E-Cards
To create an e-card hover your mouse over the email management button from the top navigation bar, and then select e-cards from the email management menu.
Select create e-card. My scheduled e-cards are a preview of your past e-cards that have been sent. There are reporting features on these pages such as how many people looked at my e-card.
There are 3 options to choose from, specific date, periodic date, and anniversary.
Please select one of these options and click on "next."
On this page you need to select if you would like property information sent out in this email, select yes or no.
You can browse the categories to the left and select which template you would like to use from this page or you can create your own.
Once you have selected an e-card, you can edit it on the next page. Please create a label, this label is an internal label only that helps you identify your card in the future. Also type in an email subject if you would like, there will be a default subject like the one below. Please do not change anything in the !!! marks as those are merge fields.
When you are done editing the email please click, next. You have the option to save the e-card and use it later or select one or more contacts. Once you have done so, please click, send. You will see a page that will give you a summary of this e-card.
