Creating a New Card

To create a new Card, the first option or drop-down will default to “New Card”.

Editing an Existing Card

To edit a draft or previously saved Card, click on the first drop-down menu and select the draft of your choice, which has not yet been sent to your client. Once you select a draft, all of your data for that Card will appear and you are ready to edit.

From

The “From” field will automatically default to your name. If you have administrative privileges, the “From” drop-down menu will include your name, along with those of your staff. You may choose to create or edit Cards under any of the users in the drop-down.

Selecting a Recipient

When selecting a recipient, you may enter a new client or search for an existing client.

To enter a new client, click on the “Add New” link located next to the “To” field. A new window will appear. Enter your client’s first name, last name, company name, e-mail address and telephone number. Click “Save” once you have entered the information. Your client’s information will now be permanently stored for future use.

To search for an existing client, click on the “Search” link. Your search criteria may consist of a name, company or an e-mail address. Typing the entire name or complete word is not necessary, however at least 2 characters must be entered. Once you stop typing your criteria, the search will automatically begin, and the results will appear.

If no results appear, the system was unable to find a match. You may wish to try using a different type of criteria, such as the client’s last name. We strongly recommend searching by e-mail address as it is the unique identifier for each client.

BCC (Blind Carbon Copy)

You may also send the Card to additional recipients by simply typing in the e-mail addresses in the BCC field. Separate addresses by semi-colons or commas if sending to more than one contact. Neither the client nor BCC recipients will see who blind carbon has been copied on the Card.

Email Subject

This field will determine the subject line that will appear in the email sent to your client.

Selecting a Card skin

To view a Card skin in actual size, simply click on the “View Skin” link or the magnifying glass icon that is located above the desired skin.

Message

Use this free form field to create a message to compliment your Card. For best results, create a personalize message that reflects your clients' needs. You may copy and paste or type into this free form field. Only enter the body of your message, the salutation and closing, your contact information, and hand-written signature will all be included automatically in the Card.

Select Standard Content

You have the option of using preset standard content to create your Card message.

Just below the text editor, you will see a selection of such content. To select a piece of content, check the box beside the content name. To de-select your choice, simply click on the box again.

Administrators control this feature and are able to add/edit/delete standard content from their “Settings” panel.

Message Closing

Simply use the drop-down to select an appropriate closing for your Card.

Links for Footer of Card

Decide which information you would like your client to see when they view your Card. You may include a Multimedia tour, an RFP, your Brochure or offer your client the option to forward to the Card to a friend. The system defaults to select all items, so you must de-select the items you do not want to include.

Attaching Files

Before sending your Card, you may attach any supporting electronic files. You may upload up to three files. To attach a file, click “Browse” to access your personal computer files, select the file you wish to attach. Acceptable file formats include:

• PDF
• Word Document
• PowerPoint
• Excel
• GIF
• JPG