We've introduced you to several of the technology platforms that we use on a daily basis: FranConnect Sky (where The Hub and Library are located) and the Google Suite (Mail, Calendar, Drive). Now we're going to dive into FranConnect Legacy to learn more. Checkout our Tech Stack Overview to see all of the features within FranConnect Legacy.
Customer & Event Management
in FranConnect Legacy
Grab your FranConnect User Manual and follow along as we go. This time, we're going to log into FranConnect at jbfsale.com/jbf. Or, if you're already logged into FranConnect Hub, you can click on JBF Legacy in the left side menu. This is our "legacy" system of FranConnect where our Consignor customers and Events are managed.
Contact Manager Tab
In the Contact Manager tab, you will find everything you need to manage Customer data and Events. You may use the "Welcome to JBF Event Management" dashboard to navigate. Or you may use the blue horizontal menu (Home | Contacts | Groups | Search | Email Campaigns | Etc). Let's begin with Contacts...
Customer Management
Contacts
When you click on Contacts or Manage Contacts, you will see the list of every customer you have in your FranConnect (FC) database. Note: only Consignor data is collected in FC. We will talk about Shopper data in a future Email Learning Module.

In FC, each Contact is automatically assigned a Universal Consignor Number. This allows them to use the same Consignor number at any JBF sale around the country. We also collect mailing address, phone, and email when a Consignor registers with us.

There are four ways that Contacts are added to your FC database:
  1. A first-time Consignor creates an account (links throughout your website SELL page) and registers to sell at your JBF sale
  2. A Consignor from another JBF Sale registers to sell at your JBF sale (via their JBF Profile, linked throughout your SELL and HOW TO SELL webpages)
  3. You collect contact information from future Consignors at community events or through a digital marketing lead generation form and then import the collected data into FranConnect (see Importing Contacts in your FC User Manual).
  4. You add a Contact manually (try it - click on Add Contact just under the blue horizontal menu).

Search
Click on Search in the blue horizontal menu and you will see that you can search for a Contact (or list of Contacts) using one of many fields. We especially like to use the "Event Information" section (half-way down the page) to search for Consignors registered for a specific event. (Choose one "Event" and choose Consignor for "Group.") Use a "Consignor Type" checkbox to refine your search to produce only first-time Consignors, etc.
Event Management
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.
Your To Do's
To Do:
  1. Read your FC User Manual and explore each tab within FranConnect: SmartConnect, Financials, and Contact Manager. (Note: The Intranet/Hub tab takes you to our newer version of FranConnect - FranConnect Sky - where the Library is housed.)
  2. Set up a practice event in FranConnect Legacy and screen-share with your Success Coach to check your work.
  3. Get ideas from your Success Coach about your Consignor registration confirmation email (template section of event set up) and modify the template accordingly.
Use your weekly meetings with your Success Coach to ask any questions you may have after thoroughly reading, watching, and practicing the content included in this email. And if you get "stuck" in between meetings, feel free to reach out to your Success Coach via email. They will respond within 1-2 business days.
Just Between Friends Franchise System | jbfsale.com