Intro to the Email Marketing Module
Welcome to our guide on how to use the Email Marketing module in FranConnect. This tool helps you send out email campaigns easily, whether you're looking to connect with current customers, find new ones, or keep your leads interested. We'll show you how to get started, create your emails, and see...
Manage Product Inventory in Shop ordering Out-of-Stock Items
All franchisors — big, small, or in‐between — require consistency in the products sold under their brands. Product standards and specifications are one of the keys to controlling product consistency. Franchisors set product standards and specifications, which means that they tell their franchis...
Sending SMS Opt-In
The SMS is sent to Contacts or Leads with a phone number under Mobile field and Country selected as “USA”. We are working to expand this to other countries as well. In the CRM module, from the Contacts or Leads tab page, click the Action wheel beside the lead to whom you want to send the SMS opt-...
Lifecycle and detailed Description of the Difference between an Account, Leads, Contacts and Opportunity in CRM.
In FranConnect, under the CRM module in the Marketing tab, scroll down to see the various tabs such as Lead, Contact, Accounts, Opportunity and Transaction. These are some of the common Business Terms used in Franchising while some of these are interchangeable. The Lifecycle of a customer in CRM...
Clone Reports to Create Custom Reports based on the Original
Reports are critical for timely evaluation and engagement of franchise building. While FranConnect’s predesigned and popular CRM reports are readily available, the ease and flexibility to create reports or to clone existing custom reports is a great feature to save time. In this guide, we will co...
CRM Basics - How Corporate Users can Manage Duplicate Accounts or Contacts
Duplicate Accounts or Contacts can be confusing and difficult to identify when you franchise locations have many of them. You can use the CRM to set criteria and determine duplicate Accounts or Contacts On occasion, a contact is submitted by multiple sources or fills out a web form multiple time....
How can I use Smart Groups to Manage my Contacts and Leads?
Using Smart Groups allows one to add recipients automatically to a group which match the criteria previously defined and optionally send Email Campaigns. For example, suppose you want to group your Facebook contacts and send an Email Campaign. First, create a Smart Group as shown below called “Fa...
CRM Basics – How Corporate users can configure SMS Campaigns
Nowadays, a lot of businesses use SMS marketing as part of their overall marketing strategy. Why? Because it works. More messages received means more engagement and business. More than 99% of text messages are opened and read within minutes of receipt. SMS marketing has repeatedly proven to be by...
How Corporate Users can Leverage CRM Email Campaigns
An effective and useful marketing campaign is one that delivers the right message to the right audience at the right place. When creating a promotional campaign, be it organization-wide or product-specific, a critical piece is identifying the target market. Creating generic advertising campaigns ...
Finding “Last Contacted” In CRM
A successful organization is always looking to develop business all over the country and internationally, and communicating with contacts is crucial for success in a fast-growing competitive world. Every now and then, it is important to keep touch with contacts in different stages of engagement. ...
Setting up Email Parsing: CRM
Introduction to Email Parsing: Email Parsing is the process of extracting field data from the emails captured in FranConnect Sky Marketing software. The ‘Email Parsing Lead Capture’ is a process of adding leads from Third Party Websites/Vendors via an email sent to Websites/Vendors via an email s...
Email Templates vs. Email Campaign
In email marketing, you may hear people talk about layouts, designs, campaigns, messages, code, and templates. Creating Templates: Prepare your email content & imagery for the campaigns you would like to send out. I recommend using the sample templates as they are already formatted to be mobile f...
How can I create my own Aggregate Custom reports in CRM?
FranConnect includes several preconfigured CRM reports. However, sometimes additional information is needed or you may prefer to add custom fields under:Admin > CRM > Manage Form Generator.When adding new fields in the Form Generator, by default, it will be Exportable, Searchable and Reportable u...
Leveraging Smart Groups
Using Smart Groups allows you to add recipients automatically to a group based on almost any criteria and then optionally send Email Campaigns. For example, suppose you want to group your Facebook contacts and send an Email Campaign. First, create a Smart Group as shown below called “Facebook Con...