3.0 USER MANUAL TABLE OF CONTENT
Contents
1. ADDRESS BOOK If your account is equipped with Address Book feature you will be able to create and save contacts manually or import contacts from a CSV file into your address book within the platform The address book tool allows you importing contacts recipients easily into your customized e Card The address book is completely managed with its distribution lists If applicable It gives you the ability to add modify or delete contacts Unlimited distribution lists can be created SETTING UP YOUR ADDRESS BOOK Click on the Address Book link on the top navigation DISTRIBUTION LISTS Address Book To add a new contact click on Add New Contact To import contacts from an external file click on Import Contacts ADD NEW CONTACT IMPORT CONTACTS ADD NEW CONTACT Click on the Add New Contact to enter and save each contact manually Add New Contact Please fill form below to add a new contact to your Address book Email address field is requiered Add to Contacts While adding new contact manually all fields are optional except the email address as this is a mandatory filed Fill the form and click on Add to Contacts to save the contact into your address book Once you have saved the new contact it will direct you to the main address book page and your contact will be displayed in the list IMPORT CONTACTS Click on the Import Contacts to import contacts from an external sav2. A CARDS CORPORATE E CARDS PLATFORM 3 0 USER MANUAL The e Cards platform allows an unlimited number of messages to be delivered You will be able to send customized e Cards easily to customers partners vendors employees and friends The e Card templates are created and fully customized with your corporate branding The e Card platform offers online powerful greeting software to strengthen friendships commemorate milestones and celebrate holidays This manual covers the operations of the Standard features and work flow for this e Card platform You will learn how to create and verify your secure account use your settings to control your operations view the history of your sent messages setup your address book and import contacts how to personalize and send your e Card If you experience different features work flow or special programmed modules than the stated in this manual please consult your project manager TABLE OF CONTENT 2 REGISTRATION AND LOGIN 4 HOME PAGE CONTENT 5 PERSONALIZE AND SEND AN E CARD 10 ADDRESS BOOK SET UP 13 HISTORY OF MESSAGES 15 REMINDERS SET UP 17 MANAGE SETTINGS 19 SUPPORT AND HELP TOPICS REGISTRATION AND LOGIN On your first visit to the e Cards platform you will be required to register This registration process is important to supporting the features and functionality of the e Cards After you have registered and created your password you will need to verify your
3. Password tab enter your old Current password type your new password re type your new password for confirmation and click on the Submit button Your new password will be applied on your next login Change Password Old Password New Password Confrim New Password Submit MANAGE YOUR AUTO SIGNATURE Your auto signature is basically your name as registered The Make my name automatically populated on the e card option is selected as default Your name will appear on the e Card after your greeting message If you wish to do not include your name on the e Card or you wish to sign the e Card with different name or as a group select the Auto Signature tab and un check the check box You can enter different name as a part of your greeting message Click on the Submit button Auto Signature Make my name automaticaly populated on the e Card MANAGE YOUR REMINDER NOTIFICATIONS Click on the Reminders tab to select how to get notified about your reminders There are four options available to select from Make your selection and click on the Submit button to save the action Reminders Notify me by email only 2 Notify me when I login to my account Notify me by email and when I login to my account Don t notify me I will check my calendar when I login to my account SUPPORT AND HELP TOPICS Click on the Support link on the top navigation for useful information and guide
4. customizing an e Card you must first save contacts in your address book Please refer to the Address Book section on page 10 to learn how to import save contacts into your address book A Click on the Import Contacts button A POP window with contacts will appear Recipient s Email Address Separate multiple recipient email address es with commas email comma space email IMPORT CONTACTS B If your account features Distribution Lists function Please see page 11 to learn how to create distribution lists Select the Check Box in front of each list you would like to use to import contacts from the selected lists Select General Address Book option import the entire contacts in your address book including the contacts in your distribution lists Click on Next to view all the contacts in the selected lists or in the general address book Close Window C Select the Check Box in front of each contact or click on the Select All button to import the selected contacts into your message Click on Add To Message to finish SELECT ALL ete cirar Aii Hame Email Address Contact Mame 1 Email Address 7 maw com Contact Marne 2 Email Address 2 maa com Contact Marne 3 Email Address saw com Close Window Your contacts automatically will be imported to the e Card customization page Recipient s Email Separate multiple recipient email Address Email Addre
