Note: Client Galleries was formerly known as Proofing.
You can enable an Email Series for use with your Client Galleries Events, Scheduler Appointments, and Invoices in the respective product’s settings.
STEP ONE
Log into your PhotoBiz account and click on CLIENT GALLERIES in the left side menu.
STEP TWO
Create Your Client Gallery Event and Choose Your Email Automation series. The default options are:
- Proofing Event Series
- Proofing Event & Cart Reminder Series
Pro Tip: You can also create your own custom Email Automation Series.
STEP THREE
Activate your email series in the pop up that appears.
Important Note:
- 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).
- Contacts will only receive each email in a series once per event, invoice, or appointment.
- Only emails that match the recipients, actions, and dates criteria will be sent out.
- If a client galleries event expires, emails will not be sent unless the trigger “After the event’s expiration date” is selected.
- Updates to existing emails in a series may affect future automation and related tracking data.
0 Comments