Explainer
How To
What To Know
Explainer
What Is The Portfolio?
The Portfolio is a link that can be embedded on a website or used as a standalone page to display captures from past events run on the account.
The events the captures are pulled from can be selected and the order adjusted in a number of ways. A password can also be set to limit visibility to certain clients. The style can also be adjusted to better fit the brand!
The Portfolio can be used to display the range of events that can be run, or focus more on one style of event to show prospective clients. Whatever way the Portfolio is used, it is a fantastic way to easily show off different events run, built directly into the Fiesta software for convenience!
How To
Enable Portfolio
- Log in to Fiesta
- Select Portfolio along the top bar
- Under the Settings tab, toggle on Enable Portfolio
What To Know
Adding Captures To Portfolio
Once the Portfolio is enabled, the next step is to add captures for display! These can be captures from a single type of event, or from a range of events depending on the desired use.
When adding captures, it is important to remember all captures in a selected event will be displayed to the Portfolio; there is no way to block certain captures from an event. Any captures uploaded to an event after it has been added to the Portfolio will be added to the Portfolio as well.
How To
Add Captures To Portfolio
- Log in to Fiesta
- Select an event to add
- Select the three (3) dots next to Configure Event
- Select + Add Event To Portfolio in the menu
OR
- Select the three (3) dots next to an event card
- Select + Add Event To Portfolio in the menu
How To
Adjust Capture Order
- Log in to Fiesta
- Select Portfolio along the top bar
- Under the Settings tab select Events Order
- Select the order to display captures
What To Know
Password Protection
The Portfolio is usually used to display to potential clients the different setups possible. However, to prevent anyone from stealing work or otherwise viewing the captures when they shouldn't, the Portfolio comes with the built-in option to set a password. That way, a more elite experience can be provided to potential clients.
How To
Set A Password
- Log in to Fiesta
- Select Portfolio along the top bar
- Under the Settings tab toggle on Password Protection
- Input a Portfolio Password
Optional: set a password hint
What To Know
Embed Code
Along with using the Portfolio as a standalone link, it can also easily be embedded into a separate website using the Embed Code.
The Embed Code is available under Advanced Settings on the Portfolio's settings tab. The process to add the embed code to a website differs depending on the website provider. Here are the steps for a few of the most common website providers:
Note: Portfolio Embed Codes are only available on the Fiesta Pro subscription tier.
What To Know
Branding
Like the Live Gallery, Proposal, and Email features, the Portfolio can be adjusted to better match a specific brand style. This allows further customization to match a website, brand tone, or better flow within the client process currently set up.
The branding has many of the same options across all features to better align and maintain an easy workflow, so if the Branding has been set up before, it is easy to copy over!
What To Know
FAQ
I've updated my Portfolio but my website is not showing the update! What is happening?
- The direct Portfolio link will update immediately, however the Embed could take between 15 minutes and 48 hours depending on the rate the website provider updates the view.
- To update the Embed faster, it can be removed and re-added to the website.
Can I share only some captures from an event to the Portfolio?
- It is not possible to limit the number of captures shared from an event to the Portfolio.
- A workaround would be to download the captures for the Portfolio from the initial event, duplicate the event, upload the desired captures to the duplicated event, and share the duplicated event to the Portfolio.
Learn more about duplicating an event
Learn more about downloading captures
Can I remove events from the Portfolio?
- Yes
- To remove events from the Portfolio, follow the same steps to add; the option to add the event will be replaced with the option to remove the event.