Candid Color Systems, Inc. 5/29/2017 O NLINE P RE O RDER / M ANUAL O RDER T RANSMIT C HROMA -K EY & N ON C HROMA -K EY P HOTO MATCH V 3.3.13.1 This version of PhotoMatch is an all-inclusive tool that allows photographers to match images to name/order data while taking photos. Photographers may optionally unload photos as they are being taken. This program eliminates much of the office production work that has historically been done after the shoot. 3
Transcript
Candid Color Systems, Inc.
5/29/2017
ONLINE PREORDER / MANUAL ORDER TRANSMIT
CHROMA-KEY & NON CHROMA-KEY PHOTOMATCH V3.3.13.1
This version of PhotoMatch is an all-inclusive tool that allows photographers to match images to name/order data while
taking photos. Photographers may optionally unload photos as they are being taken. This program eliminates much of
the office production work that has historically been done after the shoot.
1. When setting up your event in CORE, make sure you check “PhotoMatch” Note: this setting cannot be changed after setup.
2. Go to “Event Settings” on the left side of page
a. Scroll down to PhotoMatch Settings i. Check Enable PhotoMatch ii. Check Auto Process PhotoMatch Data iii. Email: Enter the email address of the person in your office you want to receive PhotoMatch process emails
(these emails are sent as PhotoMatch completes steps) iv. Image: Select use last image assigned to name (train photographers that the last image they take will be used to
produce orders and they should shoot until they have a good one) v. Packaging: Envelope vi. Tax Rate: Select your tax rate vii. Leave Options: Unchecked viii. Click Save at the bottom of the page
3. Go to “Offer Setup” on the left side of the page a. Select your offer b. Leave Font/Color set to Lab Default c. Enter all your captions and logos that will be the same for all
NOTE: A registration package/product must be in your offer on both the desktop and mobile site. If not you must add it before you can do online registrations.
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4. Go to Edit “Teams/Category” on the left side of the page a. To manually enter team/divisions, click “Edit/Add Divisions”
i. Enter your team/division name and select the modifier for that team ii. Repeat for each team/division
b. To import your team/divisions from a spreadsheet i. Create a spreadsheet with the following headers: Division | DivisionModifier and enter all your
team/divisions and the modifier to be use for each into the spreadsheet ii. Click “Import Divisions and Spotting”
1. Browse for your spreadsheet 2. Check Table contains field headers and continue 3. Confirm your data matches and continue
c. After your divisions have been entered, you may optionally enter captions that are going to be unique for each division/team, such as Team Name, Coach Name, etc.
i. To enter division/team specific captions go to “Caption Overrides” on the left side of page 1. Select a division from the dropdown 2. Enter captions that are specific to that division and save 3. Repeat for each division
ii. You may optionally import caption overrides via a spreadsheet. To do so, follow the instructions on the “Caption Override” page
5. Go to “Online Settings” on the left side of the page a. Under “General Settings”
i. Check: Customers can find event by event name or date ii. Uncheck: Customers can find by last name iii. Check: Customer can browse all images within this event iv. Check: Allow customer to zoom in to view larger version of thumbnail v. Uncheck: Prompt for name and email address before displaying images vi. Check: Enable Online PreOrders vii. Type OK in the confirmation box viii. Save at the bottom of the page
b. Under “PreOrder Settings” you may optionally edit the Team/Group prompt text. This is what your customer
will see online c. Under “PreOrder Placeholder Image” you may optionally enter the event/roll/frame of an image you upload
with a custom message d. Under “PreOrder Event Message and Receipt Message” you may optionally enter a custom message and/or
receipt message to be shown on PreOrders only
6. Go to “Event Details” on the left side of page a. Click “Enable Event on Retail”
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7. Click on “Event Settings” on the left side of page a. Go down to Proof Card Settings
i. Under Email Campaign select the campaign you’d like to use on this event ii. Scroll down and Save
8. If you have contact info from last year you can send queue and send a single email and/or SMS text message
a. To do this, go to last year’s event and go to Proofs and Emails and select and queue your email/sms template
i. Note: this will require a custom email if you want to link them to THIS YEAR’S event
CHROMA-KEY SETUP (SKIP IF NOT DOING CHROMA-KEY) 1. Click on Upload/Import Images on the left side of the page
a. Click Start Uploading under the Desktop Edition of CCS Uploader b. The CCS Uploader Program will open in your browser window, click open
i. Select “Advanced Mode” at the top of the screen ii. On the left under “Advance Options” uncheck all iii. Under “add images to folder” enter the folder number you plan for the photographer to use in
PhotoMatch. Example: 01 iv. Drag a single jpg image into CCS Uploader (the image can be anything, you are not going to actually
upload it, you just need it to create the folder) 1. Once you have the folder visible, you will right click on it, or highlight it and click on “Setup
Green Screen”
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2. Check “Allow customer to choose backgrounds online” 3. Check “Pre-Render these images to a background I have already uploaded”
a. Enter the Event Number/Folder/Image for your backgrounds b. Enter the Output Folder (this is the folder the images will go into after the
background has been applied) c. Click ADD d. Click confirm and Yes
4. If more than 1 photographer, repeat steps to setup a unique folder for each photographer 5. When finished adding folders and setting up the dynamic option, close the CCS Uploader
program. You do not need to upload the image(s).
