My First Event - Digiproofs.com
Transcription
My First Event - Digiproofs.com
My First Event Quick Start Guide for Event Photographers Fulfillment Account This quick start guide is for Fulfillment accounts and will walk you through the steps needed to customize your Studio Office, create an event and upload images. You will need your Studio Office login and password that were sent in the Welcome email. I don’t have time to read the Quick Start Guide: If you need to get an event up quickly here are the four key steps, available from your Studio Office. 1. Create a Price List Before your customers can start ordering, a price list needs to be created. After logging into the Studio Office, click on the “Price List” link which is underneath the Pricing Manager section. Once you are there you will see the image above, now click on the “Add New Price List” link. A new item will be created in the table, now simply click on the “Edit” link to start putting in the values of your price list. 2. Set your Sales Tax Now that you’ve created a price list to attach to your event, you must now set up the tax table for your event(s). Simply click on the “Sales Tax” link under the Account Manager section to start. 022014 Page 1 My First Event Quick Start Guide for Event Photographers Fulfillment Account 3. Set up an event Now that you’ve created a price list and assigned the appropriate tax for your state now you’re ready to set up your event so you can start uploading your photos. When you’re in the Studio Office, underneath the Events Manager section, click on the Manage Event link. Now simply click on the “Add New Event button to add a new event. 4. Upload your images The last step to complete so your customers can start ordering is uploading your pictures to the event that you just created. To upload more than one image at a time download our UploadExpress tool. Images must be JPG / JPEG and RGB color space. When you’re in the Studio Office, underneath the Tools & Information section, click on the Tools / Downloads link. Now, click on the appropriate Download link. Once you’ve installed the UploadExpress tool, open the program and enter your login information to gain access to your account. Now all you need to do is click on the “Add” button and select the images you want to upload. 022014 Page 2 My First Event Quick Start Guide for Event Photographers Fulfillment Account The Quick Start Guide: The Quick Start guide is broken down into the following sections: Requirements Definitions How to set up your account Uploading images to your event a. UploadExpress for PC (requires jpg/jpeg format, RGB Color Space) b. UploadExpress for Mac (requires jpg/jpeg format, RGB Color Space) Requirements: Your account email address (sent in the welcome email) Your account Password (sent in the welcome email) If you are using a Netscape Browser it must be version 5 or above If you are running Microsoft Windows it must be Win 98 or above Do NOT use Internet Explorer on the Mac (will not handle Java Script) Definitions: Studio Office: Your Studio Office is your online “office” where you manage all aspects of your events. Your Studio Office provides complete access to creating new events, new price lists, reviewing customer orders, creating custom Home Pages for your clients and much more. Home Pages: An “Event Home Page” is the first page your customer sees when viewing your events. You can customize your Home Page with a logo or image and text. There are three Home Page options, a default home page, link from your own web site and ‘create your own home page’. Event: Events are simply the jobs that you shoot and make available to customers to view and purchase online. An event could be a sporting event, wedding, graduation or other organized occasion you are photographing. You can create unlimited events and upload unlimited images for each event. Price List: Price Lists allow you to set custom retail pricing and product selection for each event you post online. You can create unlimited Price Lists for your events. For example, your Sports price list can have different products and prices than your Wedding price list. 022014 Page 3 My First Event Quick Start Guide for Event Photographers Fulfillment Account UploadExpress: UploadExpress is our free software used to transfer images from your computer to your online events. UploadExpress is downloaded to your desktop and installed for either Mac or PC. Images must be JPG / JPEG and sRGB color space. How to set up your account: Login to your Studio Office account Go to the Home page and click the “Photographer Login” link (your login page may look different from the one below). Enter your email and password in the space provided, then click the login button. You are now on the Studio Office page, from here you can manage all aspects of your account. 