Tutorials - eCard/Invitation Options

Templates for eCards, Invitations and Surveys

Templates make it easy to quickly send eCards, invitations and surveys to individuals and groups as well as to ensure consistency in your communication. If you wish to send recurring eCards for birthdays or other occasions, you must first set up template eCards to use that feature.

Creating and Saving eCard and Invitation Templates

To create an eCard Template follow these steps:

Important Notes

Using eCard/Invitation Templates

Using Multi-User Plan eCard Templates

Managing Templates

To edit or delete a template, go to eCards > Templates. You can search and sort to find templates and then you have the following options: (see example)

Multi-User plan members cannot delete templates that have been given to them by their Multi-User Plan administrator.

QuickSend eCards, Invitations and Surveys

QuickSend enables you to quickly add a recipient and send your eCard, invitation or survey in less than 30 seconds. You do not need to download an app to your device to use this feature. Perfect for Tradeshows, Sales Meetings, Customer Service follow ups and more!

Next Tutorial > Recurring eCards

If you need additional help, please refer to our Frequently Asked Questions or complete our Priority Email Support Form.

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