Best Practices

• Centralized Strategy, Local Execution: This is the core principle. The Main User should create the core brand Offers. The Main User can then "Switch Company" to each Store User's account to create tailored Segments and Templates for them to use in their local campaigns.

• Manage SMS Credits: Be aware that each Store User has a separate SMS provider account and their own credit balance. Credits are not shared from the Main User. They must be managed and refilled at the individual store level.

• Use Clear Naming Conventions: When creating Store Users, use clear and consistent names (e.g., "Store_Hyderabad_BanjaraHills" or "Franchise_WestZone_Pune") to make them easy to identify in the "Users List".