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How to Create and Use the Gallery Migration Automation.

The Gallery Migration Sales Automation is created to assist you with smoothly transitioning your galleries to Pass Gallery. You can use this Automation to invite the client to view their new gallery and shop the latest products in their gallery store. Attach a promotion to incentivize your client to shop for new items.

📌Pro Tip: This Automation can be assigned to any gallery you migrate to Pass Gallery.

Setting up the Gallery Migration Automation

Go to Sales Campaigns from the main dashboard

Under the Campaigns tab, click + More campaigns

Select Migration Campaign

Click Install Campaign

Customize the name and click Add Automation

Configuring the Automation

Discount

Begin by customizing your discount type and amount.

Here you can modify the discount, description, code, whether you want to apply for free shipping, whether you want to have a minimum order amount for this coupon, if you want to allow discount stacking or if you want to limit the coupon to specific products. For more information on what discounts you can offer, click here. Click Apply when you are ready to save your changes.

Campaign Duration

Adjust the Campaign Duration. This is how long your discount will be active for your clients, and will correspond with when the emails are sent.



Emails

You can now modify the emails as part of your campaign. First, adjust the trigger if you would like to delay the announcement email and reminder emails. This will not delay the start of your campaign, but only delay the email send time. 

  • Earliest Possible → Announcement email is sent as soon as you apply the campaign to your galleries (last step)
  • Optimized Send Schedule → Sent at recommended times (typically 8 AM, 2 PM, or 8 PM) based on your timezone

Then edit or delete any of the emails.

Content

Edit the email content, including the subject line, title, message, and call-to-action button. You can customize the text to match your brand voice while keeping dynamic fields (e.g., {discount-value}, {code}) unchanged so they populate automatically.

Style

Customize the visual appearance of your email, including colors, logo style, and button design. This allows you to align the email with your brand identity while keeping the structure intact.

Banners

We can now begin customizing your banners. There are 5 types of banners: text banner, large banner, photo banner, product row, and store rotator. Each banner has various editable parameters. You can modify the design, text, and style of the banners.

Content

Edit the banner text, including the header, body message, coupon code, and button text. You can customize the messaging to match your campaign while keeping dynamic fields (e.g., {discount-value}) unchanged.

Style

Customize the banner design by uploading desktop and mobile images, selecting fonts, and adjusting colors.

Assigning the Automation to Galleries

Click Save, then assign the promotion to:

  • A single gallery, or
  • Multiple galleries at once

Now, your Gallery Migration Automation is ready to invite clients to their new galleries, showcase your latest products, and drive new sales 📩✨


Need Help?

If you have any questions or need additional assistance, please contact: help@passgallery.com