Getting Started
Browse Getting Started Topics
Each guide includes annotated steps, screenshots, and a video walkthrough.
How to Configure Twilio for SMS Messaging using FranConnect
IntroductionIf your business sends SMS messages to leads or franchisees in the United States, mobile carriers now require all messages to be registered under A2P 10DLC (Application-to-Person 10-Digit Long Code) regulations.This system helps carriers verify who the sender is, ensures that messages...
Welcome to FranConnect
A quick tour of the FranConnect modules, so you know what each one does and where to go for the job in front of you.Before you beginEvery FranConnect environment is different. You may not have access to all of the modules below, and yours may be labelled differently — your administrator can confi...
Best Practices for Interacting with AI
FranConnect is excited to introduce Frannie AI, a suite of intelligent bots integrated within our platform to help users efficiently find and evaluate data in their systems while also offering robust support. Frannie AI empowers users to make informed decisions, solve problems faster, and enhance...
How to Use the AI Assistant on the FranConnect Helpdesk
Discover how an AI Assistant can change the way you learn about FranConnect, the top software for managing franchises. This article will show you how this smart tool can answer all your questions about FranConnect, helping you run your franchise more smoothly and efficiently. Note If the AI Assis...
How to Create Custom Tabs Using the Form Generator
The Form Generator customises which tabs appear on lead profiles and the order they appear in. This guide covers adding a new tab and reordering existing ones.Before you beginYou need admin access. There are several form generators in FranConnect and they all behave in roughly the same way — this...
Navigating the Unit Opening Process in FranConnect
Opening a new franchise unit is an exciting and potentially complex endeavor. Utilizing the capabilities of FranConnect can streamline this process, ensuring an efficient, organized, and systematic unit opening. This article will outline the best practices for using FranConnect to guide you throu...
How to Configure Microsoft Office 365 Integration with FranConnect
FranConnect enables users to upload emails from their email inbox to our system without downloading any unnecessary plugin or software. You can now also control who is able to view an uploaded email by setting its accessibility to Private to me, Public to all Users, or Role Based during and after...
How to Configure Gmail Integration with FranConnect
FranConnect enables users to upload emails from their email inbox to our system without downloading any unnecessary plugin or software. In this article, we will walk you through how to configure and use the email integration in the FranConnect system.Setting Up Email Integration To begin setting...
What Can You Automate with FranConnect?
A tour of the franchise operations you can automate in FranConnect, so you can spot the manual work worth handing over to the system.Before you beginAvailability depends on the modules in your FranConnect subscription. Your administrator can confirm what is enabled, and your FranConnect contact c...