How to Assign Email Automations to Client Galleries

How to Assign an Email Automation Series to a Client Galleries Event

Overview

PhotoBiz Email Automations help you send automatic follow-up emails based on visitor activity in a Client Galleries event. You can use automations for welcome messages, favorites reminders, abandoned cart notices, expiration reminders, and other client communications.

The fastest and easiest way to begin is to assign one of the predesigned Client Galleries email series included with your PhotoBiz account. These series already include email content and trigger timing, so you do not need to create an automation from scratch.

Every PhotoBiz account includes 10,000 marketing emails per month. Marketing Campaigns and Email Automations share this monthly allowance.

This guide explains how to assign an Email Automation series to a new or existing Client Galleries event.

STEP ONE

This opens the Client Galleries Dashboard.

STEP TWO

Click EVENTS at the top of the Client Galleries Dashboard.

This page displays the Client Galleries events in your account.

STEP THREE

Click NEW EVENT to create a Client Galleries event, or click an existing event you want to update.

When updating an existing event, click the gear icon to open EVENT SETTINGS.

STEP FOUR

For the best Email Automation results, enable Email Collection for the event. Email Collection asks visitors to enter an email address when they access the gallery, allowing PhotoBiz to begin sending eligible automation emails sooner.

Scroll to the Email Automation Series section. The section displays the following information:

“Select an email automation series below to send automatic emails to your Event visitors. Emails that meet the criteria will send once a day starting at 9AM in your account's time zone.”

Click the dropdown menu and select the Email Automation series you want to assign to the event. The dropdown includes the Client Galleries email series available in your account, along with options to edit an existing series or create a new series.

FINAL STEP

Scroll to the bottom of the Event Settings page and click SAVE CHANGES.

If the selected series contains emails that are not active, PhotoBiz will display the following confirmation message:

“There are emails in this automation series that are not active. Automation emails can only be sent if they are active.

Do you want to activate all emails in this series?”

Click YES, ACTIVATE ALL EMAILS to activate every email in the series and complete the setup.

Click NO, DON’T CHANGE THEM if you want the inactive emails to remain inactive. The series will still be assigned to the event, but only active emails will be eligible to send.

Your Email Automation series is now assigned to the Client Galleries event. Active emails that meet their criteria will be processed once daily beginning at 9:00 AM in your account’s time zone.

Why Email Collection Is Recommended

PhotoBiz must have a visitor’s email address before it can send an automation email to that person.

When Email Collection is enabled, visitors enter an email address when they access the gallery. This allows eligible automation emails to begin sooner and helps you reach more event visitors.

Email Collection also helps you identify who has accessed the event in the Activity section of the Client Galleries Dashboard.

When Email Collection is not enabled, a visitor will not become eligible for automation emails until they provide an email address by:

Marking an image as a favorite
Leaving a comment
Starting the ordering process

After PhotoBiz collects the visitor’s email address, the visitor may receive future automation emails when the required criteria are met.

Choosing an Email Automation Series

Your PhotoBiz account includes predesigned Client Galleries email series that are ready to assign. Using a predesigned series is the simplest option because the emails, content, and trigger timing are already configured.

Available series may include emails for:

Welcoming gallery visitors
Reminding visitors to select favorites
Reminding visitors before a gallery expires
Notifying visitors after a gallery expires
Reminding visitors about abandoned carts

You can assign a predesigned series without making any changes.

For more control, you can use the options in the Email Automation Series dropdown to edit an existing series or create a custom series. A custom series lets you choose your own emails, content, recipients, triggers, and delivery timing.

See How to Set Up Email Automation for instructions on creating and customizing an Email Automation series.

Predesigned Client Galleries Email Series

PhotoBiz includes two predesigned Email Automation series for Client Galleries. Each series is ready to assign and includes triggers based on visitor activity and important event dates.

Client Galleries Event Series

This series includes four emails for welcoming gallery visitors, requesting favorites, and communicating about the event expiration date.

Event Visitor Message: Enjoy your photo gallery — 2 days after a new account is created
Favorites Reminder: It’s time to select your favorites — 1 week after the event’s creation date
Event Expiring Reminder: Your photo gallery expires soon — 1 week before the event’s expiration date
Expired Event Notice: Your event has expired — 1 day after the event’s expiration date

Client Galleries Event & Cart Reminder Series

This series includes standard gallery event messages and an additional reminder for visitors who save items in their carts without completing an order.

Event Visitor Message: Enjoy your photo gallery — 3 days after a new account is created
Favorites Reminder: Time is running out to select your favorites — 3 weeks before the event’s expiration date
Abandoned Cart Notice: It looks like you left something behind… — 1 day after the cart was saved
Event Expiring Reminder: Your photo gallery expires soon — 1 week before the event’s expiration date
Expired Event Notice: Your event has expired — 1 day after the event’s expiration date

Choose the Client Galleries Event Series for standard gallery follow-ups. Choose the Client Galleries Event & Cart Reminder Series when visitors can place orders and you also want to follow up about saved carts.

You can use either series as provided or customize its emails, content, recipients, and trigger timing.

Checking Email Automation Activity

After a visitor provides an email address, PhotoBiz saves their information in Contacts. You can review the automation emails the contact has received, along with other activity associated with the Client Galleries event.

See How to Check Client Galleries Email Automation Activity for complete instructions.

Monthly Marketing Email Allowance

Every PhotoBiz account includes 10,000 marketing emails per month. This allowance is shared between Marketing Campaigns and Email Automations.

For example, emails sent through a newsletter campaign and automatic messages sent through a Client Galleries series both count toward the same 10,000-email monthly allowance.

Unsubscribed or bounced email addresses will not receive Email Automations.

Helpful Notes

Only active emails can be sent.
Emails that meet their criteria are processed once daily beginning at 9:00 AM in your account’s time zone.
Email Collection is recommended but is not required to assign an automation.
PhotoBiz must have a visitor’s email address before it can send an automation email to that person.
You can assign an Email Automation series while creating a new event or updating an existing event.
You can edit or create Client Galleries email series from the Email Automation Series section in Event Settings.
Assigning a predesigned series is the fastest way to begin using Email Automations.
Marketing Campaigns and Email Automations share the 10,000 marketing emails included with your account each month.
Unsubscribed or bounced email addresses will not receive Email Automations.

Troubleshooting & FAQs

Why is an automation email not sending?

Confirm that the correct Email Automation series is assigned to the event. You should also verify that the individual email is active and that its trigger requirements have been met.

Eligible emails are processed once daily beginning at 9:00 AM in your account’s time zone. An email may not send immediately after the qualifying activity occurs.

Why has a gallery visitor not received any automation emails?

PhotoBiz must have an email address for the visitor before it can send an automation email.

When Email Collection is not enabled, the visitor must provide an email address by marking a favorite, leaving a comment, or starting the ordering process.

You should also confirm that the visitor’s email address has not unsubscribed or bounced.

What happens if I click No, Don’t Change Them?

The Email Automation series will remain assigned to the event, but any inactive emails will stay inactive. Those emails will not send until they are activated.

Do I need to create a custom series?

No. You can assign one of the included predesigned Client Galleries email series without creating or customizing a series.

Creating a custom series is only necessary when you want different messages, recipients, triggers, or delivery timing.

Can I edit the series from the event settings?

Yes. The Email Automation Series dropdown includes options to edit an existing series or create a new series.

Need Help?

Support Hours: Monday to Friday, 9am to 6pm EST

Phone: 866.463.7620

Support Channels: Phone, Live Chat, Support Ticket

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