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How to Assign a Marketing Automation to Your Galleries?

Sales Automation can be assigned individually to a gallery or applied to multiple galleries at once from the Sales Campaigns Dashboard.

Assigning to Multiple Galleries

  1. Open your Sales Campaigns Dashboard and find your app in either the Campaigns or Automations tab.
  2. Click Assign to Galleries in the top right-hand corner.
  3. Click the pencil icon to select the projects.
     
    • Use filters to sort by occasion, language, price list, online status, and more.
    • You can Select All, Unselect All, or search for specific projects.
  4. Check the projects you want to assign the app to, then click Apply.
  5. Adjust any additional settings required by clicking the pencil icon (e.g., recipients, start date for the General Coupon).
  6. Once everything is set, click Apply, and your Sales Automation will be added to the selected galleries.

Note: If a client has multiple galleries assigned to the same coupon and adds products from both galleries into one order, the discount will apply to the entire order. However, if the usage limit is set to 1, the client will not be able to use the coupon again for a second order.

Assigning to an Individual Gallery

  1. Open the gallery and go to the Sales Campaigns tab.
  2. Toggle on suggested apps or click + More Automations to browse all apps.
  3. Choose an automation app from the list.
  4. Adjust any required settings (e.g., user restrictions, start date for the General Coupon).
  5. Click Apply to assign the app to the gallery.

Once applied, the automation will take effect, and depending on the app settings, clients may receive an email notification and see promotional banners in the gallery.

 

If you have any questions or need any additional information, please email help@passgallery.com