Automated Emails
With PicThrive you can power up your integrations to send out Automated Emails. You can send out Gift Cards for pre-purchases & Store Links for post-trip sales.
You can track which customers get Automated Emails and which don't by visiting Integrations -> Automated Email.
If you wish to setup a new Automated Email you first need to create an Automated Email Rule.
Automated Email Rules
These Rules define how bookings/waivers are matched to albums. For each trip you run, you will need to define a new rule.
To create a rule:
- Navigate to Integrations -> Automated Email
- Select the Store you wish to edit the Rules for on the top right.
- Click Rules on the top left.
- You will see a list of preset rules. Click Create Rule.
- Confirm at the top of the screen that you have selected the Correct Store.
- Select what type of email you would like to send.
- Link to Buy (Post-trip Sales)
- This will let you send a link to your Online Store for those guests who have not purchased anything.
- Gift Card (Pre-purchase)
- This will let you give photos or videos away to guests who have pre-purchased or who should receive free photos based on their booking.
- If "Entire Album" is selected, guests may receive the album with all of its contents, instead of a gift card
- Link to Buy (Post-trip Sales)
- After selecting the type of email, add in the extra details that appear below the selector.
- If you want to also send via sms, click the send to sms checkbox.
- Next, go through each section below:
Which trips or tours does this rule apply to?
This input selector lets us know which Tours this Rule should apply to. As you start typing in the Filter PicThrive will display a list of recent tours in its Auto Complete.
We recommend finding the smallest keyword that will match all the tours you wish to have this rule apply to. For example, if you have two trips "Long Zip Tour" and "Short Zip Tour" we recommend using the filter "Zip" to match both. If you only want to match "Long Zip Tour" we recommend adding the filter "Long Zip".
After you have added in at least 1 filter keyword, click the "Test Button". It will show all the bookings we have for the specified day. If the booking highlights in green, then your filter will match it. If it highlights red, then that guest will not be used in this rule.
Which add-ons does this rule apply to? (Optional)
This section lets us know which add-ons this Rule should apply to, if any. The first input selector lets us know which add-on name the filter should apply to. As you start typing in the Filter PicThrive will display a list of recent add-on names in its Auto Complete.
Much like the Tour Filter, we recommend finding the smallest keyword filter that matches all the add-on names this filter should apply to. For example, if you have "shirts", "shirt XL" and "large shirt" we recommend using "shirt" as the keyword to match all shirt add-on names. If you only want to match the "large shirt" add-on, use the keyword "large shirt".
After you have an add-on name specified, click the dropdown beside it that says "Is any of". This lets you choose how you want the filter to function. If you select "Is any of", you can choose multiple values that the add-on can have. Similarly, if you select "Is not any of", you can choose multiple values that the add-on cannot have. Alternatively, if the add-on value doesn't matter to you, you can select either "Exists" or "Does not exist" to specify if the add-on name should exist or not.
Once the filter is what you want, click the "+" button to add the filter to the rule. You can add multiple add-on filters, and we will match if any of them is met.
After you have added in at least 1 add-on filter, click the "Test Button". It will show all the add-ons we have for the specified day. If the add-on highlights in green, then it matches a filter. If it highlights red, then it does not.
Which albums should we match this with?
This input selector lets us know which Albums this Rule should apply to. As you start typing in the Filter PicThrive will display a list of recent album names in its Auto Complete.
Much like the Tour Filter, we recommend finding the smallest keyword filter that matches all the albums this Rule should apply to. For example, if you have "3pm Long Zip", "4pm Long Zip" and "Short Zip" we recommend using "Zip" as the keyword to match all albums. If you only want to match the "Long Zip" albums, use the keyword "Long Zip".
After you have added in at least 1 filter keyword, click the "Test Button". It will show all the albums we have for the specified day. If the album highlights in green, then your filter will match it. If it highlights red, then that album does not match and will be ignored in this rule.
When would you like it to send?
When selected the time to send, it is important to be aware of your uploading schedule. Every rule will run on the schedule you give. At the time of the schedule it will attempt to match the bookings to the albums. If you have not uploaded any content before the scheduled time, the rule will not match guests.
We recommend setting Store Links to be sent the day after the Trip. For Gift Cards, we recommend sending on the same day, at the end of your day.
What is the name of this rule?
Name the rule in a way that you can understand. It will not be visible to guests.
Build Rule
Before you can save your rule it needs to be built and tested. This stage will take a day when you have real bookings and albums. It will then build your rule, and attempt to apply it to that days events. Don't worry, nothing will be sent at this time.
Click "Test & Build Rule". If there are no bookings or albums, adjust the date or wait until you have used PicThrive for a few days.
PicThrive will then show you a summary of the Rule. It will also instruct you on how guests will be directed to their albums.
If you wish to see how the rule was applied, click "Toggle Match Results" for more info.
Save & Activate Rule
If all looks good, go ahead an "Enable" the rule and hit Save.
You can then track the rule at anytime by navigating to Integrations -> Automated Emails and selecting the correct Store and date.
