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Each guide includes annotated steps, screenshots, and a video walkthrough.
How to Control Email Visibility in Information Manager
Emails recorded against a location, entity or multi-unit in Information Manager — whether uploaded through the Email Uploader or brought in automatically by Email Capture — appear in that record's Contact History. Email View Based on Role lets you decide who can see each one, so confidential comm...
User Impersonation
User Impersonation allows authorized users to access another user's account view — without requiring password sharing or credential handoff. It's designed to support troubleshooting, experience validation, and account-level review across your franchise hierarchy. Note This feature is off by defau...
Connect Outlook Calendar to FranConnect
Connect your Microsoft Outlook calendar to FranConnect so events, meetings and appointments sync between both systems — create them in either place and keep your calendars aligned.Before you beginCalendar Sync must be enabled on your FranConnect system, you need access to the Outlook account you ...
How to Configure Data Sources for Frannie AI Agents
Frannie AI’s builder agents—Sales Coach and Franchisee Support—provide intelligent, context-aware responses based on the data sources to which they are connected. Configuring these data sources ensures the agents have accurate and relevant information to deliver high-quality responses. Sales Coac...
eLearning Dashboard Access (Per Role Type)
The purpose of this article is to provide instruction on how to enable the eLearning Dashboard analytics per user type. The optimal way to achieve this is by creating new roles (per type), configuring dashboard access for the newly created roles (only), and then assigning applicable users to the ...
Multi-Divisional Email Template Support
OverviewFor organizations managing multiple brands under a single parent company, creating a seamless and consistent brand experience is critical, even in the smallest interactions, like system emails.With the July-25 Release going live on July 10, 2025, FranConnect introduces support for Brand (...
How to Configure the Facebook Lead Ads Integration with Zapier
Send leads from your Facebook (Meta) Lead Ads straight into FranConnect using a Zap, so new enquiries arrive without manual entry.Before you beginYou need a paid Zapier account, email parsing enabled in FranConnect with its parsing email address, and admin access to the Facebook account that owns...
How to Change the Agreement Version for a Franchise Location
This guide will walk you through the process of changing the agreement version for a specific location in FranConnect. Whether you need to update to a new agreement due to changes in terms or conditions, this step-by-step tutorial ensures that your location’s agreement reflects the most current s...
How to Configure Themes and Logos in FranConnect
This guide will walk you through the steps to configure themes and logos in FranConnect, allowing you to customize the look and feel of your platform. By adjusting these settings, you can align your FranConnect account with your brand identity, ensuring consistency across your business operations...
How to Set the Language in FranConnect
Navigating the language settings in FranConnect can significantly enhance user experience and improve accessibility for diverse teams. With robust multi-language support, users can not only switch to their preferred language but also create custom phrases tailored to their specific needs. Whether...
How to Configure Email Capture in FranConnect
Set up Email Capture so emails sent to or from your leads and franchisees are automatically saved to their Message History in FranConnect, and control who can see them.Before you beginYou need admin access to Options › Integrator in FranConnect and admin rights on the Gmail or Microsoft mailbox y...
How to Use Twilio Integration to Send and Receive SMS Messages
Connect Twilio to FranConnect so you can send and receive SMS messages with leads and franchisees without leaving the system.Before you beginYou need a separate Twilio account with your Account SID and Auth Token to hand, plus admin access in FranConnect. For questions about Twilio itself, contac...
Configuring SAML SSO: Microsoft Azure
Let your team sign in to FCSky with their existing Microsoft Azure credentials by configuring SAML single sign-on between Azure AD and FranConnect. Important This SSO functionality supports Just-in-Time (JiT) provisioning only. There is no support for Ahead-of-Time (AoT) provisioning. Before you...
How to Integrate Email Capture Authentication into Your FranConnect Environment
What does Email Capture do?It allows to configure email server and email information. User needs to use this email in To or Cc, while sending emails to lead(s), franchisee(s) and contact(s) so that system will capture emails from this email account automatically and display in respective lead's m...
