Customers with a standard HQ/Child account configuration will sync to the Xplor Growth account that's connected to their home location.
The "Home Location" setting in a customer's Mariana Tek profile primarily determines which Xplor Growth studio they link to. This setting ensures proper syncing and determines the visibility of the contact's profile in the correct studio.
For example, if CLIENT A's home location is 'East Hampton,' their contact will be synced to the 'East Hampton' account.
Additionally, if CLIENT A submits a form for another location, such as 'West Hampton,' they may also be associated with that studio in Xplor Growth, along with their original home location.
What if a contact changes their home location?
What if a contact changes their home location?
If a contact changes their home location, their contact profile will sync to the location they've now specified.
What if a contact's home location doesn't match where they attend class or where their membership is fulfilled?
What if a contact's home location doesn't match where they attend class or where their membership is fulfilled?
If you find a contact's location doesn't match where they're attending classes or making purchases, you can update their home location in their Mariana Tek profile. Note that any campaigns the customer is currently enrolled in from their
'old' home location will not transfer over to the 'new' home location.
What if a contact is in multiple Xplor Growth accounts?
What if a contact is in multiple Xplor Growth accounts?
You may find that some contacts exist in multiple accounts—how does this happen?
The following three scenarios will result in contacts existing in multiple accounts:
Contact changes their home location from LOCATION A to LOCATION B
Contact fills out a form for a location other than their home location
Contact is manually uploaded by staff to an account other than their home location