Create an eCard Campaign

  1. Click Email > eCards. The eCards list page displays.

  2. Click Create a new eCard Campaign at the upper left of the page.

  3. Enter a Name for the eCard Campaign. This name will be visible to administrators when configuring or linking to a campaign.

  4. Select a Security Category for the Campaign. The Security Category determines which administrators can edit the Campaign and which constituents can send the eCards.

  5. Click Next. The Layout Selection page displays.

  6. On the editing page, click Add next to each stationery you want to use in the campaign.

  7. Click Next. The Edit eCard form page displays.

  8. Customize the eCard form by editing the following:

    • Page Title: This field will appear at the top of the instruction page for your constituents. (It will not be part of the actual eCard that they send.) An example of a title might be Mother's Day Cards.

    • Page Heading: This field appears after the title on the instruction page for your constituents. You might use this field to provide general instructions, such as, "Send your mother an eCard from our site."

    • Address Book Options: Choose whether to show constituents an address book. If you select this option, constituents will have the use of an address book after sending at least one eCard. (The same address book will also be available to constituents if you are using the TeamRaiser application.) If you choose this option, you can also modify any of the associated text fields.

    • Sender and Recipient Options: Use this section to modify any of the text fields associated with these options. Use the Email Opt-in Checkbox Default box to choose the email opt-in default setting for a Sender of an eCard.

      Note: If you forward an eCard using Microsoft Outlook, Outlook sometimes does not show the original sender's email address and therefore recipients do not know where to reply.

    • Card Types (Stationery Choices): If you will be providing multiple stationery for use with this Campaign, you can customize the selection Label, set the Width of Cells (in pixels) for the Thumbnail images that will be presented for Stationery selection, and choose whether or not to show the Name of the Stationery along with the Thumbnails.

      Tip: It is not necessary to set the width of the cells for thumbnail images, but if you choose to show the names of the stationery along with the thumbnails, setting a value for width will help to control text wrapping. (A larger width means that the thumbnail images will be further apart.)

    • Default Subject and Message Body: Choose whether to allow constituents to edit the eCard Subject Line and provide an optional Default Subject Line. You can also use this area to modify the Message Label, or to add Default Message text or Message Hint Text.

    • Button Text: Use this area to modify the text of the buttons on the eCard form, or leave the default text in place.

    • Insert Links Automatically into eCards: Use this section to make sure that the eCard can be viewed online and to include a link for recipients to come to your site and send their own cards. Remember that recipients who come to your site and send their own eCards will automatically be registered with your site and asked to opt-in for email. You can also alter the default text for these links.

  9. Click Next. The eCard Preview displays.

    Note: To make additional changes to the form, click Previous, make your changes, and click Next.

  10. Click Next to open the Thank You page that displays after constituents send a card.

  11. When you finish configuring the Thank You page, click Next. The Preview Thank You page displays.

  12. Click Next. Click Preview eCard Campaign to make sure everything is correct.

  13. Click Publish eCard Campaign to publish the eCard immediately.