Tutorials - eCard/Invitation Options

Creating eCard Templates

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

thumb_up Important Notes

  • 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.
You can create an eCard Template from any eCard, invitation or survey in your sent eCards bin.

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
Multi-User administrators can create and share eCard templates with any or all of their users.

Related tutorial: For Administrators - Creating an eCard Template

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:

  • Use template
  • Edit template settings
  • View template
  • Delete template

thumb_up 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.

Next Tutorial > Recurring eCards

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

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