Help Center

Technical Support
[General & Troubleshooting  |  My Account]

For 24/7 answers, we have several online resources that are a good starting point:

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How do I create an email signature with my logo and website links?
[Business eCards]

Set your default email signature by going to My Account > Preferences in the navigation. There are 2 tabs on this page which affect your signature.

  1. Signature Options - Enter all of your contact information, upload a logo and add your website and social media links.
  2. Signature Layout - Select whether your signature should be right, center...

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Email Signature Alignment
[Business eCards  |  Email Campaigns]

Your signature can be aligned left, center or right. If you choose to upload a logo to be used as part of your signature, your logo can be aligned next to your contact information with the exception of the center alignment option. The logo will appear above your contact information.

Important Note: If your logo is over 200px wide... more double_arrow  

Cost per eCard
[Business eCards]

We do not charge a price per eCard. You can send an unlimited number of business eCards, holiday eCards, email newsletters, online invitations and online surveys utilizing our email automation tools and email marketing services. The cost per month only varies based on whether your membership is a single or multi-user plan. View our... more double_arrow  

Cost per Online Invitation
[Online Invitations]

We do not charge a price per online invitation or based on the number of people on your guest list. You pay one low monthly membership fee to send an unlimited number of business and holiday eCards, email newsletters, online invitations and online surveys utilizing our email automation tools and email marketing services. The cost per month only varies... more double_arrow  

Cost per Online Survey
[Online Surveys]

We do not charge a price per online survey or based on the number of people who reply to your survey. You pay one low monthly membership fee to send an unlimited number of online surveys, holiday and business eCards, online invitations and email newsletters utilizing our email automation tools and email marketing services. The cost per month... more double_arrow  

Change Credit Card
[My Account]

To change your credit card for an active (paid) account:

  1. Sign into your account and go to My Account > Billing & Password.
  2. Go to the Billing Contact tab.
  3. Under Payment Method, click the link that says "Change your credit card".
  4. Enter your new CC info and complete the submission

For returning members... more double_arrow  

Unable to Sign In
[My Account]

If you think your email and password are correct: Close your browser and re-open it to clear any 'cookies' that may be interfering with your sign in. Go to the CorpNote home page and click the Sign In button. Enter your email address and password to sign in.

Did you change your email address in your preferences? This is the most common cause... more double_arrow  

Do You Have a Free Trial?
[Joining CorpNote]

We don't have a free trial, but we offer a 10-day money-back satisfaction guarantee on our single-user memberships. You will have FULL access to use CorpNote as much as you like during this time. If we are not everything you are looking for, simply cancel your membership within 10 days of joining CorpNote, and you can request a full refund.

If you are considering a... more double_arrow  

Default Custom Style for All Emails
[Business eCards  |  Email Campaigns  |  My Account]

To save time, you can set a default custom style for all the holiday eCards, business eCards, email newsletters and online invitations you create. If you set default styles, you can still easily modify each email based on your needs.

To set your default email styles and signature, go to My Account > Preferences.

 

Payment Invoices and Receipts
[My Account]

To view your invoices, go to: My Account > Billing and Password. Click on the "Invoices" tab to see all of your invoices and payment history. You can also view and print individual invoices that display the amount paid and the date they were paid.

Multi-User Plans have consolidated billing and only the plan Administrator will see this... more double_arrow  

How am I Billed for Service?
[My Account]

Your credit card is automatically billed monthly. Your billing cycle is based on the date you establish your account. To view the date your credit card will be charged, sign in to your account. Your 'Next Billing Date' will appear in the yellow Account Notices box at the top of your account overview page.

You can also view a list of your invoices... more double_arrow  

How do I know which users were included in my bill last month?
[Multi User Plans]

Multi-User Plan Administrators can view a list of all users that were included in each billing period. Administrators are charged for any user on the plan whose account was active during the billing period, regardless of that user's amount of activity.

To view user and billing details:

... more double_arrow  

Minimum Sign-up Period
[Joining CorpNote  |  My Account]

We do not have a minimum sign up requirement and there is no long-term contract. You can sign up for one month, use the service, and then cancel 4 days prior to your monthly billing date and you will only be charged for your one month of use.

There are two considerations that are important to note... more double_arrow  

Can I sign up for just one month to send holiday eCards?
[Business eCards  |  My Account]

Yes. You can join CorpNote to send Holiday eCards (Season's Greetings, New Year's, Thanksgiving eCards etc.) with no long-term membership commitment.

There are three considerations that are important to note.

... more double_arrow  

Membership Cancellation
[My Account]

If you are a Single-User member or a Multi-User Administrator, you may cancel your membership at any time by completing our cancellation form. An email will be sent to you which contains a link. You must click on this link to finalize the cancellation process.

We require this two-stepped approach for...... more double_arrow  

How do I Pay for my Membership?
[My Account]

When you sign up for a CorpNote account, you will be asked to enter your credit card information via our secure online order page. We accept American Express, Discover, MasterCard, and Visa.

Once you establish a CorpNote account, your credit card will automatically be charged monthly on your billing date, which can be viewed on the... more double_arrow  

Membership Renewal
[My Account]

Follow these steps to renew your CorpNote membership:

1. Sign in with the email address and password you used for your account.
2. You will be presented with a form to renew your membership.
3. Enter your credit card information.

If your credit card is approved, you will immediately have access to your account.

If you renew within 60 days... more double_arrow  

Changing Your Account Email Address
[My Account]

Your account email address is used as the 'sender' email address when you send eCards and newsletters. If your recipient clicks reply to an email, their reply will go to that email address.

To change your 'From' and 'Reply To' email address:

  1. In the navigation, go to My Account > Preferences.
  2. Select the Signature...

... more double_arrow  

Can I upload my own images?
[Business eCards  |  Email Campaigns  |  Email Templates  |  My Account]

You can upload up to 200 of your own images to be used in your emails. The accepted formats are .jpg, .gif, .bmp and .png. 

 

Can I upload my own eCard designs?
[Business eCards]

Yes - you can create your own eCard designs and then upload them into your CorpNote account. You can then send and track your eCard designs like you would if you used a CorpNote eCard design.

To create an eCard design, you can use photos from your mobile device, graphics created in software programs such as Adobe Illustrator/Photoshop or graphics that you... more double_arrow  

As a Multi User Administrator, can I limit my users to only use my email templates?
[Email Templates  |  Multi User Plans]

Yes! Multi-User Plan Administrators can turn off access to CorpNote's selection of eCards, email templates, image library and more.

Sign into your account and in the navigation go to Manage Users > Edit (or Add) User. Under "Allow CorpNote Designs" select no. You can change this setting for each individual user at any time.

You can also... more double_arrow  

Does CorpNote have an App?
[General & Troubleshooting]

No - our website is completely mobile compatible, so an app is not necessary.... more double_arrow  

How often do you add new features?
[Joining CorpNote]

All the time! We are committed to bringing you the best email marketing service. You can follow us in social media and/or sign up to receive our email newsletter, which will give you full details about new features and enhancements as soon as they roll out. We are always improving and some of the regular changes include... more double_arrow  

How do I Subscribe/Unsubscribe from CorpNote's Newsletter?
[General & Troubleshooting]

You can subscribe/unsubscribe from our email newsletter at any time by going to our newsletter subscription page. Our newsletter focuses on a variety of business topics such as internet marketing, customer appreciation strategies, employee recognition programs and more.

We do not share your information... more double_arrow  

Is there advertising on the emails, invitations or surveys I send?
[Joining CorpNote]

No! CorpNote prides itself on being an advertising-free service. Your brand and message is what you want your customers to see and that's what we want too! We provide our members several different ways to include their logo, color scheme and other branding when using CorpNote to communicate.

We have many options for customizing CorpNote to match your brand... more double_arrow  

How do I Upgrade to a Custom Interface or a Multi-User Plan?
[Custom Interface  |  Multi User Plans  |  My Account]

Sign into your account and go to My Account > Billing and Password. Click the "Upgrade" tab.

Single User Members have two options for upgrading their CorpNote account:

1. Custom Interface Upgrade
If you only have one user but want to be able to brand the entire CorpNote system with your company logo, colors and footer... more double_arrow  

Keeping Your Information Private
[My Account]

As a member, you will create your own password that will help to ensure only you have access to your account. Here are some password tips:

... more double_arrow  

Can a Company Join with a Single User Membership?
[Joining CorpNote  |  Multi User Plans]

Yes. Both our Single User Membership and our Multi User Membership options are designed for business users.

