The Prepay feature needs to be activated it in your account after you've had a Prepay demo with us. Please reach out to us, and we're happy to schedule a demo.
I. General Prepay Settings
Under Settings (top-menu) > Online Shop Settings you'll find a new tab for the Prepay settings.
- Protected Access > If you check this box, your customers need to enter the unique access code you create in each individual Prepay job. If you don't check this box, your customers can only login with the job name, which should be the school's or event's name (e.g. AHS Fall 2020 or Huntington Soccer 2020). So, if the box remains unchecked, your customers simply type in the first 3 letters of the job, e.g. AHS, and the system will automatically suggest the matching job name. This is a setting that is applied to all of your prepay jobs.
- Title > This is the title of the page and it will be displayed on the browser tab, once your customers open the prepay website. The Prepay shop URL is the URL of your proofing shop with the suffix /prepay, e.g., if the proofing shop URL is demo.gotphoto.com, the URL of your Prepay Shop is demo-gotphoto.com/prepay.
- Primary Color you can adjust the primary color of your Prepay shop, in case you prefer another color scheme.
- Test Mode The default setting is that this box in unchecked, please don't change it and never check the box. The test mode is only dedicated to our product team and staff members and will be removed after the beta phase. If this box is checked, none of your customers' order can be processed.
Make sure to save the Settings if you've changed any of these settings.
II. Prepay Job Set-up
1. Access Code
- Select the method QR-Tagging with list of names, even if you don't have any data yet.
- If you have the names list, please upload and import it like in a proofing job
- If you'd like to switch the job to a proofing job after the Prepay phase, add an additional numbers of blank QR cards at "How many QR cards do you need on location?"
2. Price Profile
Assign a price profile for this job, but be aware that this will be the price profile for your proofing shop. You will set up the price profile for your Prepay Shop under the job's Prepay Settings.
3. Prepay Settings
You find the Prepay Settings under Important events:
- Deadline > Your customers will be able to place order until the day you've set here. They can place orders until 11:59 pm of that day.
- Access Code > Only needs to be filled in, if you've checked the Protected Access box in the General Prepay Settings of your account. You can't use spaces here, digits and letters are allowed, and it's not case-sensitive.
- Price Profile > This is the price profile that will be applied in the Prepay shop, please be aware of these settings:
- No upselling options (Additional poses, downloads or prints) will be shown in the Prepay shop, even if you're using an existing proofing price profile.
- The Download All package is available in the Prepay Shop, but, if you only offer single pose packages and upload only one picture for each individual, you may change the Download All package to an Individual Download.
- In the price profile settings, you also have the option to set the purchase of a package as mandatory or to set a minimum order value.
- Finally, make sure that you've added at least one package, otherwise no products will be visible in your Prepay shop (this is a current beta limitation). If you'd like to offer just individual products, as a workaround, you can create packages were you include those products.
- Custom fields > The fields for the students' / individual's legal first and last name are mandatory, but you can add one, two or three extra fields to the Prepay shop. The data you collect here will go in the respective columns of the names list.
The fields are customizable, so instead of teacher you can ask for the coach, instead for group you can ask for the grade, etc. .
Q: Which Information will be collected from customers?
A: First name, last name, email, phone number is optional
After you've set up the settings, make sure to save the settings at the bottom of the job Settings' page.
4. Coupon > The Coupon you set up here will only be applied in the proofing shop. It won't be applied in the Prepay shop. You can adjust the Prepay price profile to offer your products during the Prepay phase with a more attractive price scheme.
If you want to offer e.g. staff members free prints, please create a manual voucher for them (individual ones ore one for all). Your customers can redeem it in your Prepay shop.
5. Shipping > Check the Batch shipping box if you want to offer Batch Shipping, if you don't check the box, the job will be set to Direct shipping. Please not: For Prepay jobs, you can't select either Batch or Direct shipping, not both option at the same time- even if you see that option under the Batch shipping settings, this option works for proofing jobs.
If you select Batch Shipping, set the deadline for batch shipping and select either the manual or automatic transfer to the lab.
Q: How will my customers know that the orders will be sent in bulk to the school / organization?
A: Your customers will find a note in their cart before they proceed to the payment. It says "Free Shipping to establishment". The wording is not customizable, if the orders will be sent to your studio instead for pick-up, please let your customers know when you give them the Prepay Shop details.
6. Archiving Day
Setting an archiving day makes sense, if you'd like to switch the job to proofing after the Prepay phase as it is one of the triggers of your communication profile
7. Communication Profile
If you don't have any customer data before the shoot, you can't use the communication profile to inform your customers that the pre-orders are open. You need to email the job details to the school/organization. Please include the following details:
- Your Prepay URL*
- The prepay job Access Code (if mandatory) or the Job name they need to type in on the Welcome page ("School or Event Name")
- The prepay deadline
- The estimated time frame for shipping and delivery details
- If you switch the job later to proofing, let your customers know about your discounted prepay prices.
If you have your customers' emails, you can use the communication profile, just add a notification with the trigger "Before photo day" to reach out to your customers. E.g, you can set up one notification 10 days before picture day, and a reminder 5 days before picture day. Make sure to select the customer group with no photos available for these notification.
