Contact management

• What is the difference between a connection and a contact?

  From a contact's file, you have the ability to create connections (child, friend, spouse, witness, etc.) in the "Family / Close Ones" section. A connection is not a contact. The connection you create in a contact file will only be available in that file, and cannot be used elsewhere (for example, be associated with a shoot). For that, you need to convert them intoPopular

• What is the difference between a client and a prospect?

  In Fotostudio, we distinguish 4 types of contacts: prospects, clients, suppliers, and partners. A prospect A prospect is a person who contacts you and has a shooting project. We don't know yet if we will work with this person. The advantage of a prospect is that they are found in a dedicated menu Prospects and have a status (new, email sent, to be contacted again, etc.), which allows us to follow up with this person. If a shooting is confiSome readers

• Why and how to archive a contact?

  In Fotostudio, you have the option to archive a contact. Why archive a contact? As your activity grows, you will accumulate a large number of contacts. It can be useful for better organization to sort through and thus archive contacts that are no longer needed to lighten your database. How to archive a contact? In the file of the contact you wish to archive, you will find an Archive button at the bottom of the left column. Where to find all the archived contacts? Once archived, a cSome readers

• How to add custom fields to my contacts? (Expected delivery date, etc.)

  If you wish to add additional fields to your contact forms, you need to use the custom fields. Once created, you will be able to fill in this custom field when you create or edit a contact. These custom fields will also be displayed in the contact's file. ||| To learn more about custom fields, see the category Custom Fields. ||| It is possible to create a variable for each custom fiSome readers

• How to perform an advanced search to filter my contacts?

  There may be times when you need to perform an advanced search using filters in your contact list. For example, you can filter your contacts by type of shoot, shooting status, city, invoiced amount, etc. Just go to Contacts > Advanced Search and then add the filters you want to apply or use a search that has already been saved. ![Advanced search](https://storage.crisp.chat/users/helpdesk/website/1106822c7ec6b200/screenshot-2024-02-05-at-18161_1Some readers

• Why and how to merge two contacts?

  In Fotostudio, you have the option to merge contacts. Why merge a contact? It can happen that you end up with duplicate contacts and want to gather all the duplicate's information into a single contact. This is what contact merging is for. ||| Duplicate contacts can occur if you create two files for the same contact, or when a contact already registered in Fotostudio contacts you again via your contact form, for example. How to merge a contact? In the file of the contact to be merged, yFew readers

• Is it possible to add my own types of contacts?

  Currently, it is not possible to create your own types of contacts. Fotostudio offers 4 types of contact: Prospect Client Supplier Partner ||| To know the difference between a prospect and a client, see the article What is the difference between a client and a prospect?.Few readers

Customer loyalty & referrals

• Loyalty, referrals & rewards

  The loyalty, referral, and rewards modules allow you to automatically thank your most engaged clients: those who book regularly, spend more, or recommend your services to others. The goal is to strengthen client relationships and encourage loyalty without extra work on your part. You set the rules, Fotostudio takes care of the rest. 🚀 What you can do with these modules 🎯 Reward clients based on their purchases or actions 👥 [Set up a referral programFew readers

• Loyalty & referrals: complete use cases

  Complete usage scenarios To understand how the loyalty module works on a daily basis, here are some concrete examples you can follow step by step. Each scenario shows how points accumulate and how rewards are granted automatically or manually. Scenario 1: classic loyal customer Marie books a 75€ portrait session through your website. She pays the 75€ → she automatically receives 75 points (payment-based points). You complete the session and mark it as validatedFew readers

• Understanding and using the loyalty ranking

  The loyalty leaderboard is a powerful tool to track your clients’ engagement and quickly identify your best ambassadors. It lets you see who your most loyal clients are, which rewards have been claimed, and how your clients are behaving with respect to the loyalty program you’ve implemented. By using this leaderboard regularly, you can adjust your communication strategy, highlight specific offers, and reward those who contribute the most to your business. It’s an essential tool for turning loyaFew readers

• Tips to maximize the impact of the Loyalty module

  The Fotostudio Loyalty module is powerful, but to make it work at its best, it’s important to set it up gradually and follow a few best practices. Here’s a step-by-step approach to get the most out of the system. 🚀 At Launch Start simple: activate only points per payment. For example, €1 spent = 1 point. Create a few reward tiers so your clients can quickly see the benefits: 100 points → €10 500 points → €50 1000 points → €100 If you already have loyal clients,Few readers

• Loyalty and Referral: Frequently Asked Questions (FAQ)

  🔧 Loyalty: configuration and activation Q: How do I activate the module for the first time? A: Go to Modules > Loyalty, check "Activate automatic system", then configure your settings (points/euro ratio, points per session, rewards). Full details in the article: Loyalty, referrals & rewards **Q: Do existing clients automatically earn points when the moduleFew readers

• What are tags and how to create them?

  What tags are for Tags are used to classify clients so you can easily find them in a file listing your contacts, exported from Fotostudio. They also allow you to note a detail about a client. How to create a tag for a client From a client's contact sheet, you can enter the tag text directly in the "Tags" field, and add it by clicking the "Enter" button on your computer keyboard. This is how to create a tag in the CRM. ![tag](https://storage.crisp.chat/users/helpdesk/website/-/1/1/0/6/11Few readers

• Prospect sources, how to better understand your prospects

  What's the point of configuring your lead sources? Configuring your lead sources in your CRM allows you to identify the most effective channels (social media, email, trade shows, etc.) to optimize your marketing investments and personalize your approach based on their origin. It's also a key tool to measure the ROI of your actions and adapt your strategy in real-time by targeting what really converts. How to assign a source to a lead? When creating a contact, or by editing itFew readers

• How do I export my contacts from Fotostudio?

  Export contacts from Fotostudio If you want to retrieve all contacts from your Fotostudio account, it's possible from the Contacts menu. You just need to go to the Contacts page, then click on the 3 dots in the top right and finally click on Export. Select contacts to export You can choose which contacts to export: All Only favorites OFew readers