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1) Check the My Profile button to make sure all your information is correct on the resulting page. You can change everything but your company name and user id. If you need to change either of those, contact Printroom Support.

2) Check the Training button to sign up for Printroom's free classes. They consist of a conference call and web-based “webinar”. You can take the classes as often as you like. The most important classes, in the beginning, are the Getting Started and the Pro Studio Manager for either PC or Mac. All times are Pacific times and the email you receive when you sign up will explain the steps.

3) Click on Global Defaults (A) to set up View and Print Options (B) (instruction sheet available). Then go to Edit Global Price list (Instruction sheet available) to set up your initial price list. This price list will apply to all new galleries, unless you create and apply a custom price list. Go to Price Lists on the Account page to set up your custom price lists, which can be applied to individual galleries.
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B.
4) Storefront Setup (A) will allow you to create either your HTML or Flash website. The Flash website is only available to Pro and Premium accounts. The Submit button (B) will make the new Flash site available to your customers. Classic accounts cannot publish the flash page but they can create a flash website in 10 easy steps. If you can count to 10, you can create a site that looks like you paid someone big bucks to create it.
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B.
 
5) The Sales Reports button will show you the status of your orders. The shipped orders area will show you your profit for the month, by month. The drop down menu will give you other reports.

6) The Lab Orders button will show you the status of orders you place directly with Printroom as a lab (Lab Central). You will also find a link to get the order status from Printroom's partner, Canvas On Demand.

7) The "My Account" link from "(Your Name) Tools" drop down menu at the top of the page will always take you back to your main account page.
8) Creating Galleries with Printroom's free Pro Studio Manager software. Go to the link at the Photo Storefronts/Software/Pro Studio Manager tabs at www.printroom.com to download Pro Studio Manager for either PC or Mac. Instruction sheets are available for each program.

9) Classic accounts will not have phone support or an account manager. Email support is available through support@printroom.com or through Contact Support in the Resources tab. Pro and Premium accounts will have access to Account Support at extension 2/2 and Tech Support at extension 2/3. Phone support for order problems is always available to customers or photographers, no matter which account level you have. Call (888) 868-4157 ext 1 for order support. Extension 3 is for membership & sales assistance.

Creating Groups
Once you have your galleries uploaded, you may want to organize them into GROUPS. This is especially important if you have several galleries with the same subject, such as a wedding or sports. A group might be Sports, Weddings and Events. Under the top group could be a lower group, such as Baseball, John and Jane’s wedding, Emmy Awards. Below the last group would be the various galleries that make up that group. You will find you sell more photos if you keep your galleries under 150 photos and organize them under a group.
So, once you have uploaded your galleries, click on the CREATE GROUP button on the bottom row.
1) The first thing to do is give the group a name. It should be a name that indicates what type of galleries the customer will find in that group.
2) Next you can enter a description, if you wish
3) Group setting refers to allowing a password. If you change it to “Protected” you will be able to enter a password. The password will be inherited by all the galleries below the group, so you don’t need to password them.
4) Enter the password you want to use.
5) Password prompt would be a hint to remind people of the password. “Bride’s maiden name” would be an example. If you don’t put anything there, the word Password will be there.
6) Client Access Email is part of the VIP or Bride’s interface. It allows a bride to access her photos in her galleries and organize them or hide them. Generally you would create a “VIRTUAL (V) GALLERY” for her to put the pictures into. Look up Virtual Gallery for details. Put the bride’s email address in here only if you want to use this feature.
7) This would be a special password for the bride. It is not the same as the “public” password above. This, and the link to the group, will be emailed to the bride. If you want that to happen automatically, click on the “email invitation” square.
8) The next three areas allow you to set up search parameters for galleries and photos. Click on “yes” if you want to enable search functions. This function is explained in detail on your account page. Generally, we leave this at “no”, unless you wish to caption your photos in such a way as to allow a customer to search by that caption.
9) Generally leave your gallery as “Listed”. The other options are Unlisted (no one can see the gallery) and Searchable Globally, which means the gallery is searchable from “find photos”.
The rest of the items in the Group refer back to your settings in View and Print options in Global defaults. You can change any of them, and they only affect the group and the galleries under the group.
Organizing groups.

