How to Create A New Contact Type in FranchiseSoft?

May 26, 2023 By

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

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

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

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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