1) In Distribution, select the files you wish to watermark & distribute and click on Text Message or Email, depending on your preferred means of communication
2) Start from scratch or choose "Pick a Template"
You can learn about creating message templates here.
3) Add your recipients
You can scroll through the list and click on individual names, or begin typing the name of a person or group to bring them to the top.
4) Attach other files from your computer or your SetKeeper project
Click on "Pick Documents" to add more files to your message.
PDF files will automatically be watermarked*. If you'd like to turn the watermark off, you can click the green toggle to turn it grey.
*Some productions may enable a permanent watermark on all files. Your production coordinator or line producer will be able to tell you if this option applies to your production.
4.5) Optional: Add a custom watermark
If you'd like to add a custom watermark (all recipients will receive the document with the same watermark), click on "Watermarking Options." You can also adjust the color and transparency.
5) Write a subject and body for your message
You can use the First Name and Last Name buttons to automatically add the recipient's name to the body of the email for a more personal touch.
6) Click on "Preview"
7) Select how you would like your files to be sent
If you've added a PDF attachment to your message, you'll see these options on the preview screen before you send the message:
Attachment : Your file will be sent as a regular email attachment
Personal link : Recipients will have to click on a link to see the file
Password protected link : Recipients will be prompted to create a login that they can use to retrieve the document. They'll be able to use the same login in the future to retrieve other documents.
You can learn more about access and security options for files sent from SetKeeper here.
7.5) Optional: Send yourself a test message
Before you send an important message to many recipients, you can send yourself a test message by clicking on the grey envelope next to "Send." This will allow you to see how the message will look to a recipient.
8) Option 1: Schedule your message
You can schedule your message to send on a specific date at specific time by clicking on Schedule. You can learn more about scheduling messages here.
9) Option 2: Send your message
After you click "Send", you'll be asked if you'd like a delivery summary sent to your inbox. This email will be a summary of the message analytics page.
Here's an example of the summary email:
10) Check out the Analytics' page of your message
You'll be able to see:
the content of your message
the status of your message: you can see if your message has been sent, delivered, or opened
the list of recipients: you can see to whom you sent your message, if they received the message, and if they opened or downloaded any attachments.
You can always access this page for a specific message from the "Messages" tab of Distribution.
And there you go! You've sent out watermarked files to your crew 👍