Tutorials - Creating and Sending an eCard or Invitation
Address & Schedule
Send your eCard and Track Pickup
This tutorial covers the basic way to address and send eCards and invitations by using the address book or manually adding recipients email addresses. If you are looking for other ways to share your eCards such as in social media or on your website, view our social media eCards tutorial or our direct link tutorial.
Email Subject Line
Subject lines are limited to 80 characters and are required. This is the text your recipient sees when your eCard appears in their email inbox. Creating an effective subject line is very important to ensuring your recipient opens your message. For example: Customer Care follow up - contact info and satisfaction survey. (View this related Blog: Effective Email Subject Lines)
You can add recipient's to the send list using any of the following methods:
- Add Recipients Individually: Type your recipient's email addresses in the 'Email' text box, one email address per line. You can also copy and paste your list of email addresses (one per line) from another application or text file. (see an example) When you are finished, click the 'Add Recipient(s) to Address List' button once, and your addresses
will appear in the "Address List ". You can continue adding addresses in this fashion, or you can add recipients from your Address Book as well.
- Add Recipients using your online Address Book: If you have added contacts to your Address Book, you can select recipients by clicking 'Use Address Book'. Select recipients by clicking the checkbox next to the names of the people you want to include. You can also search for contacts and continue to add people to your list. (see an example) After checking the box next to each recipient you want to receive the eCard, click the 'Add to Send List' button.
- Add Recipients assigned to Address Book Groups: Groups allow you to easily address an eCard to more than 250 recipients. If you have created groups in your address book, they will appear when you click 'Send to group'. Select a group and click the "continue" button to save your changes.
De-selecting Recipients: If you are using either of the first two options, click the checkbox next to an email address t so that it is unchecked, and then click the 'Save Changes' button.
Using 'Autofill' to display the first name in your greeting to eCard recipients:
CorpNote enables the automatic insert of a first name in the greeting section of your eCards. If you selected the Autofill option, only the address book or group option above will display a first name in the greeting line of your eCard.
Send or Schedule your eCard/Invitation
You can send your eCard immediately or you can schedule a future delivery date. If you want to select a delivery date, click 'Select Date' and then either click on the small calendar icon to reveal the scheduling calendar or type a date. When finished, click the 'Schedule Card' button to schedule delivery. (see an example)
Scheduled eCards can be viewed by going to eCards > Saved/Scheduled. You can edit the eCard or change the delivery date any time before the eCard is sent.
Track Pickup and Responses
You can track your eCard/invitation pickup and respond to your recipients by going to eCards > Sent Cards. To view detailed pickup information, either click on the envelope or from the options menu choose "View Recipients and Pickup Status." At any time, you can view the number of recipients who picked up and who did not pick up the eCard/invitation as well as whether they responded to an invitation or survey.
Next Tutorial > eCard History - Viewing Sent eCards
If you need additional help, please refer to our Frequently Asked Questions or complete our Priority Email Support Form.