Our Single User Membership is perfect if you have one individual in your company sending and managing eCards, email campaigns, event invitations and surveys. With this membership, all emails will be... more double_arrow  

Pricing
[Joining CorpNote]

CorpNote membership is a month-to-month subscription with no long term commitment.*

1. Single User Memberships are $30/month

2. Multi User Memberships are $15/month per active member and have a one-time, non-refundable $300 set-up fee.

Your monthly CorpNote membership includes unlimited eCards, email campaigns, events/invitations and surveys. We do NOT charge... more double_arrow  

What is CorpNote?
[Joining CorpNote]

CorpNote enables you to send branded eCards, email campaigns, invitations and surveys – all from one platform.

We are a subscription-based service offering a suite of email marketing, email automation, and email list management tools that help you maintain business relationships while saving time and money.

As a member, you will have full access to... more double_arrow  

How Long has CorpNote been in the Email Marketing Business?
[Joining CorpNote]

CorpNote Online Greeting Cards was first offered to the public in February 2004. The company that created CorpNote is Set Now Solutions and we have been in the internet development business since 1996. As one of the pioneers in internet development and the business eCard market, you can rely on us for our extensive experience and commitment to providing unprecedented... more double_arrow  

CorpNote's Satisfaction Money-Back Guarantee
[Joining CorpNote]

We are so sure that you are going to LOVE CorpNote, that we offer a 10-day money back guarantee for our Single-User Memberships ($30/month). If you are not COMPLETELY satisfied, you may cancel your CorpNote account via our online account cancellation form within ten (10) days of joining and request a refund. We will promptly refund your credit card.

If you are having... more double_arrow  

What Happens to my Automated Email Campaigns if my Membership Becomes Inactive?
[Email Automation  |  My Account]

If you have scheduled eCards, emails, invitations or surveys and your account becomes inactive (because you cancelled or your credit card was declined more than 7 days ago), they will not be sent. Accounts that are inactive for 60 days are automatically purged of all account data including scheduled and automated emails.

For inactive accounts... more double_arrow  

Email Notifications on Online Survey Responses
[Online Surveys]

At any time, you can add/remove the sending of an email notification to you when someone responds to your online survey. This is especially helpful if you aren't checking your account daily.

When you add or modify your online survey in the survey manager, you will see an option for 'Would you like to receive an email when someone responds?’ The default to this question... more double_arrow  

Downloading Online Survey Responses in MS Excel
[Online Surveys]

You can download an MS Excel compatible file of your online survey responses on an individual or aggregate basis. Technically, the file you download is a .csv comma delimited file that can be imported into other software and mobile apps as well.

Here's how to download your survey results.

 

Can I add, modify or delete individual responses to online surveys?
[Online Surveys]

Yes, you can add, modify and delete online survey responses. Beware that once you modify or delete a response, you cannot reverse that action.

To Add a Survey Response:

Find the online survey for which you want to add a response and then click "Add Response" in the drop-down list.

2. Answer the survey and click the 'Submit Survey Response'.... more double_arrow  

How do I create and distribute an online survey?
[Online Surveys]

Here's the quick answer on how to create surveys that can be distributed via eCard, email newsletter, your website, social media, blog or email program.

Step 1. Sign in and in the navigation, go to Surveys > Create a Survey.

Step 2. Name your online survey, choose your opening text and then select how many questions you want your survey to have... more double_arrow  

Maximum Online Survey Questions
[Online Surveys]

You can create an online survey with up to 20 survey questions. You can get more detailed information from your online survey respondents by combining the multiple choice or rating scale option with a comments box that will appear below it. more double_arrow  

Viewing Online Survey Responses
[Online Surveys]

As soon as your online survey receives a response, you will see the 'view responses' option in the drop down menu next to the survey name. You can also click the button that tells you how many responses you have for that survey.

Here's how to view and manage your online survey responses:

 

What if Someone Calls or Mails in their Online Survey Response?
[Online Surveys]

You can easily add an online survey response, and even modify existing response information, so your survey results are always up-to-date regardless of the source.

Sign into your account and go to Surveys > Manage Surveys. In the drop-down list next to the online survey you want to view, select "Add a Response." You will see the same survey response form as your... more double_arrow  

How Does CorpNote use my Account and Address Book Information?
[Address Book & Contact Management  |  My Account]

CorpNote will never sell, distribute or make public your personal information or email addresses, unless necessary to comply with legal proceedings, to protect and defend the legal rights or property of CorpNote and its members, or to enforce CorpNote's Terms of Use. Please read our ... more double_arrow  

Why does CorpNote require cookies?
[General & Troubleshooting]

Our site uses cookies to save your eCards, email campaigns, events and survey information as well as other preferences you set as you use our website.

Cookies are controlled by your web browser as well as your internet and security settings. If you have cookies turned off as a general setting in your browser, you can still allow cookies to be used specifically on... more double_arrow  

Spam Policy
[General & Troubleshooting]

CorpNote considers spam to be unsolicited bulk email messages, sent to people or email addresses that have not given you express permission to email them. Any use of CorpNote to send what we consider to be SPAM is strictly prohibited. All members that use the CorpNote system must agree to our Terms of Use, which clearly details our no-spam ... more double_arrow  

Not Receiving Emails Sent to Myself or Other People in my Company
[Business eCards  |  Email Campaigns  |  General & Troubleshooting]

When you send an email with CorpNote, your email address is used as the 'from ' and 'reply to' email address.

Your email administrator might have an email filter in place that is blocking incoming emails that say they're from a company email address, but are recognized as being sent from another email server. While this is a legitimate practice for... more double_arrow  

Reducing emails going into SPAM
[Address Book & Contact Management  |  Business eCards  |  Email Campaigns  |  General & Troubleshooting]

Automatic SPAM filters work on many levels, but there are some simple things you can do to improve your chances of getting your email message through to your recipient.

 

How will I know if I sent an email to an address that no longer exists?
[General & Troubleshooting]

If an eCard or email newsletter is sent to an email address that is no longer in use, then you will get an email 'bounce back' at the email address you are using for your account. This works just like an email that you send to an inactive email address via regular email.

The email address you use to sign into your CorpNote account is the email address... more double_arrow  

Weird Characters in Email Subject Line
[Business eCards  |  Email Campaigns  |  General & Troubleshooting]

When creating your email subject line, DO NOT copy and paste your text from other software. Hand-type your subject line into the ‘Subject Line’ text box and avoid special characters such as ™. Most email programs do not support the use of all characters, especially ‘smart quote’ characters that Microsoft Word and other programs auto-insert as ... more double_arrow  

Can I post eCards, email campaigns, invitations and surveys in social media?
[Business eCards  |  Email Campaigns]

Yes - You can easily post business eCards, email campaigns, invitations and surveys to your social media contacts and groups by using one of the following methods.

Method 1: Share by pasting a direct link

 

Branding CorpNote to Look Like your Website
[Custom Interface]

CorpNote offers a Custom Interface option that lets you customize the CorpNote site with your company logo, colors and footer links, to look like your own company website. The Custom Interface upgrade is available to single-user members and is included with our Multi-User Memberships. If you have a multi-user plan, the plan administrator can create a custom interface that ... more double_arrow  

Sending Business eCards and Email Newsletters with your Company Logo
[Business eCards  |  Custom Interface  |  Email Campaigns  |  My Account]

There are several ways that you can include your logo in your business eCards, holiday eCards, email newsletters, online invitations and online surveys.

Option 1 - Your logo can be part of your Signature:

Allbusiness greeting cards, email newsletters and online invitations have the option to include your signature at the bottom. Your logo can appear left, right... more double_arrow  

Can I add private comments to my emails?
[Business eCards  |  Email Campaigns  |  My Account]

You can add personal comments, that only you see, to any saved or sent email. Comments are helpful when you want to record the reason you sent an email, how you know the people you sent it to, or whether you posted it in social media, in your blog or on your website etc.

You can also enter personal comments for email templates...... more double_arrow  

Maximum Number of Recipients per Email
[Address Book & Contact Management  |  Business eCards  |  Email Campaigns]

You can send an unlimited number of emails per day; however, there is a limit to the number of recipients you can include in each email. When you select to send your email to an email list you have created in your address book, you can send your email to up to 2,500 recipients with a single click.

When you manually enter/paste/select addresses... more double_arrow  

How do I address my emails?
[Address Book & Contact Management  |  Business eCards  |  Email Campaigns]

After you compose your email message, click the ’Address/Send’ button at the top of the page.