022014 Page 4 My First Event Quick Start Guide for Event Photographers Fulfillment Account General Account Setup Under the Account Manager heading there are a few pages you will need to complete for your initial account setup. Just click each link and follow the instructions. Account: Enter your company name, address, phone, etc. Your monthly revenue checks will be mailed to this address. Caution: if at later date you change your mailing address, please email us so we can update the accounting records as well. Home Page What Home page will you send your customers to access an event? Option one, which is the default setting. You will direct your customers to www.digiproofs.com to access an event. From here they will view images and purchase photographs and personalized merchandise. Option two, if you would like to direct your customers to your own web site and from there access the events; use the URL (web address) show below on your site. Option three: If you would like us to host a personal homepage for your customers to access the event select the radio button and enter the name you would like to use in the space provided. When accessing your web site, remember the “/” at the end of the URL is needed. 022014 Page 5 My First Event Quick Start Guide for Event Photographers Fulfillment Account Remember to include the “/ “ when entering the URL Page Appearance: Customize the look of Web pages. Select/create a gradient background. Choose the content background from one of four options. Use your company name as a header or upload a custom logo. 1. Click the Modify Company Name/Logo 2. Type your company name, the preview to the left will display your text. 3. Locate the “Pick a Logo Color” and click the box. Click and drag in the color to select the color of your logo. 4. Click the Submit button in the color picker. 5. Click the Update button next to the color picker. 022014 Page 6 My First Event Quick Start Guide for Event Photographers Fulfillment Account 1 2 3 5 4 Choose a foreground style 1. Click the Modify Content Style button 2. Click a sample content style on the right to see the preview. 1 2 022014 Page 7 My First Event Quick Start Guide for Event Photographers Fulfillment Account Choose a background style 1. Click the Modify Background button 2. Click a sample background on the right to see the preview. 1 2 Other Background Options (use the scroll bar to select) 1. Select a solid color background 2. Upload a custom gradient background 3. Upload a tiled/pattern background 4. Upload a custom background image 022014 Page 8 My First Event Quick Start Guide for Event Photographers Fulfillment Account Welcome Message Tell your customers about yourself and /or your business, and / or encourage them to order prints and gifts. A message can be assigned to each event and will be displayed on the event page listing for your customers to read. Add new welcome page Gallery Option You may choose to have a small thumbnail represent each event, with five events shown in each row. Or, a side by side version providing a larger area for each event. Sub-Accounts You may give restricted access to your Studio Office page, allowing an employee to create events, but not have access to the pricing page. Account Options: The following options are available: A. B&W and Sepia: Allow black & white and sepia prints to be ordered from an original color image B. Backprint: custom text that will be printed on the back of each photograph. C. Studio Signature: Add your signature on the bottom right of each photograph. D. Packing Print: Add your logo to the packing print included with each order. E. Packing Print Supprt Text: Custom text that will be printed on the packing print F. Studio Shipping Address: If you want the customers order shipped to this address will be used. Sales Tax On the Studio Office page, under Account Manager, click the Taxes link. Locate your state and enter the local tax rate. If your tax rate is 7.25%, simply enter 7.25 in the space provided. Taxes will be collected on all new customer purchases which will be included with you monthly payout. Line item reporting will also be included with your monthly report. You Are responsible for paying your state tax we do not pay sales tax to your state. 022014 Page 9 My First Event Quick Start Guide for Event Photographers Fulfillment Account Email and Password Change your email or password to login into your account. Setting up a Sample Price List: Each event must have a price list associated with it. You may use the same price list for multiple events or a different list for each. On the Studio Office page, click the “Price List” link, choose which type of price list you would like to add (enhanced is recommended) and select the “Add” link. Create a new Enhanced price list Add prices to products We recommend that first time users utilize the enhanced price list or carefully review the three options before choosing which price list to create. Premium Price list option Each image is individually inspected and adjusted by skilled color specialists for color, density, tone, noise, jpg artifacts, and sharpening. In addition, each order is reviewed and custom cropped for each print size to provide the best looking print. Prints are packaged in tissues and shipped in black gift boxes with a silver stretch bow. Premium orders are shipped in flat packaging via traceable ground service. Recommended for Wedding, Portrait Sittings, and for any events where ultimate quality is desired. Recommended for starting members. Enhanced Price list option It provides an economical alternative to provide quality prints when an event was captured in an environment that was more challenging than normal. Orders are reviewed and cropped as necessary to fit the various print size proportions. Orders are packaged in reinforced mailers or tubes and shipped via US First Class Mail as standard. Recommended for sports, general events, schools, and action or candid photos where an economical means of delivering high quality prints is desired. Recommended for starting members. 