Sales Presentation

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The Present Images stage of the Digital Workflow is set up for you to prepare and present a slideshow and the session images to your client in a professional way. You can set up and run the presentation and slideshow from the Workflow hub or from the actual session record.

 

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Workflow Hub - Present Images

Preparing a Sales Presentation

You'll want to set up your sales presentation before you present it to your clients.

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Spectra provides a feature that allows you to organize session images in Spectra based on metadata that has been applied in Lightroom. For example, if you use Lightroom to rate and group images, you can carry those ratings and groups over to Spectra by clicking Organize on the ribbon and then selecting a Lightroom Metadata Preset you've created for this type of session. For more information on setting up your Lightroom presets, refer to the "Lightroom Metadata Presets" and "Lightroom Metadata Preset Details" topics in the "Spectra Maintenance" chapter.
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There are many ways you can use image groups. Create a group for your slideshow and then rearrange the images as you want them to appear in the slideshow. Create groups for outdoor and indoor images. Create groups for your weddings to organize pre-ceremony, ceremony, and reception images. Within each group you can arrange the images in any order and then use the Sales Presentation to present these groups to your clients. These groups are saved with the session so you can access them at any time.

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Image Adjustment

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You must have Windows Media Player installed to play music with your slideshows. To install Windows Media Player, visit:

http://www.microsoft.com/windows/windowsmedia/default.aspx.

Please note that due to copyright protection written into later versions of Windows Media Player, some files may not play correctly in Spectra. For best results use MP3 or WAV files.

Playing a Slideshow

  1. Click Start Slideshow to begin the slideshow.

  2. Use the Space Bar to start the slideshow, the I key to show the image number, and Esc to end the slideshow.

  3. Click Stop Music to fade out the music.

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Integrating third-party slideshows or Animoto™ videos into your Spectra sales presentation

Some photographers like to prepare slideshows or videos ahead of time in other software applications. If your slideshow software has the ability to export or save the slideshow as an .EXE executable application file, then you can integrate your slideshows with the Spectra Sales Presentation. Simply export your customer's slideshow as "Slideshow.EXE" and save it to the session's Previews folder. To play an Animoto video instead of a slideshow, name the video file "Slideshow.MP4" and save it in the session's Previews folder. When you click Start Slideshow in Spectra, your alternate slideshow or video will begin.

Starting a Sales Presentation

From the Workflow hub, select a session and click Start Presentation in the Sales Presentation group of the ribbon. The Sales Presentation window, designed to show the session images to the client, will open in front of the Spectra Workflow hub.

 

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Sales Presentation

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Presenting a slideshow on a projector

You have the option to set up your presentation so that you control what images your client sees on the projector, while at the same time selecting from all the images on your monitor. In order to do this you must have Windows XP, Vista, or Windows 7 and the projector must be set up as a secondary monitor. Consult your Windows Help for instructions on how to set this up. Then, in the Sales Presentation screen the Image Viewer will display on the projector while the computer monitor displays the preview images.

Recording a Client’s Order

  1. From within the Sales Presentation, click Order Information shopping_basket_yellow.png in the Show group on the toolbar.

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  2. The order information will appear on the right portion of the screen. You'll see your price list with your Quick Picks listed at the top. See the "Price List Items" topic of the "Working with Price Lists" chapter for more information.

  3. Select the products and packages the client wants to order for each image. If you select a package that has multiple prints, find the image for each print and double-click on the image number field to assign the image to that print.

  4. To set the crop for each product, make sure that you’ve set the print height and width in Price List Item Maintenance. Then on the order, select the line item you want to crop. Click Crop and draw the crop. To invert the crop box hold the Ctrl key and draw the crop box.

  1. Click the Order Options arrow in the top-right corner to view additional order options:

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  1. Use the Order tabs at the bottom to view additional order information:

  2. Click Save on the toolbar to save the invoice. If the client has previously made a customer deposit, you will be prompted to apply it to the current invoice. Otherwise, you can click New Payment to record the client’s payment.

  3. After recording the payment, click Print to print an invoice and image detail sheet for the client.

  4.  See the “Working with Invoices” chapter for more information.

  5. Once you've created the invoice, you should create a production order. See the “Working with Production Orders” chapter for more information on creating new production orders.

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Image Colorizations

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You have the ability to customize your own colorization settings, such as black & white, sepia, or other tones and styles. Go to Maintenance > Digital > Image Colorizations.

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  1. By default Spectra includes the black & white and sepia options. You cannot delete the black & white or sepia colorizations, but you can modify them.

  2. Select inactive for colorizations you no longer want to use, but that may have been applied to images in outstanding orders.

  3. The order of the colorization options will determine the keyboard shortcut used from the Workflow hub and the Sales Presentation (Ctl 2-9). Use Move Up and Move Down on the ribbon to change the order.

  4. Click New in Editing group of the ribbon to add a new colorization.

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Image Colorization Detail

  1. On the Image Colorization Detail page, type the Name for the colorization preset. When creating colorization presets you have a number of adjustments you can set, all similar to tools used in Photoshop to correct or enhance images:

  1. Click Add New to add one or more of the these adjustments to the list if they do not already appear.

  2. Use the green arrows in each adjustment group to re-order the sequence that Spectra will use when applying the settings to the image.

