Note: Client Galleries was formerly known as Proofing.
STEP ONE
Log into your PhotoBiz account and click on MARKETING in the left-side menu.
STEP TWO
Click on EMAIL AUTOMATION at the top, center of the Marketing control panel.
STEP THREE
You can create a new email series or edit one of the existing default ones. The difference between the email series are:
Client Galleries Event Series
- Event Visitor Message, 2-Days After A New Account Is Created
- Favorites Reminder, 1-Week After The Event's Creation Date
- Event Expiring Reminder, 1-Week Before The Event's Expiration Date
- Expired Event Notice, 1-Day After The Event's Expiration Date
Client Galleries Event & Cart Reminder Series
- Event Visitor Message, 3-Days After A New Account Is Created
- Favorites Reminder, 3-Weeks Before The Event's Expiration Date
- Abandoned Cart Notice, 1-Day After The Cart Was Saved
- Event Expiring Reminder, 1-Week Before The Event's Expiration Date
- Expired Event Notice, 1-Day After The Event's Expiration Date
Custom Series
- Build your own series by creating your desired emails.
EDITING AN EXISTING SERIES
Next, click on the name of an email series to see the specific emails within the series. You can customize the series to your liking by editing, deleting, or adding emails in the series by clicking new email.
The options you have to edit an automated email varies based on the tool the email series is for and the email type.
CREATING A NEW AUTOMATED EMAIL
In addition to using our pre-built emails, you can also create your own custom emails. When you want to create a new email in a series, first you will select the email type.
The email type you choose will determine the available trigger options (an action or date that initiates an email), which in turn determines when the email is sent.
Email series can be initiated or triggered by dates or actions (e.g., immediately after a new account is created or 3 days before an event expires). Your trigger and trigger date selections determine when an email should be sent.
These selections also determine the available options of who you can include or exclude from receiving the automated emails (your email’s recipients).
Programming & Customizing an Email Series
Note: Automated emails need to be enabled before they are sent, by changing the email’s “active” status to “yes”. This ensures that emails are not accidentally sent to your clients while you may be working on them.
You can preview each email type and edit it. Each email type has its own set of rules and options for trigger dates. there 3 main tabs for each email:
- Details - you'll be able to edit details like which email trigger and the trigger date, and if it is active.
- Content - You can edit the subject of the Email, the message you'd like to be sent to customers, and preheader text, which is the text that summarizes the Email in a preview in their inbox.
- Recipients - you can select who sees this Email in this email series and customize a series even more.
| Client Galleries Email Recipient types |
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Include or exclude:
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Once an email series is created and you have confirmed that each desired email within the series is “active”, you can link the series to one or more Client Galleries Events, Scheduler Services, or Invoices to automatically send emails to your respective clients.
You can link your desired email series to your client galleries by making a selection under “Email Automation Series”, found in each products sections.
Enabling an Email Series in Products
You can enable an Email Series for use with your Client Galleries Events, Scheduler Appointments, and Invoices in the respective product’s settings.
Client Galleries
Once you start a new client event, click the setting tab. Create a new Client Galleries Event, or click on the gear icon in an existing Event, to access the Event’s settings area. Here, you can customize the event’s expiration date, password, allowed activity, price list, and link an Email Automation Series. Select which series you would like to enable for the Event from the drop-down menu. You can click to edit the emails within the selected series or click to create a new series from this setting. Save your Event’s settings after your selections are finalized.
Email Marketing Notes
Your membership automatically includes 10,000 Marketing emails that you can send each month. Marketing Campaigns and Email Automations share this same monthly email quota, which resets on the first of each month regardless of your billing date.
Once you’ve reached the email limit in a given month, you will need to upgrade your email package in order to send additional Marketing Campaigns, and/or to send any automated emails that have been triggered and scheduled to be delivered within the same month. Keep in mind that you can upgrade temporarily by downgrading your plan before the email quota resets for the next month.
Your Marketing Campaigns and Automated Emails also share the same Unsubscribed and Bounced email lists. I.e., if a client clicks to unsubscribe from a Marketing Email Campaign, they will also be unsubscribed from all automated emails and vice versa.
PhotoBiz accounts need to be verified before an Email Automation Series can be linked to an Event, Invoice, or Scheduler Service. To verify your account, contact our Support Team by phone or live chat.
Important Note:
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Automated emails are sent out once a day at 9 AM based on your account’s time zone (Learn how to change your account time zone).
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Contacts will only receive each email in a series once per event, invoice, or appointment.
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Only emails that match the recipients, actions, and dates criteria will be sent out.
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If a Client Galleries event expires, emails will not be sent unless the trigger “After the event’s expiration date” is selected.
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Updates to existing emails in a series may affect future automation and related tracking data.
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