Lesson 3: Selling with Swift Galleries

Your account is set up and you have some sweet new wall designer skills… Let’s make some money!

 

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It’s time! Let’s make Swift Galleries make you (a whole lotta) money!

Accessing The Sales Opportunities

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.

Creating an In-Person Sales Opportunity

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.

To create a new In-Person Sales Opportunity:
  1. Click the “Create In Person Sales Opportunity” button – shocker, right?
  2. In the modal that comes up, the following info is required:
    1. Client Name
    2. Primary Contact
    3. Meeting Start/End Time
    4. Meeting Location

Everything else is optional. Let’s break down all of the things on this modal real quick though…

In-Person Sales Opportunity Settings

Client Information Section

  • Client Name
  • Primary Contact – I suggest you use an email address here
  • Secondary Contact – You can use whatever you want here… homing pigeon, smoke signals… up to you!

Sales Meeting Information Section

  • Meeting Start/End Times – Clicking on either of these will bring up a calendar. Pick a date on the calendar, then click the little clock icon to pick a time. We’ll automatically set the end time to 90 minutes after your start time, but you can change that if you’d like.
  • Meeting Location – This is required, as it shows up in the Calendar event when you save this to your calendar. If you’re doing Virtual Sales, this is a great spot to drop your Zoom or Google Hangouts/Meet link.
  • Meeting Notes – Need to jot down some notes? We’ve got your back. Here you go.

Meeting Settings

  • Tax Rate – Enter your local tax rate if you want us to calculate taxes for you (US residents only)
  • Tax Shipping – Click this if you need to also charge sales tax on shipping fees.
  • Start In The Simplified Designer – This will drop you into a stripped-down version of the Designer during your Sales Meeting. I highly recommend leaving this checked as it makes the “I’ll take it” process much more efficient if your client is not distracted by all the bells and whistles in the Designer.
  • Hide Culled Images in the Designer – This will hide any images that were marked as a “No” during the cull process from showing up inside the designer. I recommend leaving this unchecked as this would hide any pre-designed suggestions that include culled images, as well. So leave this one unchecked for now until you find a good reason to check it.
  • Only Show Prices During Checkout – Checking this box will hide all references to price in the Designer until something has been added to the cart. We prefer to keep this checked, but this one’s totally up to you.
  • Offer Discounts at the End of this Meeting – If you don’t plan to offer any sort of discount to your client, be sure to uncheck this box. Nothing worse than cruising through that screen and showing the client you had to opportunity to give them a deal, but chose not to.

Slideshow Settings

  • Slideshow Embed Code – If you would rather show a slideshow from a 3rd party slideshow app like Animoto or SmartSlides, just grab their embed code and paste it in here. If an embed code is in here (and it’s valid), we’ll show your custom slideshow instead of our default slideshow. If this is left empty, we’ll just show our default slideshow.

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.

Adding Your Sales Meeting To Your Calendar

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:

  • Apple Calendar
  • Google Calendar
  • Outlook
  • Yahoo Calendar
Starting Your Sales Meeting
  • From the current screen (the Sales Opportunities screen) – Just click the Start Meeting button
  • From your Dashboard – You’ll see your upcoming meetings on the Dashboard. You can click to jump straight into those meetings from there.
  • From your Calendar – If you’ve added the meeting to your calendar of choice you can go to that event in your calendar and you’ll see a direct link to the meeting from your calendar so you don’t even have to go through Swift Galleries to get to it.

The In-Person Sales Flow

The Title Screen

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:

  • Vertical (Portrait, if you’re feeling fancy) orientation – This splits the screen vertically with your Title Image on the left and the menu on the right.
  • Horizontal (Laaaaaaandscape, fancy-pants) – This one splits it horizontally with your Title Image on the top.

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.

The Slideshow
The first step in your Sales Meeting is the Slideshow. We have two options for displaying your slideshow.

Default Slideshow

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.

  • Each image is on screen for about 3 seconds, with a slider-style transition
  • You can navigate between images with the left and right arrow keys on your keyboard
  • You can go full screen by clicking the Full Screen button at the top right of the screen

Custom Slideshows

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.

Culling Yes and No Images

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.

Comparing Similar Images

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!

Selling Wall Galleries

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:

  • Any pre-designed Suggestions will be displayed in the left-hand Action Panel.
  • At the bottom of the Action Panel you have the options to skip wall art products and head to Add Ons or the option to add the current active gallery to the cart.

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:

  • Click the “Add to Cart” button

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.

Selling Add On Products

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.

  1. Click the Choose button for the Add On you’d like to add to the order, then
  2. Update the notes and quantity as needed.
  3. Click the “Finish” button to add it to the order.

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:

  • Description
  • Notes
  • Price
  • Quantity

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.

Offering Discounts

On the next screen in the Sales Flow, you can offer two different types of discounts to your client:

  • Flat Rate Discounts – These are commonly things like Studio Credits or Print Credits. This is a set dollar amount type discount.
  • Percentage Discounts – Common examples of Percentage Discounts are things like “Save 5% when you pay in full at the sales meeting” or “10% off all orders over $2,000”.
Checkout Flow

From this point, it’s a pretty typical checkout flow…

Client Details

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?

Checkout Summary

This is your opportunity to review all of the order details before placing the order.

Payment Collection

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).

Order Management

You got an order! Now what…..?

Accessing Your Orders Report

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:

  • View Receipt – You got it, this will fire up the receipt in a new tab.
  • Download Order – This will initiate a download for your Order Zip File. Check out the next section for more details on the Zip file.
  • Reporting Status – This is a toggle in the Order Details section. Turn Reporting Status to “Excluded” if this was a test order and you don’t want it to affect your income reports.
  • Ordered Images – This is waaaaaaaay at the bottom of the screen and is a simple way to download individual images that are included in your wall art galleries. It’s convenient if you need to grab one image from an order, but really… just use the Download Order button to download the full Order Zip File.
Your Order Download Zip File

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:

  • A 16×24
  • With a “Special Dark Walnut Frame, .75”
  • From Musea

Everything you need, right there. Hooray for efficiency!

Placing Orders

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.

Final Thoughts

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.

Hey look, free stuff!

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