Home

Getting Started with Yoppify

Getting Started with Yoppify

Welcome to Yoppify! This guide will help you get up and running with the platform quickly and efficiently. Follow these steps to get started.

Initial Setup Checklist

Before You Begin

Ensure you have:

  • Login credentials for Yoppify
  • Access to your utility billing system
  • Contact list export ready (if applicable)

Step 1: Import Your Contacts

The foundation of Yoppify is your contact database. Start by importing your existing contacts:

  1. Export from Billing System - Follow the Caselle import guide
  2. Navigate to Imports - Go to Community → Imports
  3. Upload Your File - Create new import and upload your contact file

Sync Regularly

Set a monthly reminder to import updated contact data to keep Yoppify synchronized with your billing system.

Step 2: Organize with Tags

Tags help you segment and target your communications effectively:

Step 3: Set Communication Preferences

Configure how you’ll interact with your community:

  1. Review Conversation Settings
  2. Set up notification preferences
  3. Configure automated responses

Step 4: Create Your First Content

Start engaging with your community:

Platform Navigation

Main Sections

Yoppify Platform
├── Community
│   ├── Contacts
│   ├── Locations
│   ├── Tags
│   └── Imports
├── Conversations
│   ├── Dashboard
│   └── History
├── Resources
│   ├── Notices
│   ├── Events
│   ├── Subscribers
│   └── Forms
├── Broadcasts
├── 📄 Statements
└── Workflows

Common First-Week Tasks

Day 1-2: Data Setup

  • Import contact database
  • Review and clean imported data
  • Create initial tag structure

Day 3-4: Communication Setup

  • Configure conversation preferences
  • Set up team member accounts
  • Create notice/broadcast templates

Day 5-7: First Communications

  • Send test broadcast to small group
  • Post first public notice
  • Monitor conversation dashboard

Pro Tips for New Users

Best Practices

Start Small

  • Test features with small groups before full deployment
  • Create templates for recurring communications

Stay Organized

  • Use consistent naming conventions for tags
  • Document your workflows and processes

Monitor Daily

  • Check conversation dashboard each morning
  • Review workflow staged actions
  • Respond to new messages promptly

Troubleshooting Common Issues

Import Problems

  • File format issues → Ensure CSV/Excel with account numbers in column 1
  • Missing data → Check that required fields are populated
  • Duplicate contacts → System will update existing records

Communication Issues

  • Messages not sending → Verify contact preferences and valid phone/email
  • Low engagement → Review timing and message content
  • Unsubscribes → Monitor frequency to prevent opt-outs

Next Steps

Once you’re comfortable with the basics:

  1. Explore Workflows for automation
  2. Set up Subscriber Categories
  3. Create Custom Forms for data collection
  4. Configure Statement Periods

🆘 Getting Help

  • Documentation: Browse this guide for detailed instructions
  • Support Contact: Reach out to your system administrator
  • Feature Requests: Contact Preston at preston@yoppify.com

Remember

“The key to successful community engagement is consistent, targeted, and timely communication.”

Graph View

Backlinks