Note: The Chroma-Key cutout process time varies based on the volume of images being received at the lab, so DO NOT count on images going online with the ability to select a background immediately, the cutout process can take up to 24 hours.
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SETTING UP PRE-ORDERS ON YOUR DEVICES
2. On YOUR devices at your sales station set your home page to www.tssorders.com (TSS Franchises only) all other accounts to www.picturedayorders.com
a. You could even save the home directly to the event by using one of these links
b. TSS Franchises: replace 111111 your event ID found in CORE and replace 0000 your account # http://orders.tssphotography.com/QPPlus/SearchNames.aspx?EventID=111111&_AccountNumber=0000
c. CCS Accounts: replace 111111 your event ID found in CORE and replace 0000 your account # http://www.teamphotonetwork.com/QPPlus/SearchNames.aspx?EventID=111111&_AccountNumber=0000
PREORDERS ON CUSTOMERS DEVICES
3. If you’d like your customers to order using their device, they need to go to www.tssorders.com (ONLY IF A TSS FRANCHISE) or www.picturedayorders.com (ALL ACCOUNTS OTHER THAN TSS) and enter your event #.
4. As orders are completed subjects name will be available in PhotoMatch
5. Before you connect your camera to PhotoMatch, format your memory card IN THE CAMERA you are about to use. a. This is especially important if the card is new or has never been used in this camera.
6. Connect your camera to the tablet via the USB cable 7. Open the PhotoMatch Program
a. Click Log In i. Enter the 8 digit event number from CORE ii. Enter the folder number you want the images uploaded into
Note: Each photographer must have a unique folder # (to avoid overwriting images) 1. If a photographer changes camera during the shoot, they must use a new folder # (to avoid
overwriting images)
2. If your shoot is multiple days, each day must have a unique folder # (to avoid overwriting
images) b. Enter your CCS Acct # as the password c. If you have imported names into CORE, you will want to check “Sync on login” the first time you login.
i. Note: the program will automatically sync every 30 seconds once you get logged in.
8. You will now be viewing the names of people who have registered
9. Click the “Start Upload” button (optional, you may upload after the event if you wish)
a. This will automatically open the upload program SNAP in the background i. The Images to Send # represents the number of images that have been taken but not yet uploaded
ii. The Images Sent # represents the number of images that have finished uploading
iii. Folder # indicates the folder the images are being uploaded to
1. (Again… make sure each photographer is uploading to a unique folder #)
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INDIVIDUAL PHOTOS
10. Click on Participants Tab
a. To find and pull up a name i. Select the Division you are about to photograph ii. Select Names without Images Assigned
1. You will be viewing names of subjects to be photographed. a. As photos are taken the names will drop from the list when viewing names without
images assigned
b. Click on the name of the person you are ready to photograph i. You can also search by name or name ID by typing in the search field
ii. If you can’t find a name, you can switch Division to ALL to see if subject is in the wrong division. If
they are you can change in on the “Acquire Image Page” iii. If a name really does not exist, we recommend the subject complete an online order or online
registration, this way their contact data is collected and associated with the images. 1. You may click “Add Participant” to add a new name, but you won’t have a way to collect their
contact data here for marketing the photos after the event.
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11. You will now be viewing the “Acquire Image” window a. Confirm your subject is assigned to the correct division
i. If not you can change the division in the dropdown ii. If this is a dance shoot or a shoot where people are in multiple divisions, you can check to override
the division instead of just changing their division. 1. By selecting a division and checking override it only assigns the images you are about to
take to the new division. 2. If you change the division and do not check override, it changes that person division and
they remain in only one division
12. You are now ready to take photos of this person
a. Notice there are 5x7 (Yellow) and 8x10 (Red) crop lines. Photographer needs to make sure the subject stays within those lines. Anything outside those lines will be cut off when products are produced.
b. Take as many photos as you’d like, make sure the last photo taken is displaying before you closed the window
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13. You will notice there are 5x7 (yellow) and 8x10 (red) crop lines indicating the portion of the image that will be cut off when prints and products are produced.
