Yoppify Platform Guide

Welcome to the Yoppify Product Glossary - your comprehensive guide to mastering the Yoppify platform for community engagement and operational efficiency. Last updated: 2025-09-21.

Quick Navigation

Platform Sections

Section	Description	Key Features
Community	Manage contacts and locations	Contacts, Locations, Tags, Imports
Communication	Engage with your community	Conversations, Broadcasts, Statements
Resources	Public-facing content	Notices, Events, Subscribers, Forms
Workflows	Automation and outreach	Large-scale resident engagement

Getting Started

New to Yoppify?

Start with Getting Started to learn the basics of navigating the platform.

Essential First Steps

1. Set up your contacts - Import from your billing system
2. Organize with tags - Create contact tags for better organization
3. Configure communications - Set up conversation preferences
4. Create your first notice - Post important updates

Common Tasks

Contact Management

• Add a new contact
• Import contacts from Caselle
• Organize contacts with tags
• Set communication preferences

Communication

• Send a mass message
• Handle conversations
• Post public notices
• Schedule future communications

Location Management

• Add service locations
• Use the map view
• Set up boundary file tags

Search by Feature

Use tags to find related content:

• #yoppify/community - Community management features
• #yoppify/communication - Communication tools
• #yoppify/resources - Public resources
• #yoppify/workflows - Automation workflows
• #yoppify/how-to - Step-by-step guides

Quick Reference

Platform Access

All main features are accessible through the side navigation bar in Yoppify:

• Community section: Contacts, Locations, Tags, Imports
• Conversations section: Direct messaging
• Resources section: Notices, Events, Subscribers, Forms
• Broadcasts tab: Mass communications
• Statements section: Financial statements
• Workflows section: Automated outreach

Tips for Success

Best Practices

• Regular Imports: Keep contacts synced with billing system
• Tag Organization: Use consistent tagging for easy filtering
• Template Usage: Save time with broadcast and notice templates
• Daily Reviews: Check conversations and workflows daily

Support

For additional help:

• Technical Support: Contact your system administrator
• Feature Requests: Reach out to Preston at preston@yoppify.com
• Documentation Updates: This guide is regularly updated as new features are introduced

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