Once you have created your galleries and your groups, click on the “ORGANIZE GROUP” button on the bottom row of buttons.
You will see a list of all your galleries and groups with a check box to the left of each one. The groups are in BOLD type and the galleries are in regular type. Click on the check box to the left of the galleries you want to organize into the first group. Then click on the “Move to group” drop down menu at the top. Click on the Group listed in this box. You will be asked if you really want to move these galleries into this group. Say “yes”. Now you will see that the galleries are BELOW the group, instead of above it. Do the same with each of the galleries you want to organize into a group. To publish the galleries, click on the check boxes and then click on the “publish” option at the top. This lets you publish all the groups and galleries at one time. Make sure all the galleries and the groups are published. Otherwise your customers will not see them. If there are some galleries you don’t want in a group, just leave them outside of the groups. If you have several layers of groups, such as Weddings 2007/John and Jane’s wedding, the second group will have a dash in front of it. Two dashes means the group is the third level down. You can move a group under a group the same way you moved the galleries.
When you return to your account page, you will see your group in a grey box. To the right of the group name, you will have the ability to “edit” the group, including deciding which price list to use. You can set the price list to be used in all the galleries in the group by checking the “Apply to existing groups and galleries in this group” check box. You can also choose the background color for the galleries in the group. If you delete a group, the galleries will reappear on your account page.
Creating price lists
The following steps explain how to create Price Lists using the new interface and how to apply them to your galleries.
Creating Price Lists:
Creating your global default price list:
Step 1: Once logged into your account, select “ Global Defaults”
Step 2: If you have a Global Default price list, you will have the option to Edit the Global Price List. If you do not have a price list, click on Edit Global Price List and create your Global Default price list by check marking the products that you would like to offer. You can change the prices and the profit column will reflect your new net profit. We suggest no more than 15 to 20 items on any price list. More can be confusing to your customer.

Step 3: When done, click “ update” at the bottom of the page. The Global price list will automatically be applied to any galleries that do not already have a different price list.
How to create other price lists:
Step 1: Once logged into your account, go to “ Price Lists”
Step 2: Select “ create new”

Step 3: Name new price list. No customer will see the name, so name the list something that make sense to you, such as “events” or “low priced wedding prints” Select to base new price list off an old one (A), or select empty price list (B).
Step 4: Select the products you want to offer by check marking the box. You can keep our suggested prices or edit them.

Step 5: When done, click “ update” at the bottom of the page.
Adding a Price List to a gallery (or group):
Step 1: Once logged into your account, find the gallery or group you would like to add a price list to.
Step 2: In the grey area to the right of the thumbnail you will see Profile/Edit. Click on “ edit”.
Step 3: Near the top of the page you will see three tabs: Price list, Background, and View and Print Options. Select “ Price list”.

