Creating Client Marketing Campaigns

Exclusive to PortfolioPlus and ProSuite subscribers.


Campaigns are ready-to-go marketing strategies, that include banners and emails, to help save you time and increase sales. All you need to do is enroll. Campaigns are available to enroll in all at once or individually.

Client Marketing Campaigns are designed to be used by Clients and other Invited Guests that you have shared a Gallery with directly. For more information about making a campaign available for anyone to use when they're visiting your website, see these steps here.

Learn more about creating Client Marketing Campaigns, in this video and the information below:



To enroll in the Campaigns, follow these steps:

Enroll In All Campaigns

1. Click on the Selling  icon, on the left-hand side.
2. Choose the Coupons & Campaigns tab.
3. Click on the Setup a Campaign button.
4. Select the Enroll in all campaigns box.

You will be prompted with confirmation of enrolling in all of the available campaigns. If you'd like to continue with enrolling in all campaigns, click Yes. If you'd like to enroll in an individual campaign, click on No and click here on more information of enrolling individually. 


 

Editing enrolled campaigns

After confirming that you'd like to enroll in all of the campaigns, these coupons will be added to your account.

1. To edit one of the campaigns, click on the three dots icon to the right of the coupon. 
2. Click Edit from the dropdown menu. 
3. Optional: If you'd like to remove certain Galleries from the campaign, click on the dropdown caret and use the trashcan icon.

4. When editing a coupon, you can edit what kind of discount is being offered (Discount Type), which Galleries the coupon will apply to (Applies To), and during what time period the coupon will be active (Duration).
5. Next, you can choose how many emails will be sent about the coupon campaign, and edit the contents of those emails. To edit the Emails that will be sent, click on + to add an email and then click on Edit. If you want to remove an email, click on Remove. If you wanted to disable all the emails for the campaign, click toggle the switch to Off.
6. You can also control what kind of banner is seen within the applicable Galleries. To edit the contents of the banner, click on Edit. And to remove the banner option, click on Remove. If you want to turn off Banners all together, toggle the switch to Off.
7. Once you're done editing the coupon, click on Save.

*Keep in mind that while the coupon associated with the campaigns can be used by regular Visitors that you give the coupon out to, the automated campaign emails will only be sent to the Clients and Invited Guests that have been added to the Gallery.

 

Enroll In Solo Campaigns

1. Click on the Selling  icon, on the left-hand side.
2. Choose the Coupons & Campaigns tab.
3. Click on the Setup a Campaign button.
4. Click on the specific campaign that you'd like to enroll in.

Once you select the specific campaign that you want to enroll in, you'll be asked to confirm your enrollment. To enroll in the campaign as it stands, click on Enroll Now. To enroll in the campaign and edit the settings and details of the campaign, click on Customize & Enroll.


 

Editing the enrolled campaign

1. When editing a coupon campaign, you can edit what kind of discount is being offered (Discount Type), which Galleries the coupon will apply to (Applies To), and during what time period the coupon will be active (Duration).
2. Next, you can choose how many emails will be sent about the coupon campaign, and edit the contents of those emails. To edit the Emails that will be sent, click on + to add an email and then click on Edit. If you want to remove an email, click on Remove. If you wanted to disable all the emails for the campaign, click toggle the switch to Off.
3. You can also control what kind of banner is seen within the applicable Galleries. To edit the contents of the banner, click on Edit. And to remove the banner option, click on Remove. If you want to turn off Banners all together, toggle the switch to Off.
4. Once you're done editing the coupon, click on Save.

*Keep in mind that while the coupon associated with the campaigns can be used by regular Visitors that you give the coupon out to, the automated campaign emails will only be sent to the Clients and Invited Guests that have been added to the Gallery.

Making A Campaign Accessible On Your Website

When offering a Client Campaign, only those that are viewing the Gallery itself will be able to take part in the campaign – this can be done by sharing a direct link to the Gallery. See this guide for more information about sharing a Gallery. Or if you'd like to make the campaign available to anyone through a Gallery on your website, you can create a new page for the campaign related Gallery or add the Gallery to an existing page.

Keep in mind that because you're adding this Gallery to your website, if you'd like all your site visitors to view it and have access to the campaign, you'll want to open the Gallery to all visitors.

Create a New Page on Your Site To Offer the Campaign

One option for adding a campaign related Gallery to your website is to create an all new page on your website for this Gallery. 

1. In your account, click on the  Website icon on the left-hand side of your account pages.
2. In the Website Editor, click on the plus icon, on the left-hand side.
3. Choose the Link Page to Gallery option.
4. Then click on Add Page.
5. In the window that appears, select the Gallery you want to make visible on this new page.Then click Continue.

6. The new page that you've created will start out as a Draft. On the left-hand side of the Website Editor page, click on the ellipsis icon next to the new page you created.
7. From the menu that appears, choose the Move to Public option.
8. Now that the page has been added to your website, and is visible in your site's navigation menu, click on the Publish button.
9. And choose Publish Site to make these changes live on your website.

Add A Gallery to an Existing Page to Offer the Campaign

1. In your account, click on the  Website icon on the left-hand side of your account pages.
2. In the Website Editor, select the Page on your site that you want to add the Gallery to.
3. On that page, click on the plus icon in the location you want to place the Gallery.
4. Scroll through the Block options and under Image & Gallery Blocks choose the Linked Gallery Block option.
5. In the window that appears, select the Gallery you want to add.
6. Click Continue to add the Gallery to the page.
7. Now that the Gallery has been added to your page, click on the Publish button. And choose Publish Site to make these changes live on your website.

Be sure to then Publish your website when you're ready for this to go live on your website.
With the sharing link of the Gallery being used to allow access to the Gallery from your website, whenever a campaign becomes available, the Gallery will display the banner (if applicable) of the campaign and the coupon code will be able to be used when purchasing.