Allowing Clients to Select Their Yearbook Pose Photo

The Yearbook Pose feature is available exclusively for Advanced plan subscribers.


The Yearbook Pose feature allows school photographers to provide a way for their school photography clients to select the image they would like printed in their school's yearbook.

It also allows the photographer to quickly create a list of those selected images.


Here is the outline of all of the steps required in using the Yearbook Pose feature:
  1. Enable the Yearbook Pose Feature in a Specific Gallery
  2. Send Yearbook Pose Invitation Emails to Your Clients
  3. Client Selects Their Yearbook Pose Photo
  4. Review the Selected Yearbook Pose Photo
 

Enable the Yearbook Pose Feature in a Specific Gallery

Before clients can choose their yearbook photo, the feature must first be enabled in the Gallery.
  1. Go to the Photos page of the Dashboard.
  2. Find the Gallery in the Organizer, and then click on the Gallery to select it.
  3. Scroll down to the bottom of Toolbox column and check the box for Enable for gallery in the Yearbook Pose section.
Enable Yearbook PoseWhen enabled for a group, the yearbook pose feature will be automatically enabled for all of the galleries within the group.

 

Send Yearbook Pose Invitation Emails to Your Clients

After enabling the Yearbook Pose feature, you'll need to email your clients to let them know that the images are available for viewing in your site and that they can now choose their yearbook photo. Also by sending your client the invitation to choose their yearbook pose photo, it adds their email address to a list of clients that are allowed to choose a yearbook pose photo.

Please note that it is important to send your client the yearbook post invitation email as they will not be able to select a yearbook pose otherwise.

If you have not already imported your clients' contact information into your Contact List, we recommend doing so as it will allow you to easily find their email addresses when sending emails from your Zenfolio account. Click here to learn how to import contacts into your Contacts List.



Sending the Email Using the Event Invite Feature
  1. Go to the Photos page of the Dashboard.
  2. Find the Event in the Organizer and then click on it.
  3. Click Invite in the toolbar above the main window.
Event Invite Button


Composing the Event Invite Email
  1. In the Email Template drop down menu, select Yearbook Pose Event Invite. Choosing this template adds the client to the list of clients that can choose a yearbook post photo.
  2. Enter the clients' email addresses into the To field.
  3. Edit the email message as desired.
  4. Click Continue to Preview to view the email.
Yearbook Pose Compose Event Invite Email

Review the email then click Send when it's ready.
Send Button for Gallery Invite Emails

You can edit the contents of the default Yearbook Pose Email Templates. Click here for more information.



Inviting Directly to a Gallery

Sending the Email Using the Gallery Invite Feature
  1. Go to the Photos page of the Dashboard.
  2. Find the Gallery in the Organizer and then click on it.
  3. Click Invite in the toolbar above the main window.
Gallery Invite Button


Composing the Gallery Invite Email
  1. In the Email Template drop down menu, select Yearbook Pose Gallery Invite. Choosing this template adds the client to the list of clients that can choose a yearbook post photo.
  2. Enter the clients' email addresses into the To field.
  3. Edit the email message as desired. Make sure to include the password if the gallery has been locked with a password.
  4. Click Continue to Preview to view the email.
Yearbook Pose Compose Invite Email

Review the email then click Send when it's ready.
Send Button for Gallery Invite Emails

You can edit the contents of the default Yearbook Pose Email Templates. Click here for more information.



 

Client Selects Their Yearbook Pose Photo

The client can select their yearbook pose photo through your website.


Selecting the Yearbook Pose Photo from the Gallery Thumbnails Page

Hover the mouse pointer over the desired image then click on the Yearbook Post icon Small Graduation Cap Icon
Select Yearbook Pose Gallery Thumbnails Page
If the client is already logged in to their account in your site, then the photo will be selected as their Yearbook Pose photo. If they have not logged in to their account, the site will prompt them to log in to their account or create a new account. If you have not sent them a yearbook pose invitation email, they will not be able to select a yearbook post photo.



