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How do I set up the Existing Gallery Backup Automation?

Written by Lauren

When using the Existing Gallery Backup automation, you are able to offer your client to purchase an annual subscription-based hosting for their gallery, keeping their gallery online and backed up safely in the cloud. The subscription automatically renews, and your client can safely access his gallery store at any time. This secures an additional source of revenue for your business.

Please Note: Pic-Time commission is collected for the Gallery Backup product for the subscription. For paid plans, the commission is USD $1+10% and for free plans the commission is USD $3+20%.

Learn how clients purchase the Gallery Backup subscription!

Add Existing Gallery Backup App

1. Click here to begin in the Automations tab in your Sales & Automation.

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

3. Choose the Existing Gallery Backup automation and click Setup Automation.

4. Name your automation and click Add Automation.

Gallery Expiration

5. Modify the Gallery Expiration time. The expiration period will start once the automation is assigned to the gallery. You will also be able to edit this date before you assign it to the gallery.

Please Note: This will not change any existing expiration dates you've set in the Gallery Setup tab.

Gallery Backup Product

6. Then modify the gallery backup product. Pic-Time commission will be collected from this product. The commission rates are $1+10% from a paid plan and $3+20% from a free plan.

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.

7. The template provides the name, price, product description, product store tile and the subscription messages, so all you have to do is click Apply. You can also modify it to fit your voice and preferences.

Campaign Timeline

8. Set the Campaign Timeline. The campaign will start relative to the project expiration date. For example, if you select 14 days, the campaign will start 14 days prior to the project expiration date. This campaign will notify the Main Clients about the backup product and that their gallery is about to expire.

Discount

9. Now you can add a discount if you would like.

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.

10. Here you can modify the discount type, description, and code, choose to apply free shipping, set a minimum order amount, allow discount stacking, and/or limit the coupon to specific products. For more information on what discounts you can offer, click here. Click Apply when you are ready to save your changes.

Main Client Emails

11. Editing emails is easy. Your announcement email will go out at the start of the campaign and notify the Main Clients of their discount, gallery expiration, and the Backup product.

First, select your Email send time. They can be sent either at the Earliest possible time, or at an Optimized Send Schedule. This will not delay the start of your campaign but only delay the email send time.

12. Then click the pencil icon to edit the emails, or click the trash can icon to remove any emails you don’t want to send. You can also add email reminders before the expiration of the campaign.

13. After clicking the pencil icon, you can edit the email design, images, content, and style. Learn more about customizing emails and images.

14. Once you have reviewed your text and design, click Apply to save your changes.

Banners

15. 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.

Learn more about the banners.

Gallery Backup Renewal

16. Then set up the Payment Reminder email. This will be sent two days before the subscription is set to renew.

17. The last step is modifying the Gallery Backup Renewal Failure Email. This email will be sent to your client the following year if their card fails to process for the gallery renewal.

17. After you have modified your automation, you can leave an internal note to yourself and click Save to save all your changes.


Assigning the Automation to Galleries

1. To apply to a group of galleries, click on the automation itself from your list of installed automations.

2. Click Assign to Galleries.

3. This will open the assignment setup page. You can also assign the automation to an individual gallery. Go to the gallery's Automations & Discounts tab and click + More Automations.

4. Select your automation from the list of active automations. In the Assignment Setup page, you can select the galleries you want to send the campaign to, and edit the expiration date of the gallery.

Please Note: This will not change any existing expiration dates you've set in the Gallery Setup tab.

5. Then click Apply and that’s it!

The automation is now assigned to your 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.

Please Note: If you set the gallery to be Offline, and then a client pays for the Gallery Backup Product, the gallery status will be updated to "Online - By App".


Updating the Gallery Backup Product Price

The Gallery Backup product can only be edited within the automation settings, not through the price list. Price changes will only affect new assignments. For galleries where the automation is already assigned, the subscription continues at the original price.

To update the Gallery Backup pricing for galleries with an active subscription:

  1. Unassign the Gallery Backup automation from the gallery. This will cancel the current subscription for anyone subscribed.

  2. Edit the price in the automation settings.

  3. Reassign the automation so the client can subscribe again at the new price.

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