QuickSend is a perfect solution for following up after tradeshows, sales meetings, customer support calls and more. This tutorial covers how to send your QuickSend eCard, invitation or survey which can be done after you create your eCard templates.
How to Send a QuickSend eCard, Invitation or Survey
Go to eCards > QuickSend in the navigation or click the icon on your phone's home screen (see instructions in the prior tutorial)
Find the template you want to use and click the thumbnail image
You will see whether an eCard also has an invitation and/or survey response form and you can filter by category (see example)
Use your address book and click on the name to confirm (see example) or enter a recipient's email address and any optional information (see example)
Click the send button and your eCard will be sent immediately
If you had selected to not display a QuickSend template on the QuickSend home screen, you can still view it by clicking the 'Show All' link
If you are a Multi-User Plan member and your plan administrator has shared QuickSend eCard templates, you will see those eCard templates in addition to your own
How to Get the Most out of QuickSend
Add the eCard recipient to your address book by checking the box 'Add to address book'
If you select to not have the person immediately added to your address book, you can still add them later using the "Import QuickSend Contacts" tool
If a QuickSend recipient is already in your address book and you have provided new information, you will be able to update that contact's information using the "Import QuickSend Contacts" tool
While it's not required, you can also enter your recipient's company, category, birthday, anniversary and/or start date to be used with other CorpNote features in the future
QuickSend eCards, invitations and surveys that use the 'autofill names' feature will show the eCard recipient's name regardless of whether you added them to your address book