Having the ability to make updates to the synced automation is a great way to ensure that your franchisees provide consistent content and promotions to their customers. You can easily make changes to the synced automation at the headquarters level.
Navigate to the automation > Sync Child Account.
Sync Changes to Content
If you need to make changes to the automation content, you can do so at the HQ account level with the Sync Changes to Content option on the Sync Child Accounts page.
This will change the updated content at the HQ account level down to the franchisee's child level for all accounts listed in the Currently Associated list, including:
Text block information, images, and links
Auto-messages including time delay options
Auto-action and auto-message status
If the status is live in HQ, it will sync as live to the child account. This is important to note if you are not ready for them to be live in the child accounts.
Sync Changes to 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 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.
Syncing to Individual Accounts
Sync Items and or Sync Rule can be done on an individual basis by clicking Action next to the currently associated account. Seleckt:
Sync Items to apply the content updates to the individual account
Sync Rule to apply the rule updates to the individual account
When an automation is synced down and a new auto message is added later at the HQ level, if Sync Item 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.