Creating a Photo Job for Portrait Photography
In this section we will walk you through how to set up your first job with GotPhoto. This guide was created specifically for portrait use cases & their most common workflows. You can find the volume photography guide here.
For a quick recap of our one time settings, click here.
Photographing mini sessions or corporate headshots and ready to jump ahead? Check out our step by step tutorials!
Creating a photo job
- Navigate to “Photo Jobs” and click the blue button “create new job” on the right
- Enter a job name (visible to customers) & date of shoot
- Select a job type which corresponds with your shoot
- Tip: The default settings (shoot method, price profile, communication profile, etc.) of a job type are automatically copied into the next job of the same type you create. If you have several shoots of the same type this can speed up your workflow.
Photo job settings
For mini sessions & headshots select “Access code for each person” under “access type”.
We primarily recommend two tagging methods for these kind of shoots: simple QR tagging with no list of names and QR tagging with list of names. In any case, each QR code connects to a private gallery, which is only visible to the person with the access code.
Which tagging method should you choose?
Choose “QR tagging” when you don’t have names or contact details yet
- Select how many QR cards you need for the shoot (1 QR code per customer / subject)
Add some extra QR cards in case some unregistered customers show up to the shoot
Choose “QR tagging – with list of names” in case you have collected your customers’ names and/or contact information upfront (e.g. via a booking tool)
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- Copy the customers’ data into our condensed template sheet for mini session & headshot style shoots (download here)
- Important: Do not fill out the “access code” row! The access codes will automatically be generated by the system after uploading the names list
- Upload the template and match the data in the sheet to the fields as follows:
- Add some extra access codes, in case some unregistered customers show up to the shoot
- For more information on how to upload names lists, please see our helpdesk article
Select a price profile
- Either use one of our default profiles (view profiles with button “show profile”, after selection of price profile):
- A) “Mini Sessions – Free Downloads + Prints Option”: Free download of images & a selection of novelty items from our partner labs (please ensure you have registered with the partner lab and have entered your customer ID here)
- B) “<Job Type> – Free Download Only”: free download of images, no print products (commonly used for headshots)
- Or create your own price profile, by building custom product packages & setting prices for your products
Archiving a job (recommended)
- Archiving a job takes the photos in your shop offline. It’s important to set an archiving date because it also triggers communication emails to the customers informing them when their photos will no longer be available. This promotes a sense of urgency and usually generates more sales.
Coupons (optional)
- Coupons create a sales incentive for customers by offering a discounted basket value or free shipping.
- They trigger coupon emails within “Communication Profiles” to customers who’ve yet to make a purchase.
- This coupon will be active for the job, meaning every customer with access to the job, and its value is applied to the basket automatically – they won’t have to enter a code to receive the discount.
- If you’d rather give certain customers an individual voucher, we suggest using our “custom voucher” feature. You can set up a voucher to be used as the booking fee “package credit” that can go towards their online order. This will put the client in a “buyer’s mindset” and provide the opportunity to upsell with larger packages and specialized product options!
Select a Communication Profile
- You can view the preset profiles by clicking the button “show profile” after selecting a communication profile
- Communication profiles are automated email and text messaging campaigns with multiple notifications that are linked to key events (triggers) within the job (such as coupon deadlines, archiving date, activation date etc.).
- Choose one of our default profiles or create your own (guide)
- Placeholders, marked by [[…]], like [[Customer.login]] will be replaced and tailored to the respective customer, e.g. the customer’s name, in the actual email being sent to the customer.
- Finally, press “save settings” to confirm.
Congratulations, you have successfully set up your first photo job!
We will send you further instructions on how to prepare for the shoot itself, once you get closer to the actual shoot date. If you’d rather have a look now, feel free to click below.
Preparing the photo shoot guide
Time for change
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Less admin work
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Happier parents and schools
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