5. email address and you will be directed to the home page where the e Card templates are posted on the platform REGISTRATION Click on the Sign Up button to start creating your account My Account Login First Time User Please login below to your account using your registered email address Take advantage of our new Messages delivery system and your password If you don t have an account please register first Registration is quick and easy please click on the LOGIN button below to create your account You will only need to register on your first visit to the website SIGN UP LJ Remember my email on this computer Forgot your password Having technical difficulties In the registration page you will need to fill out basic information Please fill out the form Some fields are required Create Your Account Prst Name Po Company DO Title Po Email Address Po Create Login Password Choose Password O O Security Code Please enter the numbers as shown in the image 503481 SUBMIT Last Name Phone Optional Department Optional You will receive an email to activate your account Confirm Chosen Password ee CREATE YOUR ACCOUNT Email address is required to identify yourself to the platform Upon submitting the form you will receive an email message to activate your account Please use your corporate email address or as directed by your project manager and be sure that you hav
6. e entered the right email address When you receive the activation message please click on the activation link provided in the email message to activate your account Upon successful activation you will be prompt to the login page CREATE LOGIN PASSWORD Choose password and re type the password for confirmation You will be able to manage and change your password upon login Your email address and your chosen password will be used as your login information Please remember and save them for your record SECURITY CODE Please enter the Security Code numbers as shown in the image and then click once on the Submit button to complete your registration Please note if you see a Check Box at the end of the registration page check this box to agree to the terms and the conditions listed by your corporation LOGIN Use your registered email address and your password to login to your account My Account Login First Time User Please login below to your account using your registered email address Take advantage of our new Messages delivery system and your password If you don t have an account please register first Registration is quick and easy please click on the Emal Address Po button below to create your account You will only need to register on your first visit to the website gt lt senur a Password C Remember my email on this computer If you would like your computer remembers your login email address
7. ed file Import Contacts You can import contacts from an extrnal file such as contact file saved from Microsoft Outlook Locate file E gt The import process will accept files in CSV format Information on how to export and save CSV files from your outlook is provided Click on the Download Instructions button to learn more Once you have your CSV file ready click on the Browse button locate your file and then click Open Click on the Upload button your contacts will be added to your address book A verification screen will analyze the uploaded contacts notify you if there are duplicated contacts and will ask you for the action on how you would like to deal with the duplicated contacts DISTRIBUTION LISTS If your account is equipped with a Distribution Lists feature click on the distribution list button to create your own lists Distribution lists allow you to sort contacts into groups in order to channel specialized messages to each group Distribution Lists To create a new list click on Create New List button Click on the Delete icon to delete a list with its entire contacts or mark the Checkbox beside each list if you wish to delete more than one list at once and then click on Delete Checked button Click on Rename icon to rename the selected list CREATE NEW LIST re test x nf E test test x zA E CREATE A NEW DISTRIBUTION LIST Start with creating a
8. ers and the way you would like to get notified about the saved reminders VIEW AND MANAGE YOUR REMINDERS Click on the Reminders link on the top navigation ADD NEW REMINDER Reminders W View edit or set reminders If you would like to change the delwery method of the notifications please visit your Settings area and then select the Reminders tab SELECT ALL Category Description Feb 15 2011 Event Send invite e Card to the marketing group FA Add Reminder close or Esc Key ADD A NEW REMINDER Click on the Add New Reminder o button A pop will present to Add Reminder setup your new reminder Date fit Category Click on the Calendar icon to select a date for your reminder select a category from the drop down list enter your reminder details and then click on the Submit button ADD NEW REMINDER Reminders View edit or set reminders If you would like to change the delivery method of the notifications please visit your Settings area and then select the Reminders tab hee E SELECT ALL Feb 15 2011 Event Send invite e Card to the marketing group ZA E D Edit Reminder close or Esc Key EDIT A REMINDER Click on the Edit icon A pop will present with the details of Edit Reminder your reminder Date PAS2O J Categow Even v Send invite e Card to the marketing group Click on the Calendar icon to select a future date for y
9. ill include the Scheduled Messages The default page displays the Delivered Messages If you have scheduled e Cards to be sent in later dates click on the Scheduled Messages link to view the e Cards Once the date is due to deliver the scheduled e Cards the system will send your e Cards as scheduled and will move the records form the Scheduled Messages to the Delivered Messages The right information column provides extra guides on the e Card status and the scheduled messages In the list of the sent e Cards you will be able to monitor which recipients have viewed the e Cards and which have not The Closed Envelope icon indicates that your e Card has not been viewed yet Not Viewed The Open Envelope icon indicates that your e Card has been viewed o Viewed e Card is sent to Name memailaddress Delivery Date 8 12 2014 Confirmation Number 39058 e Cards Status To check if the e Card you have sent is viewed by the recipient or not please refer to the envelope icon Legend Not Viewed Viewed Scheduled Messages Scheduled Messages are the messages that you have scheduled to be delivered in a later date than today Once the messages are delivered they will be moved to the Delivered Messages page View Scheduled Messages REMINDERS SET UP You will be able to create unlimited reminders on the platform You will also be able to manage the remind
