How to get franchise inquiries automatically loading into FZM as Candidates.
(2:48 mins)
Set Up Candidate Auto Loaders in franchizemanager
Infranchizemanager, Candidate Auto Loaders save time and streamline lead management by automatically creating Candidate records from submitted inquiry forms. This guide will help you set up Candidate Auto Loaders to capture and manage leads from various sources efficiently. 
To create Candidate records, Candidate Auto Loaders automatically import information from lead sources. This enables you to capture leads from:
What Are Candidate Auto Loaders?
To create Candidate records, Candidate Auto Loaders automatically import information from lead sources. This enables you to capture leads from: - Advertising portals: such as Seek
- Franchise directories: via email parsing
- Social media campaigns: through integrations like Zapier
- Website inquiry forms:via API
Benefits of Using Candidate Auto Loaders
Candidate Auto Loaders not only save time but also:- Allow 24/7 lead engagement: With 67% of franchise inquiries happening outside standard business hours, autoloaders let you capture and respond to leads around the clock.
- Enable instant access to leads: Autoloaders instantly capture and organize information, allowing your team to respond promptly.
- Support automated follow-up: Autoloaders can trigger actions like sending follow-up emails or chatbot responses, ensuring timely engagement.
Integration Options for Candidate Auto Loaders
franchizemanagersupports two primary methods to set up Candidate Auto Loaders:- API Integration: Connects your inquiry form directly tofranchizemanager, enabling real-time data transfer.
- Email Parsing: Imports Candidate data from structured emails sent to a specific address.
Enable Candidate Auto LoadersÂ
- Send an email to thefranchizemanagersupport team requesting Candidate Auto Loader setup.
- Thefranchizemanager support team will work with your website or marketing team to complete the setup. A few email exchanges may be needed to coordinate technical details.
- Select your integration method:
- API Integration:
- API Setup: Support will provide a uniqueBSVName andPIN to authenticate API requests. Data should be submitted in JSON format tofranchizemanager’s API endpoint.
- Configuration:Ensure required fields likeBSVName andPIN are included, along with candidate contact information and relevant inquiry details. The API setup allows flexibility, with optional fields for location, preferences, and other specifics.
- Testing: After configuring the API, submit test data to confirm it flows correctly intofranchizemanager. Each API call should receive a success message if the data is submitted correctly.
- Email Parsing:
- Email Parsing Setup: Support will provide a uniqueBSVName,PIN, and email destination for incoming inquiries.
- Email Formatting: Configure your form notifications to send lead details in a format recognized byfranchizemanager, using tags likeFirstNameStart andFirstNameEnd to enclose data fields.
- Setup Assistance: franchizemanagercan assist with setup. Email inquiries are loaded into the system every two minutes, ensuring timely candidate creation.
- API Integration:
- Confirm form fields.
- Confirm with your team that the inquiry form includes key fields, such as:
- Contact Information (e.g., name, phone number, email)
- Inquiry Details (e.g., investment range, location preference)
- Support will help ensure these fields map correctly tofranchizemanager, so all data flows into the appropriate fields.
- Confirm with your team that the inquiry form includes key fields, such as:
- Test the Candidate Auto Loader Setup.
- Submit a test inquiry to verify that data flows correctly from your form or email intofranchizemanager. Thefranchizemanagersupport team will help troubleshoot any issues before going live.
Helpful Resources
franchizemanagerprovides articles to assist with the setup:- API Setup Guide: Explains how to connect forms via API and manage data flow.
- Email Parsing Guide: Details the email format needed for successful data capture.