Tutorials - Account Setup

Getting Started

We recommend that you set your personal preferences so all options are available when you create your first eCard, invitation or survey. By setting your preferences now, you can substantially reduce the amount of time it takes to create your eCards.

1. Set Your Custom eCard Signature

2. Set Your Favorite Styles

3. Set up your Address Book

4. Custom Interface to Match Your Brand

5. Creating eCards

The basic steps:

If you're new to CorpNote, we recommend sending eCards to yourself so you can see how all of the settings work and make adjustments before sending eCards to your email list. You can easily use the 'Save eCard As...' feature to create a copy of eCards to send to your list of recipients.

You can also create eCard Templates which enable you to quickly access frequently used eCards so you can send a preformatted eCard in less than 30 seconds. Use our Message Helper to further save time by creating often used messages that can easily be inserted into your eCards.

6. Online Invitations

The basic steps:

7. Online Surveys

The basic steps:

Next Tutorial > eCard Signature Options

If you need additional help, please refer to our Frequently Asked Questions or complete our Priority Email Support Form.

CorpNote - eCards, Online Invitations and Online Surveys for Business
P.O. Box 565 | Fountainville, PA 18923 | 609-406-1665 | Hours: Monday - Friday, 9am - 5pm Eastern
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