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Setting Up Users in Properti.AI
Setting up users correctly is essential for ensuring that your marketing automations run smoothly and that every property is promoted under the right agent or team member.
Why User Setup Matters
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Accurate Campaign Attribution – Ensures listings and ads are connected to the correct agent or BDM.
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Seamless Automations – Smart Campaigns and listing promotions rely on individual user profiles to trigger correctly.
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Brand Consistency – Keeps your agency’s marketing aligned, with each agent’s campaigns tied back to their profile.
Who Needs to Be Set Up
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Office Champions – Your internal admin or marketing lead who manages campaigns.
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Sales Agents – Any agent with listings in your CRM that will be promoted online.
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Property Management BDMs – Anyone responsible for leasing listings and generating rental leads.
Every Sales Agent and Property Management BDM with listings attached to their name requires a Properti.AI user profile. Without this, their properties cannot be automatically posted or promoted.