How to View Client Galleries Activity

How to View Client Galleries Activity in PhotoBiz

Overview

PhotoBiz Client Galleries records activity when clients interact with the gallery events you share. You can review client favorites, comments, free downloads, saved carts, and the dates associated with their activity.

The Client Galleries Dashboard displays your 10 most recent activity records for quick access. The complete Activity section lets you review all recorded activity, search for a specific client or event, change the sorting order, and export the activity displayed on the screen as a CSV file.

This guide walks you through finding Client Galleries activity, understanding the information recorded for each client, and troubleshooting missing activity.

For the most complete activity tracking, enable Email Collection for your Client Gallery events. See How to Collect Emails with Existing Client Gallery Events.

STEP ONE

This opens the Client Galleries Dashboard, where you can manage your events, settings, orders, and client activity.

The dashboard also displays the 10 most recent Client Galleries activity records. If the activity you need appears in this area, click the activity record to open it directly.

STEP TWO

Click ACTIVITY at the top center of the Client Galleries Dashboard.

This opens the complete Activity section. By default, activity is sorted by Last Saved, with the most recently updated records displayed first.

Each row represents activity associated with one contact or email address and one Client Gallery event. The same client may appear in multiple rows if they interact with more than one event or use different email addresses.

FINAL STEP

Find the activity you want to review and click the event name to open the complete activity details for that contact and Client Gallery event.

To review one specific type of activity, click the number under Favorites, Comments, or Downloads. For example, clicking the number under Favorites opens the images the client marked as favorites. Clicking the number under Downloads opens their recorded free download activity.

You can return to the complete Activity section at any time to review another client or event.

Search and Sort Client Galleries Activity

Use the search and sorting tools when you need to find activity for a specific client, email address, or Client Gallery event.

You can search by:

Client name
Email address
Event name

By default, activity is sorted by Last Saved, with the most recently updated activity displayed first.

You can change the sorting option to:

Last Saved: Displays activity based on the most recent saved client action.
Date Created: Displays activity based on when each activity record was created.
Event: Organizes activity by Client Gallery event.

Sorting by Event can make it easier to review activity associated with a specific gallery.

Export Client Galleries Activity

Click EXPORT to download a CSV file containing the Client Galleries activity displayed on the screen.

A CSV file can be opened in spreadsheet applications such as Microsoft Excel, Apple Numbers, or Google Sheets. You can use the exported file to save, organize, or review activity outside your PhotoBiz account.

You can search or sort the Activity section before clicking EXPORT when you want the CSV file to reflect the activity currently displayed on the screen.

Understanding Client Galleries Activity

Each activity record can contain different information based on how the client interacted with the event.

Event

Event displays the Client Gallery event associated with the activity record.

Click the event name to open the complete activity details for that contact and event.

Contact

Contact displays the name or email address associated with the activity.

Activity is connected to the email address the client entered while using the Client Gallery event. If the same client uses multiple email addresses, their activity may appear under separate records.

Favorites

Favorites shows the number of images the client marked as favorites.

Click the number under Favorites to review the associated image thumbnails and filenames. From the Favorites activity, available tools allow you to review selections, copy or export filenames, print the favorites list, and send the selected images as digital downloads.

For more information, see:

Comments

Comments shows the number of messages the client left on individual images.

Click the number under Comments to read each message and view its associated image. You can reply through the Activity section, and the client will receive a branded email containing your response.

For complete instructions, see How to Reply to Comments Customers Leave on Images in Client Galleries Events.

Downloads

Downloads shows files the client downloaded when free digital downloads are available for the event.

Download activity may include:

Single Downloads: Individual image files downloaded by the client
Bulk Downloads: Multiple images or an entire gallery downloaded together

Click the number under Downloads to review the available filenames and download details.

For complete instructions, see How to See What Images Your Customer Downloads from a Client Galleries Event.

Paid digital image downloads are recorded as orders and do not appear as free download activity. Clients receive paid digital download links through their order receipt.