Composites

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The Composites feature in Spectra allows you to create custom composites and then drop images from your sessions into the composites, creating custom digital products for your customers.

 

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The Composites feature is a powerful tool. Use the Composites feature to create digital products such as multi-image wall portraits, custom album pages, holiday cards, sports cards, or image effects. Quickly and easily drop your client’s images into the composite, instantly creating a custom digital product.

Creating Composite Templates

  1. Go to the Maintenance > Digital > Composite Templates.

 

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The Composite Template Designer

  1. The Composite Template Designer is where you can create new templates to use in Digital Workflow and the Sales Presentation to create custom digital products.

  2. Your templates will be sorted into template groups. To create a new template group go to File > New Template Group.

  3. To create a new template, highlight the template group that you want to create it in and click New Templatecomposnewtmpl.jpg, or click Import Template composimptmpl.jpg  to import a Spectra template from a file.

  

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When creating composite templates be creative! By using PNG files and JPEG files the sky is the limit. Composites will make your images look great and help you to increase your add-on product sales.

   

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The Composite Templates are not stored in your main Spectra database, but in a separate database called SPImages.mdb. This data file only contains your composite templates. You will need to make sure you back up your Composite Template database when you back up your main data file. See the "Database Utility" chapter for more information.

Modifying your Template Elements

Template Properties

To modify the layout and properties of your template, highlight the template element in the Elements section. Then, in the Properties window, adjust the following properties:

Adding Template Elements

You will build your template by adding elements. There are three types of elements that you can add - Image Layers, Image Drop Zones, and Text Layers.

  1. Image Layers - Image layers are elements that can be a solid color, a JPG file, or a PNG file. Each template will have a background image layer by default. This layer is required and should be the same size as the overall template. To create a new Image Layer click New Layer composnewlayr.jpg. To adjust the Image Layer properties, highlight the image layer from the Elements list and adjust the Properties window:

 

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Layer Image Options

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The Image Layer is a very useful tool. Use the Image Layer to create key lines, drop shadows, and borders by adjusting the size, color, opacity, and order. Use JPEG files to create the graphic part of a holiday card. Using PNG files is like creating a built-in effects layer on top of your images. Use a PNG file if the image layer is going to overlay the zone layer where you’ll drop the client’s image.

 

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The Composite Template uses PNG files to overlay. A PNG file is an image file that you can create in Photoshop similar to a JPEG. However, a PNG file has a built-in transparent layer. To create the PNG file in Photoshop, simply cut out the area where you want the transparency and save the file as a PNG file. Any areas without a layer will automatically become transparent.
  1. Image Drop Zone Layers - Drop zone layers are the areas in the template where you will drop images from the client’s session. To create a new Image Drop Zone, click New Zonecomposnewzone.jpg. To adjust the drop zone’s properties, highlight the zone from the elements list and modify it in the properties window:

  1. Text Layers - These are the areas where you will insert text into a composite. Text can either be fixed text built into the template, or it can be text that is editable later. For example, you can change the text later to be the client’s name. To create a new Text Layer, click New Text Layer text_element_icon.jpg. Most of the commonly used properties for the text layer can be adjusted in the font toolbar above the template.

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Other properties can be modified the Properties window:

You can adjust the order of the element layers by dragging and dropping the elements in the Element list. The first elements on the list will be the furthest back, the last elements will be on the top.

Linking Composite Templates to Price List Items

Next you will need to associate the composite templates you have created with a price list item. You can either link a composite to a specific price list item, or you can set up price list items that can be ordered for any composite.

  1. Go to Maintenance > Price List > Price Lists.

  2. Select the price list that will contain the composite. Highlight the Composites category and select the item group you will be adding the composite item to. The item must be created in the Composites category for it to display the composite drop-down list shown below.

  3. Create a new item (see the "Working With Price Lists" chapter for more information). In the Composite Template drop-down list, select the composite template that is associated with this item.

  4. You can also choose the Allow Any Composite Template option, which will allow you to order any composite for this item. Using this setting, you can set up just one 8x10, 5x7, etc. and order any composite for that size.

 

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Item Maintenance - Composites

Using Composites

Once you have created composite templates you can begin to add images to them for your clients.

  1. Go to the Workflow hub and then open the list of sessions at the Presentation stage.

  2. Select a session that you would like to create an image composite for.

  3. Click New Composite composite_32.

  4. The composite designer will appear. From the template drop-down list, select a composite template. You will only be able to select a composite template that is linked to a price list that is valid for the session you have selected.

  5. Drag and drop images into the composite. Use the scroll wheel to adjust the size of the image. Right-click on the image to fit (maximizes and centers the image in the opening), flip, rotate, or colorize the image.

 

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Digital Workflow - Composite Designer

  1. If you have a composite with multiple Image Drop Zones, you can select an image and, while holding down the Shift key, drop the image into an Image Drop Zone. This will populate all of the Drop Zones with this one image. This can be useful if you are using composites to create sheets.

