Ecards Overview

Check with support to see if this feature is enabled for your account. Some features may not be visible or available in your account.

E-cards are special email campaigns sent to your contacts on their Birthday or Anniversary Dates or a Custom Field Date you can define.
For example, you can create a custom date field for the anniversary of when someone first became a customer.
E-cards are automatically sent on the dates entered for that Email Contact.

Go to Email Campaigns > E-Cards on the main navigation menu.

Each E-Card listed with have the following:

E-Card Name – The name will appear at on the top left of each e-card with a Configure e-card icon on the right.
If you e-card is turned on you will also see this icon. Select here to configure the E-Card On or Off.

Hover your mouse over the  icon to display the menu items below:

Configure  – Click here to change your e-card settings.
E-Card status  – Click here to configure the E-Card On or
Add Triggered Email – Click here to create a triggered email to automatically send an email when an open or click occurs.
Go here for more information on Triggered Emails.

Thumbnail Preview  – This is a preview image of your email. Hover your mouse over the thumbnail image to get a larger preview. Click on the thumbnail image to get the full-size preview.

• Reports – Click here to view the reports for this Email Campaign.

Status

The “Start New Email” button will be displayed if you are not currently editing an email for this Email Campaign. You can select a previous email OR a template as your starting point.

The Current Step will be displayed if you are currently editing an email. If you hover your mouse here you will see a list of all the previous completed steps that you can go to directly.

Edit Button – Select here to go to the current step to edit your email. No edit button will display if you are not currently editing an email for this Email Campaign.

Previous Emails – The last 3 previously sent emails will be listed.  Select Show More to or the arrow icon to show 3 more. Select Show All to show all previous emails.

•  Thumbnail Preview  – This is a preview image of your email. Hover your mouse over the thumbnail image to get a larger preview. Click on the thumbnail image to get the full-size preview.
Reports – Select here to view the reports for this Email Campaign.
Sent Date,  Subject,  Emails Sent, Opened, Clicks and Bounced – Clicking on the stats for the email will display the email contacts associated with those stats.

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