Monthly Archives: May 2023

How to Reset Your Password in FranchiseSoft?

May 31, 2023 By 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...

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How to Create Franchisor Marketing Templates in FranchiseSoft?

May 30, 2023 By 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 ...

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How to Create an Email Campaign in FranchiseSoft?

May 29, 2023 By 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...

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How to Create A New Contact Type in FranchiseSoft?

May 26, 2023 By 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...

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How to Create an Email Drip Campaign in FranchiseSoft?

May 25, 2023 By 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 ...

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How to Create a New Static Contact Group in FranchiseSoft?

May 24, 2023 By 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. ...

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How to Create a Dynamic Contact Group in FranchiseSoft?

May 18, 2023 By 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...

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How to Configure Reports on the Dashboard in FranchiseSoft?

May 17, 2023 By 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...

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How to Change the Logo in FranchiseSoft?

May 16, 2023 By 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...

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How to Add Widgets to the Coporate Dashboard in FranchiseSoft?

May 15, 2023 By 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...

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