There are different ways to add clients to a collection. We’ll cover all of them in this guide.
- Send Collection via Email
- Copy Link & Send Manually
- Clients can register themselves
- Add Clients After the Collection Is Sent/Published
Send Collection via Email
The most convenient way to share the collection link with your client(s) is to use picu’s built-in email feature.
Choose “Send via email” under “Share Options” when creating your collection:
picu will send a nicely formatted email to the client with a link to directly access the collection. They will be able to start selecting images right away.
💡 Tip: We have lots of customization options regarding emails.
Copy Link & Send Manually
Choose “Copy link & send manually” under “Share Options” to publish the collection:
You can then share the collection link using whatever communication method you prefer, e. g. sending a text message, etc.
You can copy the link either from the admin notice right after publishing the collection:
Or you can copy it at any time from the collection status box on the right:
If you are using the Pro plugin, there is one final step for your clients: They have to register/identify themselves before they can make a selection (see the next section). This allows for multiple clients sending back individual selections!
If you are using the free picu plugin, only one selection per collection is possible, and clients will enter the collection right away.
💡 If you are a Pro user and only ever need one selection per collection, you can disable the registration function.
Clients can register themselves
With picu Pro users can register/identify themselves before making a selection. They will see this form:
In the picu settings, under “Security“, you can decide whether your clients need to provide an email address or if a name is sufficient to identify themselves:
If the option is disabled, the registration form will reflect the setting by marking the email field as optional:
If the client enters an email address – whether required or optional – they will receive a confirmation email with a link to access the collection. This step is necessary to make sure the email address is correct and belongs to the person who entered it:
This way the client also has their personal collection link in an email and can easily return to their selection later.
💡 If you only ever need one selection per collection, you can disable the registration function.
💡 There is also a way to pre-register clients, see the next section.
Add Clients After the Collection Is Sent/Published
💡 This feature is only available for picu Pro users.
If you either sent the collection to clients via email or just published the collection, you can add new clients after the fact.
1. Click on the “+ Add Client” button:
2. Enter the client’s name and email address:
Please note: It is also possible to enter just the name or just the email address. Both are optional, but at least one of the fields is required.
3. Optional: If you entered an email address, you can check “Send […] link to this email address” to automatically send the collection link to the client:
4. Optional: If you do not want to use the email function, you can also copy the individual collection link for your client. Right click on “View” behind the client name and choose “Copy Link-Address“:
This is a great way to “pre-register” clients. Sharing their individual link directly will allow your clients to skip registration (see above) and they can access the collection and start selecting images right away.