Created

Created shows when the activity record was first created for the contact's email address and Client Gallery event.

Last Saved

Last Saved shows the most recent date the client completed an action that saved or updated their activity.

Actions that may update Last Saved include:

Selecting favorites
Leaving comments
Downloading files
Changing the contents of a saved cart

Saved Carts

Client Galleries automatically saves items a client adds to their cart before completing an order.

Saved carts may contain:

Prints
Digital images
Products
Packages
Other items available through the event

Open the complete activity details for the contact and event to review their saved cart. This can help you identify clients who selected items but did not complete checkout.

Completed purchases are recorded as orders and are no longer treated as incomplete saved carts.

If you want PhotoBiz to automatically follow up with clients based on gallery and saved cart activity, see How to Assign an Email Automation Series to a Client Galleries Event.

How Email Collection Affects Activity Tracking

Email Collection requires visitors to enter an email address before accessing a Client Gallery event. This allows PhotoBiz to associate their gallery access and future activity with that email address.

When Email Collection is not enabled, visitors can browse the gallery without identifying themselves. PhotoBiz may request an email address when the visitor performs an action that needs to be associated with a contact, such as:

Selecting a favorite
Leaving a comment
Downloading an image
Starting the ordering process

Activity completed before an email address is provided may not appear in the Activity section.

Email Collection is also recommended when using Client Galleries Email Automations because PhotoBiz must have the visitor's email address before automation emails can be sent.

For setup instructions, see How to Collect Emails with Existing Client Gallery Events.

Why Does a Client Show Zero Activity?

A client may have an activity record while showing zero favorites, comments, or downloads.

This generally means PhotoBiz has associated the client's email address with the event, but the client has not completed those specific actions. A client can access and browse a gallery without selecting favorites, leaving comments, or downloading files.

The Activity section does not provide a complete list of every image a client viewed while browsing an event.

Why Is a Client Missing from the Activity Section?

Before determining that activity is missing, search by the client's name, email address, and Client Gallery event.

A client may not appear when:

The client has not accessed the event
The client did not enter an email address
Email Collection was not enabled
The client browsed without completing an action that requested an email address
The client used a different email address
The related Client Gallery event was deleted
The contact associated with the activity was deleted
An image associated with the activity was deleted

If the same client uses multiple email addresses, their activity may appear under separate records.

How Client Galleries Activity Is Removed

Client Galleries activity does not automatically expire because it is old. Making an event inactive also does not remove its activity.

Activity can be permanently removed when the related Client Gallery event, contact, or individual image is deleted.

Deleting a Client Gallery Event

Deleting a Client Gallery event permanently removes all activity associated with that event, including activity such as:

Event access records
Favorites
Comments
Single and bulk downloads
Saved carts

The activity is removed for every client associated with the deleted event.

Making an event inactive does not remove its activity.

Deleting a Contact

Deleting a contact permanently removes Client Galleries activity associated with that contact's email address.

The related Client Gallery event and activity associated with other contacts remain available.

Deleting an Image from an Event

Deleting an image from a Client Gallery event permanently removes activity associated with that individual image, which may include:

Favorites
Comments
Single-image download activity

Activity associated with other images and other parts of the event remains available.

Deleted Client Galleries activity cannot be recovered. Review or export any important information before deleting an event, contact, or image.

Helpful Notes

The Client Galleries Dashboard displays the 10 most recent activity records. Click ACTIVITY to review the complete activity list.
The same client may have multiple activity records when they use different email addresses or interact with multiple Client Gallery events.
Paid digital image purchases appear as orders instead of free download activity.
Client Galleries activity does not automatically expire because of its age.
Making an event inactive does not remove its saved activity.
The CSV export contains the activity displayed on the screen when you click EXPORT.
From the detailed activity view, you can click the contact's name to open their full record in Contacts.

Need Help?

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Phone: 866.463.7620

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