When you set up a Sales Automation, you can apply it individually to each gallery in the gallery’s Automations & Discounts tab, or you can apply it to multiple galleries at once within the Automation itself. This article will guide you through both options.
Assigning to Multiple Galleries
1. After you've created the Automation, it will be either in the Campaigns tab or the Automations tab. Click on the Automation.
2. In the Automation, click Assign to Galleries in the top right-hand corner.
Select Galleries
3. Depending on the Automation, you’ll see a few different assignment options. Click the pencil icon to select the galleries.
You can search through galleries by various filters such as occasion, language, price list, online status, galleries that this Automation is currently assigned or not assigned to, and the gallery creation date. For example, you may be running a sale for your galleries in the Wedding occasion only.
You can Select all, Unselect all or search for specific gallery names.
Checkmark the galleries you would like to apply the Automation to and click Apply.
Adjust other options (Recipients, Automation Start, etc.)
4. After you have selected your galleries, you can also adjust other fields as well.
Each Automation may have unique fields. For example, you can modify the recipients and the start date of the campaign for the General Coupon. In the Gallery Expiration Automation, you can also adjust the gallery's expiration date.
Once ready, click Apply and your Automation will be added to the multiple galleries you have selected. Depending on the Automation and your settings, the campaign will now be active - the clients will receive an email and see banners in their gallery.
Please Note: If a client has more than one gallery assigned with the same automation and the client adds products from both galleries to the cart and places a single order, they will get a discount for both galleries (including $ OFF discounts, meaning a client will receive the discount twice).
However, if the usage number set in the Automation settings is 1 and the client places one order with items from one gallery and wants to later place an order with items from the second gallery, the discount won't be valid anymore (does not apply to $ OFF discount). The client will receive the message in the cart, 'coupon is already used'.
Assigning to Individual Galleries
Add by turning on
1. Select the Automations & Discounts tab in the specific gallery. You can turn on some suggested Automations by clicking on the toggle button.
This will allow you to choose Automations you have already set up, or create a new one.
Add from full list
2. You can also access all your Automations by clicking + More Automations.
Then choose the Automation you want to add from the list.
Adjust other options (Recipients, Automation Start, etc.)
3. After you select the Automation, you may need to modify some additional fields. Those fields vary for each Automation. For example, for the General Coupon, you can select the specific clients this Automation would apply to and the Automation start date. Once you are ready to assign the Automation, click Apply.
After you apply the Automation to the gallery, depending on the Automation and your settings, the campaign will now be active - the client will receive an email and see banners in the gallery.