When you create a Sales Automation App, you can apply it individually to each gallery in the gallery’s Sales Automation tab, or you can apply it to multiple galleries at once from your Sales Automation Dashboard. This article will guide you through both options.
Assigning to Multiple Galleries
1. After the app has been created, find and select the app via your Sales & Automation Dashboard. Either in the Campaigns tab or the Automations tab.
2. Select Assign to Galleries in the top right-hand corner.
3. Click the pencil icon to select the projects.
You can sort the project display by various filters such as occasion, project brand, language, price list, online status, projects that this app is currently assigned or not assigned to, and the project creation date.
You can Select all, Unselect all or search for specific project names above the project list.
4. Check the projects you would like to apply the app to and click Apply.
5. After you have selected your projects, you can also adjust other fields as well. Each app may have additional fields that you can adjust. For example, you can modify the recipients and the start date of the campaign for the General Coupon app.
6. Once ready, click Apply and your Sales Automation App will be added to the multiple galleries you have selected.
Please Note: If a client has more than one gallery assigned with the same coupon and the client adds products from both galleries to the cart and places a single order, they will get a discount for both galleries.
However, if the usage number set in the app 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. The client will receive the message in the cart, 'coupon is already used'.
Assigning to Individual Galleries
1. Select the Automations & Discounts tab in the specific project. You can switch on some suggested apps by clicking on the toggle button.
This will allow you to choose your installed apps, or create a new one.
You can also access all your apps by clicking + More Automations.
2. Choose an automation app from the list.
3. After you select the app, you may need to modify some additional fields. Those fields vary for each app. For example, for the General Coupon app, you can select the specific users this app would apply to and the app start date. Once you are ready to assign the app, click Apply.
After you apply the app to the gallery, depending on the app and your settings, the campaign will now be active and the client will receive an email and see banners in the gallery.