In the Sales & Marketing Center under Journeys is a tab labeled Corporate. This tab is for Corporate Administrators to create and manage corporate level journeys. It is also for Franchisees to view all corporate level journeys that have been created for them.
Creating a Journey for All Franchise Locations
Here is how a Corporate Administrator can set up an automated journey that could apply to all or some franchisees.
Select Sales & Mktg Ctr from the left hand panel
Click Journeys
Click the Corporate tab
Click the Create a Corporate Journey button
Enter Name, Purpose and check/un-check the box for Franchisee Control
If you check the Franchisee Control box it will allow franchises to disable the Journey on their end. If a franchisee disables the journey, they will need to request re-enablement from corporate.Click Save Corporate Journey
Editing a Franchise Journey
Once a Journey is created you can edit its name and purpose. After creating the Journey you can add the locations you would like to assign this Journey by following these steps:
Select the Edit icon next to “0 locations active” under the Journey title
Choose the locations you would like to enable the Journey for
Save
For each Journey you can specify which locations should receive the Journey. For example, you might activate a Journey at two out of three of your franchise locations.
Managing Automations Within Journeys as a Corporate Administrator
Journeys can include multiple automations and you have the ability to send them from the client’s home location only or for all relevant locations.
To add automations to the journey, click the title of the journey and then the Add an automation link
Fill out the Name and Description fields
Choose from location
Client Home Location: The automation is sent only from the location specified in the client's profile. This is ideal for messages like birthday wishes to avoid sending duplicates if a client visits multiple locations.
All Associated Locations: The automation is sent from each location the client has visited. This is suitable for messages like “We Miss You,” where you want the client to receive a message from any location they have been to after a specified period.
Managing Reply-to Email Settings
As a Corporate Administrator you have the ability to set the reply-to addresses that will be used per franchise location for all corporate-created Journeys.
If no location address is listed, the default address set by Corporate will be used.
Select Sales & Mktg Ctr from the left hand panel
Click the Corporate Email Settings tile
Click the edit icon next to the franchise location you would like to update the reply-to email for
Fill out the From email and the Reply-to email for each franchise location
Managing Corporate Journeys as a Franchisee
Franchisees can view corporate-built journeys in the Corporate Built tab. Depending on permissions, franchisees can enable or disable these journeys. Franchisees can only turn journeys on or off; they cannot edit the journey details or individual automations. Automations are uneditable and must be managed by corporate.
To view corporate Journeys select Sales & Mktg Ctr from the left hand panel
Click Journeys
Click the Corporate-Built tab
You will see your list of Corporate-Built Journeys and which locations they are assigned to
Depending on permissions, you may have the ability to turn the Journey off or on
Once the automations are running you can view who was sent the automation by clicking the Click here to view audience list link