022014 Page 10 My First Event Quick Start Guide for Event Photographers Fulfillment Account As-Is price list option This is a great vehicle for photographer members who treat their own images and wish to deliver prints to their clients without any enhancement or modifications. We will review orders and crop images as necessary to fit the various print size proportions. Orders are packaged in reinforced mailers or tubes and shipped via US First Class Mail as standard. Most Members who use this service use calibrated monitors and our ICC Printer Profile to proof their prints. Not recommended for starting members. Create a sample price list Each event must have a price list associated with it. You may use the same price list for multiple events or a different list for each one. Just remember, your customers will only see the products you enter a price for. For your Sample Event, you can price as many items as you wish. Since your customers will not see this sample price list, use any retail price you wish. Enter a name for the price list Enter a retail price for those products you wish to offer Enter a name for your price list. Activate products by entering a price. Remove a product from the price list by entering zeros. Finish by clicking on the “Add” button. That’s it! Your Studio Office is now ready for you to create an Event. 022014 Page 11 My First Event Quick Start Guide for Event Photographers Fulfillment Account Create a New Event for your Sample Site On the Studio Office page, click the “Manage Active Events” link. You must have an event before you can upload images. 1. Click the “Add New Event”button 2. A new event will be added to the top of the list. 1 2 022014 Page 12 My First Event Quick Start Guide for Event Photographers Fulfillment Account Customize your Sample Event From the Studio Office page, select the “Manage Event” link. Locate the event you would like to edit and click the Edit Event graphic . From this page you can set up all aspects of your event. 022014 Page 13 My First Event Quick Start Guide for Event Photographers 022014 Fulfillment Account Page 14 My First Event Quick Start Guide for Event Photographers Fulfillment Account Event Title: enter a name to describe the event and your customers will recognize. Event password: The optional event password provides security, searching, and grouping abilities for this event. If no password is specified, this event can be entered directly from your gallery page or from the link provided below. If a password is specified, any customer trying to access the event from your gallery or DigiProofs home page will be required to provide the password to view the event. Passwords must be unique and are reserved on a first come, first serve basis, so please make sure to secure a password before you provide it to your customer. You may also use the same password on multiple events. In this case, once the customer provides the password, they will have access to all the events that share that password. IMPORTANT a. If you don’t create a password your customers cannot see the event! b. IT IS POSSIBLE THAT ANOTHER MEMBER MAY HAVE ALREADY USED A PASSWORD THAT YOU ARE SEEKING. For this reason it is recommended that you reserve your password BEFORE your event. So, should your first event password choice be taken, you can select an alternative password BEFORE the event. You can reserve a password with any event. Select Price list: select a price list that contains the products and pricing you are offering to your customers. IMPORTANT – if you don’t set a price list your customers can not order from the event! Theme: Select the theme appropriate to your event to manage and target merchandising and product presentations. This also makes available templates and products designed specifically for the theme selected. For instance, the portrait theme would show products appropriate for a portrait event, while the baseball theme would present products and templates appropriate for a baseball event. If you wish, you may set the theme for this event by choosing an appropriate theme from the list. Publish Event: You may unpublish an event to make it inaccessible to your customers. This feature might be used if you wish to take an event off line temporarily to organize the pages and images before making it available. 