Home/Sales & User Guide/Customer Account Set Up

Pre-Paid Projector Customer Account Set Up

On this page

Log in to your Projector Account
Click on your Profile > Affiliate Program

Once you are inside your Affiliate Program Portal, click on Create

When setting up a customer’s pre-paid Projector Account, you choose the level of service that best fits the customer:

Quick Set Up: Ideal for Affiliates who want to deliver a complete Projector account without the time-consuming setup.

Choose Quick Set Up for creating the customer account with just an email address. Simply provide the customer’s email address and let the automated fields do the rest. Then choose to send the customer’s automated Welcome Letter when ready to grant account access to the customer. It’s that easy!

Quick Setup saves you time without reducing the value of the service you provide, and you can charge for this. See Charging Customers for their pre-paid Projector full year account.

Please Note: A credit card is not required for customer account set up when using your pre-paid accounts with either the Quick or Full Service set up.

Full Service Set Up: Ideal for Affiliates with customers who prefer a white-glove experience.

Choose Full Service Set Up for creating the customer account by setting up their password. You can also choose to bypass using one of your pre-paid accounts and instead set up your customer on a monthly plan. In that case, you will be required to put in a payment method using your card on file or choose a new one.

Please Note: You will not be able to choose when to send the Welcome Letter. It gets sent automatically the moment you create their password.

Typically Affiliates have a built in White Glove or Concierge service fee and charge by the hour for this service. It is totally up to you how and what your charge.

Whether you choose Quick Set Up or Full Service Set Up, the upload process works the same way. Projector automatically populates four fields for each video: Thumbnail, Video Title, Category, and Visibility.

You can use these default settings to keep the process quick and simple, or customize them to better organize, build and design your customer’s Projector Channel to give your customers the best viewing option for years to come.

See Custom Settings on this page

Quick Set Up step one:

Enter customer email address

Quick Set Up step two:

Click on Premium or Lifetime (if you sold a Lifetime plan – requires payment) > Continue

Quick Set Up step three:

Check “I agree to the Terms of Use and Subscriber Agreement > Continue

Quick Set Up step four:

Click Access the account

Video Uploading

If you choose to upload your media at the same time you’re creating the new account, your screen will look like the image below.

Choose upload media now:

There is no data to enter. You will be able to use the edit options to customize your customers Projector after uploading, if you wish.
The upload process at this time will default to the automated fields. They are: Thumbnail, Video Title, “All Videos” Category & Public Visibility.
It is important to note that Public Visibility does not mean “the general public”. Project accounts are private and not open like social media accounts. The account holder private shares using the “Public” setting.

Keep your browser open until all videos have finished uploading > continue to go to Content

You can monitor uploading progress or simply keep your browser open while all files upload.

Once your customer’s account is ready, the first step is to notify them using the automated welcome letter

e-mail from Projector.

Exit their account and get back to your main portal view.
There, you will see the Send e-mail tab next to their name.
Click on that to send them the automated e-mail.

The welcome message includes the link that takes them to their Projector to finish their account setup.

You will also notice there is a “Copy Link” tab.

This allows you to copy your customer’s access link so you can send them a personal e-mail and follow up with them if you wish.

When the customer accesses their account for the first time, they will be walked through a series of quick steps to complete their account setup, including setting up a password and choosing a profile image if they wish.

They will be required to put their preferred payment option on file, which is for their renewal at the end of their prepaid first year.

Their card will not be charged until their year is up and they can cancel anytime.

You can opt to customize your customer’s Projector prior to sending them their Welcome Letter.

Custom Settings

Create a professional, tailored Projector Channel for your customer.

Custom settings lets you organize video files with specialized or chronological titles, create custom categories, add further video descriptions with sub-categories and playlists.

Give your clients the best viewing experience for years to come by taking the time to organize videos by Video Category, give quality titles and descriptions, and select the best possible Thumbnail (auto generated or choose your own). It’s up to you.

Affiliates typically charge their customer for this service as this custom work takes time and provides a higher-touch, premium experience while ensuring the customer’s library looks just the way they want.Then, never stop uploading.

Your client never stops making new memories or finding old media. Keep in touch through Newsletters, promotions and special events for an on-going relationship.

Customize the Default Settings

Thumbnail: choose from the suggestions or create and upload your own
Video Title: The video file names you gave your videos prior to uploading will auto-load but you can edit them in the Video Title field.
Categories: The default category is “All Videos”. Custom categories can be created. A Custom Category is the ability to put a series of videos or individual videos under certain subject matters. (i.e. Birthdays, Holidays, Sports). There are suggested categories to also choose from.
Visibility: The default visibility field is “Public” – meaning anyone the account owner shares their Projector with will have viewing access to these videos. You can customize the Visibility for any or all videos.

More Ways to Customize

Optional Fields: Description, Sub-Category & Playlist

Description
- Add details beyond the title & category for further sorting & searching capabilities
- The Description field is limited to 150 characters
Sub-Category
- Add a sub-category for better sorting & searching
- The Sub-Category field is limited to 17 characters
Playlist
- Add videos to playlists to sort & play videos within certain criteria

Editing Video Details for Customization

Go to the Content Dashboard within the Projector account you wish to add/edit
Click on Content
Choose All Videos or the specific Category the video you want to edit is located
Check the box next to the video you want to edit
The Video Selected Box appears for editing

Click “Edit” on the far right hand side of the screen under the thumbnail of the video you selected
- This is where you can also delete the video if applicable
The Details Box appears for editing & adding details

A new Title and/or Description can be edited or added
A new or custom Thumbnail can be added
Click Next to edit & add more details

Category, Sub-category and playlist can be edited and/or added
Click Next

Visibility can be changed here
Click “Publish” to re-publish the video with all the edits and/or additions made

About Visibility

The following are the descriptions of our Visibility settings:

“All Viewers“

By selecting this option for your uploaded video or photo album, all viewers your user invites will have access to view this content.

“Only I Can View“

By selecting this option for your uploaded video or photo album, only the user of the account can view this content. No viewers will be able to view this content.

“Choose A Group To Share With“

By selecting this option for your uploaded video or photo album, only viewers who are added to the assigned groups will have access to view this content

Because Projector is a private library meant mostly for family and close family friends, we suggest selecting “All Invited Viewers Can View” unless there are specific videos you want to avoid sharing with all your Viewers. If all content is assigned to “all invited viewers can view”, this will share the user’s entire Projector. For more information on Visibility see the Visibility section

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