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How do I Create and Use the Gallery to Backup System App?
How do I Create and Use the Gallery to Backup System App?
Lauren avatar
Written by Lauren
Updated over 2 months ago

The Gallery to Backup System app offers a full client experience to the main client and their gallery guests. This app consists of progress emails before the gallery is live, an early bird promotion when published, and a most importantly gallery expiration promotion that includes an offer to your clients to keep the gallery online with a subscription service. In this tutorial, we will go over how to setup this app.

If you would like to only offer your client to keep your gallery online with a subscription service, check out the Existing Gallery Backup App.

Add Gallery to Backup System App

1. To get started with the Gallery to Backup System App, click Sales & Automation from the main dashboard.

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2. Under the Automations tab, select to add a new app.

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3. Choose the Gallery to Backup System App and click Install.

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4. Change the name and click Add Automation App.

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Progress Report Before Publish

5. First, let’s build your progress report emails. These emails will go out to your gallery main client before the gallery goes live. You can use these emails to keep your client up-to-date with the progress of the galley and build anticipation and excitement. If you do not wish to use the progress emails, you can toggle them off.

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Progress Interval

6. Decide on the progress interval time. This will determine how soon each email is sent after the other.

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Progress Emails

7. First adjust the email send time. This won't delay when the campaign itself begins, but only delay when the emails themselves are sent. You can learn more about the Optimized Send Schedule here.

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8. Now you can customize the emails by hovering over the email and clicking the pencil icon.

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9. You can edit the email subject, title and message. Since there is no published gallery yet, you do not need to include text for the button. You can also edit the email image banner by uploading your own, using the cover photos of the gallery or choosing one of the suggested designs. Learn more about customizing emails here.

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Early Bird Promotion

10. Once you invite your main client or guest to the gallery, the gallery will be published and they will receive the Early Bird Promotion. Their Early Bird Promotion will start once they first login into the gallery, which means they will receive the early bird announcement email and see the promotion banners when they first enter the gallery. If you do not wish to use the Early Bird Promotion, you can toggle it off.

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Early Bird Duration

11. First set the Early Bird Duration. This will determine how long the early bird discount will run in the gallery for each user. Each time a new user logs into the gallery, their timer duration will start.

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Limit Campaigns Users

12. Then select which people will see the campaign based on their user type.

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13. Checkmark which users you want to receive the discount, and click Apply. Learn more about the different user types here.

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Discount

14. Now you can modify the discount.

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15. You can define the type of discount, amount, the description displayed when the customer adds it to their cart, whether or not the coupon includes free shipping, any minimum order requirement before the coupon can be applied, if you want to allow this code to be stacked with other codes and whether or not you want the coupon to be applied to particular products. Learn more about different discount types you can offer here.

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Banners

16. You can now build your banners that will be displayed in your clients’ gallery. There are various banners to choose from and you can set which banners to include in your campaign. Choose the design of the banner, then modify the text and customize your style with different fonts and color options. Learn more about the banners here.

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Emails

17. Then you can customize the emails, which includes a campaign announcement email and several reminders.

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Expiration Promo Phase

Now let’s move on to the Expiration Phase. During the expiration phase, you can offer your main clients a discount and an opportunity to continue hosting their gallery with an annual subscription. If you choose, you can also offer the expiration discount to the guest users.

Gallery Expiration

18. Let’s set up your gallery expiration time. This option will automatically expire your gallery after a certain number of months or days. You will also be able to edit this manually when you assign the app to each gallery.

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Gallery Backup Product

19. You can then create the Gallery Backup Custom product. This custom product will be added once the app is assigned to the gallery and will be seen only by the Main Client of the gallery. If you unassign the app from the gallery, the product will be removed from the gallery store.

Please Note: You will need to have a PayPal account to receive payments for this product. After creating your PayPal account, add the email in your Settings > Store Settings. Learn more here.

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20. In the product setup, you can modify the product name, price, description and tile. You can also set up a subscription message once your client successfully purchases their subscription or an error message if the subscription purchase has failed due to card processing issue.

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Please Note: commission is collected for the Gallery Backup product at all times (for all store setups). For paid plans, the commission is USD $1+10% and for free plans, the commission is USD $3+20%.

Campaign Timeline

21. After you have set up your product, you can adjust the expiration campaign timeline. This will determine when the campaign starts. For example, if you select 14 days, the campaign will start 14 days before the project is due to expire.

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Discount

22. Now you can modify the discount that you would like to offer during the expiration campaign of the gallery. This discount will be offered to all users of the gallery.

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Please Note: the discount can apply to all products in your shop except for the Backup Product itself (this is due to a paypal limitation). Use this discount to promote any last minute shopping your clients would like to complete in their gallery.

Emails and Banners

23. Then modify the Main Client's emails and the banners. Within the app, you have two sets of emails and banners. One set is seen by the Main Client only and the other set is seen by all other types of users. Since the gallery backup product is only seen and offered to the Main Client, your message for them should be different from the guests’ message, who only see the discount.

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Limit Campaign Guests

24. Then limit which campaign guests will receive the expiration discount.

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Guest Emails and Guest Banners

25. Adjust the Guest Emails and Banners.

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Gallery Backup Renewal

26. Then set up the Payment Reminder email. After your client has purchased the gallery backup product, their subscription will renew automatically every year. This will be sent two days before the subscription is set to renew.

27. The last step of the app is modifying the Failure Email. This email will go out to your client if their card has failed to process for the renewal.

28. Once you are done customizing your settings, you can type any notes you would like to leave yourself for the campaign and click Save.


Assigning App to Galleries

1. If you are using the progress emails of the app, you will want to assign the app to the project before you publish the gallery. First, create your new gallery.

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2. Go to the Automations & Discounts tab and click + More Automations to add a new app. Make sure your gallery is still Offline.

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3. Choose your Gallery to Backup app that you have created. Adjust the project expiration date, in case you need to input it manually. Then click Apply to add the app to the gallery.

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4. Proceed by going to the Share tab and adding the information for your main client. Go ahead and enter the name and email but do not send them an invitation. At this point, they will start receiving the gallery progress report emails that you have created through the app.

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5. Then once you are ready to upload your photos, you can do so through the Photos tab.

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6. Then send out your gallery invite through the share tab by clicking on Send to Client. This will let your client know that their gallery is now ready and published. Once they login into the gallery, the Early Bird Promotion will begin.

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As it gets closer to gallery expiration, the expiration phase will start. At this point, your main clients will see the new gallery backup product and the expiration discount. And the guests of the gallery will see the expiration discount only.

And that’s it! If your client purchases the gallery backup, it will renew automatically each year and Pic-Time will continue to safely host their gallery. If at any point the user would like to cancel their gallery backup subscription, they can do so directly from their Paypal Subscriptions page.

Product Payout

As mentioned previously, the Gallery Backup product is a custom product added to the gallery through the app. Since the product is based on subscription services, the payment for the product is required to be processed by Pic-Time, even if your store is set up to collect payment by you. For paid plans, the commission is USD $1+10% and for free plans the commission is USD $3+20%. The profit payout for this product will be deposited to your PayPal account.

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