Your account is set up and you have some sweet new wall designer skills… Let’s make some money!
It’s time! Let’s make Swift Galleries make you (a whole lotta) money!
If you are watching this lesson immediately after Lesson 2, then you’re probably still inside the Designer. To get to the Sales Opportunities screen from the Designer, just click the “Exit” button at the top left of the screen. This will drop you right into the Sales Opportunities screen.
From the dashboard, navigate your way into a client folder, then click the “Opportunities” tab from within that client folder.
Don’t be fooled by the name, this is the #1 way you should be selling your work with Swift Galleries (even if you don’t do traditional, face-to-face In-Person Sales). We recommend using the In-Person Sales Opportunity for every client. If you don’t plan to do an traditional IPS meeting with the client, then use the IPS Sales Opportunity anyway and do a Virtual Sales meeting with them over Skype or Zoom.
Everything else is optional. Let’s break down all of the things on this modal real quick though…
Client Information Section
Sales Meeting Information Section
Tax Rate Estimation
This one is currently only for US Residents. Click the link to be able to enter your studio address and your client’s address and we’ll do a tax estimate for you in the checkout flow.
Once you’ve created and saved your sales meeting, just click on the box with the calendar icon and date in it and you’ll have the option to add the meeting to your calendar of choice. This includes:
This is home-base for your Sales Meeting. From here you can skip to the major parts of the Sales Meeting, but we suggest you just go in order from top to bottom of the list.
There are two layouts available for the Title Screen and they’re set be default depending on the orientation of your Title Image:
Changing Your Title Screen Image
The Title Screen image is set in the client folder in the “Images” tab. Just click on the image you’d like to set as your Title Image and the Title Screen will update accordingly.
Our default slideshow is, admittedly (and intentionally) basic. The goal with our slideshow is to put all of the attention on your work, rather than on our software. So it’s pretty basic.
Not feeling our slideshow? No problem. If you use a 3rd party slideshow software like Animoto or SmartSlides, you can drop your slideshow embed code into the Sales Meeting Settings (see the “Slideshow Settings” section above) and we’ll show your slideshow video instead of our default slideshow.
After the slideshow, you’ll want to go through each image and get the client to give you a “Yes” or a “No”. Sorting images into Yes’s and No’s is really simple. Just tap the Up arrow key on your keyboard for “Yes” and the Down arrow key on your keyboard for “No”. It will automatically move on to the next image after you’ve sorted an image.
Sometimes your client may have trouble deciding between two or more similar images from the bunch. That’s where the Compare Images feature comes in. After clicking “Compare Images”, you’ll come to a grid of all your images. Simply click the images you’d like to compare, then click the “Compare” button at the bottom.
Clicking on any of the images will bring up a larger version of that image and allow you to zoom into the full resolution image to see all of the details. Move between compared images with the Left and Right arrow keys on your keyboard and mark your yes and no images with the up or down arrow keys on your keyboard and you’re good to go!
At this point in the Sales Meeting your client has seen all of their photos in the slideshow and decided which were their favorites through the cull and the compare images features. It’s time to start selling some products!
We always start with the largest products first, and that tends to be wall art. So… off to the Designer we go!
The Simplified Designer View
By default, you’ll be dropped into the Simplified Designer. This is a stripped-down version of the Designer that was… ahem… designed to keep your client from being distracted by all the bells and whistles of Swift Galleries. In this version of the Designer you’ll see:
As for features, you can swap images out in your existing Suggested Galleries, but you can’t make any edits to the layouts or products.
Again, the goal here is to make it as quick as possible to get to “I’ll take it!”. That said, if you need the full featured Designer, it’s very simple to get into it…
Accessing The Full Designer View
Need all the features of the Swift Galleries Designer during your Sales Meeting? Just click the little down arrow at the top left of the Action Panel. It lives just below your studio name and your client’s name. Click that and you’ll switch back into the full Designer, with all of the features you learned about in the previous lesson.
Adding Wall Galleries To The Cart
This one’s easy… you ready?
To add an active gallery to the cart:
You did it! I told you this one was easy!
Editing Cart Contents
Need to delete something or make edits to something that’s been added to the cart? Click the “Review Cart” button from inside the Designer, then the “Remove” button to remove that item from the cart or the “Edit” button to go back to that gallery in the Designer. Once you’ve made your changes, click the “Update Cart” button.
You probably want to sell more than just wall art, right? That’s where Add Ons come in. From the cart, click the “Add Ons” button at the bottom left of the screen. This will drop you into the Add Ons screen of the sales flow.
Click the “Choose Add On” button and you’ll have two options…
Selling Existing Add Ons
After you’ve clicked the “Choose Add On” button, you’ll presented with a list of all your saved Add Ons.
Creating New Add On Products on the Fly
Want to sell something you haven’t yet saved in Swift Galleries? Click the “Choose Add On” button then scroll all the way to the bottom of your list of Add On products and click the “Choose a Custom Add On” button.
This will allow you to set the:
Additionally, you’ll have the option to “Save For Later” so you can sell this Add On in future sales meetings, as well.
Click “Finish” and the product will be added to your order.
On the next screen in the Sales Flow, you can offer two different types of discounts to your client:
From this point, it’s a pretty typical checkout flow…
Here’s where you’ll enter all of your client’s contact details as well as any shipping fees you may need to charge. Pretty simple stuff, no?
This is your opportunity to review all of the order details before placing the order.
If you have payment collection turned on (currently only available for US residents), you’ll have the option to take a credit card payment right on this screen. If you don’t have payment collection turned on, you can collect payment through any other means (check, cash, PayPal, Venmo, etc.) and still place your order inside Swift Galleries.
If you have payment collection turned on but your client would rather pay with something other than a credit card, you can click the “Manually Collect Payment” button to skip the credit card payment screen.
Order Confirmation and Client Receipt
The final screen of the Sales Meeting is the Order Confirmation screen. This will summarize the order details and give you an option to view and print a client receipt. The only thing left to do is happy-dance (after your client has left).
You got an order! Now what…..?
From your dashboard, click on “Reports”, then “Orders”. You’ll see a list of all your orders. If the order number is yellow, that order is still processing. If it’s blue, it’s ready! (If it’s grey, it’s been marked as a test order).
Clicking into an order from the Orders Report gives you all of the order details, with a few additional options:
Downloading the Zip File from your order (and… you know… unzipping it) will open up a world of possibilities. Ok, that’s not true, I was just seeing if you were still paying attention. It’ll open up a new folder that includes a PDF overview of the entire order including details on labs and costs for you to place your orders.
It will also include a folder for each gallery wall in the order. The filenames in that folder have been changed to include everything you need to know about placing the order, all in the filename.
It’ll look something like this “Your_Original_Filename__size[16x24_IN]__type[Special Dark Walnut .75 inch Framed Print]__bleed[0.25000_IN]__lab[Musea]__10549.jpg” which means you need to order this image as:
Everything you need, right there. Hooray for efficiency!
Swift Galleries does not automatically fulfill your orders for you. We give you all of the fulfillment details so you can make any final edits to your images before placing your order with your preferred lab.
You did it! You’ve finished the Free Trial Lessons! If you have any questions at all, please don’t hesitate to set up a free call with me below through the “Request a Setup Call” link! We’ll take a few minutes to look through your account, answer any questions and determine if Swift Galleries is right for you and your business.