You can add people to your Address List in these 3 ways:

... more double_arrow  

Scheduling eCards and Email Newsletters with Email Automation
[Business eCards  |  Email Automation  |  Email Campaigns]

After creating and addressing your eCard or email newsletter, you have the option to send it now or schedule it to be sent on a future date. To select a future date, click the "Select Date" option and then pick a date using the calendar tool. Once the date is selected, click the "Schedule Email" button. Your email will automatically be sent on the... more double_arrow  

Tracking and Managing Emails
[Business eCards  |  Email Campaigns]

To track and view statistics for your emails, choose Email > Sent Emails from the navigation menu.

You will see the emails you have sent in the last 60 days with statistics on your open rate for each email.

 

How do I create a new email or new eCard?
[Business eCards  |  Email Campaigns  |  Email Templates]

In the navigation, go to either Email > New eCard or Email > New Email Design/Newsletter.

Select an eCard, invitation or email design by:

1. Searching for a design based on category, holiday or keyword
2. Clicking the tab to view your uploaded images and email templates
3. Clicking the heart icon to view favorite eCard and email... more double_arrow  

How do I Search for an eCard Design?
[Business eCards]

From the navigation, select Email > 'New eCard.' You will see the latest eCards for popular categories such as birthday eCards and online invitations. Click on the "View All" link to see all eCards within a specific category. You can also search by keyword.

You can also browse eCard designs by... more double_arrow  

Saving Business eCard Designs as Favorites
[Business eCards]

To save time, favorite as many business eCard designs as you like so you have quick access to the eCard designs you use most. You can also create eCard templates that contain the business eCard design, message text and signature options you want to use.

To view and select your favorite eCard designs, go to the "Favorites" tab on the eCard design screen. 

Formatting the Message Text in an Email
[Business eCards]

You can easily globally set the background color, font family, font color and text size for your entire business eCard or email newsletteror you can fine tune any line of the message text using the following tools:

... more double_arrow  

Can I use HTML in my Email Message?
[Business eCards  |  Email Campaigns]

No, you cannot insert HTML directly into any email, business eCard or email newsletter.

CorpNote uses a composition tool similar to MS Word that formats HTML code for you. (If you type HTML code in the text editor, it will display the unwanted code in your email.) CorpNote also uses filters to remove certain content/code that could cause undesirable results in... 

Inserting Hyperlinks into your Email Message Text
[Business eCards  |  Email Campaigns]

To insert a hyperlink, highlight the text you want to be clickable and then click the 'link' icon in the message toolbar. This will open the Link tool. Here are your options:

Link Type: URL

... more double_arrow  

Creating One-Time Send Lists
[Business eCards  |  Email Campaigns]

Create your eCard or email newsletter and then type your email addresses or copy your email list from another program.

Important Note: Include only one email address per line.

For example:
info@xyz-company.com
HappyPerson@happy-company.com
John.Doe@abc-company.com

To copy and paste your email... more double_arrow  

Can I resend an email campaign?
[Business eCards  |  Email Campaigns]

Yes - you can resend an email campaign using these steps:

  1. In the navigation, go to Email > Sent Emails
  2. Click the thumbnail of the email you want to resend. 
  3. In the options menu... more double_arrow
 

Copying Sent Business eCards and Email Newsletters
[Business eCards  |  Email Campaigns]

To copy a sent business eCard or email newsletter, follow these steps:

  1. Sign into your account
  2. Go to Email > Sent Emails and find the business eCard or email newsletter you want to copy
  3. In the 'Options' drop-down list, select "Copy Email"

A copy of your business eCard or email newsletter will be created... more double_arrow  

Can I send eCards to employees within my own company?
[Business eCards]

Yes. There are no limits to you doing this as part of your CorpNote membership.

If you are having trouble with this, please view our related FAQ - Not Receiving eCards Sent to Myself or Other People in my Company

 

What can I include in my Email Signature?
[Business eCards  |  Email Campaigns  |  My Account]

Your email signature appears at the bottom of every business eCard and email newsletter you create unless you specifically turn it off beneath the "closing" section of the email editor. You can include:

 

Autofill Names in the Greeting Line of my Email
[Address Book & Contact Management  |  Business eCards  |  Email Campaigns]

To autofill a contact's first name at the top of your email, in the editor click the button for "Top Greeting." Check the 'Autofill Name' box to auto-insert the first name of contacts in your address book. Recipients NOT in your address book will see what you type in the ALT text box. 

To see how... more double_arrow  

Free Business eCards
[Business eCards  |  Joining CorpNote]

We do not have free business eCards, but you can sign up for our single-user membership plan and use our 10 day "money back guarantee" if you're not completely satisfied with CorpNote's service.

Many pages on our site provide examples of how CorpNote works so you can get idea of what to expect before joining. If you would like to see a sample of our business eCard... more double_arrow  

Can I include Social Media Links in my emails?
[Business eCards  |  Email Campaigns]

Yes - in the signature of every email, you can pre-set links to these social media channels: Twitter, Facebook, LinkedIn, YouTube, Pinterest, and Instagram. These links will appear after your other signature items like your name, phone number, website link etc.

You can also add social media links anywhere in the body of your email...... more double_arrow  

Sending eCards, Newsletters, Invitations & Surveys from a Mobile Device
[Business eCards  |  Email Campaigns  |  Online Invitations  |  Online Surveys]

Our website is mobile compatible which makes sending business eCards, email newsletters, online invitations and online surveys easier and faster than ever before. Your recipients can also use a computer or mobile device to view and respond to your emails. There is no need to download a separate 'App'. CorpNote is compatible with Mac, PC, iPhone, Android and more... more double_arrow  

Why do I not see my eCard design when I copy an eCard?
[Business eCards]

From time to time, CorpNote retires older eCard designs. Retired designs are no longer available when you create a new eCard. They are still able to be seen as sent from your account and any links to your sent eCards will still work properly and show the retired eCard design.

 

Why Use CorpNote to Send Business Communications?
[Joining CorpNote]

CorpNote is a one-stop digital marketing solution for companies and nonprofits of all sizes. For 17 years, we've made it easy to send branded eCards, email campaigns, invitations and surveys – all from one platform.

Here are some of the benefits to using CorpNote:

 

When do you release NEW Holiday eCard Designs?
[Business eCards]

We release the majority of our new winter holiday eCards, like Thanksgiving eCards and Season's Greetings, from October through December. For all other holidays, new eCards are generally released a few weeks before the holiday.

 

Receiving CorpNote Communications on a Mobile Device
[Business eCards  |  Email Campaigns  |  Online Invitations  |  Online Surveys]

Our website is mobile compatible so your recipients can use a computer or mobile device to view and respond to all of your business eCards, email newsletters, online invitations and online surveys. They do not need to download a separate 'App'.

Important Note: Our animated eCards use HTML5 animation, which is the current standard for compatibility. Some... more double_arrow  

How do I create an email template?
[Business eCards  |  Email Campaigns  |  Email Templates]

Email templates make it easy to quickly send eCards, email newsletters, invitations and surveys to individuals and email lists as well as to ensure consistency in your communication. They are required if you want to use email automation.

To create an email template from an email you sent: more double_arrow  

How many email templates can I have?
[Email Templates]

There is no limit to the number of email templates you can have. If you are part of a Multi User Plan, your administrator can also share email templates with their members with no limitations.

Benefits of Using Email Templates:

 

How do I know if someone views my email?
[Business eCards  |  Email Campaigns]

You can view the list of people who have viewed your email campaign by going to Email > Sent Emails. Click the green envelope or choose "Recipients and Pickup Status" from the options drop-down menu.

On this screen, you will see statistics for each recipient including whether they viewed the email and how many times.

To export your email campaign... more double_arrow  

Turning eCards or Newsletters into Invitations or Surveys
[Business eCards  |  Online Invitations  |  Online Surveys]

CorpNote seamlessly ties eCards, newsletters, invitations and surveys together into a single tool. To create an Invitation or Survey eCard/Newsletter, first create an event or survey in the invitation or survey manager. The next time you compose an email, you will see a menu that allows you to insert that survey or event as part of your eCard or newsletter. For events, you... more double_arrow  

View Count on eCards Posted in Social Media
[Business eCards]

When you post an eCard in social media, you will be able to see how many times it was viewed by individuals who clicked the link to view the eCard. Since we cannot identify the individual who viewed the eCard, you will see the dates and times marked as "anonymous" ... more double_arrow  

Controlling Who Sees my eCard on Social Media
[Business eCards]

You can only control who sees your eCard by using the tools provided by the social media website. For example, when you post to Facebook, you can post on your timeline, a friend's timeline, in a group, on your company page (if you are the administrator), or in a private message. If you post to your own timeline, Facebook allows you to choose who can view the post ... more double_arrow  

Does my CorpNote Content Posted in Social Media Websites Expire?
[Business eCards  |  Email Campaigns  |  Online Invitations  |  Online Surveys]

As long as your membership is current and does not lapse, your emails (including eCards, email notices, event RSVP forms, surveys etc.) will be accessible from any direct link you post, including social media channels. If your account becomes inactive, through cancellation or non-payment, your CorpNote content will no longer be available to people who click the link... more double_arrow  

Can I change an Email that has been Posted in Social Media?
[Business eCards  |  Email Campaigns]

No - you cannot change an email once it has been sent or posted in social media. We recommend that you double check your email for typos and grammar before sending or posting. 