Step 4: Using the drop down menu, select the price list you wish to use for this gallery then click "Update" to apply.
Note: If you want to use a gallery as a portfolio, with no prices, create and apply an empty or blank price list. Then no prices will appear in that gallery.
You can also add a price list to a group in the same way, and set all the galleries to use the same price lists by clicking on the “Add to existing galleries and groups” button.
~You can create up to 50 different custom price lists. If you do not choose to use a custom price list, the Global default price list will automatically be used.
Custom Event Website
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An Event Website is a unique website attached to a Group
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You must be a Pro or Premium account member to use Event Websites
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As a Pro member, you can buy 5 websites for $49 a year or $4.99 a month
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As a Premium member, you have 5 free websites and can upgrade to unlimited for $49 a year or $4.99 a month.
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You can create as many websites as you like, but only publish the number you have paid for (5 or unlimited)
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Each Event website will have its unique URL. If you desire, you can email visitors the URL and direct them to the event website, bypassing the home website.
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Here is a link to a demo version of the Event Website Builder www.printroom.com/EventWebWizard.
Setting up Event Websites
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Click on Create Group on your website to create the new group. If you already have the group created, go to step 2.
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Once you have the group created, go to “edit” in the group.
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Scroll to the bottom of the Group Settings section and click on “Create event website”
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Using the Event Website Builder, create your Event website for the group. I recommend selection option A in the beginning.
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Once you have created the Event website, you can edit it by going to your Tools menu and clicking on Event Manager or go back into the group and click on “Edit event website”..
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Event Manager will allow you to publish or unpublish an Event website, edit the website or send out emails to visitors.
You can set up a Group and create an Event website in advance of uploading photos. If the group is not published, but the Event website is, the Event website will ask visitors for their email address. If the group is not yet published, you must be directing the visitor to the unique URL of the Event website for them to see it. When the group is published (you have uploaded photos and are ready to go), you can release an email to each visitor, telling them the photos are ready for viewing. To release the email, go to Event Manager and click on “Send Emails”. Emails will be sent automatically to all the email addresses for that Event website. You or the bride can also add email addresses to this list.
Global Defaults
Global Defaults sets up how your account will be seen by the customers. Every gallery will come up with these default settings. Everything after the Account Settings area can be modified later in your gallery or group editing function.
View and Print options
Account settings
Paper type gives you 4 settings for color photos: You can leave it at “customer can select” and the customer can choose glossy, pro lustre or matte for each order. They can not mix paper types in an order. The default is glossy, should they neglect to make a choice. Otherwise, you can choose to limit the finish to one of the three choices. If you are a wedding or portrait photographer, it is suggested you set Paper Type to Pro lustre only.
Large thumb size and Proof Watermark are set in Pro Studio Manager and not on this page. You are safe to ignore these settings on this page.

Large Thumbnail View
Show products and cropping means the customer can do the cropping on this page.
No Product/Crop Preview means the customer cannot crop until checkout, when they will see a “crop and border” button. This will also make the large thumbnail appear larger, but you will not be able to use Multi-Image packages if you choose this option.

Google Analytics (available to Premium members only)
Printroom says: Google Analytics is a free online service that lets you track where your visitors come from and pages they visit on your site. Learning more about visitors' behavior will let you know which events drive more traffic and helps you figure out how to drive more sales.
Learn more about Google Analytics for your Printroom account by clicking on the "Change" button.

Default Group Settings for this Account
You can turn on search functions for your website. This means your customer can search for a particular photo or gallery by information you give them. For instance, if you put the subject’s name in the caption or number the photos in some unique way. If you don’t plan to do this, leave the search function off (No).
If you turn the search function on, you can then decide to search by photo or gallery or event name.
Search prompt allows you to tell the customer how to enter the search string, e.g. “enter first name” or “enter gallery name”.
Minimum search length allows you to set the search parameters to “exact phrase” (nothing but the exact phrase will turn up a photo) or a setting for how many characters will allow a search. See the instructions on the right on the Global Default page for more details.
The functions in this section can be set up for individual galleries in the “Profile:Edit” area for each gallery or group.
Gallery security allows you to decide how your pictures can be searched. See the information to the right for details. “Listed” is the recommended setting.
Copyright Statement.
If you say “yes”, the copyright statement will appear in front of every gallery. It slows down the ordering process, so you might not want to use it. You can set it on “yes” in individual galleries, if you want to. Copyright text can be changed by you if you do not want to display Printroom's standard copyright message. Unless you have specific copyright concerns, Printroom recommends you leave the copyright setting to "no."
Show Caption - The caption will in someway be displayed to your customers. Captions are usually your file numbers--but they are not limited to that. Some photographers go into the gallery when they are logged into their online account and change the caption to something instructional, such as "cropped for 8x10." You will want to display captions so customers can see the caption you have entered and ask you about a particular photo by number. It allows your customers a common language with you--file numbers. The captions will show differently, depending on whether you choose Traditional or Contemporary gallery layout.
Gallery Layout: Traditional layout is 36 per page, showing the whole thumbnail.

Contemporary layout displays 36 square images per page.

Backprint Text Prints on the back of color photos up to 11x14. Your photo file number is part of the allowed 40 characters and is defaulted to appear. The more characters you type, the less of your file number will appear if you exceed 40 characters. Backprint text can be your name; company name; email address; web address; or “© Copyright 2012 Your Name," for example.

