How do I create an eCard?

eCards enhance the giving experience by allowing donors to commemorate important life moments by sending personalized cards on behalf of your organization. You can create your own card templates in Manage eCards.

eCards are available on the Donations Module

eCard templates can be created and edited from the Manage eCards sections of the General Setup tab and campaign record.

To create a new eCard:

1. Click the “Add New eCard Template” button at the bottom of the screen.
   
   
2. Select the Tribute Type and Language that your eCard will apply to. eCards are created separately for each tribute type and language. This allows you to create different eCards for In Memory donations and In Honour Donations
   
   
   
   
3. Choose a Name for your eCard. This will display in Reports and as an "alt" tag on the front-end site for accessibility.
   
   
   
   
4. Add an Image. This will be the main image associated with the eCard when sent to a recipient, and will also scale down to produce the thumbnail donors select from on the front-end site. We recommend that the image be in some way associated with your Card Name. Recommended image dimensions are 600 pixels by 400 pixels, and images should be in .JPG, .PNG or .GIF formats.
   
   
   
   
5. Compose a templated message associated with the card. When a donor selects the eCard, your templated message will be attached to the card. The donor, however, is always able to edit or replace the template message with their own personal message.
   
   
   
   
6. Add a Logo image. The image will appear in the footer of the card, below the donor's custom message and is an opportunity to increase brand awareness or steward the recipient. The image must be 270 pixels by 270 pixels, and also be in .JPG, .PNG or .GIF formats.
   
   
7. Preview your e-Card template and if you're happy with it, save it. You can always come back and edit it later as well

Once your eCard is created, you can add it to your campaign to make it available for your donors.

To add an eCard to a campaign for donors to select:

1. Begin by selecting the tribute type and language that your card applies to
   
   
2. Select the card from the available eCard templates and click Add to Selected Template. The card will be moved up to the Selected eCards Templates list.
   1. You can control the order that the templates show to donors on your donation form by clicking Move Up and Move Down in the Action column
      
      

To remove a card from a campaign:

You can remove a card from a campaign and it will no longer be available for donors to select on the donation form, but remains available to administrators if you want to use it again in future. To remove an eCard, select it from the Selected eCards Templates list and click Remove from Selected Template

How to edit an eCard

You can edit an eCard at any time by removing it from the selected templates and clicking Edit. You can also create a copy of a card. Copying cards makes it easy to use the same design for both tribute types and languages.

Demonstration

Check out our webinar, that further reviews how to create and manage eCards: