday, October 18, 2017 - 14:56

Last updated:
October 18, 2017