Xplor Growth

Deirdre Horan

Stephanie Parks

Lauren Everett

Key information for businesses that utilize an HQ account

HQ Accounts

Complete this checklist of tasks after you've migrated to an HQ / Child account structure.

Single Account to HQ / Child Structure

Ensure your HQ site is set up for success!

Setting up a Xplor Growth HQ Site

Ensure your franchisees are set up for success!

Setting Up a Franchisee Account

New franchisee location opening? Add it to your HQ account for easy syncing!

Adding a Franchisee Account to the HQ Account

This article highlights important things to lookout for in your new account structure.

What to consider now that you have an HQ + Child account setup

Getting Started

[HQ Account Syncing] Scheduled Emails

Once an email template is created in the HQ account, it can be shared with all child/franchisee accounts.

[HQ Account Syncing] Email Templates

How to sync an automation from the HQ account for franchisee use.

[HQ Account Syncing] Automations

How to sync Transactional Messages Templates from the HQ account for franchisee use.

[HQ Account Syncing] Transactional Message Templates

[HQ Account Syncing] Merge Tags

How to sync a customer tag from the HQ account for franchisee use.

[HQ Account Syncing] Customer Tags

An overview of how and why to implement HQ Mapping

[HQ Account Syncing] Mapped Values

[HQ Account Syncing] Segments

[HQ Account Syncing] User Groups

[HQ Account Syncing] Landing Pages

Streamline your forms across your child locations through  HQ Form Access Management.

[HQ Account Syncing] Forms

Jason Wiese

Syncing to Franchisee Accounts

[HQ Accounts] What data can I sync from my HQ Account into my Franchisee/Child Accounts?

What and when to use Sync Changes to Content or Rules in Syncing automations

[HQ Accounts] How do I make updates to a synced automation?

[HQ Accounts] Why can't I push an email out to child accounts?

[HQ Accounts] What happens if a pushed corporate email is marked as editable/not editable?

HQ synced forms are automatically mapped across all synced child accounts.

[HQ Accounts] How do I add a synced form in a child account's automation?

Mapping credits through Franchise Mapping for One Click Forms

[HQ Accounts] How can I ensure that the correct credit option is mapped to my child accounts when syncing a One Click Form?

[HQ Accounts] Instant Book Franchise Mapping

[HQ Accounts] Can I push Assets to my Franchisee accounts from my HQ account?

Helen Kang

Gabby

Frequently Asked Questions

Streamline your waivers across your child locations through HQ Waiver Access Management.

[HQ Account Syncing] Waivers

HQ synced waivers are automatically mapped across all synced child accounts.

[HQ Accounts] How do I add a synced waiver in a child account's automation?

Managing waivers for multi-location accounts

HQ Waivers

Find answers and get help from Intercom Support and Community Experts

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