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HQ Mapping

An overview of how and why to implement HQ Mapping.

Cait Kennedy avatar
Written by Cait Kennedy
Updated over a year ago

What is HQ Mapping?

HQ Mapping is a feature that will make syncing campaigns from HQ to your child accounts a seamless process.

Mapping allows customers to create HQ Memberships, Credits, Class Types and Tags and then associate the equivalent child account data point to each.

Where do I find it?

You can find HQ mapping in your HQ account only, under Settings > Franchise Mapping.

When should I use it?

You should use mapping any time you are creating a campaign in HQ that will use specific data from child accounts in the conditions that are used throughout the campaign.

For example, if you want to create a campaign in HQ to target customers on an Unlimited Membership, you should first go to the HQ mapping page, select Memberships and click "Add Membership Association." This membership acts as a placeholder and is not connected to a specific membership in your booking software so you can name this whatever you'd like. At this time, we do not allow for editing the name of this data point name.

Now that you've created an HQ Membership, called "Xplor Growth Unlimited Membership," you are redirected to your child account mapping page. Here, you will see a list of your children accounts that are associated with HQ on the left hand side. On the right, you will select the Membership that is associated with each of your child accounts from your booking software.

When creating a campaign in HQ, you will see all of your HQ "placeholder" Memberships, Credits, Class Types and Tags in the relevant conditions (i.e, Memberships that you create will only appear in conditions that are relevant to having a membership like the Membership Expired condition).

Upon selecting that placeholder in a condition and syncing the campaign to your child accounts, the campaign conditions you've specified will update with the child account association in each child account campaign.

Here, you can see that I have created a campaign in my HQ account using the Has a Membership condition, where I have specified that I am targeting contacts on the "Xplor Growth Unlimited Membership."

When I sync this to my child account, the condition will update with the membership that I have selected in HQ mapping. In this case, for my East Hampton location, I have selected Unlimited Month- East Hampton.

What happens if I update a mapped item and associate a new membership, credit, class type or tag?

In this case, you would need to re-sync your campaigns so that the updated mapped association is synced to those campaigns.

Read more about how to sync your campaigns to children accounts here.

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