1. Statuses and other miscellaneous items #

We have some new features that will track guest clients who’ve signed up via InspiredByYou, including which client referred them (think sharing guest links, posts to social networking sites), and some new trigger features driven by the statuses you setup here, so we recommend you review your existing items.

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).  This 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.

2. Online Portal Preferences #

Maintenance > Preferences > Online Portal 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 Number and Client Last Name. While this won’t match your current InspiredByYou site, it will eliminate future problems on the new site., Click Set for Existing Users Now to have the software create the new logins for all existing clients.

Images tab – Your Logo should have transferred over, but you may want to take advantage of this opportunity to update it.  If you choose to update your logo, the image should be 250 pixels wide by 125 pixels tall.  If you wish to set a Background Image 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® –  which allows 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 – if you need more details on Customizing your site, follow this link.

3. InspiredByYou.com Preferences #

Most of your settings from the previous InspiredByYou.com site should have already transferred over to the new menu. However, now’s a great time to review and potentially change your existing settings for the new site.  For a full walk-through of these preferences, click here.

Company Tab
This tab is unchanged from the previous version. 

Clients Tab
Check if you’d like to Default all Clients to Show Online. This means your clients will be able to log in 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 features of InspiredByYou.

Images Tab
Your watermark settings will carry over from the previous version. However, 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
This tab is unchanged from the previous version.

Sales Tax Tab
This tab is unchanged from the previous version.

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.

4. New Shipping Method Options – you are currently using the Simple Shipping Method #

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).

1. None – Select this option if you do not wish to apply shipping charges to online orders.
2. 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.
3. 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.
4. Product Tiers (advanced)- This method is more complex and most studios won’t utilize it, so we’ve hidden it.  If you want more info, please follow this link.

Simple Shipping – Recommended #

5. Update your InspiredByYou Price List #

Price Lists

Go to Maintenance > Price List >Price Lists

1.  Double-click a Price List and check the box “Click here to enable Price Lists for InspiredByYou.com“
2.  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.

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 shows 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 be assigned 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, 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  your client sees on the printed Invoice.
• Product Description:  Optional field provides additional information you can include to help 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 included.
• Delivery Information:  Enter any special delivery information that may apply, such as Ships in 1-3 business day(s).

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, 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 whether this specific product allows for digital delivery.  For more info on Digital Delivery, click here.
b.  Digital Delivery Option – Select whether this product allows for digital delivery, and, if so, which images should be downloaded.
c.  Image Group Name – only applies if Digital Delivery option is set to “All Grouped Images”
d.  Payment Option – Select only 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

6. Set your Sessions to show online #

During the upgrade process, we’ll take your existing InspiredByYou Session Upload job located at Utilities > Control Center and convert it to a new Stratus Drive Image Upload job. This means your current workflow to determine when a session is ready to display online can stay the same! Even though there’s no set-up involved on this step, if you’d like to learn how the new sync process works (and how to change it in the future), click here.

If you do not already use the InspiredByYou Session Upload Control Center job, you can complete the steps outlined on the Syncing Sessions to show the online page.

*Remember, we will move over existing clients to the new InspiredByYou.com site for you. You do not need to have the new Control Center job set up before upgrading to the new site.