a. Anything outside the lines will be cut off. It’s best to keep your subject matter under the red line on the top of a vertical image.
i. You want the head to fall just below the red line
14. If you have multiple people in the photo (Buddy Shots), you can pull up additional names a. Click “Select Additional IDs” b. Select your additional name from the list and click “Add”
i. Then take the photo(s)
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15. When finished taking the photos of your subject or subjects, click the “Close” button
16. When your next team/group arrives, select their Division from the drop down to pull up names for that division
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GROUP PHOTOS 17. Click on the Group Images tab
a. You can narrow the list to group without image assigned b. Click on your group to open the “Acquire Image” window
18. Take as many photos as you wish
a. You will again see 5x7 (yellow) crop lines and 8x10 (red) crop lines indicating the portion of the image that will be cut off when prints and products are produced.
b. Subjects must be within the red lines or they will be cut off c. Click the “Close” button when you finish
19. Adding a group/division
a. If you have a team/division not listed, you can click “Add Group” to add a new division
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FINISHING THE SHOOT 20. When finished photographing, confirm that all images have finished uploading (You can do this step after the shoot)
a. When all images have been uploaded the number under “Images to Send” will read 0 i. Note: You can finish uploading at a later time by logging back into this event via PhotoMatch.
21. To stop the upload, click the “Stop Upload” button
22. When you stop the upload the SNAP window will pop up with a recap.
a. Click OK and it will close
23. Click the “Log Out” button to exit the PhotoMatch event
24. Close the PhotoMatch program
25. Shut down the tablet, don’t just put it to sleep, do an actual shut down.
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COMPLETING THE EVENT IN CORE
26. Go into the event in CORE and “Disable the event on Retail”
27. Click on “alignment categories” on the left side of page a. Confirm all your images are present and in the desired view b. Lock rolls c. Click on “align images”, save and mark complete
28. Go to “Imported Orders” on the left side of page
a. At the top of the page click “Import PhotoMatch Data” b. Under the “Action Column” select “Create as a New Name” (this is assuming you DID NOT import any
names into CORE and all names were collected when an online order or registration was entered) c. Under the “Team/Category” column IF you setup your divisions ahead of time, the division will automatically
be selected. If you did not, you will need to select the division for each person from the dropdown. d. Once all dropdowns are selected, check all names and click “Save Name Assignments”
i. If any names do not drop down, double check that both dropdowns have a selection made
29. Under “PhotoMatch Group Images”, click “Process PhotoMatch Data for Groups”
a. This will ID your group photos and make the last group the default (you can change this by going to ID Group images)
30. Under “PhotoMatch Participant Images”, click “Process PhotoMatch Data for Individuals”
a. This will drop your orders to the bottom of the page ready for you to queue
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31. Under “Orders Ready to Queue”
a. Carrier: select your option b. Packaging: Envelope c. Alignment Category: select the alignment category where your images are d. Image: Select to use the first or last or default (most use last) e. Tax Rate: Select your tax rate f. Options: check automatically complete these orders, regardless of the balance due
Check show thumbnails & crops guides below g. You should now be viewing the images that will be used to produce the order
i. If you need to change an image, click the edit button, then click on the image you wish to use and close the box
h. Check all the orders you are ready to queue and then click “Queue for Transmit”
i. If any orders have issues, you’ll see a red message stating the issue that must be resolved before queueing the order
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32. Once all orders have been queued, click on the “Customers Tab” at the top of the page a. Click on the number in the column under “Need to Transmit”
b. Select either “All Events” or narrow to the “Event” you’d like to transmit c. Batch Orders: Select if you want to batch or not batch d. Override Shipping: Select shipping method and carrier e. Check all orders you’d like to transmit, then click “Transmit to Lab”
33. Click back on “Transmit Orders” on the left side of the page
a. Confirm your orders do not fall into the stalled category. Stalled orders did not make it to the lab. i. If you have stalled orders, click on the number to view the reason the order(s) stalled. ii. Once you have resolved the issue causing the order(s) to stall click the “reset all stalled orders”
button 1. Again, wait and confirm no orders stall
iii. Once the # goes to 0 you have successfully transmitted your orders to the lab
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34. Click on the “Events Tab” and go back into your event a. Click on “Online Settings” on the left side of the page
i. Under “General Settings” click to allow “customers to find their proofs by last name” (unless for security purposes you cannot allow search)
ii. Uncheck enable PreOrders and type OK in the pink box iii. Scroll to the bottom of the page and Save
35. Click on “Event Settings” on the left side of the page
a. Click to “Enable the event on Retail”
36. Click to “Enable Campaign Auto Queueing” to start your email campaign
