Each of your franchisees will need to be set up their own individual BrandBot accounts. This setup sets the foundation for their branding, team usage, and communications as a whole. Read on to find out how to ensure your franchisee accounts are set up properly and entirely!

To get started, sign in with your BrandBot Email Address & Password. You should have been prompted to create this via email.

Then, navigate to your business name in the top-right and click Settings.

The Company Profile houses settings that pertain to general company information, such as name and time zone. Be sure to accurately set up the following:

We highly suggest giving your team members access to BrandBot. The more people who can access the product, the more often it is utilized, making it most beneficial for your business.

Learn more about adding users to your account here!

User Groups provide an easy way for you to group your team members. For example, it could be beneficial to set up a "Front Desk" user group, so that tasks can be assigned to the front desk staff as a whole vs. one individual team member.

Learn more about creating user groups here!

Your sending profile and footer are key, client-facing aspects that show on any email you send from BrandBot. This information is part of your brand - it lets your audience know who the email is coming from and gives them the opportunity to reply back as needed.

Learn more about setting the right email settings here!

To use Landing Pages, you must first complete the landing page settings. This is where you can indicate what currency the cart will be displayed in and add important contact information that will appear at the bottom of the landing page should your clients need assistance when checking out.

*Note: This only needs to be set up in the franchisee account, not the HQ.

Learn more about landing page settings here!

Each teammate, or user, within the account should be managing their user profile individually. The User Profile allows you to change your password or turn on account notifications.

Learn more about landing page settings here!

BrandBot will automatically sync the subscription preferences of your clients from your booking software. However, these preferences may ultimately differ from the preferences of these contacts in your previous marketing platform.

In order to ensure that client subscription preferences within BrandBot align with their preferences within your most recent marketing platform, you may want to reconcile these preferences by taking the following steps:

Reconciling Subscribed Contacts

Reconciling Unsubscribed Contacts

This process ensures you are accurately contacts those that are subscribed per your most recent marketing platform.

Franchise merge tags can be a useful feature for HQ when creating campaigns and emails that need to reference location specific information.

For example, if there is content that is franchisee specific (company name, owner name, schedule URL etc.) you can create a merge tag in the HQ account for that value. That way, when an email is created in HQ and shared with all franchisees that reads something like “Thank you so much for taking your first class at [%location_name%]” the location name will automatically be pulled from that specific franchisee's merge tag value.

Learn more about setting up franchise merge tags here!