XG 101 HQ/Child account synced data

Syncing Data from HQ to Child Accounts

Transactional Messaging Templates

Contact Tags

Brand Settings

Merge Tags

Landing Pages

Automations

Email Templates

Segments

Automation Groups

Pushed Corporate Emails

Waivers

Forms

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Brand Settings

It's important to maintain the same look and feel of your brand throughout your child locations. If you are a multi-location studio, you can update settings at the HQ level and sync them down.

Practice

Automations

It's important to maintain the same look and feel of your brand throughout your child locations. If you are a multi-location studio, you can update settings at the HQ level and sync them down.

Practice

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Automation Groups

Automations can be organized and filtered using Automations Groups. HQ accounts can sync Automation Groups to their child accounts when creating a new group or an existing one. Syncing Automation Groups only syncs the group. It does not sync the Automations within the group.

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Forms

HQ users can create, manage, and synchronize forms across child locations in their HQ account, under a form's Access Management tab. With flexible syncing options and centralized management tools, HQ users can ensure consistency, improve operational efficiency, and maintain control over forms pushed to child accounts.

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Contact Tags

Tags are a great way to identify and categorize contacts. They can be especially helpful when grouping specific segment of contacts based on data that isn't being captured in Xplor Growth and/or your booking software. If there is a particular tag you are looking to track across the franchise, you can easily create it at the HQ level and sync it to the franchisee accounts!

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Merge Tags

Merge Tags are snippets of code that let you insert dynamic, personalized data into your marketing initiatives. You can sync merge tags to your child accounts, which is especially useful when creating automations or scheduled emails at the HQ level. This ensures that when content is pushed to franchisees, the language is automatically tailored to each location.

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Email Templates

The HQ account allows you to create email templates and share them with your child accounts and allow them to make additional customizations.

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Pushed Corporate Emails

As an HQ user, you can add Scheduled Emails directly to the Calendar of any of your Child Account's. From your Calendar page, you will click the Create New button and select Pushed Corporate Email:

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Landing Pages

Synced Landing Page allows HQ to create and sync landing pages across all child accounts, reducing the need for manual work, ensuring consistency, and streamlining the setup process for. Any updates made to Landing Pages at the HQ level can be applied across all accounts. Additionally, you can decide whether a page is synced to all child accounts or selected ones, providing more control over page distribution.

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Segments

Synced Segments allow HQ accounts to create and sync segments and segment groups across all child accounts (locations), reducing the need for manual work, ensuring consistency, and streamlining the setup process for multi-location brands. Syncing segments and segment groups will sync to all child accounts and can be edited by the child account.

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Waivers

HQ users can create, manage, and synchronize waivers across child locations in their HQ account, under a waivers's Access Management tab. Once synchronized in the Access Manager, the updates are automatically published to all child accounts, ensuring a consistent and up-to-date waiver application across locations. NOTE: This content is only applicable to Mariana Tek customers.

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Now It's Your Turn:

Login to your Xplor Growth HQ account and ...

1. Navigate to your Assets and see if you have any saved Email Templates
2. If you do not have any email templates, create one to use for your regular newsletter

Now It's Your Turn:

Login to your Xplor Growth HQ account and ...

1. Click Create an Automation > Browse Our Templates > select the 30 Day Winback campaign
2. Add an additional Goal of having/starting a Membership
3. Update the copy inside of the first email that sends out when someone joins this auto-campaign
4. Add a text that will be sent 1 hour after someone joins this auto-campaign
5. Navigate to the Sync page for the auto-campaign to see what it looks like (you DO NOT have to sync this campaign with your child accounts yet)

• If you add a new location, repeat the steps above, and instead of "share with franchisees" click "unshare with franchisees" and then "share with franchisees" again.
• Sharing templates is across all or no accounts, so to share with a new location requires unsharing with everyone to reshare with everyone.

Now It's Your Turn:

Login to your Xplor Growth HQ account and ...

1. Navigate to your Company Brand
2. Confirm your Company Brand settings are correct
3. If you make any changes to your Company Brand, reach out to the Xplor Growth team to have them push the branding settings to all your child accounts

Now It's Your Turn:

Login to your Xplor Growth HQ account and ...

1. Click Marketing > Forms > Create a new Form
2. Within the form, click the Access Management tab
3. You DO NOT have to sync this form with your hild accounts yet

• You will need to have the segment created in each child account to send to the intended group of contacts.
• You do not need to set the email as "Ready to be Sent" in the HQ account in order for it to send in the child accounts. As long as you do not check the editable box before pushing to a Child Account, it will sync as "Ready to be Sent" in the Child Account.

Now It's Your Turn:

Login to your Xplor Growth HQ account and ...

1. Navigate to the Settings page and click on Merge Tags
2. Create at least 1 Franchise Merge Tag
• Ideas:
• Schedule Page
• Buy Page
• Location URL (the specific page for that location on your website, if applicable)
3. Navigate to one of your child accounts and update the field for that specific Merge Tag for that location

Now It's Your Turn:

Login to your Xplor Growth HQ account and ...

1. Login to your Xplor Growth HQ account and create a Pushed Corporate Email about a new promotion you'll be offering at all of your studios.
2. Do not select any hild accounts to push the email to yet.
3. You can save the email as "Save in progress" so that it doesn't automatically send.