Step 1: Create your Gallery
- Log in to Workspace and navigate to Image Gallery in the main menu, then click New Gallery.
- Give the new gallery a title that identifies the school or team. Adding the year may help you locate the folder later on! This will become ever more important as your work builds up in Workspace.
- Select School/Daycare Gallery as the type
- Select a Workflow if you have one set up.
- Click Create Gallery
Step 2: Upload your photos
Click Upload Images and upload all the renamed image files for this school to your new Gallery.
Your images will appear automatically once uploaded.
Step 3: Apply your CSV file
Click the Auto Create Collections button and apply the CSV file. A pop-up window will appear displaying the data that Workspace is importing. Check the data layout to ensure it’s correct, and if so click "Process Above Data." Wait for Workspace to finish processing the data. Do not leave or refresh the page during this process.
Step 4: Check the data
Once the data is processed, check the Collections menu on the left-hand side of the page to see a list of students' names with the number of images in their Collection. Click on a few names to verify that the correct images appear in their Collection.
Step 5: Apply Settings
Click the Gear icon to view and edit Gallery Settings (layout and design, workflow, privacy, price list etc).
Step 6: Release the Gallery and shopping cart
Once you’re satisfied with the Gallery, share your Login Portal page link with the school so that they can distribute it to parents, for example, by email.
You can also implement a workflow to automate follow-up emails triggered by dates connected to (e.g.):
- Gallery release or termination date
- The end of free/bulk delivery
- Abandoned shopping carts
- A date you set
Workspace includes an editable template for a volume account workflow to act as a guide and source of ideas:
If you’ve used the Pre-Registration feature, you can email parents directly to inform them when their photos are ready to view and make purchases.
