Tutorials - eCard/Invitation Options


Creating a Recurring eCard Campaign

Recurring eCards make it easy to celebrate birthdays, anniversaries, send reminders and more!

Important!   Before you create a recurring eCard there are two things you must do:

  1. Recurring eCards require you to create at least one 'eCard template' that will be sent to your recipients. We recommend that you create multiple eCard templates and choose to send them either randomly or in a particular order to your recurring eCard recipients.
  2. You must also create a 'Group' of recipients in your Address Book, which is the list of people that will receive the recurring eCards. Remember that in order to send recurring birthday or anniversary cards, the contacts you select in your group need to have a valid birth date or anniversary date.

In the navigation, go to eCards > Recurring eCards, and then click the 'Create New' tab to get started. You will not see the 'Create New' tab until you have created at least one Group in your Address Book and one eCard template.

CorpNote allows you to create and maintain multiple Recurring eCard campaigns. For instance, you may have two recurring birthday campaigns – one for employees and one for customers – which each have different messages and birthday card images. To do this, you need to create a set of eCard templates designed for each audience, and then create two separate address groups - one for employees and one for customers.

Step 1. Provide Basic Information for the Recurring eCard

  • Description: Name your eCard series something you will easily remember and will help you when using the search feature. Only you will see this information.
  • Type: Choose from birthday, anniversary, holiday or interval
    • If you select birthday, the birth date that you have designated in your address book will be the send date
    • If you select anniversary, you can choose to send the eCard every year on the contact's anniversary or start date that you have set in your address book. Start date is often used when sending employee recognition eCards or celebrating their yearly employment anniversary (see example)
    • If you select holiday, you can select from a list of major holidays and choose to send on the holiday date or any date up to 7 days before the holiday. (see example)
    • If you select interval, you have two options. Enter a date for "campaign start date" or use the "contact's start date" that you have designated in your address book to be the send date for the first eCard in the series (see example)
  • Recipients: Choose the 'Group' of people that you have set up in your address book
  • Comments: Adding comments will help you when using the search feature. Only you will see this information
Create your template eCards that you want to use in your recurring eCard series.

If you are using a contact's birth date, anniversary date or start date and have included a contact in the group of recipients that does not have this information, you will see a warning. You can either continue and adjust this information later or cancel and change your address book before continuing.

Step 2. Choose the eCard Templates to Include in the Series

Select the eCard Template(s) for the recurring eCard series by checking the box under each thumbnail. To filter, you can show eCards only in specific "categories" you created when you set up your eCard templates. When you are finished selecting all of your templates, click "continue".

To set up a recurring eCard series, choose from your eCard templates.

Step 3. Select the Order For Sending the eCards

  • By default, templates will be sent randomly to your eCard recipients
  • You can also choose to manually order the templates
  • A recipient will not receive the same eCard twice and when all templates have been sent to a recipient, the eCard series for that recipient will stop
  • We recommend starting with a wide variety of eCard templates for birthday and anniversary eCards so no recipient eventually goes through all of the eCard templates.
eCard templates will be sent randomly to your eCard recipients unless you select the order.

Tracking Recurring eCards

You can access recurring eCards that have been sent by going to eCards > Sent eCards. They will display intermixed with your other sent eCards but you can use the "Search and Sort" feature to display only recurring eCards. They are easily identifiable by this icon Recurring eCards are identified by this icon. next to the envelope that shows eCard views.

Managing Recurring eCards

To view, edit or delete a recurring eCard series, go to eCards > Recurring Cards. You can search and sort to find the recurring eCard series for which you have the following options:

  • Edit: You can edit the description, the group of recipients and comments. You can also stop the recurring eCard series from sending by changing the status option to "inactive" or if it has not been sent to any recipients yet, select the red "Permanently Delete" option.
    • After clicking "Continue" on the first screen, you will have the option to add or remove eCard templates to or from the series
    • On the final screen, make sure you select the original sending option you started with (Random or Manually Order) because it will default to random
  • View: Enables you to see the scheduled eCards in the next 30 days. You will also see any applicable warnings such as contacts without a birthday on recurring birthday eCards and the templates assigned to the series.

Important Notes

  • You can only delete recurring eCards that have not been sent to any recipients.
  • To stop a recurring eCard series, make it "inactive" rather than deleting it.
  • Editing your recurring eCard series works the same way as when you added it. Editing it will display three different screens: general settings, selected eCard templates and eCard sort order.
Instructions for how to view, edit or delete a recurring eCard series.

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

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