Watch the training video for a full set up overview and scroll below for full written instructions.
Initial Set-up
Below are the most important settings you need to set up beforehand to ensure a smooth transition to InspiredByYou for your clients. Some settings can be done after the upgrade process. Link Below! If you’d like to print off a list to follow along, click here.
We have some new features that will track guest clients who’ve signed up via InspiredByYou, what client referred them (think sharing guest links, posts to social networking sites), and some new trigger features driven by the statuses you setup here.
Client Statuses – Add a new Client Status to be used when a Guest Client wants to purchase images from another Client’s Session (Maintenance > Client > Client Statuses). It will be used on the new record created for that Guest. For more information on Client Statuses, click here.
Lead Source – Add a new Lead Source to automatically be added to any Guest Client created. This can provide info on how many new clients have purchased from other clients’ Sessions, and how many of those booked a session (Maintenance > Client > Lead Source). For more information on Lead Sources, click here.
Session Types –Any Session Type used on InspiredByYou.com must have a Web Price List selected and a Default Duration Online number of days set. This will automatically set the Web Expire Date on any Session that gets uploaded. (Maintenance > Session > Session Types). For more information on Session Types, click here.
Session Statuses – Add a new Session Status for when a Session is ready for upload to InspiredByYou, or use one of the already existing ones. (Maintenance > Session > Session Statuses). Next, Create a Status that notes the Session has successfully uploaded to InspiredbyYou. Once a session is in that status, it will be ready to show online. – and be sure to check the box “Show Online”. Since the images are now uploaded to the stratus drive, flagging this box will allow them to be seen online. Finally, create a session status for when the upload may fail (ie. “Upload Failed”). You’ll be using these Statuses in step 6 below. For more information on Session Statuses, click here.
Invoice Statuses – If you’d like clients to be able to see where their order is in the process, add an Online Description to existing Invoices Statuses or add new Invoice Status and add an Online Description (Maintenance > Invoice > Invoice Statuses). If you plan on offering clients Prepaid orders and then adding the images to that order via InspiredByYou, add a new status to be used on those invoices once they’ve been submitted back by your client. For more information on Invoice Statuses, click here.
This Preferences Menu holds the basic settings for ALL online features in Stratus: InspiredByYou, Online Booking, Web Forms, and Client Referrals . If you already use our Online Booking, Web Forms, or Client Referral Program tools, this menu will already be mostly set up.
Logo Background Image (IBY main screen): 2000 pixels wide by 1500 pixels tall
Chat Support Set-up (allows Studios to provide chat assistance directly to their clients)
Custom Help Pages (They design and upload to us)
Customization settings for portal appearance – Should have transferred over from old location in other preferences.
General tab – If you use Online Booking or Web Forms,this will display the login information already set for your clients. This will be your client’s new login to InspiredByYou.com.
If you do not use Online Booking or Web Forms, we recommend setting your new login options to Client Email and Client Last Name. Click Set for Existing Users Now to have the software create the logins for all existing clients.
Images tab – Upload your Logo, it should be 250 pixels wide by 125 pixels tall. If you wish to set a BackgroundImage for your InspiredByYou web page, it should be 2000 pixels wide by 1500 pixels tall
Help tab – Add your phone number and email address to be seen by clients, in case they need help. In addition, if you want to integrate with Provide Support® – allowing you to provide chat help for your clients – add the Provide Support Graphic Button Code and your Provide Support Link. Or, create your own HTML Help document and Import the HTML Code.
Customization tab – Customize the look and feel of your InspiredByYou pages to match your existing web site. Just blank out the color to set it back to the default. You can also paste a custom hex color or free-type the name of a web-safe font (NEW 2020!) for additional customization. Click here for details of Customizing your page!
After your online portal is set up, head over to Maintenance > Preferences > InspiredByYou.com Preferences menu. Start on the Company tab.
Company Tab – Do you want:
Clients to pick their own yearbook poses?
Show them images that have a rating of “Not Selected”?
