Tutorials - Creating and Sending an eCard or Invitation


Compose your eCard Message

While composing your eCard message, you can choose fonts, colors and signature options such as your logo, contact information, website links and social media links. You can also make any eCard into an online invitation or online survey so your recipients can easily respond. View the sections below for more information on each topic.

Note: You can preview your eCard at any time by clicking on the "Save & Preview" button.

Choose your eCard Font and Colors

Select your eCard's font type, color and size as well as your eCard's background color. You can choose from default, custom or favorite styles.

  • Default Style - If it's a CorpNote eCard design, we provide the recommended colors and styles for that design. If it's one of your eCard designs, you will see the default styles you set when you uploaded your design.
  • My Favorite Style - the default style that you set as your starting point for all eCards when you set your preferences
  • Custom Style - enables you to select the styles you want for this specific eCard

If you choose custom colors, a good stylistic choice is to match the background color of your eCard to the edge of the design and match the text color to the design text as well. Be sure to choose a font size that is legible on most devices.

Easily select your eCard's font and color.

Including an Event RSVP and/or Survey

To make an eCard into an online invitation, you must have already created your event in the Invitation Manager:

  • Select one of your events from the drop down menu
  • Click the 'Add Event Text to Message' button to quickly include the text you entered for the event

To make an eCard into an online survey, you must have already created your survey in the Survey Manager:

  • Select one of your surveys from the drop down menu

You can make any eCard into an online survey or an online invitation.

Compose your eCard Greeting

  • Pre-Select from Common Greetings: Select a common greeting such as 'Dear' or 'Hello' from the drop down menu. This will appear before the person's first name if you check the box for 'autofill names.'
  • Autofill Names: Check the 'autofill names' checkbox to autofill your recipient's first name from your address book. Use the text box to enter the greeting that recipients will see if they are not in your address book.
  • Use Your Own Text: If you select (None) from the Common Greetings drop down menu and do not check the box for 'autofill names', then what you type in the open text box will show above your eCard.
  • To Remove the Greeting Line: If you select (None) for the greeting area and don't enter any text in the open text area, then nothing will show above your eCard.

Note: Preview your eCard at any time by clicking on the "Save & Preview" button.

Compose your eCard Message

Our Word®-style text editor enables you to type and stylize your message which will appear underneath the eCard design. You can also insert hyperlinks into your eCard by clicking on the link icon in the editor.

Click the 'Message Helper' button to quickly insert commonly used messages. Our message helper enables you to create, retrieve, and search for commonly used messages that you can easily insert into your eCards. The messages can contain formatting like color, size, lists, and hyperlinked text. For more details, visit our Message Helper Tutorial.

Compose your eCard Closing

The closing appears after your message.

  • Pre-Select from Common Closings: Select a common closing such as 'Sincerely' or 'Best Regards' from the drop down menu.
  • Create Your Own Closing: If you select (None) from the Closing drop down menu, then what you type in the open text box next to it will appear after your eCard message.
  • Combine Closing Text: If you select a closing from drop down menu and also type in the open text box next to it, then your text will be combined with the common closing you selected.
  • Use Your Own Text: If you select (None) from the Common Greetings drop down menu and do not enter anything in the open text box next to it, then what you type in the open text box will appear all on one line above your eCard.
  • To Remove the Closing: If you select (None) from the Common Greetings drop down menu and do not enter anything in the text boxes, then your eCard will have no closing line. Your eCard signature will appear directly below the eCard text.

Include your Signature

Select the checkboxes next to the signature items you want included at the bottom of your eCard such as logo, contact information and social media links. You can also make the signature font smaller by selecting the "make smaller" checkbox.

View our Custom Signature tutorial for more information on how to set up your custom signature and how to upload a signature photo/logo.

Next Tutorial > Address & Send

If you need additional help, please refer to our Online Help Center or complete our Priority Email Support Form.

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CorpNote - eCards, Online Invitations and Online Surveys for Business
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