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 automation in the HQ account, check out this article to learn how.
Syncing an Automation with Auto-Messages
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.
While logged into the HQ account, navigate to Automation > Marketing Automation in the top navigation bar
Open the Automation you would like to sync
In the left-hand navigation, select Sync Child Accounts
Click into the Franchisees dropdown and select the location(s) you'd like to sync the campaign to
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 the Child Account 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 the Child Account: 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.
Click Push to Franchisees.
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.
The automation has now been pushed to the indicated child account(s). If you switch to the child account, you will see the automation, as well as a badge that indicates the automation was pushed down from HQ and the permission status.
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.
Syncing an Automation that includes XG tags in the entry rules or exit goals
If your automation includes auto actions to add or remove Xplor Growth tags, there are a couple of extra steps to take:
When creating the tag(s) to use in the automation in HQ, make sure you select the "Copy this tag to all franchisee accounts" box.
Enter the tag(s) into the entry rule/exit goal condition(s) of the HQ automation, as usual
Navigate to Sync Child Accounts > Select your Franchisees and Rules as in Steps 4 & 5 above, and click Push to Franchisees
Click Sync Changes to Rules to sync the tags
After the initial sync, the automations in the child accounts may display the correct tag, but they will not enroll or remove contacts with that tag until the "sync changes to rules" button has been selected in the HQ account.