Linking emails to stores helps you and your colleagues always have a clear picture of the ongoing conversations with franchisees and staff at individual locations but sometimes those linkages are not complete. 


As outlined in Smart Email BCC and Forwarding, based on the email address in the To: field, the email forwarded into the FranchiseBlast Franchisee Timeline, automatically. Sometimes, the emails are not connected, which is what the Inbox is for.  Ideally, all of your emails will be matched, so you don't have to use this process. However, if there is an email that is not matched, you can add it here. 


In short, if you are missing emails on a Franchisee's Timeline, it is a best practice to take a look at the Inbox. The Inbox also gives you the opportunity to explore emails to specific franchisees or stores. 


To get started, click on your own name on the top right, and click on the Inbox icon. 



If your Inbox is empty, you will see instructions on how to get started. If you have items in your inbox, it will look like the below. 



Viewing Unmatched Emails and Assigning Emails to Franchisees

When you navigate to Inbox, unmatched emails are shown to you for triage. Those emails haven't been matched automatically to a store by FranchiseBlast when you sent them.  Your goal here is to go through the list and assign emails to their right Franchisee and Store from the right pane in the email details header, in order for those emails to show up in the Franchisee's Timeline. 


If you do have emails to display, you will typically see them right away, since that is the default setting. If, for any reason, you need to see all emails, you can also set the franchisee filter to Any and the Store filter to Unmatched.


To get started, click on an email that you want to assign to a specific location. Here is one regarding a G Suite Invoice that we want to assign. 



Click on Associate with a Franchisee on the right. You will then see a list of stores that belongs to that Franchise. Select Assign to a Store and the action is complete. 


You will get a notification that the email has been associated on the bottom left. 


Navigating Inbox


You can navigate the inbox in the following ways: 


  • Select Your Personal Inbox to see only emails that you sent. Select All Emails for emails from anyone in your organization. 


  • Click on the Franchisee button to see all emails associated with a particular franchisee (see below) 
  • Click Store to see all emails associated with a particular store.



Additional Tips

To avoid having emails land in the inbox in the future, you want to associate each user with a store. You can see how to do so here. 


If you have any further questions, please reach out to us at https://franchiseblast.freshdesk.com/a/tickets/new.