Franchise Technology

Top Franchisee Engagement Tools

By | Franchise Engagement, Franchise Technology
Franchisee Engagement Tools

Franchisee engagement is a term on everyone’s lips after the recent International Franchise Association (IFA) convention in Orlando. But, what does it truly mean?

Authentic franchisee engagement is about having your people truly feel like they are part of the organization. Not just on the piece of paper where they signed on the dotted line, but from deep inside of them.

But, it is easier said than done.

Below, are some tools and technology to help engage every person in your network.


The first engagement touchpoint in the franchisee lifecycle is training. It starts with the road to opening, and then typically a live session at the Home Office. There are also sometimes certifications associated with the industry, such as a Certified Senior Advisor, for instance or franchisor staff may need to be trained as well. Many franchisors also find it worthwhile to pursue financial training such as Profit Mastery.

eLearning is also something that can be hugely helpful for ongoing training and even training around rollouts.


Program Rollout

Seasonal programs and rollouts are the bread and butter for franchisors. But finding a staff member who can do an effective rollout is like seeking out a unicorn.

Love it or hate it, e-mail is often the first go-to tool for franchisors to send out operations and marketing eBlasts. Measuring responses is a great way to determine engagement, when you are using the right tools.

On the other hand, franchisees “go numb” to communication when you bombard them with too many e-mails.

As a result, there are other ways to roll out programs, such as posting in the intranet, integrating in webinar and video communication and even adding in ratings system, for the brave among us. Having franchisees create their own articles on the intranet, or their own videos will go even further with the rest of the system.

Finally, to avoid one person in your office getting bogged down and overloaded with e-mail, you can invest in a ticketing system, with role-based responses.


Two-Way Support

We are in a collaborative world, nowadays. Today’s owners don’t want to sit back and passively receive information from Home Office. They want to connect back and forth. And, when you think about it, the franchisees wanting to roll up their sleeves and abandon the “employee mentality” is a positive thing.

At the heart of field support, is some of the following functions:

  • On-site training
  • Key Performance Indicator (KPI) review
  • Ongoing business coaching
  • Financial review
  • Field audit visits

Field Auditors have the hardest job in franchising, but the more two-way communication they have, the stronger the relationship will be.



The annual convention is the most fundamental investment any franchisor can make. There are the formal learning benefit, then the informal social benefits (which, if you are doing it right will be a highlight for everyone).

Generally, conventions are the glue that holds everyone together.

To level-up your event, include an app, or even add in a gamification element to it.



The evolutionary version of 1:1 communication, is a 1:many collaboration! Collaborating, by building projects together with franchisees will enhance engagement and grow trust.

Instead of creating things in the Home Office vacuum, and hoping they will stick, try to collaborate “on the fly” with franchisees using the latest tools.

Looking to have some fun while collaborating? You can also utilize crowdsourcing for an engaging and collaborative experience, have design contests with many designers, and get franchisees to vote.

You can connect with franchisees, regionally, or by a special interest group, via text, a form of communication up to 500x more powerful than e-mail.

Finally, you can create business plans collaboratively with franchisees, which has been shown to enhance engagement and ameliorate outcomes.


Last Word

Tools will never replace the human touch when it comes to franchisee engagement, but they do enhance the experience, and spark the imagination. We will be updating this article regularly, so come back soon to see our most recent recommendations.

Request a Demo

Would you like to receive a demo of FranchiseBlast? We'd be happy to give you a personalized tour based on your needs.

Sign-up for our newsletter

Interested in receiving franchise news and tips & tricks? Sign-up for our newsletter.

