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Multi-Location Notifications

Understanding Multi-Location Notification Limitations​

important

Multi-location groups do not have built-in user notifications. Notifications in the Vendasta platform only work at the individual location level. This means:

  • Users will receive separate notifications from each individual location in their group
  • There are no consolidated multi-location digest emails or executive reports
  • Partners need to create custom solutions for multi-location communication

Create Custom Multi-Location Notifications Using Automations​

Overview​

Since there are no built-in multi-location notifications, you can create custom executive report reminders using Vendasta's Automations platform. This approach allows you to:

  • Send personalized, branded emails to multi-location clients
  • Consolidate multiple location notifications into one monthly reminder
  • Direct clients to their multi-location executive reports and dashboards
  • Maintain regular engagement while reducing email noise

Implementation Steps​

Step 1: Create a Custom Email Template​

  1. Navigate to Automations in your Partner Center
  2. Create a new email template with:
    • Hard-coded content specific to your client/brand
    • Brand name and personalized messaging
    • Direct link to their multi-location business app report
    • Clear call-to-action to review the dashboard

Custom Multi-Location Email Template

Example of a custom multi-location executive report email template with personalized branding and direct link to the dashboard.

Step 2: Set Up the Automation​

  1. Create a new automation, with trigger "Manually started"
  2. Use the "Delay until certain day of month" automation step, and set to send at the beginning of each month (e.g., 2nd of the month)
  3. Add a step to send your custom notification email campaign

Step 3: Configure Account Settings​

  1. Start the automation from the account designated as "headquarters" for the multi-location group
  2. Remove clients from individual location executive report notifications to reduce noise
  3. Test the automation with a small group first

Real-World Case Study​

Client: 22-location podiatry clinic
Approach: Custom monthly multi-location executive report reminder

Results:

  • Reduced email noise from 22 messages to 1 consolidated notification
  • Increased engagement with multi-location reporting
  • Demonstrated ongoing partner value through personalized communication
  • Improved client satisfaction with streamlined reporting

Best Practices​

Email Content Guidelines​

  • Personalize with client's brand name and specific messaging
  • Include direct links to their multi-location dashboard
  • Highlight key value points you're delivering
  • Use clear call-to-action language
  • Keep content concise but informative

Automation Management​

  • Start automation from the designated "headquarters" account
  • Use monthly scheduling rather than rolling 30-day cycles
  • Monitor delivery rates and engagement
  • Regularly review and update email content

Client Communication​

  • Inform clients about the new notification system
  • Explain how it replaces individual location emails
  • Provide clear instructions for accessing reports
  • Set expectations for timing and frequency

Scaling Your Notification Strategy​

As you implement this solution across multiple clients, consider these approaches:

  1. Create template variations for different client types and industries
  2. Develop standard messaging frameworks that can be quickly customized
  3. Build automation libraries for rapid deployment to new clients
  4. Train team members on setup and customization processes
  5. Document client preferences to streamline personalization

Troubleshooting​

Common Issues​

Automation Not Starting

  • Verify you're starting from the correct headquarters account
  • Check that the account has proper multi-location group assignment
  • Ensure email template is properly configured

Emails Not Delivering

  • Confirm recipient email addresses are current
  • Check spam filters and email deliverability
  • Verify automation scheduling settings

Multiple Multi-Location Groups

  • Choose the primary group for notifications
  • Consider separate automations for different business segments
  • Document which group each automation serves

Support Resources​

  • Contact Vendasta Support for automation troubleshooting
  • Review Automations documentation for advanced features
  • Join the Partner Community for best practice sharing
note

This solution requires manual setup and customization for each client. While not as automated as built-in platform features, it provides partners with the flexibility to create personalized, valuable communication with their multi-location clients.

Next Steps​

  1. Review your multi-location clients - Identify those who would benefit from consolidated notifications
  2. Plan your email content strategy - Develop templates and messaging frameworks
  3. Set up test automations - Start with one client to refine the process
  4. Scale gradually - Roll out to additional clients based on success and feedback
  5. Monitor and optimize - Track engagement and adjust content/timing as needed

By implementing custom multi-location notifications, partners can provide more value to their clients while reducing notification fatigue and demonstrating ongoing engagement with their multi-location performance.