Introduction to Segments in FranConnect

This guide will show you how to set up Segments in FranConnect, a tool that helps you organize your franchises just like they are in the real world. Segments let you sort your franchises by things like location, type of service, or market size. By following these steps, you can make managing your franchises easier, with better communication and reporting across your business.

Topics

Creating a Segment Category

Before creating our segment, we will first configure our segment categories. To do so, first click Info Manager on the left-hand sidebar and then select Segments from the drop-down menu.

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On the following screen, click the SETTINGS button.

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You will be taken to the following page:

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These categories create hierarchies in which your segments can exist, enabling you to further organize your franchises. To create a new one, click the CREATE button at the top of the page.

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The following drawer will pop out:

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Give the category a name and a category type. If you wish to make it a child category, click the ticker to YES and select the parent category as seen below.

Note: Selecting the "Company" category enables you to link any entities you desire to this category. Opting for the "Geographical" category allows you to connect any regions of your choice to the category.

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When you are finished creating your category, click SAVE and the new category will be created.

Creating a Segment

To create a segment in FranConnect, navigate back to the Segments page as we did above. Click the CREATE SEGMENT button in the top-right hand corner.

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You will be taken to the following page:

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Your segment will require a name and an accessibility level. You can name a segment anything you want and the accessibility level can be set to "Public" or "Private."

  • Public: anyone in your FranConnect environment can view this segment and reports about it
  • Private: only you can view this segment and reports about it

Additionally, you can give your segment a category and a description if you choose, but these are not required. You can also choose whether discussion is allowed on the main segment page.

The next box you will see will allow you to define the default filters for your segment.

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There are two types of filters that you can choose - Smart and Static.

  • Smart: A smart filter will react to new data. This would be a good choice for a segment like "Low Performing Units" that won't remain the same over time.
  • Static: A static filter will remain the same. This would be a good choice for a segment like "East Coast Franchises" that will not change a lot, if at all, over time. Additionally, with static filters, you can include individual units to include in the segment, rather than just filter categories.

Finally, choose a person or people to associate with the segment. When you are finished, click the LAUNCH button at the bottom of the page to launch the segment.

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If you have done everything correctly, you will be taken to your new segment's page in FranConnect.

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Now the new segment will show up on our Command Center segments card as well as in our Info Manager reports.

Conclusion

Having read this article, you should now be familiar with setting up segment categories and segments in FranConnect.

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