During our latest PhotoBiz Live Support session, we answered common questions from customers and demonstrated how to use several tools inside the PhotoBiz platform.

The session covered email automations, contact tags, client communication, image protection, email marketing, scheduling, website templates, blogging, SEO, payments, and more.

Below is a breakdown of the features demonstrated during the live video and how they can help you manage your website and business more efficiently.

Set Up Email Automations

Email automations help you stay connected with individual clients without manually sending every reminder or follow-up.

Unlike a traditional email campaign, which is often sent to a larger contact list, an automation is triggered by a specific client action or event.

PhotoBiz email automations can be enabled for:

• Client Gallery events
• Scheduler services
• Invoices
• Shopping carts
• Favorite selections
• Image downloads

For example, you can automatically remind someone that they left items in their cart, have not submitted their favorite images, or need to take action before a gallery expires.

You can control:

• What triggers the message
• When the message is sent
• Which contacts receive it
• Which contacts should be excluded
• Whether the email is active
• What content appears in the email

Because the same automation may be used across multiple galleries, it is usually best to keep the wording broad. Event-specific details, links, and passwords can be added automatically by the system.

You can also create general follow-up messages that are delivered weeks or months later. These can encourage past clients to book another session, schedule a consultation, or reconnect with your business.

Related Guide: How To Set Up Email Automations

Connect Automations to a Client Gallery

Creating an automation is only the first step. You also need to connect the automation series to the appropriate Client Gallery.

To add an automation:

1. Open Client Galleries.
2. Select the event you want to update.
3. Open the event settings.
4. Choose the appropriate email automation series.
5. Save your changes.
6. Activate any inactive messages in the series.

Once connected, client activity can trigger the appropriate emails.

For example, when someone adds a product to their cart but leaves without purchasing, the system can automatically send an abandoned-cart reminder based on the timing you selected.

Related Guide: How To Enable an Email Series in Client Gallery Events

Use Tags to Organize Contacts

Tags help you understand what your contacts are interested in and how they have interacted with your website.

Tags can be connected to:

• Blog posts
• Products
• Forms
• Imported contacts
• Client Galleries
• Purchases
• Contact records

For example, you may use tags such as:

• Senior sessions
• Family photography
• Summer 2026
• New leads
• Package one
• Past clients

When someone interacts with tagged content, that information can appear in their contact record.

This gives you a more complete view of their interests and activity. It also helps you create more focused email campaigns instead of sending every message to your entire contact list. 

Send Targeted Email Campaigns

When creating an email campaign, PhotoBiz allows you to choose contacts based on customer type or tags.

You could send an email to:

• All customers
• Current leads
• Vendors
• Contacts with a specific tag
• A newly imported contact group
• People who have not received a previous offer

You can also exclude certain tags or contact groups.

This makes it easier to promote the right service to the right people. A senior photography campaign, for example, could be sent only to contacts who previously interacted with senior-related content.

Tags can also support basic campaign testing. You can divide contacts into different tagged groups and send each group a different version of the campaign.

Related Guide: How To Send an Email Campaign

Manage Contacts Through the PhotoBiz CRM

The Contacts section acts as a central record for customer activity.

Inside a contact record, you can view or update:

• Name and contact information
• Birthday
• Customer type
• Tags
• Notes
• Related contacts
• Form submissions
• Uploaded files
• Purchases
• Gallery favorites
• Gallery comments
• Downloads
• Saved carts
• Appointments
• Email automations
• Email invitations

Instead of searching through several different tools or email threads, you can review a customer’s history in one place.

You can also filter and export contacts based on customer type, tags, email permission status, or other details.

Related Guide: How To Filter Contacts

Communicate With Clients Through Conversations

The Conversations feature allows you to communicate with contacts directly through their PhotoBiz contact record.

This can be especially helpful when a client leaves a comment about a specific image in a Client Gallery.

For example, a client may ask whether an image can be brighter or have a warmer color treatment. Their comment appears in the Conversations area, where you can respond directly.

The client receives an email notification and can follow the link to reply.

The full conversation remains connected to the contact and, when applicable, the specific gallery image. Conversations can also be closed when the issue is resolved and reopened later when needed.

This helps prevent important client feedback from getting lost in unrelated email threads or direct messages.

Protect Client Gallery Images

PhotoBiz Client Galleries include multiple levels of image protection.

The available settings demonstrated during the live session included standard, medium, and high protection.

Standard Protection

Standard protection includes built-in safeguards against direct image access and drag-and-drop saving. You can also use watermarks to identify and protect preview images.

Medium Protection

Medium protection adds stronger measures to discourage:

• Screenshots
• Right-click saving
• Downloads
• Printing
• Copying

Clients can still view images normally, but the system responds when certain capture actions are attempted.

High Protection

High protection provides the strongest screenshot deterrence. Portions of gallery images may appear blurred during the viewing experience, making captured previews less useful.

The right option will depend on how you want clients to experience the gallery and how much protection the project requires.

For additional protection, you can combine these settings with:

• Password-protected galleries
• Watermarks
• Private gallery access
• Download controls
• Expiration dates

To update image protection, open Client Galleries, select Settings, and adjust the image protection level.

Related Guide: How to Adjust Image Protection Levels in PhotoBiz Client Gallery Events

Turn a Blog Post Into an Email Campaign

A blog post can be turned into an email campaign without rebuilding the content from scratch.

