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Frequently Asked Questions

Card Templates

Creating and Saving Templates

An eCard Template can only be created from a Sent eCard.

To create an eCard Template follow these steps:

  1. Send yourself an eCard and make sure everything looks the way you want it to.*
  2. On the Sent eCards page, locate your eCard and click the 'Save eCard As…' button. Choose 'Save as a Card Template.'
  3. Give your template a name. As an option, you can enter comments to help you recognize this template in the future. Save your template.

If you need to make changes to your template, then you must go back to the original sent eCard and make a copy. Make your changes and repeat steps 1 - 3 above.

Important Note: If you put a person's name directly in the Greeting line (e.g. Dear Bob), then all of your cards sent with this template will say "Dear Bob." To avoid this, create your eCard template using the 'autofill names' feature to insert people's first names from your address book. Alternately, you can enter a generic greeting (e.g. Dear Valued Customer) or not use the greeting line at all.

* You can include other people on your approval team when you send the eCard to yourself.

eCard Template Features for Company Members

Company administrators can create eCard templates for their users. Click here to learn more.

Using Templates

To use or delete templates you have created, go to eCards > eCard Templates or click the "Create a new eCard" button. Company members cannot delete eCard templates that have been shared with them by their company administrator. Edit Template Settings enables you to change the template name and comments. Company administrators can edit how they want to share the template. This area also enables you to see the design and message on the eCard so you know what it will look like to your eCard recipients.

CorpNote original eCards. You can schedule eCards to be sent now or any day in the future. You can copy eCards to be sent to other recipients.
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If you need additional help, please refer to our Frequently Asked Questions or complete our Priority Email Support Form.








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