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Multi-Location Setup Guide

Knowledge Base β€Ί Plans & Agency
🏒 Plans & Agency · Multi-Location

Multi-Location Setup Guide:
One Account,
Every Location Managed Separately

TextingOnly’s subgroup architecture makes it the natural platform for franchise and multi-location businesses β€” each location gets its own isolated collector, number, list, and reporting. Performance is visible per location. Here’s how to structure and operate a multi-location account.

Multi-LocationFranchiseSubgroupsAgency Shield
The StructureOne master login. One subgroup per location. Each subgroup has its own number (local area code), collector, list, and reports β€” completely isolated from other locations.
Per-Location AttributionEvery opt-in, scan, click, and campaign result is attributed to the specific location that generated it. Compare location performance directly without manual data segmentation.
Compliance IsolationAgency Shield applies to every location β€” Location A’s compliance record, 10DLC registration, and sending reputation are completely isolated from Location B, C, and D.

Whether you’re running 3 locations or 30, the setup model is the same: one subgroup per location, each configured identically, each reporting independently. This article walks through the full setup from first subgroup to deployed SmartLinks across all locations.

Account Structure

🏒
Master Account (HQ)

The agency admin level β€” sees all subgroups, manages billing, creates and manages all locations. Can switch between any location without logging out.

πŸ“
One Subgroup = One Location

“Baltimore” Β· “Annapolis” Β· “DC” β€” each is a fully isolated subgroup with its own number, collector, list, and reports. Location managers can be granted view-only access to their own subgroup.

πŸ“±
Local Area Code per Location

Each location’s Campaign number uses that location’s local area code. Local numbers outperform out-of-area numbers on open rate and answer rate.

πŸ“Š
Per-Location Reporting

Switch to any location’s subgroup to view its specific engagement funnel, lead volume, campaign interactions, scan/click data, and contact records. No data bleeds between locations.


Setting Up Each Location

1
Create a subgroup for each location
Subgroups β†’ Create Subgroup β†’ name by location. Switch into the subgroup before doing any work in it.
2
Add a Campaign number with the location’s local area code
Numbers β†’ Add Number β†’ Campaign type β†’ select area code for that location’s market. Start 10DLC registration immediately.
3
Build the location’s collector(s) β€” same structure, location-specific customization
Same question structure across all locations. Customize only what differs: local rep name in Prepare Caller, local phone number, location-specific Final Message.
4
Associate a list named for the location and period
“Baltimore β€” Q2 2026 Opt-Ins.” Each location builds its own segmented list independently.
5
Deploy the location’s SmartLink and QR code
Each location’s collector generates its own SmartLink URL and QR code. Opt-ins through Baltimore’s QR are attributed to Baltimore, not Annapolis.
βœ“
Repeat for each location β€” build a setup checklist and run each location through it
Consistency in setup means consistency in reporting β€” you can compare locations directly because they’re measuring the same things the same way.

Location Selector Interstitial

For businesses where contacts interact with a single brand SmartLink (social bio, brand website) and need to select their location before the SMS conversation begins, use a self-segmentation interstitial β€” one shared SmartLink that presents “Baltimore Β· Annapolis Β· DC” buttons, each routing to that location’s specific collector.

See Interstitial Pages for Qualifying Intent for full setup instructions.


Comparing Location Performance

Metric
What It Reveals
QR scan volume per location
Which locations have the strongest physical entry point distribution
Collector completion rate per location
Whether OTTO flow is performing consistently β€” a low-completing location may have a friction issue
Qualified lead volume per location
Which locations are generating the most leads per entry point β€” identifies top performers and underperformers
Opt-out rate per location
Whether any location is sending campaigns to a low-quality list β€” high opt-out signals list hygiene issues
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