Each of your franchisees will need to be set up their own individual Marketing Automation accounts. This setup sets the foundation for their branding, team usage, and communications as a whole. Read on to find out how to ensure your franchisee accounts are set up properly and entirely!

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.

Company Profile

Team Members

User Groups

Emails

User Profile

Reconciling Subscription Preferences from Previous Marketing Platform

Franchise Merge Tags

Company Profile

The Company Profile houses settings that pertain to general company information, such as name and time zone. Be sure to accurately set up the following:

  • Account Name (the name of your studio.)

  • Account Time Zone

  • Website URL (this is the URL to the specific studio)

Team Members

We highly suggest giving your team members access to Marketing Automation. The more people who can access the product, the more often it is utilized, making it most beneficial for your business.

Learn more about adding users to your account here!

User Groups

User Groups provide an easy way for you to group your team members. For example, it could be beneficial to set up a "Front Desk" user group, so that tasks can be assigned to the front desk staff as a whole vs. one individual team member.

Learn more about creating user groups here!

Emails

Your sending profile and footer are key, client-facing aspects that show on any email you send from Marketing Automation. This information is part of your brand - it lets your audience know who the email is coming from and gives them the opportunity to reply back as needed.

Learn more about setting the right email settings here!

User Profile

Each teammate, or user, within the account should be managing their user profile individually. The User Profile allows you to change your password or turn on account notifications.

Learn more about landing page settings here!

Reconciling Subscription Preferences from Previous Marketing Platform

Marketing Automation will automatically sync the subscription preferences of your clients from your booking software. However, these preferences may ultimately differ from the preferences of these contacts in your previous marketing platform.

In order to ensure that client subscription preferences within Marketing Automation align with their preferences within your most recent marketing platform, you may want to reconcile these preferences by taking the following steps:

Reconciling Subscribed Contacts

  • Hop into your previous email marketing platform and export your subscribed contacts. Please ensure the export is converted/saved as a CSV file.

  • Within Marketing Automation, navigate to Contacts > click Add Contacts in the top-right > Upload CSV.

Reconciling Unsubscribed Contacts

  • Hop into your previous email marketing platform and export your unsubscribed contacts. Please ensure the export is converted/saved as a CSV file.

  • Within Marketing Automation, navigate to Contacts > click Unsubscribe Contacts in the top-right > Upload CSV.

This process ensures you accurate contacts those that are subscribed per your most recent marketing platform.

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.

For example, if there is content that is franchisee-specific (company name, owner name, schedule URL, etc.) you can create a merge tag in the HQ account for that value.


Learn more about setting up franchise merge tags here!

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