Create a Mailed Card Option

The fulfillment Mailed Cards are the announcements your organization will send, via postal mail, to the person in whose honor a purchase of a product with charitable context was made. Although they can be in any format, organizations typically use pre-printed folded embossed paper cards that consist of a front containing artwork and text, inside content containing text (and possibly more artwork), and a back, which might also contain text and artwork as content.

Note: When you enable Card Fulfillment, the store cannot have shippable products. The store will only send cards. If you need to ship products, create a separate store to offer the shippable products, and do not enable Card Fulfillment in that store.

Creating each Mailed Card option offered in an eCommerce store involves uploading a thumbnail image of the front cover and another image file that shows the inside contents of the prepared card.

Note: To avoid displaying an unfinished card in your store, you should provide the name and description and upload the appropriate files before making the card available.

To create a Mailed Card option

  1. From the Card Fulfillment page, click Mailed Cards. The Mailed Cards list page displays. Note: If you are not on this page, click the Card Fulfillment step from the side navigation.

  2. Click Create Mailed Card Option. The Enter Details page displays.

  3. On this page, for:

    • Card Name, enter a meaningful label to help shoppers understand the purpose of this card when it is displayed as a selectable card option.

    • Description, enter instructions or details that you want shoppers to know before they select this card option.

    • Card Availability, leave the checkbox empty to avoid displaying this card in your store until it is ready.

    • External Identifier, if you are tracking this card in an external database (for example, for DataSyncs or reports), enter the character string to match this card with the item in the other resource.

  4. Click Next. The Create Mailed Card Option Preview page displays.

  5. For Front Cover of Card, to upload the image file containing the front cover for this card from your local computer or shared network resource:

    1. Click Browse. The Choose/Find File pop-up displays.

    2. Select the file and click Open. The name of the file displays in the field.

    3. Click Upload. The image displays on the page.

      To replace this image, simply upload a new one.

  6. For Inside Content of Card, to upload the image file containing the left and right inside content for this card from your local computer or shared network resource:

    1. Click Browse. The Choose/Find File pop-up displays.

    2. Select the file and click Open. The name of the file displays in the field.

    3. Click Upload. The image displays on the page.

      To replace this image, simply upload a new one.

  7. Click Finish. The Mailed Cards list page displays again.

  8. To make this card display in the store now:

    1. On the Mailed Cards list, click Edit from the Actions column of the card. The Enter Details page displays.

    2. In the Card Availability step, select Yes, publish this card to make it available as a card fulfillment option.

    3. Click Next. The Create Mailed Card Option Preview page displays.

    4. Click Finish. The Mailed Cards list page displays again.

  9. Repeat the steps in this section for each Mailed Card option desired.

  10. When you are finished creating Mailed Cards, click the Card Fulfillment step in the side navigation. The Card Fulfillment page displays.

  11. Select Yes, enable card fulfillment for this store and click Save.

    Note: When you enable Card Fulfillment, the store cannot have shippable products. The store will only send cards. If you need to ship products, create a separate store to offer the shippable products, and do not enable Card Fulfillment in that store.

  12. To continue by:

    • Creating more cards, click Printable Cards or eCards.

    • Working with the shipping options, click Next. The Shipping Options page displays.