Each of your franchisees or child locations will need to set up their own individual Xplor Growth accounts. This setup lays the foundation for their branding, team use, and overall communications.

To get started, sign in with your email address and password. You should have been prompted to create this via email.

Navigate to your business name in the top-right and click Settings.

The Company Profile contains settings for general company information, such as name and time zone. Be sure to accurately set up the following:

We suggest giving your team members access to Xplor Growth. The more people who can access the product, the more often it is used, making it more beneficial for your business.

User Groups provide an easy way for you to group your team members. For example, you could set up a "Front Desk" user group so you can assign tasks to the front desk staff as a whole, rather than to one individual team member.

Your sending profile and footer are key, client-facing aspects that show on any email you send. This information is part of your brand; it tells your audience who the email is from and lets them reply as needed.

To use Landing Pages, you must first complete the landing page settings. Here, you can set the cart currency and add important contact information that appears at the bottom of the landing page if clients need help checking out.

Each teammate, or user, within the account should manage their user profile individually. The User Profile allows you to change your password or turn on account notifications.

Learn more about landing page settings here!

Xplor Growth will automatically sync the subscription preferences of your clients from your booking software. However, these preferences may ultimately differ from the preferences of these contacts in your previous marketing platform.

To ensure that client subscription preferences within Xplor Growth align with their preferences within your most recent marketing platform, you may want to reconcile these preferences by taking the following steps:

This process ensures you contact only those who are subscribed in your most recent marketing platform.

Franchise merge tags can be a useful feature for HQ when creating campaigns and emails that need to reference location-specific information.

For example, if content is franchisee-specific (company name, owner name, schedule URL, etc.), you can create a merge tag in the HQ account for that value. That way, when an email is created in HQ and shared with all franchisees that reads something like “Thank you so much for taking your first class at [%location_name%]”, the location name will automatically be pulled from that specific franchisee's merge tag value.