Having the ability to make updates to the synced auto-campaign is a great way to ensure your franchisees are providing consistent content and promotions to their customers.
It's That Easy!
You can easily make any changes you need to the synced auto-campaign 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 auto-campaign.
Updating Content
If you need to make changes to the content of the auto-campaign, 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 franchise’s auto-campaign.
Updating Rules
If you need to update the entry rule condition or removal goal for the auto-campaign at any time, you can use the Sync Changes to Rules tool. All of the rules you update will be applied to ever franchise’s auto-campaign.
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 the franchisees 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 auto campaign at the HQ level to update the associated franchisee child accounts.
**“Sync Changes to Rules” only applies to the entry rule or the removal goal of an auto campaign. Auto Messages using “time delay with an additional rule or right when a rule is met” will not be affected by selecting “Sync Change to Rules” option.**
Sync Items and or Sync Rule can be done on an individual bases by going to the Sync Child Account page rather then 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 a campaign is synced down already and new an 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 to not link properly. It will display the HQ email address rather then the child email address and need to be edit at the child account level on that new message.**
Using this feature is a great way to save time and enable your auto campaigns to respond to customer behaviors or changes to your business quickly and easily when an Auto Campaign is created at the HQ level. If you haven't yet built your auto-campaign in the HQ account, check out this article to learn how.