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https://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 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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