You can, however, delete your social media post and re-post a corrected copy. Create a 'copy' of the email you want to change, make your changes and... 

Can CorpNote design eCards or email templates for me?
[Business eCards  |  Email Campaigns]

Yes! We would be happy to create a set of custom eCards or email templates for you!

We have 25+ years of experience in internet graphic design and email campaign design.

Our team can create simple eCards or elaborate animated eCards with sound and interactivity. We can also design email templates that match your branding and email campaign goals.

 

Will my Recipients See my Email List?
[Business eCards  |  Address Book & Contact Management  |  Email Campaigns]

Each business eCard, email newsletter and online invitation is sent to an individual email address and does not display other recipient's names or email addresses. We do not use CC or BCC in any emails.

Similarly, if you are sending invitations, the people you invite will not see the other people you have invited.

 

Will my eCards and email campaigns be sent from my email address?
[Business eCards  |  Email Campaigns  |  My Account]

eCards and email campaigns are sent from our email server using your email address as the ‘from’ and ‘reply to’ address. When you create an account, the email address you use to sign in is the email address that appears in your recipients' email inbox. We also use the first and last name on the account as the sender name. more double_arrow  

What information should I include for contacts in my Address Book?
[Address Book & Contact Management]

Each contact must have a first name, last name and a unique email address. You can also provide the following information: company, category (for example: customer, employee, etc.), start date, birthday, anniversary, and comments. We encourage you to provide as much information as possible, since additional fields make it easier for you to search for contacts and send ... more double_arrow  

What is 'Start Date' used for in the address book?
[Address Book & Contact Management]

The start date field can be used for the date an employee started with your company or the date you and a customer first did business. This enables you to easily search for contacts when you want to send a customer or employee appreciation eCard. You can use our email automation tools to send regularly scheduled repeating business eCards or email newsletters that... more double_arrow  

Email List Unsubscribe
[Address Book & Contact Management]

At the bottom of every business eCard, email newsletter and online invitation there is a link for the recipient to unsubscribe from your email list. Once they click the link and choose to unsubscribe, CorpNote will automatically stop you from being able to send emails through our service to this email address. This is very helpful when you have included an email address... more double_arrow  

Can't select a Birth/Anniversary date more than 10 years ago
[Address Book & Contact Management]

When you are manually entering birthdates and anniversary dates in your online address book, the calendar displays the last 10 years as a default (e.g. 2008 - 2018). To select a year more than 10 years in the past simply select the oldest date, and the calendar tool refreshes and lets you pick the prior 10 years. By jumping back 10 years at a time, you can assign any date ... more double_arrow  

Importing Email Addresses into my Address Book
[Address Book & Contact Management]

You can import addresses from any program that lets you create a text or .CSV file with fields separated by commas.

Here are the basic steps:

  1. In the navigation, go to My Account > Address Book
  2. Click the 'Import' tab
  3. Click the 'Browse' button to find and select your .csv data file
  4. Review your ...

... more double_arrow  

Maximum Email Addresses in my Address Book
[Address Book & Contact Management]

You can have up to 2,500 contacts in your address book (per account). Please contact us if your list exceeds 2,500 emails and you would like to discuss options.

Note: a recipient does not have to be in your address book for you to send them an email using CorpNote. When sending an email, you can type email addresses or select contacts from your address book. There are no... more double_arrow  

Add New Contacts to an Existing Email List
[Address Book & Contact Management]

Follow these steps to add new contacts to an existing email list in your address book:

  1. In the navigation, go to My Account > Address Book
  2. Import or manually add your new contacts
    Tip: assign them all to the same 'category' so you can easily find them.
  3. Click the "Email Lists" tab more double_arrow
 

Easily Delete a Category of Contacts
[Address Book & Contact Management]

Go to your address book and use the 'advance search' to search for the category that contains the contacts you want to delete. In the resulting page, click 'Select All' and then click the 'Delete Checked' button.

IMPORTANT: Once you delete a contact, they are permanently removed and cannot be retrieved again.

 

Adding Contacts to my Address Book
[Address Book & Contact Management]

You can add contacts to your address book in two ways:

... more double_arrow  

Importing Macintosh Address Book Contacts into CorpNote
[Address Book & Contact Management]

Macintosh's contact manager does not allow you to export your contacts in the file format compatible with CorpNote's address book. This is a "feature" of the Mac OS and is not under the scope of our technical support. However, our Mac users have reported success using third party applications which give you the ability to export contacts as a .csv file.

... more double_arrow  

Sending Business eCards and Email Newsletters without using the Address Book
[Business eCards  |  Address Book & Contact Management  |  Email Campaigns]

You can manually type or paste up to 250 email addresses (1 per line) for each business eCard and email newsletter. In the address area, select "Type Email Addresses" and then paste or type your recipient's email addresses. Click the "Add Recipient(s) to Address List" button to save your changes and prepare your eCard or email newsletter for sending... more double_arrow  

Viewing Invitation Responses
[Online Invitations]

Sign into your account, go to Events > Manage Events and select 'View Responses' from the drop-down list next to an event.

You can search for a response with a person's name or email address. You can also filter all responses to show only "yes" or "no" responses, all guests within a specific company and/or sort your ... more double_arrow  

Multiple Event Registration in a Single eCard or Email Newsletter
[Online Invitations]

CorpNote enables you to create an eCard or email newsletter that has links to multiple event response forms. This is especially helpful if you have several different events on the same day or on different days. The way to send one eCard or email newsletter that contains links to multiple events is to use our 'Direct Link' feature.

Here's how to include...... more double_arrow  

How do my guests add additional guests?
[Online Invitations]

When creating your event, you can block respondents from including additional guests, or you can enable them to add from 1 to 12 additional guests. If you select the option to allow additional guests, any questions you included for the event (for example: meal choice) will also be included next to each guest they add on the invitation response form. For more detailed ... more double_arrow  

Sending Event Reminders
[Online Invitations]

We've made it easy to send an event reminder to your guests. Sign into your account and go to Invitations > Manage Events. Find the event that you want to send a reminder for and in the drop-down list of options, select "Send Reminder". Select the group of people you would like to send the reminder sent to, select a business eCard or email newsletter template if you created... more double_arrow  

Changing Event Information
[Online Invitations]

To change your event information, go to Events > Manage Events, and select 'Edit Event' in the drop-down menu next to the event you want to change. Make your changes and then click the 'Save Changes' button on the bottom of the page. Anyone completing the response form will see your changes immediately.

You could also send an eCard or...... more double_arrow  

Resending Invitations to Those Who Viewed the Invite But Did Not Respond
[Online Invitations]

Because you could have sent multiple invitations, the instructions for re-sending an online invitation to an event are different than re-sending an eCard or email newsletter. Your invitation list consolidates all of your invitation recipients into one list and tracks whether they viewed it and whether they responded.

Follow these... more double_arrow  

Creating an Online Invitation
[Online Invitations]

Here are the basic instructions for creating an online invitation:

Step 1. Create an Event: Enter your basic event information and any optional information you would like to include. For example, you can include questions you would like your guests to answer such as menu choice.

Step 2. Send Your Invitation: Easily select an invitation design or upload your own... more double_arrow  

When someone responds to my event invitation, can I receive an email notice?
[Online Invitations]

You can enable email notices when you add or modify your event in the invitation manager. You will see an option for 'Would you like the receive an email when someone responds?' The default for this option is no but you can select whether you want to receive an email each time someone responds or to only receive an email once per day when there is a ... more double_arrow  

Editing Online Invitation Responses
[Online Invitations]

You can edit a response by going to the invitation manager and selecting 'View Responses' in the drop down menu next to an event. You can then click the edit icon next to the person's name.

