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Single Account to HQ / Child Structure

Complete this checklist of tasks after you've migrated to an HQ / Child account structure.

Written by Luna

Congrats on moving to an HQ/Child account structure! Below is a checklist of items to complete to set up your new child accounts.

As a reminder, your original account is now your HQ account and contains your automation structure, email templates, etc. Each location has its own child account, and contacts automatically sync from your Mariana Tek account to the child account for their home location.

Tasks

  1. Team Members

    1. Team members who had access to your original account have access to HQ + both child accounts

    2. If applicable, add additional team members to the accounts they should gain access to.

    3. Reference Article: How Do I Add a New User to the Team?

  2. SMS Registration

    1. In each child account, navigate to Settings> Twilio Compliance

    2. Complete each section of the form and submit it.

    3. Each child account has its own SMS number; therefore, Twilio requires that each 10-digit number used by businesses be registered.

  3. Add Verified Emails

    1. In each child account, navigate to Settings> Emails

    2. Add any email addresses that you would like to send from in each account (i.e. info@mystudio.com)

    3. Reference Article: How To Configure Email Settings

  4. Add Only Contacts Leads

    1. Mariana Tek synced contacts will be removed from your original (HQ) account within a week of your migration

    2. Do not proceed with steps (c) through (i) until your MT contacts have been scrubbed. If you aren't sure if this has been completed, please reach out to support@brandbot.com.

    3. Any contacts remaining are Xplor Growth-only contacts and need to be uploaded to a designated child account.

    4. Remember, your HQ account should be your 'shell' account where you build automation, push corporate emails, and map data points.

    5. For the remaining contacts, navigate to Contacts> Segments

    6. Create a new segment and call it 'Email Unsubscribed Contacts'

    7. From the smart rules, add the condition 'is marked as unsubscribed to email', then click Save.

    8. Create another segment and call it 'Email Subscribed Contacts'

    9. From the smart rules, add the condition 'is on a BrandBot segment', is not 'Email Unsubscribed Contacts', click Save

    10. This is the segment you will export from HQ and re-upload to a child account of your choice/designation.

    11. Go to Options > Export

  5. Forms (if applicable)

    1. If you use forms, you will need to recreate them in each child account so contacts route to the location account instead of being added to the HQ account.

    2. Further, if you are utilizing forms for lead capture on external sources (i.e. your website, digital ads, flyers, etc.), you will need to recreate the forms in each child account and update these sources.

    3. Reference Article: How Do I Create a New Form?

  6. Waiver (if applicable)

    1. If you use waivers, you'll need to recreate your waiver in each child's account.

    2. Also, if you have your waiver linked to Mariana Tek or use the waiver re-opening feature in the Livestream Manager, include these steps in your setup process.

    3. Reference Articles:

      1. How do I create a Waiver?

      2. HQ Waivers for Mariana Tek Clients

      3. How Do I Enable Re-opening Waivers?
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    4. BONUS: If you utilize waiver re-opening, you will need to create the email template in each child's account. To do this most effectively, follow this process:

      1. In your HQ account, create a Franchise Merge Tag for the waiver and sync franchise merge tags

      2. Navigate back to the HQ account's calendar and create a new scheduled email.

      3. Choose your waiver email template

      4. Edit the button, directing the button link to the waiver merge tag you just set up under settings

      5. Save the email as a new template or override the original version.

      6. Navigate to the HQ account name in the top right corner, click it, then choose Assets > Templates

      7. Click the Options Button beside the updated waiver template and choose 'Share with Franchisees'

      8. This email template will now be available in Franchise Shared templates in the child accounts!

  7. Segments

    1. Recreate your favorite / commonly used segments in each of your child accounts.

  8. Automation

    1. Now that your automations are in your HQ account, this is a good time to clean up, modify, and adjust them before syncing campaigns into your child accounts.

      1. Merge Tags

        1. The first recommendation / best practice is to look for any common URLs / text and create a merge tag for it.

        2. For example, your schedule page and buy page for locations A and B are unique URLs. With a merge tag, you can save the value for each location in the account settings. When you push the campaign to each account, the values (links) will be sent automatically with the email.

        3. Also, if a URL ever changes, you can update it in your account settings instead of skimming through every email to switch it out.

        4. Reference Article: Merge Tags

      2. HQ Mapping

        1. Next, in your automation, identify where Memberships, Credits, Class Types, or Tags are used in your entry or goal conditions.

        2. Mapping lets you create HQ Memberships, Credits, Class Types, and Tags, then associate the equivalent child account data point with each, making syncing and setup more seamless.

        3. Reference Article: HQ Mapping

    2. Once you've completed optimization by mapping and/or adding merge tags, you're ready to sync your campaigns to the child accounts!

    3. If you utilize landing pages or forms as part of your automation, those will need to be created at the account level.

    4. Reference Article: Syncing Auto Campaigns to Child Accounts

  9. Pushed Corporate Emails

    1. Ready to send an email to all locations/clients? Create a pushed corporate email from HQ!

    2. Reference Article: Creating a scheduled email to push to children accounts from HQ

      1. Note:

        1. If 'editable' is checked when the email is pushed to a child account, you will need to go into the child account and mark it as 'ready to be sent.'

        2. If 'editable' is not checked when the email is pushed to a child account, the email will automatically be marked as 'ready to be sent.'

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