Franchise Martech Blueprint

By | Franchise Technology, Marketing
Franchise Martech Blueprint

Franchising is a model that doesn’t quite fit well into a discretionary category, which makes franchise Martech decisions challenging. Take a look at the following attempts:

  • Q: Is it a small business? A: Kind of – the franchisees are often small businesses, and sometimes the franchisor itself is a small business. But at the same time, a franchise can have many employees, and many business needs.
  • Q: Is it like a multi-location corporation? A: In some ways, but an important distinction is that franchisees are not employees, so you get the benefit of the entrepreneurial drive, but getting things to work and the brand looking consistent can be like herding cats.
  • Q: Is it like an association of independent businesses? A: There is a connection among the owners, but they are not independent, since they share a brand and a process.

So – franchising is in a league of its own. And comparing it to other models, as you need to do sometimes when you are trying to purchase technology created for those outside of the franchising community, can be like trying to fit a square peg into a round hole.

Franchise Martech Blueprint

Making purchasing decisions in terms of Marketing creates another challenge. Since there is a continuum among how franchisors manage their businesses.

  • Centralized (Hard Franchise): In this model, the marketing and communications decisions are made centrally, with little input from the franchisees.
  • Decentralizd (Soft Franchise): Conversely, in this model,  the franchisees are instrumental in their own marketing happen.

Added to the two above, is a mixed approach, which attempts to have the best of both worlds. For example, a mixed model may have central content marketing, and decentralized events.

Franchise Martech Blueprint Visualized

Franchise Martech Blueprint


  • BMS: Brand Management System — this is a tool that helps franchisees build their own marketing materials online
  • Brand Guide/Portal: A guide, online or off, that outlines logo, type, message pillars and more
  • CMS: Content Management System — this is a system that allows someone to type in their own specialized content, within a template, typically creating a website or blog.
  • CRM: Customer Relationship Management — this is a database-based system of customers and prospects, used for communications
  • Graphic Design Tools: Tools to create graphics easily

Marketing and Technology Trends

As trends continue to evolve, franchisors have to keep up. Here are some trends to look out for as you build your blueprint:

  • Video: Both the polished and spontaneous sort of videos are becoming more relevant on social media and online in general.  Polished videos are great for a professional Marketing department, and spontaneous, local ones are best for local franchisees, with a branding guide.
  • Tools and Outsourcing: Over the years, Marketing teams and the associated contractors have been shrinking. Graphic Design Tools, and simple apps have slowly been replacing professionals. Additionally, as the online workplace gets more sophisticated, inexpensive contractors can be used for administrative, research and data entry jobs. Strategic work can also be done via professional talent communities. Using this strategy centrally is a best practice, at this time.
  • Chat: Although chat and SMS software has been around for a while, time-strapped consumers are asking for it more and more.  Chat is an element that can be done both centrally and in a decentralized way.  This helps communicate with both prospects and current customers, as a support tool.

Defining Your Technology Blueprint

When defining your technology blueprint, you want to think about your Marketing Mix, just as you would in any business. An added layer, is asking if you want to be centralized or decentralized. Each one has its own strengths and pitfalls.

  • Centralized: The advantage of this is a greater degree of brand consistency. However, if the franchisees are not engaged in the programs, they may be less likely to follow them. It can also lead to a “blame game” between franchisor and franchisee in terms of marketing effectiveness.
  • Decentralized: The advantage of this is it empowers the franchisees to have an entrepreneurial spirit. The downside is a lack of brand consistency, or even franchisees who do not participate in marketing their own businesses.

Cautionary Words

As you think through the blueprint, you may think it is quite complex, and it is. The name of today’s marketing game is to do more with less, and franchisors are feeling it as well. So, instead of having a great team full of experts, franchisors are looking for strong individual performers, who can wear many hats. Think of Prince, playing all of the instruments, rather than an orchestra. Although this creates challenges in terms of people growing within the organization, it is an economic reality.

Look to the Future

If you are looking for brand consistency tools to make your locations look the same across the nation and around the world, check our Brand Consistency tools including our Field Audit App.

Request a Demo

Would you like to receive a demo of FranchiseBlast? We'd be happy to give you a personalized tour based on your needs.

Sign-up for our newsletter

Interested in receiving franchise news and tips & tricks? Sign-up for our newsletter.