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How do I automate Self-Fulfilled products?

Hannah avatar
Written by Hannah
Updated over a week ago

Each self-fulfilled product in your store can be configured to automatically send files to the client or another recipient after a client places an order. This helps streamline your workflow.

The automation tool is especially useful for:

Below are instructions on how to use the automation tool, along with example workflows.

Self-Fulfill Automation for the Lab

1. From the Main Dashboard, click Settings.

2. In your Store Pricing tab, select the relevant Price List.

3. Hover over the item you want to automate, and click Edit Price.

4. Click Product Info.

5. Under the Self Fulfill tab, check to Send files automatically.

6. Fill out the Email Recipient, Subject, and Message fields. For example, enter the lab’s email address and draft a general message for your lab representative.

The lab will receive the files in a .zip folder. The folder contains sub-folders for sizes, copies, designs, etc., structured the same way as the folders downloaded from your orders for Self-Fulfill orders.

7. Scroll to the top and click Save Changes.


Selling high-resolution photos via the Shop with automated delivery after purchase

If you don't want to use the built-in Photo Download product for automatic file delivery, you can still automate file delivery through your Custom Products.

First, create a Custom Product for a high-resolution digital download package.

After customizing the product, check Send files automatically and Send photos to the ordering client.

You can create packages that require clients to select a specific number of photos (e.g., 10 or 20), allow them to select any number, or set a maximum limit.

Please Note: If you create a custom product without enabling photo selection, then all digitals from the gallery will be sent to the client.

The folder containing the photos is organized like other downloaded gallery folders, with sub-folders for each scene, and includes the print release.

Finally, make sure to check This product is delivered digitally. This ensures that shipping charges are waived and the correct tax rate is applied for the digital product.

The digital download packages will appear in your Shop alongside the rest of your products.

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