Use e-mail workflows to automatically notify your customers about your galleries. Let them know when the gallery is online, when they have added images to their wish list but not yet ordered, or when the end date of the gallery is approaching. Keep your customers up to date and remind them by e-mail not to forget their favourite images — so they take the opportunity to buy your photos.
View our Email Workflow video tutorial for a quick introduction, or continue below for the complete guide.
To create a new e-mail workflow, open the E-mail workflow within the Sales Panel. A template is available for you to use. Clicking on it will display the e-mails within that workflow.
To create a new workflow using this as a template, click on the Duplicate button in the right column. You’ll then need to give the duplicate a new title and click on Continue. A copy of the template, including the e-mails, will then appear in the E-mail Workflow menu, where you can edit the e-mail to suit your needs.
To create a new workflow, click the Add button from the E-mail Workflow menu and enter a Title for your new e-mail workflow, which will only be visible to you. When you are finished, click Continue. A new blank E-mail Workflow menu will appear. A column on the right displays information about the last save date and functions such as Delete and Rename.
Once in an e-mail workflow, click on Add to create and configure your e-mail.
Trigger: Choose what event will trigger the e-mail. Options are:
Rule: Decide when to send the e-mail in relation to the trigger. You can choose from Instant, Days before or Days after.
Days: Specify the number of days that the rule will apply. For example, if the trigger is Start Selling, the rule is Days after and you enter 3 days, the e-mail will be sent 3 days after the start of the sale.
Send time: Specify the sending time of the e-mail.
Filter receiver: Here you can choose between:
Subject: Enter the subject of your e-mail.
Message: Create the body of your e-mail. You can customize the text style, add paragraphs, links and images as required. Images should not exceed 1000px on their longest side. Furthermore, we recommend using Placeholders to automatically personalize details with information from each customer and gallery. This feature is particularly useful for Photo Jobs, as it allows each email to be individually customized for every customer. It ensures that personalized information and the appropriate links for each participant are included in every email. The system retrieves the required data from information already stored. By clicking the Placeholder button, you will find various options, such as:
Send test e-mail: Before finalizing, send a test e-mail to check the look and feel and make any necessary adjustments to ensure the result meets your expectations.
Once configured, click Save. Your new e-mail will appear in the e-mail workflow menu you have created, showing the main rules for a quick overview. You can add as many emails as you need.
If you need to make changes to the e-mail, click the wrench icon to open the Edit E-mail menu. From here you can also delete the e-mail by clicking the bin button in the top right-hand corner.
To activate an e-mail workflow in a Gallery or QR Gallery, go to the Galleries menu and access the Gallery Settings of the desired Gallery.
Within the Gallery Settings, locate and select your preferred workflow from the E-mail Workflow box. Click Save to save your changes. Once configured, clients who register for your gallery will automatically receive the template e-mail from the selected workflow.
You can add e-mails to an active workflow. However, these e-mails will not be sent retrospectively. They will only be used for future events. For example, if a gallery is still online for 10 days, and you set an e-mail to go out 7 days before the sale ends, it will be sent as scheduled if it is created before the 7-day mark. However, if you add the e-mail 5 days before the sale ends, it will not be sent.
When an e-mail workflow is active and a new customer registers for a gallery, they will only receive e-mails from that point forward. Retroactive e-mails will not be sent. For example, if a gallery has been online and a customer registers after the workflow has started, they will not receive notifications about past events, such as when images were published. However, if the workflow includes an e-mail to be sent 7 days before the sale ends and the customer registers before that 7 day mark, they will receive that e-mail as scheduled.
For a complete overview of Saal Photo Portal, watch our full Photo Portal Setup Walkthroughs tutorials.
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