After publishing a blog post, select the option to create an email campaign. PhotoBiz AI can use the blog content to build an email that promotes the post.

PhotoBiz AI can also suggest subject lines based on the email content.

From there, you can:

1. Review the generated email.
2. Make any necessary edits.
3. Choose your contacts.
4. Select or write a subject line.
5. Send or schedule the campaign.

During the live demonstration, a blog post was created, published, converted into an email, and prepared for delivery in less than a minute.

This workflow helps you get more value from each piece of content you create.

Related Guide: How To Create an Email Campaign from a Blog Post

Create a Free Consultation With Limited Availability

The PhotoBiz Scheduler can be used to offer free consultations that are only available on specific days.

To create one:

1. Open the Scheduler.
2. Create a new service.
3. Add a service name and description.
4. Choose the appointment duration.
5. Set the price to zero.
6. Mark the service as booking only.
7. Turn on limited availability.
8. Select the available days and times.
9. Add the service to a booking page.

For example, you could offer 15-minute consultations on Tuesday mornings and throughout the day on Thursdays while leaving the rest of the week unavailable.

Once the service is added to your website, visitors will only see the appointment times you have made available.

Related Guide: How To Create a Limited Schedule Service

Change Your Website Template

PhotoBiz allows you to change your website template without rebuilding your entire website.

Inside the Website Builder:

1. Select Design.
2. Choose Change Template.
3. Add or select a template.
4. Decide whether to keep your current design settings or use the new template settings.
5. Save the template.

Keeping your current settings preserves many of your existing colors, fonts, backgrounds, and styling choices.

Using the new template settings applies the template’s global design choices to areas that have not been customized at the individual block level.

You can also return to previously used templates.

This gives you room to update the appearance of your website while keeping your pages and content in place.

Related Guide: How To Change My Template

Create and Publish a Blog Post

PhotoBiz includes several guided blog post types to help you get started.

You can create content based on topics such as:

• Recent sessions
• Announcements
• Business updates
• Promotions
• Educational articles

To create a post:

1. Open the Blog tool.
2. Select New Post.
3. Choose a post type.
4. Add a title or ask PhotoBiz AI for assistance.
5. Add relevant tags.
6. Select your images.
7. Review the generated content.
8. Customize the text and links.
9. Publish immediately, save as a draft, or schedule the post.

You can also skip the guided setup and write the entire post manually.

Even when writing manually, PhotoBiz AI can help refine the content, correct errors, or improve sections of the article.

Related Guide: How To Create and Publish a Blog Post

Add Google Analytics

You can add a Google Analytics tracking code to your PhotoBiz website through the Tracking settings.

For website-wide tracking:

1. Open the Website Builder.
2. Select Tracking.
3. Paste the Google Analytics code into the head section.

The tracking code should not be placed in the body field unless your tracking provider specifically instructs you to do so.

Tracking can also be added to individual pages, forms, or marketing tools when you need to measure a specific campaign or landing page.

Related Guide: How To Add Google Analytics 

Improve Website SEO With PhotoBiz AI

PhotoBiz helps build foundational SEO into your website.

When creating a new website, the information in your business and brand profile helps PhotoBiz AI understand:

• Your business name
• Your location
• Your services
• Your style
• Your target customers
• Your preferred brand voice

The system can then use that information to create website content and search settings.

PhotoBiz AI can assist with:

• Page titles
• Meta descriptions
• Meta keywords
• Image alt text
• Blog content
• Page content
• Email campaigns

You can review and update the SEO settings for each page. You can also ask PhotoBiz AI to create a new version or write your own.

Character guidance is included to help you keep page titles and descriptions within practical search result limits.

Related Guide: How To Use Ask PhotoBiz AI to Improve SEO

Connect a Payment Processor

To accept payments through your website, you need to connect a supported merchant account.

Payment processor options demonstrated during the session included:

• Stripe
• PayPal
• Authorize.net
• PayJunction
• Payflow
• Square

To connect a processor:

1. Open E-Commerce.
2. Select Payment.
3. Choose Merchant.
4. Add a new merchant.
5. Select the provider.
6. Enter or connect the required account information.

Once the merchant account is active, you can collect payments through forms, products, services, galleries, and other e-commerce tools.

Related Guide: How To Connect a Merchant for Payments

Get Additional PhotoBiz Support

The live session ended with a reminder that PhotoBiz customers have several ways to get help.

Resources include:

• Live chat
• Phone support
• The PhotoBiz Support Hub
• The PhotoBiz Growth Hub
• Live educational events
• On-demand training videos
• One-on-one coaching
• Professional website and marketing services

Whether you are building your first website, setting up a Client Gallery, creating an email campaign, improving your SEO, or connecting payments, these resources are available to help you move forward.

Put These Tools to Work

Many of the questions covered during the session had one thing in common: the tools are designed to reduce repetitive work.

Email automations can follow up with clients. Tags can organize contacts. Conversations can keep feedback in one place. PhotoBiz AI can help create blogs, emails, SEO content, and subject lines. Client Gallery protection can help protect your images, and scheduling tools can control exactly when customers can book you.

The more of these tools you connect, the easier it becomes to manage your customer experience from the first website visit through booking, communication, payment, and follow-up.