Upon logging into your Zenfolio account, you will encounter the Dashboard. Alternatively, you can directly access the Dashboard HERE.
The Dashboard features icons and information designed to facilitate swift access to different sections of your account or to offer a concise overview of information pertaining to your account and Galleries.
Account Navigation
The account navigation icons, located on the left-hand side of your Dashboard, enable you to move between the Dashboard, Galleries, and Website Editor.
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Click on the Galleries icon to access, upload, and administer the Galleries within your account. See this article for more information about managing your Galleries. |
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Exclusive to PortfolioPlus and ProSuite subscribers. Click on the Selling icon to access pending or past orders, create/edit Price Lists, create Coupons, view shipping costs, and connect a Payment Processor. This section allows you to manage all aspects related to selling products through your Galleries. Currently supported currencies include USD, GBP, CAD, AUD, NZD, and Euro. |
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Exclusive to PortfolioPlus and ProSuite subscribers. Click on the Reports icon to access comprehensive reports detailing all orders placed through your website and delivered to customers. |
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The CRM icon grants access to the Contacts and Email Templates of your account. Within this section, you will locate the Clients, Guests, and Visitors listed in your contacts, alongside Email Templates that can be saved and utilized for efficiently sending Gallery invites. See this article for more information about the Contacts. |
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BookMe is a comprehensive client booking solution designed to enhance your business operations. It enables you to receive bookings through your website and efficiently handle payments and scheduling via your Zenfolio account. It is currently accessible worldwide and supports multiple currencies, including USD, GBP, CAD, AUD, NZD, and Euro. |
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Click on the Website icon to access the Editor, where you can personalize the appearance of your website. See this article for more information about customizing your website. |
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Exclusive to PortfolioPlus and ProSuite subscribers. Click on the Blog icon to access, edit, and create blog posts. Utilize the same Block system as the Website editor to craft visually appealing blog posts aimed at enhancing engagement with your website visitors. |
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Click on the SEO Tool icon to access, edit, and manage the various SEO details for your website. The SEO Tool serves as a centralized location for modifying SEO information throughout all pages of your website. |
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| Click on the Add-Ons and Tools icon to access supplementary services and tools that are compatible with your account. Within this section, you will discover the Zenfolio Lightroom Classic plugin, the Desktop Uploader, the acclaimed PhotoRefine application, BookMe, and Storage add-ons. | |
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Click on the Help icon to navigate to our Info Center. Within this section, you will find helpful tools like our Support Articles, guided tutorials, and a full Help Desk. Should you require further assistance or wish to inquire about any account-related matters, please utilize Chat with Support option to access our messaging support. |
Account Search
The search feature, located at the top of most pages in the backend of your account, enables users to efficiently search for content within their account by utilizing a range of keywords and search terms to display relevant results.
See this support article for more information about using the Account Search function.
Quick Links
The Quick Links located at the top of the Dashboard page offer a convenient method to initiate specific tasks or access particular sections within your account. For instance, you can utilize the Quick Links to generate a new Gallery in your account or commence the creation of a new Blog post (only available in PortfolioPlus and Prosuite).
Getting Started Guide: Steps for Success
Trial Accounts:
Upon the initial creation of your account for the trial period, you will receive a set of initial instructions aimed at assisting you in commencing your journey. These directives are designed to navigate you through fundamental account management tools and activities. Moreover, upon the completion of each step, you will be granted supplementary storage space.
Paid Subscriptions:
When you choose to upgrade your account by opting for a paid subscription, the Getting Started guide will allocate extra storage space to your account instead of prolonging the trial period. By executing all the necessary steps within the trial period, upon transitioning to a paid subscription, your account will be granted the complete storage capacity. The specific topics displayed may vary based on the type of subscription you have selected. Nevertheless, some of the topics you may encounter include:
- Customizing Your Website
- Publishing Your Website
- Creating a New Gallery
- Adding a Watermark
- Sharing A Gallery
Gallery Activity
The Gallery Activity box provides a concise overview of each of your Galleries and the corresponding actions that have been performed within them. It includes information such as the number of images favorited by visitors, the number of images downloaded, and the total number of visitors to the Gallery.
See this article for more information about viewing the Gallery Activity.
Website Visitors
The Website Visitors box provides a summary of the visitors to your website over the past week. For a more detailed analysis of visitor activity specific to your gallery, you may utilize the Gallery Activity box on your Dashboard or access the Activity section of a particular gallery for a more comprehensive overview.
See this article for more information about viewing your Gallery's Activity.
Revenue
The Revenue box provides a concise overview of the total revenue generated by your account within a specified time frame. It offers a convenient method to ascertain the amount of earnings derived from sales in the previous month, several months, the past year, or since the account's inception.
Client Campaigns
Campaigns are pre-designed marketing strategies comprising banners and emails aimed at saving you time and boosting sales. Simply enroll in the campaigns you wish to participate in.
See this article for more information about getting involved in Client Campaigns.
Account Notifications
The bell icon situated in the top right-hand corner of your account's Dashboard delivers important notifications related to your account. For instance, notifications about upcoming or overdue renewals may be displayed here.
You can view your account's next renewal date HERE.
See this article for more information regarding subscription management.
Accounts Settings and Logout
Located in the upper right-hand corner are your account's profile picture and your name. By clicking on either of these, you can access the Settings of your account or choose to Logout.
Within the account Settings, you have the ability to modify different pieces of information pertaining to your account such as email address, password, types of shoots, watermarks & other logos, and notification settings adjustment.
Account Storage
In the lower left-hand corner, you will find information regarding the current utilization of your account's storage capacity. This section allows you to easily monitor the amount of storage space still available for uploading photos and videos. When approaching full capacity, you can utilize the Manage Storage option to acquire extra storage or alternatively, you may need to delete existing photos to free up space for new uploads. See this article for more information about deleting Galleries and Photos from your account.
Please be advised that additional storage is exclusively accessible through paid subscription plans. During the trial phase, upgrading to a paid subscription is required for acquiring extra storage capacity.
Gallery Presets
Utilizing Gallery Presets enables the establishment of predefined default configurations for Galleries, which can be applied when initiating a new Gallery or incorporated into current Galleries.
See this article for more information about using Gallery Presets.