Upload Selected Images as “Favorites” and “Not Selected” as hidden?
Can clients share their images on social media sites?
Require a PIN when e-signing contracts?
Clients Tab – Check if you’d like to Default all Clients to Show Online. This means your clients will be able to login to your site if they know their login information – whether there is a session visible online or not. This setting helps if you want to give clients the ability to update their personal information online or use the other benefits of InspiredByYou – like Contracts or Web Forms. Select a Client Status for New Guest, and a Lead Source.
Images Tab – Set your Watermark options here. There’s a new feature to determine the position and size of your watermark on an image. – which means you can now display a graphic watermark in the corner, rather than only in the middle of an image.
Orders Tab – Select the Statuses for InspiredByYou orders, and how clients will pay for Orders. If they will pay online, and integration with TSYS, Global Payments, or eWay is already setup, this will be filled in for you. If you’re not processing Credit Card Payments directly in Stratus, find out more here.
Sales Tax Tab – Select your tax options here, the Default In-State Tax will automatically be carried over from you Stratus tax rate.
Shipping Tab – We have new shipping method options available to make your shipping capabilities even smarter! Check out the next step for instructions on setting up your new shipping method.
There are three new methods to process shipping fees for your customers. To set yours up, go to Maintenance > Preferences > InspiredByYou.com Preferences > Shipping.
First, decide which method will work for your studio in the Shipping Charge Method drop down and follow the matching instructions to set it up (Click the method you’d like to use to view its instructions).
None – Select this option to not apply shipping charges to online orders.
Simple (recommended) – Similar to standard retailers, this method has the client determine their own shipping rate based on speed of delivery. For example, Standard Shipping = $10 and Expedited Shipping = $15.
Subtotal – Building off the Simple method, Subtotal-based shipping will have the invoice automatically calculate shipping based on the invoice subtotal and speed of delivery. For example, Standard orders between $0-$100 pay $8 shipping and Expedited orders between $101-$200 pay $32 shipping.
Product Tiers (advanced)- This method will let the client choose their speed of delivery AND automatically calculate shipping based on the specific items in your price list. Product Tier shipping is primarily used if the cost to ship items varies based on the item ordered – for instance, if you sell items that are shipped directly from different vendors.
Simple Shipping – Recommended
After selecting to use the Simple shipping method in the InspiredByYou.com Preferences, click the Shipping Methods button next to Default Shipping Method.
On the Shipping Methods maintenance screen, switch the top drop-down to Show Online Shipping Methods.
Enter the different shipping speeds you’d like to offer (such as Standard, Expedited, Overnight, etc.) This is how your shipping will appear online.
Next to each Shipping Description, enter the fee we should add to the invoice when this method is selected.
Close the window to save your changes.
Back on the InspiredByYou.com Preferences window, select your Default Shipping Method you want to automatically get applied to an invoice unless client selects otherwise.
Subtotal shipping
After selecting to use the Subtotal shipping method in the InspiredByYou.com Preferences, click the Shipping Methods button next to Default Shipping Method.
On the Shipping Methods maintenance screen, switch the top drop-down to Show Online Shipping Methods.
Enter the different shipping speeds you’d like to offer (such as Standard, Expedited, Overnight, etc.) This is how your shipping will appear online.
Close out of the window to save your changes.
****Waiting on Enhancement – Go to Shipping Amounts to enter parameters for what the subtotal on an invoice must be to apply the corresponding fee.
Close out of the window to save your changes.
Back on the InspiredByYou.com Preferences window, select your Default Shipping Method you want to automatically get applied to an invoice unless client selects otherwise.
Free Shipping Threshold: All shipping methods have an option for a free shipping threshold (“Spend $300 to get free shipping!”). Enter an invoice total which is the threshold for the system to automatically provide free shipping. If you do not wish to offer free shipping online, leave this field blank (setting this field to $0 will give all invoices free shipping).
