OnBoarding
Does AI handle territory checks without human involvement, and how are false positives prevented?
Territory Checks are automated, and they are built with safeguards so your team stays in control. How false positives are prevented Careful mapping: Our engineers map your territory system's fields and statuses before launch. Brand-specific rules: ...
How quickly are automated territory checks completed?
Automated Territory Checks return results in about 59 seconds. What affects speed How your mapping data is connected, whether through an API, a third-party tool, or a browser-based system The complexity of your brand's rules Whether the request ...
How is partnership pricing structured for multiple brands?
Franchise Ninja offers partnership pricing for organizations that manage several franchise brands, such as platform brands and multi-brand franchisors. Pricing is available on request. How multi-brand pricing works Each franchise brand needs its own ...
Can we update personas and use them for tailored content and follow-up experiences?
Yes. You can update your personas and use them to shape the content and follow-up experiences we generate for you. What you can change Remove personas that do not fit your brand Reprioritize personas so the most important ones lead your content plan ...
How can I add a very large list of ZIP codes to a campaign?
You can add large ZIP code lists to a campaign in Campaign Studio. A few tips make the process smoother. How to add a large list In Campaign Studio, open Location Criteria and choose ZIP code. Paste ZIP codes in manageable batches instead of all at ...
Can the platform automate actions when a specified visitor condition occurs?
Yes. Today, you can automate actions on visitor conditions with notification rules and the CRM webhook. What you can do now Notification rules: Each user can set rules for when they receive alerts, such as by territory, by pages viewed, or by other ...
How should anonymous visitors and submitted leads be labeled in a CRM?
Keep identified visitors and submitted leads clearly separate in your CRM. Clear labels make each record's origin visible and help each group get the right follow-up. Recommended labels For identified visitors who have not submitted a form: Status or ...
Who sets up and tests the CRM webhook before launch?
Webhook setup is a shared effort between your team and ours. Your team Provides the endpoint URL, either your CRM's inbound URL or a Zapier catch hook Gives access to the CRM or Zapier account, if you want our help Confirms how identified visitors ...
How many internal users, agencies, or vendors can access the platform?
Franchise Ninja plans include unlimited users, so your internal team, agency, and vendors can each have their own login. Who can have access Your franchise development and marketing team Your marketing or advertising agency Vendors who support your ...
What needs to be set up before launching an in-market campaign, including a live trial audience?
A few setup steps are needed before your first in-market campaign goes live. Most of them only happen once. Before launch Accept the Franchise Ninja Terms of Service. Install the tracking script on every franchise development page, either in Google ...
How is the website-identification script installed and maintained through a site redesign or relaunch?
The Franchise Ninja script can be installed directly in your site's header or through Google Tag Manager (GTM). GTM makes it easier to maintain through a redesign. How to install Add the script to the header of every page on your franchise ...
How does lead reactivation work for dormant franchise-development leads?
Lead Reactivation watches your dormant leads and tells you when one of them starts researching business ownership again. How it works Upload your list. Add dormant leads under In-Market Stage > Lead Reactivation with first name, last name, and email. ...
Can territory-check activity be pushed to a CRM and trigger follow-up?
Yes. Territory Check results can be sent to your CRM, where they can trigger follow-up automation. How it works Each completed check creates a record with the request details, such as the broker or consultant, the candidate, the requested location, ...
How do Meta and Google audience connectors work, including retargeting Engaged visitors and manual uploads?
Franchise Ninja can deliver audiences to Meta and Google in two ways: automatically through Advertisement Connectors or manually through file uploads. Automatic connectors (recommended) Go to Configuration > Connectors and connect your Facebook ...
Can contacts from before an integration was connected be backfilled?
Yes. If visitors were identified before your email or CRM integration was connected, you can export them and add them manually. How to backfill contacts In your dashboard, go to the Engaged Stage and click Search Engaged. Set the date range to cover ...
Why are multiple email addresses included for one person in an audience export?
Audience exports include several known email addresses for one person to improve matching across advertising platforms. Why multiple emails help People often use different email addresses on different platforms. A candidate might sign in to Facebook ...
How are known multi-unit franchise owners identified and matched?
