While your franchisees are getting their individual account set up, the HQ account will also need to be created and built out!

To get started, sign in with your Marketing Automation Email Address & Password. You should have been prompted to create this via email.

Then, navigate to your business name in the top-right and click Settings.

Team Members

Company Brand

Franchise Merge Tags

Team Members

When a new team member is added to an HQ account, they will automatically have permission to access ALL of your Franchisee/Child accounts as well. For more help on how to add Team Members to your account, please refer to the article here.

In regards to the HQ site, only add team members that will need to create marketing initiatives at scale. This includes auto-campaigns and scheduled emails that are going to be pushed to and sent from all of the franchisee accounts. It is not recommended that individual franchisee owners/partners are added to the HQ site.

Company Brand

Your branding is important - it's what makes your studio unique! Update your default branding to change your logo or pick new colors and fonts.

Learn more about branding settings here!

Franchise Merge Tags

Franchise merge tags can be a useful feature for HQ when creating campaigns and emails that need to reference location-specific information.

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