Allow B&W /Sepia The customer can turn a color photo into a black & white or sepia version. She will see the changes on her screen and they will print that way. Your customer pays the same price as for your color prints.
Note: Printroom's web preview of the sepia image is not nearly as delecate in its appearance as it is on the actual sepia print.
Allow “Select all Images”. This puts a “select all images” button on the gallery. Good for galleries where someone might want to buy all the images (weddings) and not needed where no one is likely to order more than their own picture.

Order Approval Required Before Printing
This allows you to look at each order and upload a special image for a particular picture on the order. If you are having cropping problems or want a logo or text to appear on the photo, this allows you to upload a version with that logo or text on it, in place of the standard full resolution image. This feature slows down your work flow, but helpful if you need it. Any photos you don’t make changes to default to the standard full image, uploaded through Pro Studio Manager.

Image Processing You want some enhancements done but don’t want to do them yourself. See details to the right on the Global Defaults page. There is a charge for this service and it doesn’t show in the Profit column on your price list. The charge is only for the first time an image is ordered.

Lab Cropping Cropping is done by our lab instead of by you or by your customer. CUSTOMER DOES NOT SEE CROPPING OPTIONS WHEN ENABLED.
Order of Image Display. Pictures are uploaded either by caption number or by the order in which they are imported into Pro Studio Manager. Choose “Upload time “ if you like to reorder the photos in Pro Studio Manager or have changed the caption in the photos so they don’t have a logical order.

You will be able to further refine your image display by either an alpha/chronological list or a reverse alpha/chronological list.

Participating in Printroom's Sports Event Licensing Program. Only important if you are photographing participants in sporting events and allowing them to search for images by bib number, time, name, or some other unique identifier. See details at the right of this setting (highlighted here). NOTE: WHEN ENABLED, YOUR CUSTOMERS WILL BE CHARGED A ROYALTY FEE FOR EACH IMAGE PURCHASED FROM YOU.
Click on the “Select all settings” box only if you have existing galleries and you want the changes populated into these galleries. Otherwise, changes will only affect future galleries.
Click on “Submit” to save the settings on this page.

