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https://youtu.be/JqiF9SR-s-c You may wish to change your password for accessing FranchiseSoft from the password set for your during your implementation or at any point in the future for security purposes. 1. Navigate to the upper right-hand corner of the screen where you will see your name/use...
Read morehttps://youtu.be/hYlRVHn4LYg What are email templates? These are pre-made email templates that can be used for non-automated or automated emails applied to Workflow Steps, Email Blasts and Drip Campaigns. You can create template categories to differentiate between marketing templates. Franchisors ...
Read morehttps://youtu.be/iZP6NZ5IKYo Email marketing makes the process of communicating with prospective franchisees and customers easy and simple. With Email, SMS and Drip Campaigns, our users can create marketing campaigns to all contact types within FranchiseSoft ®. Send automated emails and/or SMS t...
Read morehttps://youtu.be/rIwB-5FZgA4 1. Click the Admin tab on the navigation. 2. Select Master Data. 3. Click Contact Types and Add New. 4. Enter the Contact Type you want to create. 5. Click Submit to save! 6. Your new contact type should now be visible under your Directory. For More De...
Read morehttps://youtu.be/Clu_chZg4gI 1. From the Marketing tab on the main navigation, click Campaigns. 2. Select Drip Campaigns from the menu. 3. Enter all campaign details on the Add Drip Campaign page. 4. Ensure that the Campaign Type is selected as Drip 5. Choose send type: Email 6. Apply a ...
Read morehttps://youtu.be/S7SVDG2783o 1. An the Admin Menu, click Marketing and select Static Contact Groups from the menu. 2. To create a new group, click create group. 3. Name your group. 4. To add contacts to your group, go to the contact type you are working on under the Directory Menu. ...
Read morehttps://youtu.be/jl_3B_RBkzY Dynamic groups allow you to create a variable list of users matching a specific criterion for use in Email, SMS, and Drip Campaigns. This can be used for your targeted emails. Once a campaign is created for a Dynamic Group, you create an “If this, then that” scena...
Read morehttps://youtu.be/98vcSGukM6A The display of reports that display on the Corporate Dashboard is customizable for each user. 1. From the Corporate Dashboard, click on the drop-down list beside the green "add widget" button in the upper right-hand corner. 2. This will display a list of all o...
Read morehttps://youtu.be/y_bfKlnCa7k This will allow you to change the logo in the top left corner of the screen to your corporate logo. 1. From the left-hand menu choose Admin 2. Then choose Manage Profile 3. On the Franchisor details tab you will be able to upload your logo to replace the Franchis...
Read morehttps://youtu.be/Pe9tcprurSc 1. Click on the green "Add Widget" button in the upper right-hand corner. 2. This will display a pop-up window. 3. Fill in all details. Title - this will not display for users Image - add an image to be the background for this widget Sequence - th...
Read moreI have had a great experience with Archit from Franchise Soft. He has been a wonderful trainer and helped me to understand the system. Although I am just getting started with Franchise Soft, the software seems very user friendly and has all the bells and whistles one could wish for in a franchise development CRM system. I would recommend Franchise Soft to anyone.
We are very satisfied with the training provided by FranchiseSoft on their franchise management software. The team was always available to help, and the CRM was easy to use. I’m happy to recommend Franchisesoft.
As a growing brand we needed a system and partnership that would expand and innovate alongside us. FranchiseSoft delivers a tremendous franchise management and development platform for our team and franchisees as we enter our next phase of growth.
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