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:
Send yourself (and/or your approval team) an eCard and make sure everything looks the way you want it
Select 'Save as an eCard Template' from the options menu
Give your template a description, select a category and/or enter comments to help you recognize this template and then click the 'Save eCard as Template' button
An eCard Template can only be created from an eCard, invitation or survey in your 'Sent eCards' bin.
If you put a person's name directly in the Greeting line (e.g. Dear Bob), then all of your eCards sent with this template will say "Dear Bob." To avoid this, create your eCard template using the 'autofill names' feature to insert people's first names from your address book. Alternately, you can enter a generic greeting (e.g. Dear Valued Customer) or not use the greeting line at all.
Using eCard/Invitation Templates
To use an eCard template, go to eCards > Templates or go to eCards > Create New in the navigation and click on the 'Templates' tab.
Find the eCard template you want to use and click the thumbnail image to create the eCard. You can then edit it or click on the "Address and Send" button to just add recipients.
Using Multi-User Plan eCard Templates
Multi-User Plan administrators can share eCard templates with their users.
To use an eCard template your Multi-User Plan administrator has provided:
Go to eCards > Templates in the navigation
Click on the "Admin Templates" tab and find the eCard template you want to use
Click the thumbnail image to create the eCard or choose "use template" from the drop down menu
You can then edit the eCard template content or just click on the "Address and Send" button and add your recipients
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:
Edit template settings
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 on your device to use this feature. QuickSend templates work similarly to regular templates except you send them to one recipient at a time. They are perfect for Tradeshows, Sales Meetings, Customer Service follow ups and more! For more information, view the QuickSend Speed Templates tutorial.