Help Center

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  

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  

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:

• Step 1: Create your birthday email... 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 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:

• When you create a contact, you can include a birthday, anniversary and start date which will be used to determine the send date for those types of automated email campaigns. more double_arrow

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.

• You can stop the automated email campaign from sending the next scheduled email template in the series by changing the status option to 'inactive.' more double_arrow

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  

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  

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  

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: 

• add a new contact to your address book and check the box for the birthday email list assigned to the birthday eCard campaign
• add a contact to the birthday email list assigned to the 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: 

• add a new contact to your address book and check the box for the anniversary email list assigned to the anniversary eCard campaign
• add a contact to the anniversary email list assigned to the 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  

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.

• Go to Email > Automated Email Campaigns
• Campaigns that started will have... more double_arrow

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 statistics for automated email campaigns?
[Email Automation]

To view aggregate statistics for a specific automated email campaign:

• Go to Email > Automated Email Campaigns
• Campaigns that started will have:
• Total emails sent in the email campaign
• Total views
• Open rate percentage

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