Info Manager
Browse Info Manager Topics
Each guide includes annotated steps, screenshots, and a video walkthrough.
Adding a Remark on the Franchisee Record
It is necessary for you to keep notes for each of your Franchisees. You want to be able to review and log all of those notes in an organized fashion. Adding Remarks to the Franchisee Record is a great way of accomplishing this.Click on Info Manager then Franchisees From the Contact History sectio...
Using the Import Wizard
The import page works the same way from both the Sales and Info Manager. In the Sales import page, you can import Lead or Broker records, while in the Info Mgr, you can import one of a series of files.In order to see the permitted fields for a given import format, choose that format from the drop...
Work Flow-Based Emails using Default Website Keywords in CRM templates from Info Mgr
Workflows are the most popular feature and function in FranConnect as it replaced Campaign Triggers since the genesis of FranConnect Sky. You can create various combinations of Triggers, conditions and set actions in Workflows.We will discuss a scenario on how to add Location Website Keywords in ...
How to Add a New Franchise Location
In the ever-evolving landscape of franchise management, leveraging advanced software solutions is paramount for the successful expansion of your franchise network. FranConnect offers a comprehensive suite of tools and features designed to facilitate the process of adding new franchise locations t...
Editing Location Details
As you receive new information from your franchisees, you can update the details of the corresponding location to stay up to date. From the Information Module click Info Manager then Franchisees.Select the Franchise Location you want to update. From the Center Info tab click Modify.Once you save ...
Editing Email Templates in Info Manager
Click on the Information Manager module.Scroll down to select the Campaign Center page.Select Email Templates.Choose the template you wish to personalize.From the action wheel, click Modify.Make changes as needed to customize the template to your organization.Click Modify.
Effectively Using Triggers and Auditing in Info Manager
FranConnect is capable of notifying users about important expiration dates or other time-sensitive information. This article will help you leverage the functionality of triggers to get ahead of your workload and never miss an important item. For example, if you require franchisees to have partic...
How to get Customer Feedback Easily in Info Manager
If you have the Information Manager Module in FranConnect then you have the ability to track customer feedback directly in your FranConnect system. This will show in your system as Customer Complaints.First go to the Admin > Info Manager > Manage Web Form Generator to see all the Web Forms create...
How to view the status of a sent FDD
From the Information Manager module, select the FDD page at the bottom. The FDD Lead Summary page show the status of any FDD sent to a lead. Data will populate in the various columns as the lead completes the FDD process. When an FDD is send the Lead Name, FDD Name, Version, State/Province, Sent...
Add Tabs in Info Mgr- Manage Form Generator
Organizations like to manipulate their own Info Mgr application by adding more Tabs and fields to meet their business needs. This is convenient to add more data and details regarding the franchise location by Corporate. FranConnect system is so easily customizable keeping the users at ease when r...
Using the Export Data Wizard
There are four steps to exporting data from FranConnect – choose the Module (group of data) to select from, choose the search criteria to select a subset of records, select the fields to export for each record, and preview the data to be sure that it is correct before doing the export.To Export D...
Updating Location Data with an Import
Updating data in multiple locations can be a hassle, especially if you have to do them one by one. Thankfully, there is the option to update multiple details in multiple locations in Info Manager. In this guide we will cover how you can update this data using an import feature. To ensure you are ...
Adding Additional Desired Owner or Lead Keywords
Keywords are place-holders for specific details that you will include in communications, such as renewal date or insurance expiration date. When the message is sent, the actual information replaces the placeholder, as it would be in a “mail merge” in a word processing system. To insert keywords i...