You can also add a response in either of the following ways:

Option 1. Next to any event, select 'Add a Response' and you will see the ... more double_arrow  

Blocking Forwarding of Online Invitations
[Online Invitations]

You cannot block people from either forwarding an online invitation or sharing an event registration link. You can, however, put text in your invitation that tells people that your event is by invitation only and that the online invitation should not be passed along to others.

 

How do I keep track of who I invited?
[Online Invitations]

No matter how many separate invitations you send for an event, your guest list is automatically consolidated for you in your 'invitation list'. Use your invitation list to keep track of views and responses to your invitations.

You can easily re-send invitations to guests that don't respond after sending the first round of invitations... more double_arrow  

View Map Options in Online Invitations
[Online Invitations]

When you create an event, you can select whether to include a directions link. This can either be a link that you provide or CorpNote can automatically create a Google Maps link using the address information you provided for the event. When someone responds to your online invitation, they will see the directions link when they RSVP.

You can also create ... more double_arrow  

Attendee Limits for Events
[Online Invitations]

If you have a limit to the number of attendees a room can hold, you can set a limit which prevents people from signing up once you reach a specified number of guests. You can also provide a custom message that will display to those people when they go to sign up for the event after it has been closed due to the attendee limit.

Learn more ... more double_arrow  

Invitation List vs Guest List
[Online Invitations]

The Invitation List is the list of all the people who you send an invitation to with the event response form link. This is your ’mailing’ list which contains information on whether the person viewed your invitation and whether they responded. Even if you send multiple invitations, your consolidated invitation list enables you to easily further correspond ... more double_arrow  

Consolidated Invitation Lists
[Online Invitations]

A consolidated invitation list is automatically created for you when you send an invitation for an event:

 

Downloading Guest List into MS Excel
[Online Invitations]

To export your guest list, go to Invitations > Manage Events. In the option menu next to the event, select 'View Responses' from the drop-down menu. Click the link for 'Search and Reports' and choose the data you want to display in your report. Click the button for "Create Excel Report".

Read our detailed tutorial for managing and downloading invitation responses in... more double_arrow  

Using eCards and Email Newsletters to Send Online Surveys and Invitations
[Online Invitations  |  Online Surveys]

CorpNote business eCards and email newsletters can contain a link to an online survey response form, an online invitation response form or both. An example of where this might be useful is if a person is having an awards dinner and sends an email newsletter containing an online invitation to their guest list. In the same email, they also include an online survey which asks them to cast... more double_arrow  

Best Time to Send a Business eCard or Email Newsletter
[Business eCards  |  Email Campaigns]

Overall, the best time to send emails (like business eCards, email newsletters, online invitations and online surveys) is Tuesday or Wednesday from 10:00am to 3:00pm, however results may vary based on the type of communication. The following statistics are based on the type of business communication:

 

Trouble Signing In
[General & Troubleshooting]

Some possible reasons for not being able to sign in:

If you have forgotten your password, go to the ... more double_arrow  

Saving a Business eCard or Email Newsletter for Later
[Business eCards  |  Email Campaigns]

You can save your business eCard or email newsletter at any time during the design, composition and addressing process by clicking the 'save' button on any of those screens. To access a saved business eCard or email newsletter, go to the navigation and select Email > Saved/Scheduled. This will take you to a page where you can view all of your saved and scheduled eCards and... more double_arrow  

Can I Send an eCard or Email Newsletter via Text Message?
[Business eCards  |  Email Campaigns]

Yes. You can sending an eCard, email newsletter, online invitation or online survey via text message using our direct link feature.

To get a direct link for your eCard or email newsletter, find the email you want to send via text and click its 'Copy Link' button. The link is now in your copy buffer. Paste the link into a text message and... more double_arrow  

Email Delivery Time
[Business eCards  |  Email Campaigns  |  General & Troubleshooting]

If you select 'Send Now' to send your email, the determining factors are the size of your email list and the speed of the mail servers at the time of sending. For instance, if you send an email to one recipient, it will be sent almost instantly. However, if you send to 2,500 recipients per email, it might take up to 60 seconds for all of your emails to be... more double_arrow  

Upgrade to a Custom Interface
[Custom Interface]

With our Custom Interface option, you can customize the CorpNote website to seamlessly work with your other marketing material. Upload your logo and choose the colors to be used throughout the site to match your company's visual brand identity. This will also apply to any eCards, newsletters, invitations and surveys you send. To upgrade to a custom interface with your... more double_arrow  

What are the logo requirements for the custom interface?
[Custom Interface]

The logo you upload for the custom interface must be 288 pixels wide by 90 pixels high exactly. If your logo requires adjustment and you do not have an image editor or knowledge of how to do this, please call our technical support team for assistance or follow our easy how-to video.

In our 'Creating a Custom Interface' how-to video, we demonstrate how you can ... more double_arrow  

How can I export my Contacts?
[Address Book & Contact Management]

To export the contacts in your address book, sign into your account and go to My Account > Address Book. Click the export tab and click the link to download your contacts as a .csv file.

Your unsubscribed contacts will not be included in this file. To view or export your unsubscribed contacts, click on the unsubscribed tab.

 

Why can't I make my sent business eCard into a template?
[Business eCards]

If the eCard design is no longer available, you cannot make a template from that sent business eCard. However, you can create a new business eCard with the same message text, signature, colors etc. and select a new eCard design. You can then create a template from that eCard.

Important Note: CorpNote occasionally retires older eCard and invitation... more double_arrow  

Why am I seeing an image that says No Design Selected?
[Business eCards]

he eCard design you had selected has been discontinued.

 

Sending Event Thank You eCards
[Business eCards  |  Online Invitations]

We've made it easy to send a follow up thank you eCard to your guests. Sign into your account and go the invitation manager. Find the event for which you want to send a follow up thank you eCard. In the drop-down list of options, select "View Responses". Select the group of people you would like to send the thank you card to, select an optional eCard template... more double_arrow  

What is the first thing I should do when I join?
[My Account]

Set your preferences so you can see all of the options available when you send your first email. Also, setting your preferences will substantially reduce the amount of time it takes to create and send emails.

We recommend that you set up the following... more double_arrow  

Can I set up automated birthday eCards?
[Business eCards  |  Email Automation]

Yes - our automated email campaigns feature makes email automation easy. You can send eCards for anniversaries & birthdays, email newsletters, holiday emails and more.

How to create an automated birthday eCard campaign:

 

Is there an additional cost to use my own photos or artwork?
[Business eCards  |  Multi User Plans]

No - There is no extra cost for uploading images into your account. All members can upload up to 200 images. Multi-User Plan administrators can also share their images with their members which means that multi-user plan members can have up to 200 of their own images as well as 200 images provided by their administrator - for a total of 400 images available in their account.... more double_arrow  

Can I use my own images in my online invitations?
[Business eCards  |  Online Invitations]

Yes – you can create invitations using your own photos and graphic art. You can also use images from our image library and combine them with your own images.

Members can upload up to 200 images. Multi-User Plan administrators are also able to share their uploaded images with their members, which essentially gives each of their members access to 400 uploaded... more double_arrow  

Can I add an attachment to my eCard, email newsletter or online invitation?
[Business eCards  |  Online Invitations]

No – you can't attach a document directly but you can link to a document that is hosted on any website. For example, if you use Google Docs, you can add a link in the text area of your eCard, email newsletter or online invitation.

For more information on adding links in your email message, view our tutorial...... more double_arrow  

How do I view open rate statistics for my emails?
[Business eCards  |  Email Campaigns]

There are several ways to get email open rate stats:

  1. Aggregate Statistics Past 60 Days: On your account overview page, you can see how many emails you have sent in the last 7, 30 and 60 days. You will also see the total number of recipients and your 'open rate' percentage
  2. Individual Statistics... more double_arrow
 

Can I create a multi-day event?
[Online Invitations]

Yes! When you create your event, set the event start date (required) and start time. Then set the event end date (as different from the start date) and then enter your desired end time. If you need people to register for different events within the main event, see our instructions for ... more double_arrow  

Can I make my ‘Save the Date’ eCard into an Online Invitation?
[Online Invitations]

Yes! You do this by copying the original eCard and making a new eCard for the online invitation.

Find your 'Save the Date' eCard in your Sent Cards bin (Emails > Sent Emails) and select 'Copy Card' from the drop-down menu. This will create a new eCard with an exact copy of the design and message of your original, which you can edit for your invitation... more double_arrow  

How do I add a guest?
[Online Invitations]

There are several ways to add an attendee to your event guest list. You can also remove or edit RSVP responses directly in the Manage Events & Invitations area.

