As mentioned above, one of the ways a Contact is added to your FC database is when a new or returning Consignor registers to sell at your JBF sale in their
JBF Profile. This means that your JBF sale needs to be an Event in FranConnect, so that Consignors can register to participate!
Event Management
Click on Event Management in the blue horizontal menu. If you purchased an existing franchise, you will see a list of past events. If you are starting a brand new franchise, this page will have no events listed.
Use your FC User Manual to practice setting up an event. If you have a confirmed venue and dates, please use your actual event details. If you do not have a confirmed venue or dates, please input your ideal venue and dates. Do not worry, you will not make this event public until you're actually ready.
As you follow along in your FC User Manual, here are some "Pro Tips" we recommend:
-
Name your event your Franchise Name or the City in which your actual sales event will take place. Choose based on what will be the least confusing for your customers.
-
Status - choose "pending" until you've reviewed your event set up with your Success Coach. Then you can change the status to "public."
-
JBF Groups - only Consignor should be selected, for now. Talk with your Success Coach about additional Groups you may choose to activate.
-
Dates - In the Event Schedule fields, Public Shopping should go from the date/time that the public may shop through the end of sale hours. Do not include Consignor-only dates, if Consignors shop the day before the public. Registration Dates are the window of time that Consignors may register to sell. Typically that is NOW through the end of Consignor Drop Off.
-
Templates - This is the automatic email that is sent to each Consignor after they register for your event. Choose the template noted in the FC User Manual for now. Be sure to ask your Success Coach for advice on what to include in this email and come back later to edit the email before you make your event public.
The FC User Manual shows two extra Event set up steps that you will not be using at this time: Adding Team Member Shifts and Adding Presale Passes. We will revisit these features after we discuss staffing options in a future email learning module.
SAVE your event set up and plan to review your work with your Success Coach at your next meeting!
Best Practices:
- Always have an event public so that your sale is listed in Events when a Consignor is in their JBF Profile.
- If your dates are not yet confirmed, you can still set up your event. This keeps your sale top-of-mind with your Consignors and gives them a chance to register to sell. See screen shot below with example TBA fields.