    You can also select multiple images using the Shift or Ctrl keys. Holding down the Ctrl key, drag and drop the images into the Image Drop Zone. This will populate multiple image zones with each image you selected.

  2. If you have a composite with an editable Text Layer, you can either click on the text layer to select it, or right click anywhere on the composite to select it. Once selected, a font tool group will appear in the ribbon, giving you options to change the text appearance. To edit the actual text of the Text Layer, you can either double-click on the Text Layer, or right-click anywhere on the composite and select Edit Layer.

  3. Once you have completed laying out your composite, click Save save16.png. The composite will now be saved in your session images and you will see a preview image for this composite with the file name based on the file name of the other images with a C## number (C01, C02).

  4. Click Close Designer to close. Or click Create New Composite to create another composite.

  5. Saved composites can be included in a slideshow or ordered in the presentation. You cannot rotate, crop , flip, or edit (in Photoshop) the saved composite.

  6. All of the composite options are available in the Sales Presentation as well.

  7. If you have selected a composite from the Sales Presentation you have the option to Modify the composite. This will open the composite in the Composite View and allow you to change the images in the composite.

  8. If you are viewing the order information you will have the option to Order the composite. This will add the composite item to the invoice. If you have more than one price list Item associated with this composite you will be prompted to select which item they are purchasing.

  9. You can also select the composite from the price list (or include Composite Item in a Package). Then select the composite from the order detail list and you will be able to drag and drop images into the composite.

Rendering Images

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Rendering images is the process where Spectra builds new images from the changes you’ve made to the images in Spectra. You may render out images for proofing or preview purposes – such as printing proofs or loading images up to a website – or you may render images from an order for printing.

   

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If you are using Spectra to render images, do not crop your images in your image editing software or your capture software. Spectra's preview images reference a full-frame image. Once you set the crop in Spectra’s Digital Workflow, that crop will be referenced in rendering images. If you crop the hi-res, raw, or retouched files, your images will not be rendered properly.

Setting up Render Profiles

  1. Go to Digital Workflow.

  2. Click Render Imagesrender_images16.png.

  3. The Render Images screen will appear.

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Render Images

  1. Click New to create a new render profile or click Edit to modify an existing profile.

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Render Profile Maintenance

  1. Enter the profile name.

  2. Select the Render Profile Type, either 'Proofing' or 'Final Output.' Proofing is designed to render a set of images that have not yet been ordered (used for proofing and preview purposes). Final Output of ordered images will render just those images that have been ordered (for printing purposes).

Proofing Profiles

  1. If you are creating images for proofing select the Source Images. These are either the existing previews or rebuilt previews from the hi-res or retouched files. If there is not a corresponding image in the retouch folder, then the hi-res file will be used.

  2. Under Render Options select which images to include.

  3. Select what effects you want to have applied to the images when they are rendered: flip, rotate, colorize, color correction, and unsharpen mask (from when you created the previews originally), crop images, and/or exclude composites.

  4. Under Image Options select the file type, maximum size in pixels, DPI, and whether to include a watermark.

  5. Under Render Folder select where to save the images once they are rendered, either to the session render folder or a different folder.

  6. Click OK to save the profile.

 

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Rendering images can save you a lot of time when you are proofing your images. The proof render profiles allow you to batch out your images for proofing after you've done your initial editing and add a watermark. Because you have control of the DPI and pixel size, you can control the resolution of your images. Here some examples of how you might use the proof profiles:

  • Web images
  • DVD presentation application
  • Printed proofs

Final Output of Order Images Profiles

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ATTENTION!

If you are rendering images for final output you need to enter a height and width in the price list for each item that will be rendered. If you do not enter the height and width the images may not render properly.

  1. If you are creating images for final output, under Render Options select if you will output one copy of each ordered image or separate versions of each image.
    Note: If you output one copy the images will not be cropped, rotated, flipped, or colorized.

  2. If you select to output separate versions, next select to apply the crop, rotate, flip, and colorization to the output images.

  3. Select the Composite Options. Choose to flatten the composites into one final JPEG or not. OR, choose to flatten just the files included in the final file based on the Composite Template settings (controlled in the Composite Template designer).

  4. Select Create copies of images according to quantity ordered if you want a separate image file rendered for each quantity on the invoice.

  5. Under Image Options select the file type and DPI.

  6. Under Render Folder select where to save the images once they are rendered, either to the session render folder or a different folder.

  7. Click OK to save the profile.

Running Render Profiles

  1. Once you have created a render profile you can render images for a session, invoice, or production order.

  2. Select a session on the Digital Workflow and click Render Images render_images16.png. You will only have proofing profiles available if rendering from a session. To select final output profiles open an invoice or production order and go to ActionRender Images.

  3. Mark the profiles that you want to run.

  4. At this time you can select to change the image selection by clicking on the images selection and choosing All, Not Selected, Undecided, Selected, Ordered or Highlighted for Proof Profiles. OR, for Final Output Profiles you can either select All or Prompt which will prompt you for each line item from the order. You can also override the grouping selection and choose a specific image group to render.

  5. Click Start Rendering and you will see a status bar for each render profile.

  6. Once the rendering is complete go to your render folder to view the images.

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Render Status

 

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