... more double_arrow  

How many guests can I have for each event?
[Online Invitations]

There are no pre-set limits to how many guests can RSVP for an event.

If you want to limit the maximum number of attendees for an event, you can set that number when you create or edit an event. This is done in the ‘RSVP Requirements’ section of the Event screen, which lets you set:

... more double_arrow  

Are there ads on my online invitation?
[Online Invitations]

CorpNote does not display advertising for other companies, and we minimize all of our branding in order to highlight your company.

For security and transparency, we identify CorpNote as the service provider with a small message at the bottom of the invitation response form that says "Powered by CorpNote - Digital Marketing Solutions".

 

Can people see my guest list or responses?
[Online Invitations]

No - all your eCards, newsletters, invitations and surveys are sent individually, even if there are 2,500 guests on your event list. The people that are invited never see the names of others on that list, and their responses are private as well. Only you see their responses in your account.

 

Can I share a link to my event or post it on a website or blog?
[Online Invitations]

Yes - you can share a 'direct link' to either:

For detailed instructions please view our Direct Link tutorial.

 

Are my invitations sent from my email address?
[Online Invitations]

The email address that you use to sign into your account is the address that's displayed to your recipients in the email’s ‘from’ and ‘reply to’ fields.

If a recipient clicks the ‘reply’ button in their email instead of using the RSVP form, then you will still be able to receive their message. Similarly, if you accidently sent an eCard or newsletter to an invalid email... more double_arrow  

Can I send my invitation to a group of contacts?
[Online Invitations]

Yes - you can create 'groups' of contacts in your address book known as email lists. An email list can contain up to 2,500 email contacts, which is the limit of the online address book (per account). Please contact us if your list exceeds 2,500 emails and you would like to discuss options.

By sorting your contacts into email lists, you can quickly address... more double_arrow  

How do I copy my invited guest list from another invitation?
[Online Invitations]

Every time you send an Invitation via a CorpNote eCard or newsletter, your recipients are added to your ‘Invitation List’ for that event. To see the Invitation List for any event, select ‘Invitation List’ from the drop-down menu next to the event on the Manage Events & Invitations screen.

When you are viewing the Invitation List details, there ... more double_arrow  

Can I invite more people after I send an invitation?
[Online Invitations]

Yes - you can create a duplicate of the original eCard or newsletter invitation that contained the event RSVP link and send it to a new person or group of people. Go to Email > Sent Emails and locate your original invitation. Then select ‘Copy Email’ to make a copy, which you can edit and send to the additional people you wish to invite. These new recipients will be added ... more double_arrow  

Can I send an invitation via text message?
[Online Invitations]

Yes - you can text a link to the invitation email you created that describes your event or you can text a link to the event online RSVP signup form.

Here are the general steps:

 

How do I create an RSVP cut-off date for my event?
[Online Invitations]

You can set a cutoff date to disable RSVP responses after a certain date. This is done in the ‘RSVP Requirements’ section of the Event screen, which lets you set:

... more double_arrow  

How do I add directions for my guests?
[Online Invitations]

CorpNote lets you provide directions to your event in a number of ways:

  1. You can enter the street address of your event location when you create or edit your event.
  2. If you have provided a street address, CorpNote can automatically generate a Google Maps link, which will be inserted into your RSVP form.
  3. You can provide ...

... more double_arrow  

How can I cancel my event?
[Online Invitations]

If you need to cancel an event, there are two ways that you can easily contact people to let them know.

  1. If you want to send an eCard to everyone you’ve invited, go to the Invitation List for that event (Events > Manage Events). Select ‘Invitation List’ in the drop-down list next to the event and choose 'Send an Email: (to) All People On the List’...

... more double_arrow  

How can I tell who has viewed my online invitation?
[Online Invitations]

Invitations that are sent via an eCard or email newsletter will display the view statistics on the Sent Emails screen. (Email > Sent Emails). Those statistics will also show you who has responded to your invitation.

When you are on the Invitation List for a particular event (Events > Manage Events: select ‘Invitation List’ in the... more double_arrow  

How do I format my contacts file for import?
[Address Book & Contact Management]

Contacts need to be imported as a .csv file. You can create this by hand in MS Excel or export your contacts from your contact manager software. Review your contact manager’s instruction manual and follow the instructions for creating a .csv file.

At minimum, your contacts file must have these 3 columns to import correctly... ... more double_arrow  

Multiple Online Surveys in One Business eCard or Email Newsletter
[Online Surveys]

You can create one business eCard or email newsletter that has links to multiple survey response forms. This is helpful if you want to provide your recipients with a link to more than one survey or if you want them to choose from several surveys based on their type of relationship with your product or service. The way to send one business eCard or email newsletter that... more double_arrow  

Sending Online Survey Reminders
[Online Surveys]

We've made it easy to send an online survey reminder. Follow these steps:

  1. Sign into your account and go to Surveys > Manage Surveys
  2. Choose 'Recipient List' from the drop-down options menu next to the online survey that you want to send a reminder for
  3. In the Recipients Summary box, you have the option to send an eCard or email newsletter... more double_arrow
 

Changing Survey Information
[Online Surveys]

To change your survey, go to Surveys > Manage Surveys, and select 'Edit Survey' from the drop-down menu next to the survey you want to change. Make your changes and click the 'Save Changes' button. Anyone completing the survey after you make your changes will see those changes immediately.

If you have received responses to your survey, we ... more double_arrow  

Resending a Survey to Recipients Who Did Not Respond
[Online Surveys]

Because you could have sent multiple business eCards and email newsletters with a link to your online survey, the instructions for re-sending a survey notice to those that did not respond are different than re-sending a single eCard or email newsletter. Your survey list consolidates all of your recipients into one list and tracks whether they viewed the notice and whether... more double_arrow  

Blocking Forwarding of Surveys
[Online Surveys]

You cannot block people from either forwarding a survey or sharing a survey response form link. You can, however, put text in your survey eCard or newsletter and survey opening text that tells people that your survey is by invitation only and that the survey should not be passed along to others.

 

How do I keep track of who I sent my online survey to?
[Online Surveys]

No matter how many separate business eCards and email newsletters you send with a link to your online survey, your recipient list is automatically consolidated for you. In the survey manager, select ‘Recipient List’ from the drop down menu next to your survey.

This consolidated list enables you to keep track of who has viewed and responded to your survey. You can... more double_arrow  

Sending Survey Follow-Up and Thank You eCards
[Online Surveys]

If you asked for an email address from your survey respondents, you can easily send a follow-up or thank you eCard to the people who responded to your survey.

  1. Sign into your account and go the survey manager.
  2. Find the survey for which you want to send a follow-up eCard. In the drop-down list of options, select "View Responses".

... more double_arrow  

Are there ads on my surveys?
[Online Surveys]

No - CorpNote does not display advertising for other companies, and we minimize all of our branding in order to highlight your company.

For security and transparency, we identify CorpNote as the survey service provider with a small message at the bottom of the survey response form that says "Powered by CorpNote - Digital Marketing Solutions".

 

Can I share a link to my survey or post it on a website or blog?
[Online Surveys]

Yes - you can share a survey in social media, on your website, on your blog and even as a text message.

To share your survey, use our 'direct link' feature to either post or send:

For detailed ... more double_arrow  

Can I send a survey to a group of contacts?
[Online Surveys]

Yes - you can create email lists (groups of contacts) in your address book and quickly send a survey to many people with a single click. Each email list can contain up to 2,500 email contacts – which is the limit of your address book (per account). Please contact us if your list exceeds 2,500 emails and you would like to discuss options.

There are no limits... more double_arrow  

How can I copy the recipient list from one online survey to a new survey?
[Online Surveys]

Every time you send a survey via a CorpNote business eCard or email newsletter, your recipients are added to your recipient list. Select ‘Recipient List’ from the drop-down menu next to the survey on the Manage Surveys screen.

On this page, there is an option in the ‘Send an Email’ drop-down menu to select ‘all people on this list’. Choosing this option will ... more double_arrow  

Can I send a survey to more people after I send my original survey notice?
[Online Surveys]

Yes - you can create a new business eCard or email newsletter or create a copy of the original email that contained the online survey response form link and send it to a new person or email list.

To create a copy of your original eCard or email newsletter, go to Email > Sent Emails and locate the original email you sent with that online survey.... more double_arrow  

Can I send a survey via text message?
[Online Surveys]

Yes - you can text a link to the email you created that provides instructions for your survey or you can text a direct link to the survey response form. This is especially useful for customer service follow ups.

