Home > InspiredByYou.com 2.0 > New Users - Setting up InspiredByYou > Step 1: New Users Basic Setup
Step 1: New Users Basic Setup
1. Statuses and other miscellaneous items |
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. 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 |
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.
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. |
3. InspiredByYou Preferences |
After your online portal is set up, head over to Maintenance > Preferences > InspiredByYou.com Preferences menu. Start on the Company tab.
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. |
4. New Shipping Method Options |
There are three new methods to process shipping fees for your customers. To set yours up, go to Maintenance > Preferences > InspiredByYou.com Preferences > Shipping.
Simple Shipping - Recommended
Subtotal shipping
Product Tiers - Advanced Free Shipping Threshold: All shipping methods have an option for a free shipping threshold ("Spend $300 to get free shipping!"). Enter an invoice total which is the threshold for the system to automatically provide free shipping. If you do not wish to offer free shipping online, leave this field blank (setting this field to $0 will give all invoices free shipping).
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5. Update your InspiredByYou Price List |
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:
Individual Price List Items - Expand an Item group, and double click an Item.
1. Go to the InspiredbyYou.com taba. Check to Show Item Online 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, you could 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 if this specific product allows for digital delivery. |
6. Set your Sessions to show online |
We display images online based on whether they've been setup to Show Online, either based on the Session Status set on step 1 / Session Statuses, OR the Sessions Online tab / Show Online box has been flagged and those images have been synced to the
Stratus Drive. You can manually Sync to Stratus Drive, or you can have the Control Center do it automatically for you, whenever the Session Status reaches the status set in step 1 above.
Our recommendation is to use the Control Panel Stratus Drive Image Upload Job. Follow this link for Syncing Sessions to InspiredByYou. |
*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.
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