022014 Page 15 My First Event Quick Start Guide for Event Photographers Fulfillment Account Please note that in order for the Event Ready reminder email system to work, the event must be published. Template Keyword: Custom templates feature provides you with the ability to create your own template design for your events. After you have set up the templates under their keywords, you may use the drop down to select the set to be used with the event. Select Welcome Page: you may create different welcome pages depending on the type of event or you may have a single page for all your events. The page will be displayed the first time your customer views your event. Tell your customers about yourself and /or your business, and / or encourage them to order prints and gifts. Description: The Event Description is shown to your customers when they select this event. It is optional and can be used to provide more information about the event that goes beyond the title. Note that the welcome message (selected below) provides a much clearer spot for presenting information about your business or special instructions. Show in Gallery: If you are using your home page or hosted home page for your customers to access your gallery, disabling this option will prevent this event from appearing in the gallery. You will need to direct your customers to enter the event's password at the top of the gallery page in order to access the event. Proof Mark Photos: selecting the option will apply a translucent “PROOF” mark across the large photo in your event. Allow Zoom: If set, this option allows consumers to zoom in on images to take a closer look at details (such as checking to see that eyes are open). While the images securely proof-marked, you may choose to disable this feature. Allow Multiple Event Ordering: This option allows consumers to use images from this event along with images from other events to order multi-image products such as composites. Additionally, events assigned with the same price list allow customers to order all products using mixed images from those events. Unchecking this option prevents images from this event from being ordered with images from any other events to create any product. Email Notification of Orders: We send a confirmation email to you when your customer submits a new order. If you prefer to not receive this confirmation email, you can turn off the email messages for this event by turning off this option. 022014 Page 16 My First Event Quick Start Guide for Event Photographers Fulfillment Account Please remember to turn off this option in the Event Default page to turn off the confirmation email message for all future events. Require Page Access Codes: When set, individual pages will only be shown to customers who know the access code for the page. This allows you to provide more privacy by limiting access to images in an event. The cost is that you will have to manage an access code for every page in the event. Pages without an access code will not be accessible. This feature might be effective if you are shooting a school which insists that the individual student photos not be generally accessible. It would avoid having to create and manage a separate event for each student. Access codes are entered and managed on the event's page editor. Minimum Order Amount: If the minimum order amount is set, the consumer must meet this amount before they are allowed to complete their order. The minimum amount is calculated after e-certificates and discounts are applied, but before shipping and taxes are added. If an order involves products from multiple events, the largest minimum order amount from all the events will be required. Hold Orders for my Review: Setting this option will allow you to review your orders under Managed Review before they are returned to us for processing. You will be responsible for the review and cropping of all images in the order. You may also enhance and replace images as needed. Orders will remain under your review and processed only after you have released the order back to us. Require Portrait Package in Order: If this option is set, your customers will initially be shown only portrait packages and be required to add one to the order before other products are made available. Your customer will not be permitted to checkout unless a portrait package remains in the order. If your price list does not include portrait packages, this option will have no effect on your customer. This option will also have no effect on events with the multiple event ordering option set. Expire Date: you can change the default event expire date with this option. Event Icon: By default the first image in the event will be shown on the gallery page to represent the event. You may change the image by clicking the button below. Direct Link to Event: a URL that will link directly to the event without entering a password. It can be used in email or embedded on any web page. 022014 Page 17 My First Event Quick Start Guide for Event Photographers Fulfillment Account Now select the Update button to accept any changes you have made to the Event. A confirmation pop-up will be displayed informing you the changes have been accepted. You may also use the Default setting on the Studio Office page so that all new events will atomically have your selected settings. Of course, all default settings can be overridden on a per event basis if needed. Edit Photos Uploading Images to Your Sample Event Install UploadExpress Software on PC (requires jpg/jpeg format, RGB Color Space) You must have .NET 2.0 or above before installing UploadExpress. To find out if you have .NET installed on your computer 1. Click the Start button. 