Selecting the Yearbook Pose Photo from the Gallery Photos Page

Hover the mouse pointer over the image and then click on the Yearbook Pose icon Small Graduation Cap Icon in the top right corner.
Select Yearbook Pose Gallery Photos Page
The client will need to be logged in to their account to select the photo. If they have not logged in to their account, the site will prompt them to log in to their account or create a new account. If you have not sent them a yearbook pose invitation email, they will not be able to select a yearbook post photo.



Selecting the Yearbook Pose Photo from the Quick Shop Page

To select an image as the Yearbook Pose photo from the Quick Shop page, click on the Yearbook Pose icon Small Graduation Cap Icon in the top of the page.
Select Yearbook Pose Quick Shop
The client will need to be logged in to their account to select the photo. If they have not logged in to their account, the site will prompt them to log in to their account or create a new account. If you have not sent them a yearbook pose invitation email, they will not be able to select a yearbook post photo.


Selecting the Yearbook Pose Photo from the Events Search Results Page

Click on the desired image. That will direct you to the photo's Quick Shop page.
In the Quick Shop page, click the Yearbook Pose icon Small Graduation Cap Icon in the top of the page.
Select Yearbook Post Events
The client will need to be logged in to their account to select the photo. If they have not logged in to their account, the site will prompt them to log in to their account or create a new account. If you have not sent them a yearbook pose invitation email, they will not be able to select a yearbook post photo.

 

Instruction for your Clients

We've created a page that can show your clients how to select the Yearbook Pose photo. Click here to go to that page.

Feel free to send your clients to that page to show them how to select their photo.


 

Review the Selected Yearbook Photos

The Yearbook Pose page in the Dashboard will display a list of all contacts that have been emailed to select their Yearbook Pose. This page can be accessed under the Photos page of the Dashboard.
Go to Yearbook Pose in Dashboard

The list is split into two sections:
  • Selected Yearbook Pose: shows a list of clients that have selected their Yearbook Pose photos.
  • Pending Yearbook Pose: shows a list of clients that have been invited to select their Yearbook Pose photos but have not yet made their selection.
Yearbook Pose Page in Dashboard


Sending Reminders

You can quickly send an email to clients who have not yet selected their Yearbook Pose photo.
  1. In the Pending Yearbook Pose section, check the box next to From to select all of the clients in the Pending Yearbook Pose section.
  2. Click the Message button.
  3. Make sure that the Yearbook Pose Reminder email template is selected or choose your own custom Yearbook Pose Reminder email template.
  4. Edit the body of the email as needed.
  5. Click Continue to Preview to view the email.
Yearbook Post Reminder Email

Review the email and then click Send when it's ready.
Send Button for Gallery Invite Emails

You can edit the contents of the default Yearbook Pose Reminder Email Templates. Click here for more information.



Exporting the Selected Yearbook Pose Photos

Once the clients have selected their photos, you can create a list of those clients and their selected photos. 
  1. In the Selected Yearbook Pose section, check the box next to From to select all of the clients that have selected their Yearbook Post photo.
  2. Click the Export button.
Yearbook Post Export List

A zip file will then be saved to your computer. It will contain a CSV file with a list of the clients, their email address, the filenames of their selected photos, and their gallery info. The zip file will also contain a medium sized copy of the images that the clients have selected as their Yearbook Post photo (this is used to help designate which image the client has selected).

When exporting the list from an event with many clients and photos, the zip file can be quite large as it will contain copies of all of the selected photos. In these cases, the download may take a while depending on the quality of the connection between the browser and Zenfolio's servers.


 

Automatic Tagging of Selected Yearbook Photos

Photos that have been selected by the clients as their Yearbook Pose photo will be tagged in the gallery.  The words Yearbook Pose will be added to the keywords of the images that have been selected.
Yearbook Post Keyword Tag
Click here to learn how to find an image's keywords.