Use the Selection Request tool to request a number of images from your Main Clients for various purposes (album design, prints etc.). This tool can be found in the Workflow tab. It is a feature that is included in the Professional and Advanced Plan.
Requesting Selection
1. In the specific client gallery, select the Workflow tab and click on the + icon under Client Selections.
2. Type the Selection Name, Amount, and Message. Select + Add Selection to include more than one selection in one email.
The Amount is the maximum number of images the client can select, but they can submit/confirm their selection to the photographer even if it is less than the number requested.
Click on the X icon to remove a selection request from the email.
3. Select an email from your Email Packages if you like.
4. Edit and review the email and click Send Email once complete.
Pro Tip: Click Here to learn how to edit the default Email Templates.
Reminder Emails
Reminder emails are sent every 2 weeks until the selection is completed, and will stop after 3 months if the client still hasn’t completed the selection. If you wish to block the automatic client reminder emails, go to Settings > Email Packages, find the email titled Client selection not completed and checkmark to Block the email.
Default text will be used in the automatic email, you can edit the default email by creating a new Email Package and editing the email content for Client selection not completed. Instructions can be found here.
Please Note: If you intend to use a new Email Package for your default email text, please be sure to update the corresponding Email Package in the Gallery Setup settings.
Monitoring or Adjusting Client Selection
1. Once the selection is completed and sent back to you by your Main Client, you will receive an email notification. You are also able to monitor client progress at any time during the selection process by clicking on the selection under the Workflow tab.
2. Although the reminders are automatically sent every 2 weeks until the selection is done (and will stop after 3 months if the client still hasn’t completed the selection), you can also manually send a client reminder for the collection request by clicking on Send Client Reminder.
When the selection is submitted by the client it will display Selection Completed and can be used to export, send or design products in the store.
Emailing Digital Files via Selection
1. To email the digital files included in the selection, click on Send by Email.
2. Enter email and message. Review email on the right side and click Send Email.
Closing, Reopening, Editing, and Deleting Selection
1. Access an advanced menu by clicking on the 3 dots.
2. Select to Close Selection, Edit, or Delete.
3. If you need to re-open a closed selection, click on the 3 dots again and click Re-open selection.
CSV List
CSV list obtained from the selection will include the filenames of the selected images. This list can be used to locate the images in a folder, Lightroom etc. To export the list, click on CSV List. To learn more about how to manage a CSV List, click here.
Syncing with Lightroom
By syncing the Pic-Time Lightroom Plug-in you can easily identify the selected photos in the Lightroom. This creates a smooth workflow, so you can export, edit & modify the images in Lightroom that your client selected. To learn more about the Pic-Time Lightroom plug-in, click here.