*Q: Can I also add the Prepay Shop link to My Proofing Website?
A: This is optional, but, yes, you can add a Prepay tab in your Proofing shop:
Go to Settings (top menu) > Pages & Menu > Click "Create New Page" Select Link to External Page and click "Create Page" and enter the requested information.
This is how the the Prepay tab will be displayed in your Proofing shop:
If you have your customers email addresses and/ or phone numbers ahead of the shoot, you can create a new Prepay price profile and add the trigger "before the photo day".
Select the following settings:
- The date of the delivery of the email can be customized, e.g. 10 days before photo day.
- Customer target group : Potential Buyers or All customers, both work here.
- Send photos to customers with no photos available
- Format can be a text or an email, you can also add two notifications, one for texts, the second for emails.
Then, you create your custom email to your customers, feel free to use the placeholders (e.g. for the first name or your company name) next to the text box.
Here's an example of a customized notification:
You can use the same trigger for more notification that is sent prior to the Prepay deadline to remind your customers that the deadline is approaching.
Once you've set up the communication profile, save again the settings on the bottom of the job's settings page.
If you'd like to the check crop of orders before the batch goes to production, you can also activate the Manual Revision for this job under the Advanced job Settings ( Job Settings > Actions > Advanced Job Settings).
8. Enable Prepay
On the job's Settings page, go to the Status of the job (very top right of the page) and change the settings from Planning to Prepay. If you don't activate Prepay here, your customers will run into an error message in the shop.
III. Names List
After the Prepay deadline, you need to check your names list for duplicates, as more than one family member may have placed an order for a student, and they may have typed in the wrong teacher name or used a short name instead of the legal name. You find the names list on the Settings page, under "Manage Names"
With our matching tool that automatically detects duplicates, you will be able to clear the list very quickly and merge matching data.
If you use the contactless Foolography workflow, you can skip the next paragraph, because you can simply export and the names list with the barcodes and print the barcodes for the shoot. Please check this article for a detailed workflow description.
IV. QR Cards
Once you have removed all duplicates, you can generate and print the QR cards for the job.
1. Click the QR Cards tab of the job, then click "Edit QR Card Layout"
2. Select the Minimal design, if you use barcode tagging, make sure to add the barcode in the Advanced settings of the QR card design.
This is how the Minimal design will look like: It includes the
- Job name
- Student's name
- Access code (can be used if you switch the job to proofing after the Prepay phase)
- Customer name
- Purchased items and order value
3. Print QR cards
V. Photo Upload
Upload your images via your preferred upload method. Then, under Photo Management, make sure, the galleries are sorted and all galleries are tagged. Finally, activate the access codes, you can sort them based on the names list.
VI. Photo Population and Order Creation
1. Once you have activated the access codes and all galleries look fine, go to Orders (top menu)> Order Entry and look up the order collection for your Prepay job. Right to the job name, click Actions, then "Review and Create"
2. Now, hit the "Populate photos" button.
Then, the respective images for each order will displayed under the Products/ Packages ordered column.
3. Finally, hit the "Place order(s) now" button.
Please note: The orders haven't gone to the lab yet. There is a last step needed: The open batch for this job needs to be sent to production > see VII. Batch Shipping
Also: If you have activated the Manual Revision for this job, the orders can now be found under Orders > Manual Revision and you need to revise and release them manually, one by one to the open batch of the job.
VII. Batch Shipping
Depending on your job settings, the orders will be either automatically sent to production after the batch shipping deadline, or, you can now release the batch manually to production.
VII. Switch Job to Proofing (optional)
You can now switch the job to proofing by changing the status from Prepay to Selling, this will also activate the trigger in the communication profile, if you've also included the standard triggers for a proofing job. Make sure that all proofing setting are set up correctly, before changing the status to Selling.
Q: Is it possible to include paper orders to the batch of online pre-orders?
A: Yes, you can use the Order Entry (Batch Shipping) to add orders that have been placed in paper forms. You will need to add the students manually to the names list of the job, before you create the QR cards. If you don't have their names, just add a sufficient number of additional blank QR cards before you generate and print them.
Please note: Currently, we advise you not to use the "Add Order" you find on the overview page of your Prepay Order collection. Instead, please create the order from the order entry start page, this way, the order will be automatically marked as paid. Using the "Add Order" option would create an order with an open payment, so you would need to manually mark it as paid.
A new order collection for the job will be created, if you Prepay job is set for Batch Shipping, the orders will afterwards go into the same batch as the Prepay job.
We are working on the improvement that orders which are placed with the "Add Order" button are also marked as paid. It should be solved by the end of week 43.
Q: What if there's a pre-order but the student is not present on picture day and I have to take re-takes. Am I still able to release the orders that have already been placed, as I can't populate images for that order?
A: Yes. The system will show you an error message after you've populated the images, so that you're aware that there are orders without images. Nonetheless, you can hit the Place order(s) now button, the system will move thosed order without pictures into a new order collection, all other orders with pictures will move into the open batch for that job.
Q: Can I cancel a Prepay order before I release the order collection to the batch?
A: Yes, click Actions next to the order that should be cancelled in the order entry, then click Delete.