Here are the general steps for texting a survey:

  1. Create your survey in the survey manager and send your survey to yourself or your...
    2. more double_arrow  

How does email automation work?
[Address Book & Contact Management  |  Business eCards  |  Email Automation  |  Email Campaigns]

It's easy to set up automated email campaigns to send eCards for birthdays, anniversaries, holidays, etc.; weekly newsletters and more.

Email automation lets you select a business eCard or email newsletter design, or several designs, and have it automatically sent to a group of recipients at an interval that you choose - annually on... more double_arrow  

How do I view and track automated emails that have been sent?
[Address Book & Contact Management  |  Business eCards  |  Email Automation  |  Email Campaigns]

After an automated email is sent, you will see it in your email history intermixed with your other sent emails. All automated emails will have an icon Recurring automated emails are identified by this icon. next to them to indicate that the email was sent as part of ... more double_arrow  

Why do I have to use email lists for email automation?
[Address Book & Contact Management  |  Business eCards  |  Email Automation]

To set automated email campaigns for occasions such as birthdays, anniversaries and holidays, you must create an email list in your address book. Here are some of the reasons why:

 

What happens to automated emails when a membership lapses?
[Business eCards  |  Email Automation  |  Email Campaigns  |  My Account]

If you cancel your account, your automated emails will stop sending on the date your account becomes 'inactive'. For example, if you cancel on May 15th and your next billing date is May 21st, your automated emails scheduled for May 21st or later will not be sent.

When your account becomes inactive (because you cancelled, or your credit card... more double_arrow  

Can I add or remove an email template from an existing automated email campaign?
[Business eCards  |  Email Automation  |  Email Campaigns]

Yes. Go to Email > Automated Email Campaigns and click the Edit icon next to the automated email campaign you want to add your email template to.

You can edit any of the information on the first screen such as the description, the recipients or comments and then click continue. The second screen enables you to select/deselect email templates... more double_arrow  

How do I stop or delete an automated email campaign?
[Business eCards  |  Email Automation  |  Email Campaigns]

To stop or delete an automated email campaign, go to Email > Automated Email Campaigns. Find the automated email campaign you want to stop and click the edit icon.

 

How do I view scheduled emails in an automated email campaign?
[Address Book & Contact Management  |  Email Automation]

To view the scheduled emails in an automated email campaign, go to Email > Automated Email Campaigns. Find the automated email campaign and click the view icon.

You will see the settings for this automated email campaign including the email list assigned to it. Next to 'Send Date,' click the link for 'View scheduled – next 30 days.'.... more double_arrow  

Can I set up a recurring event?
[Online Invitations]

You cannot set up a recurring event but you can easily create an event based on an existing event in your account. You can also copy an invitation eCard or email newsletter and assign it to be sent for your new event.

Create Your New Event

Go to the Invitation Manager and find the event that is similar to the new one you want to create. In the... more double_arrow  

Can I copy an existing event to create a new event?
[Online Invitations]

Yes, you can create a new event by copying an existing event. You can then edit the event details and send your invitations for your new event.

Go to the Invitation Manager and find the event that you want to copy. In the options drop down menu, select 'Copy Event' and an exact duplicate of the event will be created with the exception of the event date. The event... more double_arrow  

Can I copy an existing survey to create a new survey?
[Online Surveys]

Yes, you can create a new survey by copying an existing survey. You can then edit the survey questions and distribute your new survey via business eCard, email newsletter, a website, social media or a text. Go to the Survey Manager and find the survey that you want to copy. In the options drop down menu next to that survey, select 'Copy Survey.' An exact duplicate... more double_arrow  

Instructions for Using our Free Digital Wallpapers
[General & Troubleshooting]

Deck out your screens with a little bling using free wallpapers that were inspired by CorpNote eCard designs!

For Desktop PCs

 

Am I able to BCC an email recipient for compliance purposes?
[Business eCards  |  Email Campaigns]

Every time you send a CorpNote eCard, email newsletter or online invitation, you can add an email address (your own or someone else in your company) to receive a copy of what you sent. It’s not technically a “BCC” since every business eCard, email newsletter and online invitation we send is an individual email, even when you send to a large list. We do this so no one can... more double_arrow  

Do you have email templates?
[Email Campaigns  |  Email Templates]

Yes, we have an email layout library of fully designed email newsletters, birthday emails, anniversary emails, holiday sales promotions and more. They can all be easily updated with your logo, message and images and then saved as your own customized email templates.

You can also build your own email templates and layouts from scratch using our Email Layout Builder. more double_arrow  

Cost per Email Campaign
[Email Campaigns]

We do not charge per email campaign. You can send an unlimitednumber of eCards, email campaigns, event invitations and online surveys.

Your email campaigns can be sent immediately or you can schedule them to be sent on a specific calendar date or use our automated email campaigns feature to send your emails on specific intervals. more double_arrow  

How do I manage unsubscribes from my email list?
[Address Book & Contact Management]

There are several ways that CorpNote helps you manage your email list unsubscribes. Each email you send has a 'Manage Your Email Preferences' link that enables your recipients to unsubscribe or subscribe to your email list and your CorpNote address book is automatically updated. In your address book... more double_arrow  

How do I import my contacts into email lists?
[Address Book & Contact Management]

Importing contacts into an email list is a two-step process. You will need to import your contacts into your address book, and then add them to an email list.

Step 1: Import your contacts into your address book. We recommend entering a category for these new contacts (for example 'import 12/2/19') to make it easy to find them... more double_arrow  

Email is not being picked up or bouncing back
[Email Automation  |  General & Troubleshooting]

If a majority of your CorpNote messages are not being picked up and you are using a company email address, then you probably need to update your server’s SPF record, saying that CorpNote is a 'trusted sender'. This is done by your email/server administrator, and is standard practice when you use any outside vendor to send email on your behalf. more double_arrow  

Why are some contacts not imported into my address book?
[Address Book & Contact Management]

Contacts will not be imported if they don’t have a first name, last name or valid email address. Contacts must have unique email addresses. Two different contacts cannot share an email address. If a duplicate email address is detected, you will be asked to select which contact should be imported.

If a contact is already in your address book, you will have the option to... more double_arrow  

Can I schedule birthday eCards from contacts I import from a file?
[Business eCards  |  Email Automation]

Yes. Make sure you have included each contact's birthday in your import file and then go to your CorpNote address book and follow the onscreen instructions for importing your contacts.

The easiest way to schedule your birthday eCards to be sent automatically year-after-year is to use our email automation feature.

Once you have ... more double_arrow  

Email thumbnail preview image is not displaying correctly, or not at all
[Email Campaigns]

If an email contains an image that is from another source (e.g. pasted from another website), then the complete snapshot of your email will either default to a generic image or show your email thumbnail with the external graphic omitted.... more double_arrow  

How to view Contacts that have not been assigned to an Email List
[Address Book & Contact Management]

To find contacts that have not been assigned to any email lists, go to your address book and in the "Show" drop down menu select ‘Email Lists Assigned.’ If a contact is not assigned to an email list, their record will say “No Email Lists Assigned”.

How to Assign Contacts to Email Lists:

... more double_arrow  

'Add Recipients' button is not showing on the Send Email screen
[General & Troubleshooting]

When you manually add email addresses to the Send Email page, there will be a button that appears which says "Add Recipient(s) to Address List". 

If you have email addresses in the 'Add Recipients' text box and you are NOT seeing this button, click into the 'Add Recipients' text box... more double_arrow  

Not Receiving CorpNote Email using my Domain Name in the Email Address
[General & Troubleshooting  |  My Account]

If you are sending email from your own domain name (i.e. you@xyzcompany.com), you may have difficulty receiving CorpNote email you send to yourself.

To ensure you receive CorpNote email you send to yourself, or if you want to improve your email getting delivered into your recipient's inbox, we recommend that you 'authenticate' CorpNote as an approved... more double_arrow  

Can I use an Email Preheader?
[Business eCards  |  Email Campaigns]

Yes - here's how to add an Email Preheader to your email:

Important... more double_arrow  

How do I Improve my Email Open Rates / Email Deliverability?
[Address Book & Contact Management  |  Business eCards  |  Email Campaigns  |  My Account]

Your email open rate and email deliverability are determined by whether internet service providers and people's SPAM filters let your email through.

