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Corporate Dashboard: Manage Entities
Corporate Dashboard: Manage Entities
Erin Crager avatar
Written by Erin Crager
Updated this week

For a high level article on the corporate dashboard click here.

Managing Entities

The Manage Entities tab allows you to copy Marketing Sequences from one Franchisee to other select franchisees, allowing them to benefit from the marketing automation approaches you've found to be most successful.

As a Corporate Admin, click Franchisees > Manage entities.

Choose which franchisee to copy sequences from > then select the sequences.

Use the checkboxes to select multiple sequences.

When you've selected all that need to be copied, click Copy to Franchisees(s) > select the target franchisees (where they'll be copied to).

Only franchisees with an activated Email & SMS Marketing Suite will show in the pop up.

Click Submit and the sequences will be copied over to the selected host(s).

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