Tutorials - Address and Schedule Your eCard

Most people send their CorpNote eCards by using their address book or manually copying and pasting their recipients email addresses as described in the tutorial below. If you are looking for other ways of sharing your eCards, view our direct link tutorial or our social media eCards tutorial.

Sending your eCard:

1. Add Recipients to Address List
2. Email Format Options
3. Send or Schedule your eCard

Add Recipients to Address List

You can send eCards one at a time, or to up to 250 recipients at once.

If you have several thousand eCards to send, follow these steps. Send your eCard to the first 250 recipients. Every time you send or schedule an eCard, CorpNote will ask you, "What do you want to do now?" Select the 'Copy Card' option, and you will have an exact duplicate of your eCard ready to address to the next 250 people on your list. Repeat as needed. You could also create an eCard template instead of the 'Copy Card' option.

Add recipient's to the send list using any of the following methods:

1. Add Recipients Individually

• Type your recipient's email addresses in the 'Email' text box, one email address per line. You can also copy and paste your list of email addresses (one per line) from another application or text file.
  
  
• When you are finished, click the 'Add Recipient(s)' button once, and your addresses will appear in the "Address List " below.
  
  
• You can continue adding addresses in this fashion, or you can add recipients from Groups or your Address Book.

2. Add Recipients using your online Address Book

• If you have added contacts to your Address Book, you can select recipients by clicking the 'Add From Address Book' button. The address book will pop-up in a separate window in which you can search and select your recipients.
  
  
• After checking the box next to each recipient you want to receive the eCard, click the 'Add Contacts to Send List' button. (See example)
  
  
• If you decide you do not want to send your eCard to one of the recipients on the list, click the checkbox next to their email address, so that it is unchecked, and then click the 'Save Changes' button.

3. Add Recipients assigned to Address Book Groups

Groups allow you to easily address an eCard to many people. To create a Group, you must first add your contacts to your address book. (see the creating groups tutorial)

• If you have created groups, they will appear when you click the 'Add Group(s)' button.
  
  
• You can see all the email addresses assigned to a group by clicking on the arrow box (See example)
  
  
• Check the box(es) next to the groups you want to send your eCard to and then click the 'Add Groups to Send List' button.

Using Autofill to display the first names of your card recipients:

CorpNote allows you to automatically fill in the first names of card recipients using our Name Autofill feature. If you selected the Autofill option in the Greeting section of the compose screen, you can use any of the above three methods to enter your email addresses.

Email Format Options

CorpNote gives users a choice of two different methods for delivering and displaying eCards:

• Display in Browser
• Display in Email Inbox

Click here to view a detailed description of the differences between
"Display in Browser" and Display in Email Inbox" email options.

Once you have decided which type of eCard delivery/display you want to use to send your eCard, you will make a selection in the "Email Format" box on the Address & Schedule screen shown below:

1. You must select either "Display in Browser" or "Display in Email Inbox". The default is pre-selected to "Display in Browser."

2. Subject Line

The subject line is required, and it is the text your recipient sees when your eCard appears in their email inbox. Subject lines are limited to 80 characters, but brief is better. You want to make sure your recipient opens your message, so creating an effective subject line is very important.

3. Email Message (This option only appears if you have selected 'Display in Browser' as your Email Format.)

This text will appear next to the thumbnail image of your eCard picture when your recipients view their notification email. It is also the first line of text that will appear in the body of the email message for people who are viewing email on a mobile device or email client that previews the first line of the email content. Since this is the first thing many people will see, this text can significantly improve the click-through rate for people viewing the full text of your eCard. It can also be useful to let them know, in the case of an invitation or survey, that you require their response.

Here is an example of a good Email Message with a call to action:

Customer Care follow up - contact info and satisfaction survey link enclosed...

Technical requirements of the Email Message:

• Email Messages are only available for cards that use "Display In Browser" email delivery
• The Email Message will appear next to the thumbnail image of your eCard design on the email notice. It does not appear anywhere on your final eCard.
• Email message text is limited to 200 characters.
• The Email Message text cannot contain any formatting (bold, italic) and does not support line breaks. It appears as one continuous string of upper- and lower-case text.
• If you do not enter an Email Message, the system will automatically insert the "Subject Line" text as your email message text.

See an example of how the Subject Line and Email Message appear to your eCard recipients.

Send or Schedule your eCard

You can send your eCard immediately, or you can schedule a delivery date any day in the future.

Send Now is the default option. Click the 'Send Card' button and your eCard will be delivered immediately.
(NOTE: larger Send Lists take longer to send. Click the button only once.)

If you want to Select a Date in the future, then click on the small calendar icon to reveal the scheduling calendar. Choose your date and click the Send Card button to schedule delivery.

Scheduled cards can be viewed by going to eCards > Saved/Scheduled. You can edit the card or change the delivery date any time before the eCard is sent.

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