Our blog - How to Increase Email Open Rates and Email Deliverability - includes tips for how to... more double_arrow  

How do I Remove/Correct Bounced Emails?
[Address Book & Contact Management]

Your CorpNote emails are sent from your email address so you will receive the email bounces and can continue to refine and clean your email list.

Why is it important to remove bounced emails from your email lists?

Removing bounced email addresses will immediately improve the quality of your email lists and will yield a better and more accurate... more double_arrow  

How can CorpNote help me Comply with SPAM and Online Commerce Laws?
[Address Book & Contact Management]

All business emails must contain your physical address, contact information and the ability to unsubscribe from your email list. In many countries, this is required by law. It is also important because internet service providers scan your email for this information and may have an impact on your email deliverability.

CorpNote enables you to include full contact information... more double_arrow  

Can I add my logo and message to your email templates?
[Email Campaigns  |  Email Templates]

Yes. You can upload up to 200 of your own images that can be inserted anywhere within our email template designs.

Our email template library has email designs for sales promotions, email newsletters, announcements, birthday celebrations, event invitations, holiday emails and more. Find the email template you want to use, insert it into your email message and then... more double_arrow  

Are Email Templates included in my membership?
[Email Campaigns  |  Email Templates]

Yes. CorpNote's email template library is free and included in your membership. You also have access to our free image library all for one low monthly price with no 'surprise' upgrade fees.

Choose from our email template library or create your own email templates from scratch using our email layout builder. more double_arrow  

Do I have to know coding to use your email templates?
[Email Templates]

No. When you select an email template, you will be able to edit it like you would a MS Word document. Our email editor has a toolbar for adjusting fonts, colors, bold, italic, inserting graphics etc.

You can also select global styles and colors to quickly change an email template to suit your branding needs. We also provide the ability to upload and insert ... more double_arrow  

How often do you add new email templates?
[Email Templates]

We are continually adding email templates to our email layout library. If you like one of our email templates but not the images in the template, simply swap out the image for another one in our free image library or upload your own.

All of our email templates are free and highly customizable so you can create an email layout that's as unique as your... more double_arrow  

Can I create my own email templates from scratch?
[Email Templates]

Yes - we provide an MS Word-like text editor where you can format your text, add hyperlinks, insert images and more without the need to use predefined content blocks or have programming experience.

If you want a little help, you can easily insert one of our pre-designed email layouts that you can further customize to create any type of email campaign... more double_arrow  

Can I have more than one Birthday eCard campaign?
[Business eCards  |  Email Automation]

Yes. It's very common for an organization to run multiple birthday eCard campaigns at the same time. For example, you can have a birthday eCard campaign for employees, one for customers and another one for volunteers.

You might also need to subdivide those birthday eCard campaigns into even smaller groups of contacts. For example... ... more double_arrow  

Can I schedule Anniversary eCards from contacts I import?
[Business eCards  |  Email Automation]

Yes. Make sure you have included each contact's anniversary or start date in your file and then follow the onscreen instructions for importing your contacts.

The easiest way to schedule your anniversary eCards to be sent automatically year-after-year on your contact's anniversary date is to use our email automation feature. more double_arrow  

Can I have more than one Anniversary eCard campaign?
[Business eCards  |  Email Automation]

Yes. You can run multiple anniversary eCard campaigns at the same time. For example, you can have a work anniversary eCard campaign for employees, another that celebrates a customer's first order with your company, and another for the first time a volunteer donated their time to your organization.

You might also need to subdivide those anniversary eCard... more double_arrow  

How do I add a contact to a birthday eCard campaign?
[Business eCards  |  Email Automation]

There are two ways you can add a contact to a birthday eCard campaign: 

As your business and birthday email list grows... more double_arrow  

How do I add a contact to an Anniversary eCard campaign?
[Business eCards  |  Email Automation]

There are two ways you can add a contact to an anniversary eCard campaign: 

As your business and anniversary email... more double_arrow  

How can I automate birthday cards when 2 people share the same email address?
[Address Book & Contact Management  |  Email Automation]

If 2 people in your contacts list share the same email address, you cannot send automated birthday cards directly to each person the way you would if they each had their own email address. This article gives you a creative solution, so each person can receive an automated birthday card... more double_arrow  

What is the difference between an eCard and an Email Layout?
[Business eCards  |  Email Templates]

Whether you are creating an eCard or using an email layout, the process of creating an email is basically the same. Also, in both options you have the ability to choose your own colors, personalize your message, add a logo, contact information and include links to your website and social media.

Here is a list of the main differences. more double_arrow  

Do you have sample eCards?
[Business eCards  |  Email Campaigns  |  Email Templates]

We have sample eCards and email designs in several places on our website:

 

Can I view aggregate statistics for a specific email campaign?
[Email Automation]

Yes. Each email campaign keeps track of the total number of emails sent for the campaign and the total number of views so you can easily see your email open rate for a specific automated email campaign.

 

Can I view all emails related to a specific automated email campaign?
[Email Automation]

Yes. For each email campaign you will see the total number of emails sent and the aggregate email open rate. Email campaigns that have started will display the total number of emails sent for the campaign and a button for 'View Related Email'.

When you click the button, you will see all emails that have been sent for that specific... more double_arrow  

Can I resend an email campaign to non-openers?
[Business eCards  |  Email Automation  |  Email Campaigns]

Yes - email campaigns can be 'resent' to the people who did not view the email. You can also easily view the combined open rate statistics for the original email and the resend email so you can see the overall effectiveness of your email campaign.

Here's how to resend an email to non-openers: more double_arrow  

How do I view aggregate open rate statistics for email campaigns?
[Business eCards  |  Email Campaigns]

There are two ways you can view the aggregate open rate statistics for email campaigns.

  1. Quick Summary: Your account dashboard has an 'Email Summary' which contains the number of email campaigns sent and your open rate for the past 7 days, 30 days and 60 days.
  2. Date Range: To see statistics... more double_arrow
 

How do I view aggregate statistics for automated email campaigns?
[Email Automation]

To view aggregate statistics for a specific automated email campaign:

To download aggregate statistics for a specific automated email campaign...... more double_arrow  

Can I use Unsplash Photos in my email designs?
[Business eCards  |  Email Campaigns  |  Email Templates]

Yes - CorpNote has a library of email templates with illustrations and photos but many people require specific imagery. An excellent source of free photos that we recommend is Unsplash. 

You can download photos from Unsplash, upload them into your CorpNote account and easily add them to your email designs.

For step-by-step instructions... more double_arrow  

People are not receiving my emails
[General & Troubleshooting]

Generally, if people are not receiving your emails it's because of spam filters. Here are steps you can take to help ensure your emails are getting through.

 

Can I use Canva images in my email designs?
[Business eCards  |  Email Campaigns  |  Email Templates]

Yes - Canva is an online service that lets you add your own text to thousands of free image templates, which you can then export and use in many different applications; but, one thing Canva doesn't let you do is send an email or invitation. That's where CorpNote comes into the picture. You can easily insert a Canva designed image into a CorpNote email design... more double_arrow  

Can I use Calendly with my email designs?
[Email Campaigns]

Yes - When you create a calendar in Calendly, you will see a link for sharing. This link can then be used in a CorpNote email.

Our step-by-step tutorial will show you how to easily insert a Calendly link into an email which you can create, send and track using CorpNote. more double_arrow  

How do I autofill a contact's name and company in my subject line and preheader?
[Address Book & Contact Management  |  Email Campaigns]

On the Address & Send screen, you will see the open text fields to enter the Subject Line and Preheader Text for your email.

To autofill a contact's information into your subject line or preheader, place your cursor in the subject line or preheader field where you want the autofill information to appear and click the link for 'autofill name.' Then... more double_arrow  

How do I autofill a contact's name and company in my email?
[Address Book & Contact Management  |  Email Campaigns]

When composing your email, click the button for "Autofill Name." Then place your cursor in the editor where you want the name or company to appear in your email and click the button for 'First Name', 'First & Last Name' or 'Company Name'. The appropriate placeholder will be inserted into the editor. more double_arrow  

In which countries is CorpNote available?
[Joining CorpNote]

CorpNote currently offers service in the following locations: North America and its associated territories, United Kingdom, Australia and New Zealand. more double_arrow  

Can I add my logo to an eCard?
[Business eCards]

Yes. You can upload your logo and insert it anywhere within your email. You can also upload up to 200 of your own images and also insert any of those into your email design. 

Can I embed a video into a CorpNote email?
[Business eCards]

While you cannot embed a video directly into an email, you can upload a thumbnail image (or text) and then link it to a web page, such as YouTube or your own website, that displays the video. 

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