Xplor Growth

Deirdre Horan

Vicky Vasso

Cait Kennedy

Key information for businesses that utilize an HQ account

HQ Accounts

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

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

Creating a scheduled pushed corporate email from the HQ account allows you to create one email to push to all your Child Accounts!

Creating a scheduled email to push to children accounts from HQ

Franchise merge tags make it easy to add franchisee-specific content to HQ-synced initiatives.

Creating and Syncing Merge Tags

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

Sharing email templates from HQ

How to sync an auto-campaign from the HQ account for franchisee use.

Syncing HQ Auto-Campaigns into Franchisee Accounts

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

Syncing HQ Customer Tags into Franchisee Accounts

How do franchisees locate email templates pushed into their accounts?

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

Does unsharing an email template impact existing campaigns?

An overview of how and why to implement HQ Mapping.

HQ Mapping

Create each of these items locally in your child (location) accounts

What cannot be synced from HQ to child accounts?

What and when to use Sync Changes to Content or Rules in Syncing auto-campaigns

How do I Make Updates to the Synced Auto-Campaign?

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

Syncing Transaction Message Templates into Franchisee Accounts

Lauren Everett

Stephanie Parks

Syncing to Franchisee Accounts

How do I add a Pushed Corporate Email to my Child Account's Calendar from my HQ Account?

Why can't I push an email out to franchisees?

What happens if a push corporate email is marked as editable/not editable?

Gabby

Pushed Corporate Emails

Setting up required waivers in HQ accounts for Mariana Tek Clients

HQ Waivers for Mariana Tek Clients

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

Single Account to HQ / Child Structure

Other

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