Gallery Sales Workflows help you automate communication and promotions around your galleries, so you can drive sales without needing to manually follow up.

You can set up a series of emails, reminders, and banners that run alongside your gallery for example:

• Announcing when a gallery is live
• Sending reminders before a gallery expires
• Following up on abandoned carts
• Promoting offers or deadlines with in-gallery banners

Each workflow is tied to a gallery type, allowing you to create tailored experiences for different kinds of work (e.g. weddings, portraits, or school photography).

Compare: Project Workflows, designed as templates/check lists for new Projects.

Getting Started

To access Gallery Workflows:

• Navigate to Client Management
• Select Gallery Sales Workflows

From here, you can create and manage your workflows.

Creating a Workflow

You can either start from scratch or use a template as a starting point.

For both options, you’ll define:

• Workflow name and description
• Gallery type (which galleries the workflow will apply to: Client Galleries, Print Shop or Volume Gallery).

Use a Template Workflow

Means you start with a pre-built structure, then customise it to fit your needs.

• Click Copy to your workflows from the list of available Workflow Templates.
• An editable copy will appear under Your Workflows, including the type of Gallery it will work for.

Create a "Blank" Workflow

Enables you to build a template from scratch, without any pre-set parameters.

• Click the Create Blank Template button at the top of the window.
• A blank workflow will appear under Your Workflows. You will need to name it and nominate the type of Gallery it is intended for.

Building Your Workflow

Workflows are made up of a combination of emails and banners that trigger at specific times.

Emails

Set up automated emails to communicate with your clients throughout the gallery lifecycle.

You can customise:

• When the email is sent (e.g. after gallery release, before expiry, or a specific date)
• Subject line and content
• Call-to-action buttons

Common uses include announcements, reminders, and abandoned cart follow-ups.

Banners

Add visual prompts directly within your gallery to highlight key messages or promotions.

You can:

• Display banners at the top of the gallery or between images
• Schedule when they appear
• Customise text, styling, and layout

These are ideal for promoting deadlines, special offers, or important updates while clients are actively viewing the gallery.

Customising Your Workflow

You can edit, remove, or add new emails and banners at any time to suit your process.

Workflows are flexible, so you can keep them simple or build out a more detailed sequence depending on how you like to manage your gallery sales.