Lesson 1 of 3
In Progress

Tech Checklist

Strategic Planning

  • What online platform will be used to display and sell artwork (WordPress with Woocommerce, Shopify, etc.)?
  • What cart system will you use for accepting payments and receiving shipping details? PayPal, Stripe, etc.
  • Ensure your cart system will require buyers to check a box that they understand shipping/refund/sales policy upon checkout
  • What pieces and details will be displayed with the works?
  • What software will you use for the opening reception (AirMeet, Zoom, RuntheWorld, etc.)?
  • Will prices be advertised on the front end of the displayed artwork? If not, create a form for inquiries (in form section below)
  • Will sold work still be available to view on the exhibition platform? If so, plan a “sold” category so you can categorize artwork and it will no longer be available for purchase.

Forms To Create:

  • Artists submission of digital images
  • Artist Bio Submission
  • Artwork price inquiry (if not displayed on the front end)- submission to auto-populate an email to the lead contact person

Form Software

  • Qwary
  • Typeform
  • Google Forms


All form responses can and should be integrated into your project management software or straight into the exhibition website from an operational standpoint.

Assets Needed

  • Sales/Refund/Shipping Policy
  • Terms & Conditions
  • Website Disclaimer
  • Landing Page for virtual exhibition to collect email addresses while you are building a full exhibition site, redirected to thank you page
  • Email marketing software (If you don’t have software yet, I recommend Mailerlite for a great, free to low-cost option with many automation capabilities. They do require a domain email for use).
  • Presentation Slide Deck for Opening Reception (if applicable)
  • Email registration sequence for participating artist
  • Email registration sequence for guest viewers
  • Promotional Email Swipe File for Participating Artists & Gallery Email List
  • Design and Distribute for Gallery & Participating Artists Promotional Social Media Swipes (Graphics and Captions to promote the exhibition)
  • Facebook, Linkedin Banner to promote the exhibition
  • Create an event for Facebook and Linkedin and invite friends list



Responsibilities Timeline Suggestion

Phase I: Planning (~4 Weeks Before Event)

  • Identify topic, promotion, date, guests, platform
  • Outline presentation

Phase II: Creation (~3 Weeks Before Event)

  • Build Landing Page
  • Build Thank You Page
  • Write Email Sequences
  • Promotional Email Sequence
  • Registration Email Sequence
  • Create New Tags in Email Marketing Software
    Set Up Automation in Email Marketing Software
  • Create a Slide Deck
  • Create Graphics & Social Content Swipe Files, Facebook Banners, Events
  • Create Visibility / Promotion Plan & Bullet Points

Phase III: Review / Team Prep (~2 Weeks Before Event)

  • Review emails
  • Review slide deck
  • Begin Visibility Plan
  • Social Content Scheduled
  • Promotion Emails Begin

Phase IV: Prep Continue (~1 Week Before)

  • Presentation walkthrough
  • Prepare Moderator Notes
  • Change FB Cover Photo to event
  • Change IG Bio Link to Registration
  • Pin Registration Post to Top of Facebook Page
  • Create Event on Facebook and Linkedin