FranchiseBase Documentation

Introduction

A short introduction to get up and running quickly

• Adding your Company Details

  Customise the system for your Franchise

• Adding a New Location

  How to add new Franchise Locations

• Creating your First Users

  Simple steps to adding your first users

• Wrapping up

  What's next after setting up FranchiseBase for your users?

Dashboard

Using the FranchiseBase Dashboard

• Your FranchiseBase Dashboard

  The Dashboard is your view for the latest updates on the FranchiseBase system.

• The Dashboard for Administrators

  Customising the Dashboard for your users

Manuals

Creating and Using Manuals within FranchiseBase

• Manuals Overview

  Viewing your manuals on FranchiseBase

• Creating a Manual

  Adding a new manual, creating sections and personalising it

• Adding Manual Content

  Create new Manual sections and writing content for them

• Publishing your Manual

  Going live with your manual and setting access permissions

• Manual Content Editor

• Bookmarks

  Using Bookmarks to quickly find important sections of your manuals

• Manual Tools

  Using tools including Edit, Creating PDF's and sending Tasks/Notifications

• Re-using Manual Sections

Franchise Recruitment

Manage leads and automate communications

• Initial Setup

  Configure Franchise Recruitment for your Company

• Brochure Setup

  Create your welcome e-mail containing your franchising brochure

• Connecting Lead Sources

  Importing leads from your website and franchise directories

• Managing Prospects

  Including recording contacts, updating details and viewing lead engagement

• Scheduling Automated E-mails & Texts

  Schedule your automated e-mails and text messages for receipt by active prospects

• Monitoring your Schedules

  Tracking the success of your scheduled campaigns

• Prospect Actions

  Creating team actions and tasks that require follow-up

• Instant Send

  Instantly sending e-mail and text message campaigns to your Prospects

• Smart Rules

  Automatically move prospects from group to group based on how long they've been registered

• Smart Actions

  Automatically create new actions for your team as prospects move through recruitment stages

Brand Bank

Storing and sharing your brand assets within FranchiseBase

• Brand Bank Overview

  How To Store Your Branding on FranchiseBase

• Create A New Branding File

  Adding a new Branding File

• Downloading Brand Bank Files

  Save A Copy of A Brank Bank File to Your PC

• Brand Bank Tools

  Using the Edit, Unpublish, Delete and Commenting Functions

Documents

Uploading and sharing Documents with your FranchiseBase Network

• Documents Overview

  Storage for Franchise Documents

• Add a New Document

  Adding a new Document to FranchiseBase

Discussions

Collaborating and Communicating with your Network

• Discussions Overview

  Start a Discussion Within Your Franchise

• To Create a Topic

  Creating a New Topic

• Comment on a discussion

  Adding a comment to a Discussion

Tasks

Managing and completing Tasks within FranchiseBase

• Tasks Overview

  Viewing and Monitoring Tasks

• Add a New Task

  Creating a New Task

• Accepting and Updating a Task

  Steps to Accept and Update a Task that has been Assigned to You

Notifications

Sending updates to users, groups and locations within FranchiseBase

• Notification Overview

  View Your Notifications and Progress

• Create a Notification

  Creating a New Notification

• Accepting and Updating a Notification

  New Notication

Portal

Provide quick access to your Network's most frequently used sites and services

• Portal Overview

  Quick Access to External Sites

• Visit a Website Link Within the Portal

  How to Access External Websites Through The Portal

• Create a New Website Link

Settings

• Franchise Details

  Editing Your Franchise Details

• User Management

  Manage your users

• Manage Locations

• Add a New User

• Deleted Files

Analytics

Tracking your Network Engagement with FranchiseBase

• Analytics Overview

Users

Managing your users, including access roles

• Users Overview

  All FranchiseBase User's details

• User Management

  Manage Your Users

Manage Locations

Creating new Locations within FranchiseBase

Deleted Files & Revisions

Restoring Deleted and Overwritten Content