Having the ability to make updates to the synced automation is a great way to ensure your franchisees are providing consistent content and promotions to their customers.
You can easily make any changes you need to the synced automation at the headquarters level. With the Sync Changes to Content and Sync Changes to Rules options, all of your franchisees will have the most up-to-date content and rules for their automation.
Updating Content
If you need to make changes to the content of the automation, you can do so at the HQ account level with the Sync Changes to Content option on the Sync Child Accounts page. Whatever changes you make to content will be added to every franchisee’s automation.
Updating Rules
If you need to update the entry rule condition or removal goal for the automation at any time, you can use the Sync Changes to Rules tool. All of the rules you update will be applied to every franchisee’s automation.
Sync Changes to Content:
Use the 'Sync Changes to Content' button on the Sync Child Account page to push those changes down. Selecting this will change all the content that was updated at the HQ account level down to the franchisee's child level for all the accounts listed in the Currently Associated list.
Content can include: Text block information, images, links, auto message time delay options (time delay with an additional rule or right when a rule is met, etc.)
Sync Changes to Rules:
Use the 'Sync Changes to Rules on the original automation at the HQ level to update the associated franchisee child accounts.
Note: “Sync Changes to Rules” only applies to the entry rule or the removal goal of an automation. Auto Messages using “time delay with an additional rule or right when a rule is met” will not be affected by selecting the “Sync Change to Rules” option.
Sync Items and or Sync Rule can be done on an individual basis by going to the Sync Child Account page rather than the main Sync changes to Content or Rule option:
Finding the Account Name that is listed in the Currently Associated list
Click the 'Action' button
Select ' Sync Items' or 'Sync Rule' to apply the content change to only one account at a time.
When an automation is synced down already and a new auto message is added later at the HQ level, if the "sync item" option is used this can cause the child's account default email address not to link properly. It will display the HQ email address rather than the child email address and needs to be edited at the child account level on that new message.
Using this feature is a great way to save time and enable your automations to respond to customer behaviors or changes to your business quickly and easily when an automation is created at the HQ level. If you haven't yet built your automation in the HQ account, check out this article to learn how.