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By Sarah Bright on June 04, 2024

13 Automation Tools That Transform Franchise Marketing

There are very few owners who would say "no" to an extra set of hands to help out with the many tasks involved in running a franchise's marketing outfit. Although it's not always possible to hire extra employees to lighten the load, automation tools exist to take on repetitive processes so that humans can dedicate their time and energy to more complex tasks.

There are many automation tools on the market with the potential to transform your franchise marketing operation. 

Email and CRM Tools

Email and Customer Relationship Management (CRM) tools are perhaps the most valuable automation tools in any franchise marketer's tool belt. These tools enhance a marketer's knowledge of their audience's characteristics, demographics, and brand interactions. With this data in hand, users can design automated communication sequences and personalized offers based on each individual customer's behavior and preferences.

Here are some of the best email and CRM automation tools on the market.


Mailchimp is primarily an email marketing tool that allows businesses to create, send, and analyze email campaigns. It also offers tools to help users segment their customer audience and create personalized email drip campaigns tailored to different target profiles. Franchise marketers can set up automated email sequences that are triggered by specific actions or events, like a new email sign-up or an abandoned cart.


HubSpot is an all-in-one CRM platform that provides tools not just for email marketing, but also for social media management, lead generation, and data analytics. With HubSpot, franchise marketers can manage the entire marketing funnel from a single platform, and can create automated sequences for the brand's customer interactions.

Zoho CRM

Zoho is a customer relationship management platform that integrates with other marketing tools in order to manage sales, customer interactions, and lead nurture campaigns. Users can set up rules to trigger automated emails or assigned tasks.


Pardot is a marketing automation platform that's specifically designed for B2B lead generation and email campaigns. As a Salesforce product, Pardot can be integrated with Salesforce CRM so that users can automate targeted emails as well as automatic adjustments to lead scores based on customer actions.

Social Media Tools

Just as email marketing tools can automate a franchise's individual communications with customers, marketers can also use social media platforms to automate the brand's broader communications with its audience.


Hootsuite is a social media management platform that allows marketers to run all of a brand's various social media accounts from a single dashboard. In addition to scheduling posts and setting up automatic replies, users can also use Hootsuite's automation triggers to do things like stop a campaign that has exceeded its budget or analyze past post performance and halting campaigns that aren't performing well.

Sprout Social

Sprout Social is another social media platform that lets users manage multiple accounts from one place. Users can also build and manage chatbots using Sprout Social, and can automate workflows and message prioritization using rules-based logic and triggers.

Website Management Tools

There is a lot that marketers can learn about their audience using tools that track and analyze website traffic and interactions. These tools process website data and use that information to trigger personalized offers, communications, and tasks.


AdRoll is a platform designed to help marketers run paid and targeted ads on their websites, search, and social. Users can set up automation to run retargeting campaigns and deliver personalized ads at custom times and frequencies.

Google Analytics

Google Analytics is a data analysis tool that allows marketers to track activity across their website and draw conclusions based on traffic, clicks, and conversions. With Magic Script, users can set up automations that perform analysis and generate reports that are customized to the franchise's specific needs.

Project Management Tools

With so many different marketing processes to manage, most franchise marketers need a project management platform to help track and organize timelines, tasks, and resources. These platforms can enhance franchise marketers' capabilities by automating workflows, task assignments, and more.


CoSchedule is a project management platform that's specifically designed for marketers. It offers automation tools for task and timeline management as well as content calendar scheduling to help users put their projects on autopilot. 


Trello is a Kanban-style project management platform that uses boards, lists, and cards to organize and prioritize tasks. Users can automate things like tasks reminders and card movements through phases based on specific triggers and timelines.


Zapier is a tool that's specifically designed to add automations to cross-platform processes. Users can set up triggers and sequences so that an event that takes place on one platform, like the submission of a form, can trigger an event on another platform, like a CRM that imports the form information and starts a welcome email drip sequence.

Asset Management Tools

In addition to organizing timelines and workflows, franchise marketers also have to manage a huge library of digital assets that are used across branding, social, email, and other marketing communications. These tools can help automate much of the asset management process.


Canva is a popular design tool that many marketers use to generate their digital assets and graphics. Canva's newer automation tools allow users to set up templates with multiple variants and then generate an array of customized designs at once.

CampaignDrive by Pica9

Pica9's distributed marketing platform CampaignDrive allows franchise owners to organize and store brand assets for local franchisees in a centralized place to utilize for their own marketing efforts. CampaignDrive allows franchise owners to set up templates and create customizations so that location owners can automatically generate individual assets that are unique to their needs but still comply with overall brand messaging and design.

Revolutionize Your Franchise Marketing with Automation

Embracing automation tools can transform your franchise marketing operations, enhancing efficiency, saving time, and boosting overall productivity. By integrating tools like CampaignDrive by Pica9, Mailchimp, Hootsuite, and Google Analytics, franchise owners can streamline repetitive tasks, maintain brand consistency, and personalize customer interactions at scale. These powerful automation solutions enable franchises to optimize their marketing efforts, improve engagement, and drive significant business growth. Invest in these automation tools today to supercharge your franchise marketing strategy and achieve unparalleled success. To experience the benefits firsthand, schedule a demo of CampaignDrive and start your journey toward automated marketing excellence.

Read More: Designing a Franchise-Focused Marketing Strategy: Brand Uniformity and Local Relevance
Read More: Finding the Best Franchise Marketing Software: Features That Matter
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Published by Sarah Bright June 4, 2024
Sarah Bright