Quick instructions for PSM for Mac v3.0 or 3.1
Download the application. (.dmg) If the file has something after the .dmg extension, rename it to only .dmg.
Pull camera icon into applications folder You can put the PSM icon on your dock
You only need to do this part once
Open “Pro Studio Manager” drop down menu (next to the apple, above the toolbar.)
Open “Preferences” and log in. Be sure to use the user name and password from your Printroom account
Choose thumbnail size (usually 700x700)
Choose “good” resolution (“Best” and large thumbnail size may make a very large file, up to 300kb)
Close window
1. Click on “New Gallery” button on toolbar. Name gallery and press <Enter>
You only need to do this part the first time, unless you want to make changes
To select a watermark, click on “Inspectors” on toolbar. (If you don’t see it, it may be off the screen on the right end of the toolbar). Make sure gallery is highlighted on the left
Click on the arrow in the bottom right hand corner of the box with the little girl in it, or just click on the photo of the girl.
Scroll down to choose your watermark or use “clear” for no watermark or “choose” to upload your own custom watermark. Instructions for creating a custom watermark are in the Help menu
CLOSE window to save
Make sure the images you have are full, high res files. Do not create your own thumbnails. PSM creates the thumbnails from the files you will later print from.
2. Click on “Import” button. (next to the “new gallery” button)
Browse for images on HD. Use Apple or Apple A to select images to import
3. Click “Import” at the bottom
4. “Synchronize” to upload thumbnails. (Always synchronize first)
5. Go to Printroom site and publish gallery. Use “profile-edit” in each gallery to customize prices, background color and view and print options.
Use “Check pending images” to see if you have orders that need high res images to be uploaded
Use “Upload” to upload full images. You can do it now or wait for orders
Use “Import” to import photos to an existing gallery.
Advanced Options
Under “View/customize toolbar” you can move buttons to your toolbar. Put the “Inspectors” or “Delete” button on your toolbar by dragging and dropping it into the toolbar.
Under “file/batch gallery creation”, you can synchronize from existing folders without creating a copy of the photos. (Don’t try this on your own)
Under “File/Assign gallery another location” you can move gallery on computer to another location, like an external hard drive
I highly recommend you take the PSM for Mac class, offered for free every Wednesday. To see the class schedule, click on the Training button on your website. Class times are Pacific times. These are live classes, with a trainer on a conference call and your computer showing what he or she is discussing.
Pro Studio Manager for PC instructions
Below are the step-by-step instructions for creating and uploading galleries to your storefront using Pro Studio Manager (PSM):
* There is also a PSM instructional slideshow available under the Help section: Help > Quick Start Guide
. The first thing you should do is download Pro Studio Manager (PSM) via this link:
http://www.printroom.com/psm.asp
* Since PSM is cross platform, make sure that you download the correct version of PSM for your operating system (Mac or PC)
1. After downloading and installing PSM, (Choose all the defaults) launch PSM by double-clicking the icon on your desktop. It should be a black square with a red P in the middle.
2.The program will first prompt you for your login name and password. Be sure to use the one you used to create your Printroom account.
3.Click on the Options tab at the top left and click on Preferences. Choose your preferred size for large thumbnails (usually 600x600 or 700x700) You only have to do this once, unless you want to change thumbnail size for the next gallery.
4. Usually PSM starts up in the Folder View. If in the Folder View, you will see the word FOLDER in the upper left-hand window of PSM. The Folder View operates very similarly to Windows Explorer.
5. In the Folder View, navigate to the folder containing the images that you want to add to a gallery You only want to let PSM work with fill res images. Do not downsize them or create your own thumbnails. PSM works with the files you will later print from.
6. Select the images you want to upload and click on the ADD TO GALLERY button (located above the thumbnails) and a new window will pop-up entitled ‘Copy Selected Images to Selected Gallery’
7. Leave the ‘Move Images (delete source files)’ box unchecked and click on the ‘Create new and copy’ button, causing a new window to pop-up entitled ‘Create New Gallery’
8. Enter the Gallery Name
9. Do not change the Gallery Root, it should read C:\My PSM Galleries\
9. Set the appropriate Event Date
10. You can enter a description for the gallery in the Description field (generally not needed if the gallery name is descriptive, but useful for special instructions for the particular gallery)
11. Do not change the Select Group, it should point to Top
12. Check the Published box
13. Check the Show Caption box
14. Select your watermark orientation by clicking on the gray boxes. A preview of your watermark orientation will appear to the right and will change when you click on the different examples
15. Click OK to create the gallery
17. After clicking OK, the windows will close and you will be in the Galleries View. If in the Galleries View, you will see the word GALLERIES in the upper left-hand window of PSM.
18. You can create multiple galleries and upload them all at the same time by returning to FOLDER and repeating steps 6 on.
19. At this point, your gallery only exists on your local computer. It is an exact copy of your original folder. To upload your gallery to your storefront, click on SYNCHRONIZE.
20 A new window will pop-up entitled ‘Upload Thumbnails (SYNC)’. Check the box to the left of the galleries you want to upload (it will probably already be checked) and click START to begin uploading images to your storefront. If you are creating multiple galleries at one time, make sure they are all checked
21. If done correctly, you will see a dialog box showing the status of your uploads. When completed, you will see a message highlighted in light green that reads, ‘Synchronization has been completed’.
22. At this point, your gallery has been uploaded to your site. Click on the CLOSE button to close your ‘Upload Thumbnails (SYNC)’ window.
Congratulations, you have successfully uploaded your gallery. Now you can close PSM and log into your Printroom account via www.printroom.com to view your uploaded gallery. If you don’t see the gallery, refresh the page.
Problems:
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If PSM says it cannot log on to the site, check Options/Printroom User Settings to make sure you have put the user name and password in correctly. The second option may be that your firewall is blocking the communication. If the first option doesn’t correct the problem, call (888) 868-4157 x 0 for PSM help.
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If you cannot create a gallery, your hard drive may be shared with another computer in your home or you may not be set up with administrative rights. Call PSM help at Ext 0
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