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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 moreFrom 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 moreAn 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 moregroups 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 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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