SOCIAL EVENTS - Portraits - Using PhotoMatch ID by Email and/or Cell

When you don't need participants names, you can ID images to participants emails and/or cell, so you can market photos immediately after taking them.

Event Setup

The following instructions will guide you through a PhotoMatch ID by Email and/or Cell

1. Click on Events on the top menu in CORE.  
2. On the left menu select Sports
   1. This narrows down the workflows, features and products to that specific type of event (if you don't have a workflow for this type event, click here to learn how to setup a workflow)
3. Click “Create New Event”
   
4. Select Your Acct #
   1. Select the market type: Sports
   2. Select your workflow
      1. You will notice the add-on features are automatically selected or deselected based on your workflow settings.
         1. At this point you can select or deselect any add-ons
      2. Enter Your Event Name – Remember your customer will see this name, so we don’t recommend abbreviations. If you allow customer to search for events, the full name and year in the event name are helpful.
      3. Event Date: enter the date of the event
      4. Event Deadline: enter the deadline date that will appear on the website (people can still order after the deadline).  We recommend a 7-day deadline.
      5. Late Fee Date: enter the date you want to start charging a late fee. This date needs to be at minimum one date after your deadline date.  We recommend not setting a late fee date and instead using a CCS Preferred offer that automatically increases prices after the deadline.
      6. Email Campaign will be preselected based on the settings in your Workflow, this can be changed after the event is setup if necessary
      7. Offer: will default the offer you set on the Workflow. You can change it here or after the event is setup.  We recommend the CCS Preferred Offer.
      8. Zip Code: this is the zip code of the event location
      9. Click Continue to setup the event
         
         
      10. You will now be within the Event Details of the event you just created

Offer Setup

Your “offer” is the set of products you are offering your customer. When you select your product offer for the event, you’ll also be prompted to enter any captions and logos you’d like used when producing those products.  Again, we recommend the CCS Preferred Offer.

1. While in your event, click on Offer Setup on the left menu
   1. Here you will enter text/captions/logos for all prompts that will be the same for everyone photographed, such as, date or event name.
      1. Note: The prompts you see here are determined by the products you have in your product offering.
   2. If you are importing a roster, you’ll be able to import custom text/captions when you import your roster.   If you are not importing a roster and doing a View First event, your customer will be prompted for these captions when they place an order.
   3. After entering captions and logos click Save Changes
      

PhotoMatch Settings

Confirming your PhotoMatch settings are setup for your View First event.

1. While in the event, click on PhotoMatch on the left menu
   1. Make the following PhotoMatch selections and Save Changes
      
2. Click on Event Details on the left menu
   1. Under Quick Links, click Event Settings
      
3. Scroll down to Proof Card Settings
   1. Confirm your Email Campaign is selected
   2. Next to email campaign start date: Enter the event date
   3. Save Changes
   4. Click back on Event Details on the left menu
      

Syncing/Enabling Event

1. While in the event, on the event details page, click the blue “Enable Event on Retail” button
   1. Wait for it to sync to retail
      
   2. Click the “Enable Campaign Auto Queuing” button in the pink box
      

Picture Day

Log into PhotoMatch

1. Open PhotoMatch
2. Click on the settings button
   1. Check "Show Match by Cell Phone / Email only option on login screen and save
3. Click Log In
4. Check ID by Cell and/or Email
   1. Select one of these options (Recommend cell and/or email and try to collect both)
5. Each photographer needs to log into a unique folder.
6. Confirm uploading is enabled after you log in
7. Click New Participant
8. Enter an email and/or cell, you can optionally click add to add additional emails or cells
9. Click Take Photos
10. Take multiple photos.  All photos taken after entering an email/cell will be positively 
    matched to that email/cell
11. Repeat for each subject or group of subjects
12. Images should be uploading while you take them and within a few minutes after images are uploaded your subjects will received and email and/or text message with a link to their private gallery
    1. If you take additional photos, you will need to add their email/cell each time.   If you are going to be taking multiple photos or have multiple photographers, you may want to consider using PhotoMatch ID by Face and Email/Cell

Watch this video to learn more about how ID by Face and email/cell can work for your event