2. Select the Control Panel. 3. Click the Add or Remove Programs icon. 4. Scroll down looking for Microsoft .NET, if you see version 2.0 or above, you are ready to install UploadExpress. If not, go to the “Tools/Downloads” page and click the Download .NET link and install the application. From the Studio office page, select the “Tools/Downloads” link. Then, click the appropriate link to download and install the UploadExpress application. After installing the application, reference the Quick Start PDF guide (next to the download link) for instructions on uploading images to your event. .Net PC only 022014 Page 18 My First Event Quick Start Guide for Event Photographers Fulfillment Account Install UploadExpress Software on Mac (requires jpg/jpeg format, RGB Color Space) From the Studio office page, select the “Tools/Downloads” link. Then, click the appropriate link to download and install the UploadExpress application. After installing the application, reference the Quick Start PDF guide (next to the download link) for instructions on uploading images to your event. When uploading images, the pages will be displayed in alphabetical/numerical order. If you wish to “force” the sorting order, prefix each page title with 001, 002, 003 etc. Example: page titles - sorted alphabetically Ceremony Getting ready Reception Example: page titles - forced page sort 001 Getting ready 002 Ceremony 003 Reception After uploading your sample images return to the Studio Office and click on the “Managed Event” link. You should now see the event you created with a total number of images listed in the event. Click on the “view” link and you will see the images you uploaded. 022014 Page 19 My First Event Quick Start Guide for Event Photographers Fulfillment Account Go back to your studio office “manage events” page and click on “edit” and you will be able to make changes to the images such as rotate, delete, rename etc. Edit Photos within your event After uploading images to the Event, you may wish to make changes to the images/pages within the event. From the Studio Office page, click on the “Edit Pages and Images” graphic. 8 1 6 2 2 3 4 5 5 1) To change a page title or access code, click the Edit Page link and enter the new information in the box provided. Click the Done button when finished. 2) To move a page up or down click the Manual Sort button, then use the icon to drag-and-drop the page to the desired position. If you want the pages listed in alphanumeric order just click the Alphabetical Sort button. 022014 Page 20 My First Event Quick Start Guide for Event Photographers Fulfillment Account 3) To delete a page, click the 4) To rotate, move to another page, assign as a gallery page image, assign a custom price list or delete an individual photo. Locate the Edit Photos column and click the “Edit” link. To reposition an image, click the image, then drag-and-drop to the desired position 5) For group image editing, image rotation, moving to another page or sorting all images on the page in alphanumeric order. Locate the Edit Photos column and click the “Group” link. 6) To edit image captions locate the Edit Captions column and click the “Edit” link. 7) To upload a small number of images to a page, locate the Add Photos column and click the “upload” link. Note: the image will not be in alphanumeric order. 8) Assign access codes to all pages using a CSV file. o A. Click on the Download button and save the Excel file o B. Open the file, add the access codes next to the appropriate page title. (if you created a list of access codes at the time of the photo shoot you may copy and paste the codes into the spread sheet. o Save the file as a CSV o Click the Upload button and upload the CSV file. icon at the end of the page. Edit Event Photos page After your photos have been uploaded you may want to edit them. 022014 Page 21 My First Event Quick Start Guide for Event Photographers Fulfillment Account Edit Event Photo Links Rearrange Photos – click on an image and drag it to the desired location within the page. Large View – click the graphic under the image a pop-up will be displayed showing a larger image view. Rotate Photos - click the appropriate rotated. Duplicate Photo – click the graphic under the image to be duplicated. The duplicated image will appear next to the original image. Move Photo to Another Page – click the graphic under the image to be moved and select which page to move the image to. Delete Photos – click the graphic under the image to be deleted. A pop-up box will ask you to confirm the delete. Click the “OK” button and the image will be removed. Price List – Allow you to set Custom Price List, click “none” from the drop-down menu, select the custom price list you would like to assign to the image. When your customer selects the image only the custom price will be displayed. 022014 graphic under the image to be Page 22