Almost there! The new InspiredByYou.com site is now fully integrated with your price list settings in Stratus! Meaning you can now offer our full price list functionality online – including coupons and promo codes. While this step is quite simple, it can take some time to set up your price list for the new system. And we have lots of great features available to make your products even more enticing to clients! If you would like screen shots to help you along, please click here.
Price Lists
Go to Maintenance > Price List >Price Lists
1. Expand the Price List and double-click an Item Group to edit its online presence:
a. Check the box “Show item Online”
b. Enter the item’s Marketing Description – single line describing the group of items to be displayed online
c. If you have a Marketing Image that best represents this group, select it here.
Individual Price List Items – Expand an Item group, and double click an Item.
1. Go to the InspiredbyYou.com tab
a. Check to Show Item Online
b. Decide whether this item requires a single image associated with it (for example, an 8×10 would require an image, a CD slideshow would not)
c. Sales Rating for Best Selling Ranking – This field will show clients your best selling items in order of this rating when they first select an Item Group (group of products). In addition, since each Item Group is selected one at a time, each Item in that Item Group can have its own rating. A rating of 1 is the “Best Rating”, 100 is the “Lowest Rating”. This is basically a way to sort your products so that items you want to sell / push are at the top of the list. If you don’t give any items a rank, they will show up in alphabetical order. If you do rank some, then they will be at the top, those without ranking will be listed in alphabetical order after the ones with a rank.
d. Product Image section – add, delete, or replace images of the “product” being offered. You can have multiple images, but the first one will be the primary image. An example of using multiple images would be a frame with multiple colors.
e. Product Information tabbed section in bottom left corner
Marketing Description: Product Title as it will appear online, similar to the Item Description that client see’s on printed Invoice.
Product Description: Optional field provides additional information you might want to include to sell this product
Product Feature: Enter specifications of products that clients may find useful, such as the length x width of the item or how many poses are include
Delivery Information: Enter any special delivery information that may apply, such as Ships in 1-3 business day
2. Go to the Related Items tab – Use this tab to select any other price list items that you want to market with this item. For example, display a matching size frame for all prints of X size. Alternatively, you could choose to show other sizes of the same product. Selections here will appear in a Related Items section online.
3. Go to the Miscellaneous tab – Now includes Shipping Options – only used with Product Tier Shipping Method.
4. Go to the Digital & Fulfillment tab, for more info on Digital Delivery, click here.
a. Digital Delivery Section – Use this section to define if this specific product allows for digital delivery. b. Digital Delivery Option – Select whether this product allows for digital delivery, and, if so, what images should be downloaded. c. Image Group Name – only applies if Digital Delivery option is set to “All Grouped Images” d. Payment Option – Select if a payment needs to be processed before the images can be downloaded. e. Invoice Percentage – Only applies to “Must be paid by a percentage of overall invoice total” Payment Option. f. Image DPI – Enter what DPI the downloaded images should be.
g. Max Image Size – Enter the Max Image Size in PX for the downloaded images.
h. Watermark Images – Check if the images downloaded should be watermarked – Pulls from InspiredByYou.com Preferences – Images tab
i. Include Copyright Release Form – Check if the download file should include your Copyright Release form PDF – Pulls from Company Preferences – Digital tab
We display images online based on whether they’ve been setup to Show Online, either based on the Session Status set on step 1 / Session Statuses, OR the Sessions Online tab / Show Online box has been flagged and those images have been synced to the Stratus Drive. You can manually Sync to Stratus Drive, or you can have the Control Center do it automatically for you, whenever the Session Status reaches the status set in step 1 above.
*Remember to check your work! You can view a sample of your website before it’s officially live! You can find the link to the sample inMaintenance > Preferences > InspiredByYou.com Preferenceson theNew InspiredByYou.comtab, the link above the button “Upgrade now to the new InspiredByYou.com’.
Get ready to click that button! Head over toMaintenance > Preferences > InspiredByYou.com Preferences.The first tab has the buttonUpgrade now to the new InspiredByYou.com. If you’ve completed this checklist, go ahead and click the button to proceed with the upgrade.