Candidate Autoloaders

8 November 6, 2024

How to get franchise inquiries automatically loading into FZM as Candidates.

(2:48 mins)

Set Up Candidate Auto Loaders in franchizemanager

In franchizemanager, 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.

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

franchizemanager supports two primary methods to set up Candidate Auto Loaders:
  • API Integration: Connects your inquiry form directly to franchizemanager, enabling real-time data transfer.
  • Email Parsing: Imports Candidate data from structured emails sent to a specific address.

Enable Candidate Auto Loaders 

  1. Send an email to the franchizemanager support team requesting Candidate Auto Loader setup.
  2. The franchizemanager 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.
  3. Select your integration method:
    • API Integration:
      • API Setup: Support will provide a unique BSVName and PIN to authenticate API requests. Data should be submitted in JSON format to franchizemanager’s API endpoint.
      • Configuration: Ensure required fields like BSVName and PIN 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 into franchizemanager. Each API call should receive a success message if the data is submitted correctly.
    • Email Parsing:
      • Email Parsing Setup: Support will provide a unique BSVName, PIN, and email destination for incoming inquiries.
      • Email Formatting: Configure your form notifications to send lead details in a format recognized by franchizemanager, using tags like FirstNameStart and FirstNameEnd to enclose data fields.
      • Setup Assistance: franchizemanager can assist with setup. Email inquiries are loaded into the system every two minutes, ensuring timely candidate creation.
  4. 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 to franchizemanager, so all data flows into the appropriate fields.
  5. Test the Candidate Auto Loader Setup.
    • Submit a test inquiry to verify that data flows correctly from your form or email into franchizemanager. The franchizemanager support team will help troubleshoot any issues before going live.

Helpful Resources

franchizemanager provides articles to assist with the setup:

Conclusion

Following these steps, you can set up Candidate Auto Loaders in franchizemanager to automatically capture and organise Candidate information from your lead sources. This automation enables quick access to leads, 24/7 lead engagement, and immediate follow-up actions, helping you stay responsive to potential franchisees. For questions or help at any stage, franchizemanager support is available to guide you through setup and testing.