How to Integrate Domo into Your FranConnect Environment
Step by step guide on how you can embed DOMO cards in Command Center.CONFIGURE YOUR DOMO ACCOUNT Go to https://www.domo.com/ On the home page, hover over the user profile icon on the top right and enter your domain on Domo. Click continue. On the login page of the domain, enter the email a...
How to Integrate Calendly into Your FranConnect Environment
What does Calendly do?Calendly lets users schedule meetings and appointments with the recipient(s) without having to send numerous emails for scheduling it. The user sends a meeting link to the recipient, the recipient clicks on that link and sees the dates and times that the user is available, a...
How to Create and Add a Custom Lifecycle Stage to a New Unit
Lifecycle stages show you the progress your units have made in the opening process. FranConnect allows our users to set up custom lifecycle stages for a unit. With this feature, you will also be able to run task checklists when the unit is in a custom lifecycle stage. In this article, we will sho...
How to Upload Emails to Multiple Records
At FranConnect, we are constantly improving our product and adding new features to support our customers' needs. On June 15, 2023, we will be releasing a feature to enable our customers to upload an email to multiple records on the basis of an email ID match. In this article, we will show you how...
Default CC and BCC System Emails
FranConnect provides the ability to include a CC or BCC email address to system emails. This includes system emails from Sales, The Hub, Info Mgr and Support.ExampleA typical case is a Sales manager wishing to be alerted when a new lead is added to the system. By default, the lead owner is notif...
Configuring Email CC: and BCC: Defaults
Using this tool can help you keep track of emails that are being sent from the FranConnect system. If you oversee certain operations, like the process of completing the FDD, you may set up a process for the FDD emails to be sent to you directly.Pros and Cons of this SolutionBeing copied will allo...
Add Franchise Location to Finance
One way to add a Franchise Location to Finance is through Admin > Franchise Location > Manage Franchise Locations.However, it will not automatically display in the Finance module unless 2 non-mandatory fields are populated. Agreement Version.Royalty Reporting Start Date.Agreement version have to ...
Configuring the FDD
The Franchise Disclosure Document is a legal document that is presented to leads that are in the process of purchasing a franchise location. This is generally a contract between both the seller and the prospective franchisee of a sales agreement. This article details how to manage the FDD for you...
Configure Display Columns from Admin
Organizations like to manipulate their FranConnect system with various Display Columns in the summary of any application such as Admin, Sales, Opener, Information Manager and so on. They configure various fields by adding and removing Columns from Admin.They need to do this for easy access of dat...
Activating Terminated Franchise Locations in Admin
From Admin > Franchise Location > Manage Franchise Locations.Select Franchise Status as Terminated and click Search.Click the Actions Gear Wheel Tool and select Activate on the desired Franchise ID.
Accessing Library Logs and News Logs in Admin
In every organization, it is critical to ensure the employees and corporate users review and are up to date about various management policies and processes.Corporate house these information under Library documents and News in FranConnect under The Hub application which makes it convenient for its...
Adding a User After Adding a Location
Input the User Details.It is common for franchisors to use the same nomenclature for a user’s corporate email address as their Username.The Password entered here will be updated by the user upon first login.Most users will be Normal under User Type however temporary access can be given to Guest U...
Adding a Location for Current Franchise Owner
Adding a location to a current franchise owner occurs when a franchisor wants to expand his/her business.There are two starting points to adding a location in Information Manager- From the In Development page click the Add In Development Location link.- From the Franchise Location section in Admi...
How Can I Turn on a New State that is Now Approved to Send the FDD
A successful franchise is always looking to develop business all over the country and internationally. It is not uncommon for states that aren’t initially permitted, much later these get approved and registered to do business, contributing to the growth of an organization. The FranConnect system...
Adding a New Owner to a Location
In the FranConnect Admin page, corporate staff can add a new owner to a location.This guide will walk you through the process of adding a new a new owner to any existing location in the FranConnect Sky system.Admin > Franchise Location > Manage Franchise Location.Click on the action wheel then se...
How do I create Roles and Change Privileges for Users?
In FranConnect, Roles help you designate privileges to users. This ensures that users only have access to those system functions that are necessary for the completion of their job. The FranConnect system has several predefined roles (e.g. Corporate administrators, default corporate role, default...