Home > InspiredByYou.com 2.0 > New Users - Setting up InspiredByYou > Step 1: New Users Basic SetupStep 1: New Users Basic Setup
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 myStratus: 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. Maintenance > Preferences > Online Portal Preferences Features found in this form:
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 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® - 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 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 myStratus, find out more here. Sales Tax Tab - Select your tax options here, the Default In-State Tax will automatically be carried over from you myStratus 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).
Simple Shipping - Recommended
Subtotal shipping
Product Tiers - Advanced
Very few clients will want, or need, to use this Shipping Method. The setup is much more advanced. What this method does is it takes each line items Product Shipping Tier, finds the highest shipping fee, and applies that to the order. This feature is disabled but if you want to use it, just email Support@StudioPlusSoftware.com and ask them to enable Product Tier 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.
a. Check to Show Item Online b. Decide whether this item requires a single image associated with it (for example, an 8x10 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
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
*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 in Maintenance > Preferences > InspiredByYou.com Preferences on the New InspiredByYou.com tab, the link above the button "Upgrade now to the new InspiredByYou.com'. Get ready to click that button! Head over to Maintenance > Preferences > InspiredByYou.com Preferences. The first tab has the button Upgrade now to the new InspiredByYou.com. If you've completed this checklist, go ahead and click the button to proceed with the upgrade.