STEP ONE
Log into your PhotoBiz account and click on MARKETING in the left-side menu.
STEP TWO
Click on Email Automation in the top of the marketing control panel.
The email series is organized by the series's tools (Client Galleries, Scheduler, Invoicing). You can click on each tool name to see your collection of email series. Then you can click on the name of an email series to see the specific emails.
STEP THREE
Click on SCHEDULER from the options listed in Email Automation.
STEP FOUR
From there, you can program the email reminders that you like to be sent automatically. You can use/edit the series PhotoBiz includes or create a new email series of your own.
Sample or Custom
- Sample: This contains a list of standard emails based on the industry. Customers can "set it and forget it."
- All emails included in the sample are active by default
- Able to add, delete, modify emails within a Sample Series
- Custom: Start from scratch-- Need to create all of the emails within the series
- More manual process than starting from a sample
- All emails are not active once they are created
Each product has its own set of series you choose from and customize, for the Scheduler:
Editing An Existing Email 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 Series
In addition to using our pre-built emails, you can also create your own custom emails. If you click on new email series, the right side menu will option and you'll have 3 options to choose from.
- Appointment Reminder Series
- Appointment Reminder Series & Testimonial Request
- Custom Series
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. Note: only editable for Proofing. Scheduler and Invoicing type to an individual, not an event.
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 Proofing 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 Scheduler
You can enable an Email Series for use with your Scheduler services in a couple of easy steps.
Scheduler
After you create a new Scheduler Service, you’ll see the new “Email Automations” tab amongst the other settings in the service’s left menu. From this tab, you can select, edit, or create an Email Series. Once you save an email series selection, clients that book appointments for your service will receive the scheduled emails.
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 Notes:
- 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.
- Updates to existing emails in a series may affect future automation and related tracking data.
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