Syncing automations from the HQ account to your franchisees is a fast and easy way to ensure your communications are consistent and streamlined across the franchise. Read on to learn how to sync an HQ automation into franchisee accounts!
If you haven't yet built your auto-campaign in the HQ account, check out this article to learn how.
Once you've built your automation at the HQ level and are still logged into the HQ account, follow the below instructions to learn to sync the automation into the respective franchisee accounts.
1. While logged into the HQ account, navigate to Automations in the top navigation bar.
2. Locate the auto-campaign you'd like to sync and click into it.
3. Once in the auto-campaign, navigate to the 'Sync Child Account' tab in the lefthand navigation.
4. You should now see the syncing screen below, with the appropriate auto-campaign title at the top.
5. Click into the Franchisees dropdown and select the location(s) you'd like to sync the campaign to.
6. Next, you'll select the Permission Level you'd like to to give franchisee(s) for this particular auto-campaign.
Create a Standard Copy: Franchisees have full control over editing the content, enrollment rules, and exit goals of this synced automation. The HQ account cannot re-sync any changes made to this automationat the HQ level.
Create a synced copy where Franchisees can only edit the content inside the auto-items: Franchisees can edit the content of auto-messages, but they cannot alter the enrollment rules or exit goals of the automation. This is the most often-used permissions level. HQ doesn't need to do all the work but can still control the over-arching purpose of the automation.
Create a synced copy that is not editable by Franchisees: This permission level means Franchisees cannot edit the content, enrollment rules, or exit goals of the automation. They do not have the ability to Start and Pause a automation and will not see any Edit buttons.
7. Once you've selected the permission level for the franchisees in regards to this synced automation, click Push to Franchisees. The list of accounts this automation has been synced into will populate under Currently Associated. This will also provide visibility to the status of that particular automation in each franchisee account - whether it's in draft mode, active, or paused.
Now, in the 'Currently Associated' Panel, you will see what account(s) this automation as been pushed to, the status of the automation, and the sync type.
Within the franchisee accounts you will see indicators on the automation overview screen that will tell you if an automation was pushed down from HQ and the permission status it was pushed down with, it will look like this:
If you want to make updates to the synced automation at any time, you will make those changes at the HQ-level and sync the changes to each of the franchisees using the Sync Changes to Content or Sync Changes to Rules options.