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.
If you haven't built your automation in HQ, you can check out this article to learn how.
Syncing
Once you've built your automation at the HQ level and are still logged into the HQ account, go to Automation > Marketing Automation > select the automation > Sync Child Account.
In the table, use the search to find and select the child locations to sync to.
Selecting all by default only selects what is visible on the table. Click Select All to include all child accounts.
For the initial sync, select Sync Options > Rules and Content. This is the only option for the first sync.
Select which content should be synced. This will include:
Auto-Messages
Auto-Actions: Email, Phone Call Reminder, Tag
Bulk Actions
After the initial sync, you can bulk update the automation in the child accounts, including:
Sync Options
Rules and Content
Enter Rules Only
Exit Rules Only
Content Only
Will be prompted to select which content is synced to the child account
Change Access: Permissions on the child accounts
View Only: Can't edit
Rules Only: Can edit rules
Content Only: Can edit content
Full Edit Access: Can edit rules and content
Set Live
Set Rules and Content Live: Customers can enter the automation and will receive content
Set Rules Live: Customers will enter the automation, but will not receive content
Set Content Live: Only used after rules have been set live to verify that they are working as expected
Pause: available for locations with live rule status
Pause Rules and Content
Pause Content Only
When setting live or pausing content, you will be prompted to select which content.
Location-Specific Content
When syncing content, start by syncing any shared content that will be used across all locations. Once that’s complete, you can return to sync location-specific content by selecting only the items relevant to that site.
When activating or pausing content, you’ll see how many accounts it’s currently synced to. This makes it easy to confirm that changes will only affect the intended locations.
Table and Filters
In the table, you can view:
Name: If it has been synced, click the name to view the child's account version of the automation
Sync Date: Last time rules or content were synced
Access
Rule Status
Content Status: Shows the number of live content items versus the total
The filters include:
Synced Accounts
Unsynced Accounts
Has Live Rules or Content
Has Paused Rules or Content