Multi-unit owner matching is a capability in development. The goal is to help you prioritize experienced operators whose background fits your brand, instead of sending the same message to every operator. How the proposed matching works The approach ...
Why might a visitor’s identity not match the name or household information in a CRM form?
Sometimes the name in Franchise Ninja does not match the name on a CRM form, even when the records belong to the same household. Why this happens Identity data is often tied to an account or a household. For example, a household record may be ...
Will a brand’s uploaded list be shared with other brands?
No. Lists you upload to Franchise Ninja are never shared with other brands. How brand data is protected Uploaded lists, such as dormant leads, customers, or franchisees, are treated as brand-owned, proprietary data. Each brand's data is isolated ...
Why can an advertising export contain more records than the number of audience credits?
An advertising export can contain more records than the number of credits in your audience because one person can have several email addresses. How it works Credits are counted per person. One credit equals one in-market candidate within a calendar ...
How should lower-qualified form respondents be handled?
Not every form respondent is ready for your main qualification process. We recommend giving lower-qualified respondents their own path instead of mixing them into your primary workflow. Two options A separate campaign or nurture track. Place these ...
Does launching a campaign send email to the selected audience?
No. Launching a campaign does not send any email to the selected audience. What a campaign does A Franchise Ninja campaign connects your selected in-market audience to Meta or Google as a custom audience. Those people then become eligible to see your ...
Can campaigns target people actively researching franchise opportunities?
Yes. Every person in a Franchise Ninja in-market audience has researched buying or starting a business within the previous 30 days. How to reach them on Google Build the audience in Campaign Studio with your location and qualification filters. ...
Can Franchise Ninja support paid acquisition, organic content, drip campaigns, and retargeting?
Yes. Franchise Ninja provides the audience and candidate data. Your team or agency uses that data across paid, organic, email, and retargeting programs. How each channel connects Paid acquisition: Advertisement Connectors push your in-market custom ...
What should an educational nurture series say to research-stage prospects?
Many in-market candidates are early in their journey. Some are not yet sure franchising is the right path at all. An educational nurture series helps them move forward on their own timeline. What to include Why franchising: how a proven system, ...
How can Engaged visitors be retargeted and nurtured after visiting the website?
When an in-market candidate visits your franchise development website, Franchise Ninja identifies them as an Engaged Candidate, even if they never fill out a form. That is the ideal moment to start retargeting and nurturing. The recommended workflow ...
How should I structure Meta campaigns for initial outreach and retargeting?
The most effective Meta structure uses two stages. The first stage brings qualified people to your website. The second stage deepens the relationship once you know who they are. Stage 1: Initial outreach (top of funnel) Use a Meta Traffic campaign ...
Can I Use the Webhook and Connectors at the Same Time?
Yes, using both integration systems does not inhibit your ability to use the other. In fact, if you're interested in filtering data, we recommend you use both. Need assistance understanding the difference between a Webhook and a Connector? We've got ...
If I upload my dormant leads, will they be shared with other brands?
Overview No, dormant leads uploaded into Franchise Ninja are never shared with other brands. Franchise Ninja treats uploaded dormant leads as brand-owned, proprietary data. These leads remain isolated to your brand and are used exclusively to support ...
Onboarding Call Structure & Agenda
Franchise Ninja Onboarding Call Documentation Onboarding Call Purpose and Scope The onboarding call ensures that all technical, campaign, and compliance requirements are properly set before launching Franchise Ninja campaigns. The session also ...
What should I do first after signing up for Franchise Ninja?
Getting started with Franchise Ninja is simple, but there are a few key steps to complete during onboarding to make sure your team is set up for success. To guide you through the process, we’ve created a step-by-step onboarding checklist. Download ...
What happens during the Onboarding call?
Overview & Purpose of the Onboarding Call The primary purpose of the onboarding call is to review, confirm, and coordinate the deliverables necessary to fully implement Franchise Ninja. Specifically, the call is designed to: Align all stakeholders on ...
How to accept Franchise Ninja Terms of Service
The first step to using Franchise Ninja is to accept our Terms of Service. You will receive an email with your username. This email will also include links to reset your password and how to log in to Franchise Ninja. Once you receive this email, ...