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How do I Create and Use the Send Product App?
How do I Create and Use the Send Product App?
Lauren avatar
Written by Lauren
Updated over 7 months ago

The Send Product App is created with the purpose of sharing your special designs with your clients and pairing it with a promotional campaign and design fee (optional). If you would like to send your design without promotion, you can use our simple send product to visitor feature. If you would like to send a product without the advantages of the app, click here.

Add Send Product App

1. To get started, click on the Sales & Automation tab.

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

3. Choose the Send Product app, and click to Install. Change the name and click Add Automation App.

Design Fee

4. If you would like to add a design fee to the product, you can add it through the app. The design fee will be added to the total price of the designed product in the client’s store. If you do not want to attach a design fee, leave the value at 0.

Product Landing

5. Then choose where in the client's account you would like to save the product.

6. You can put the product in a special "Made for You" section in their shop, or place the product directly in their shopping cart. The client will be able to view the product, make edits, and place the order themselves. Then click Apply.

First Campaign

Discount

7. Now you can work on the campaign(s) for this app. You can choose to do two subsequent campaigns. Begin by customizing your discount type and amount.

8. Here you can modify the discount, description, code, whether you want to apply free shipping, whether you want to have a minimum order amount for this coupon, if you want to allow discount stacking or if you want to limit the coupon to specific products. For more information on what discounts you can offer, click here.

9. For example, if you offer complimentary products, you can switch the discount to a Free Product discount, and Limit to specific products.

10. When selecting products, you can choose different options that can be valid for the discount. For example, if you want to give your client the option to choose their album cover finish. Just keep in mind that in a Free Product discount, the photographer is responsible for the production costs and some similar products may have a large price difference (i.e., Printed Albums versus Leather Albums). Then click Apply.

11. You can also set the number of free products the client will receive. For example, from a limited product selection of four Fine Art Albums, the client can order 1 Album from the selection with the coupon code.

Campaign Duration

12. Then adjust the Campaign Duration. This will be how long the discount is valid for the client. You may want to adjust this depending on the product you're sending.

For example, you may want to give your wedding clients 6 months to use their discount for a complementary wedding album.

Or if you are doing an end of the year sale for calendars or greeting cards, you can keep the Campaign Duration short to create a sense of urgency.

Emails

13. You can now modify the emails as part of your campaign. First adjust the time the emails themselves are sent, if you would like to delay the announcement email and reminder emails. This will not delay the start of your campaign but only delay the email send time.

14. Now you can edit or delete any of the emails.

15. Editing emails is easy. Your announcement email will go out at the start of the campaign. You can also add email reminders before the expiration of the campaign. To start editing the email, begin by adjusting the banner image. Click Change Image.

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16. You can upload your own image, choose to use the cover photo of the gallery, or choose one of the pre-made images provided by Pic-Time.

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17. Once you choose your banner image, you can modify the email subject, message title, email message and button text. Once you have reviewed your text, click Apply to save your changes.

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Banners

18. We can now begin customizing your banners. There are 5 types of banners: text banner, large banner, photo banner, product row, and store rotator. Each banner has various editable parameters. You can modify the design, text and style of the banners.

Second Campaign

19. You can add a second campaign to the app. We suggest toggling OFF this campaign if you are sending a Free Product. Otherwise you may consider doing a sale with an increased discount in the second campaign, to encourage anyone who hasn't purchased their designed product.

Delay Between Campaigns

20. Set if you want to start the second campaign immediately when the first one ends, or if you want to delay a few days between the two promotions.

Discount

21. Then adjust the Discount, limiting any products if necessary.

Campaign Duration

22. Then adjust the Campaign Duration.

Emails and Banners

23. Finally edit this campaign's Emails and Banners.

24. Then add an internal note to yourself, and click Save to save the app.


Assigning App to the Gallery

25. To apply to an individual gallery, go into the gallery's Automations & Discounts tab and click + More Automations.

Design Fee

26. In the Assignment Setup page, add a Design fee if you like.

Product Design

27. Then click to start designing your product.

28. Click Select Product Design.

29. You will be redirected to the client’s store where you can select the product you wish to create for your client.

30. Start designing their product and click Done Editing when finished.

31. You can add additional products, and click Apply.

Recipients

32. Choose your recipients.

33. You can select specific users if you want to send the product to one person (for example, if you are sending a Free Product). Then click Continue.

Automation-App Start

34. Then set your Automation-App Start, if you'd like to delay when the campaign begins for your clients. Then click Apply.

And that's it! The client’s personal design is now sent!

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