Design an eCard template
To add an eCard template to an eCards part or Donation Form part that contains eCard functionality, you must first create the template in eCard templates. eCard templates stores the templates within categories. When you add an eCard template, you specify how the template appears on parts and select the categories in eCard templates where it belongs. On your website, users select the template and use it to send personalized eCards to others as email messages.
|
1.
|
From Email, click eCard templates. eCard templates appears. |
Tip: On the Samples tab, eCard templates provides sample eCard templates. To save time, you can copy a sample template to create an eCard template. For information about how to copy a sample eCard template, see Sample eCard Templates.
|
2.
|
Click Add eCard template. The Add eCard template screen appears. |
|
3.
|
Select the Properties tab. |
|
4.
|
Under Display options, enter how the template appears for users in eCard templates or Parts and on your website. |
|
a.
|
In the Name field, enter a name so users can identify the eCard template. |
Note: When program and website users browse through eCard templates, such as on the eCards part or your website, the templates appear in alphabetical order by name. When you enter a name for the eCard template, consider where the template name appears when sorted alphabetically.
|
b.
|
In the Preview image field, select the path to the image to use as the thumbnail image for the eCard. To search for the image, click Browse and use the Choose file screen. After you map to the image location, click Open. You return to the Add eCard Template screen. |
Note: On your website, the image entered in the Preview image field appears as a thumbnail image. The specifications selected on the eCards or Donation Form part determine the size of the thumbnail image on your website.
|
c.
|
In the Caption field, enter the caption text to appear for the eCard template. When a website user hovers the cursor over the thumbnail image of the template, the caption text appears as a tooltip. |
|
5.
|
Under Email options, in the Email subject line field, enter the subject line to appear for all eCard email messages based on the template. For example, for a seasonal holiday eCard, enter “Happy Holidays!” |
|
6.
|
eCard templates stores every eCard template within a category. Under eCard categories, select the category the template belongs to. For example, you can store a Happy Holidays eCard under a category of “Holiday.” You can add the template to multiple categories. |
|
•
|
To add the template to an existing category, select its checkbox in the Categories box. |
|
•
|
To add the template to a new category, in the And/or a new category field, enter the name of the new category. |
|
7.
|
Select the Design tab. |
|
8.
|
Use the HTML editor to format the template’s appearance and layout. For information about the HTML editor, see HTML Editor. |
Warning: Blackbaud recommends to use inline styles, such as <div style=”background-color:Blue;”>Welcome color</div>, when you create and design the email content. Do not define classes or use external references because email vendors, such as Gmail or Outlook, are not guaranteed to render the styles correctly when the recipient reads the email.
Tip: When you design an eCard template, you can insert images from the Image Library. If you reference an image in an eCard template and then remove the image from the Image Library, eCards based on the template cannot display the image.
To allow website users to personalize eCards based on the template with sender and recipient information, add merge fields. To display the list of available merge fields, click Insert merge fields on the toolbar. To expand the list, click the plus sign next to eCard fields. For information about the merge fields that appear when you design an eCard template, see eCard Template Merge Fields.
Note: To allow website users to send a personal message with eCards based on the template, you must include the <Sender’s personal message> merge field. If you do not use this merge field on a template, the option to add a personal message does not appear when the user personalizes the eCard on your website.
|
9.
|
Click Save. You return to eCard templates. |