Monthly Archives: May 2023

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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