10. istorical listing of all e Cards delivered o Monitor which recipients have viewed the e Cards and which have not If desired you can also receive an email notification informing you of when a message is read o Keep track of which recipients received a campaign to ensure the same message is not sent to them more than once o Manage the messages in the history record o Sort sent messages by dates and control the display number VIEW YOUR HISTORY OF SENT MESSAGES Click on the My Messages link on the top navigation Delivered Messages You have sent 446 e Card s since 2 18 2009 Click Here to view a list of Scheduled Messages Sort sent messages by dates Sort By The latest w Display 10 e Cards page w and control the display number Select an e Card to view the details of messages page SELECT ALL CLEAR ALL e Card is sent to Hame Thank You T102 oemailAddress Thank You Van Delvery Date 8 14 2014 Confirmation Number 39060 e Card is sent to Name wemaiAddress Delivery Date 8 12 2014 Confirmation Number 39058 Click to view the sent message For each sent e Card you will find information about the e Card such as template name recipient s name recipients email address delivery date confirmation number and the status of the e Card The history of messages will indicate the number of the sent e Cards since you have registered on the platform and up to date This w
11. new distribution list Click on Create New List button Give your list a name and click on Add List Your lists are managed and you can rename them at any time Create New List Please fill form below to add a new distribution list to your Address book List Name field is required List Name My New List Your new list will be added to your distribution lists Click on the name of the new list to start add import contacts into your new list Distribution Lists To create a new list click on Create New List button Click on the Delete icon to delete a list with its entire contacts or mark the Checkbox beside each list if you wish to delete more than one list at once and then click on Delete Checked button Click on Rename icon to rename the selected list CREATE NEW LIST x My New List x a C x a There are three options to add contacts into your new distribution list l Add New Contact Will work as adding new contact into your address book Refer to page 10 for instructions 2 Import Contacts Will work as importing contacts from a CSV file into your address book Refer to page 11 for instructions 3 Address Book Contacts This will allow you to copy all or some of your contacts from your main address book into your new list ADD NEW CONTACT IMPORT CONTACTS ADDRESS BOOK CONTACTS HISTORY OF MESSAGES The history of messages section allows the user to o View a h
12. o signature Recipient s name as entered in the filed below Automated Signature our Name Personalized message place holder Your message will appear while typing in the Message field below Leave blank if you are sending to It s important to Separate multiple recipient email address es with commas for proper delivery email comma space email recpient sName GY Recipient s Email Address multiple recipients Separate multiple recipient email address es with commas email comma space email Email Subject Line o Click here to add your message Import contacts from address book Please see page 7 Message Click on the calendar icon to select different delivery date for your e Card This e card should be delwered by 10 20 2014 Select Another Date mm Do yyyv FE clear October 2014 After you finish your e Card customization click on the View button for a chance to review your e Card before sending j lt Today gt gt Please notify me when my e Card has been viewed Sun Mon Tue Wed Thu Fi Sat 12 3 4 5 6 7 8 9 10 1i 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 If desired you can receive L___ an email notification informing you of when a message is read IMPORT CONTACTS FROM YOUR ADDRESS BOOK To import contacts into the recipient s field while
13. our reminder change the category from the drop down list edit your reminder details and then click on the Submit button You can select the check box beside each reminder and click on Delete Selected button to remove the selected reminders from your list This will automatically stop the notification from reaching you To manage how you would like to get notified about your reminders please see page 18 for details MANAGE SETTINGS The platform offers you different tools to manage your profile and settings These settings will help you manage your login your auto signature and your reminders MANAGE YOUR PERSONAL INFORMATION The default tab Personal Information will gives you the ability to change your personal information Previously collected during your registration You can update your information except your email address as this is considered as your User Name when logging in Settings At this page you will be able to update your personal information change your login password or enable disable your signature If you wish to modify your settings please select from the following areas Personal Information Personal Information First Name Your First Name Last Name Your Last Name Company Phone 123456789 Title Your Title Department Marketing Email Address 9 Youremail idomain cam Submit CHANGE YOUR PASSWORD To change your login password click on the Change
14. please check that box You will only need to enter your password every time you login If you forgot your password click on the Forgot your password link A POP window will be displayed to enter your registered email address and then click on the Submit button Your password we will emailed to you Please remember you must be a registered user to retrieve your login information If you are having technical difficulties click on the active link for support and help HOME PAGE CONTENT RIGHT INFORMATION COLUMN Once you have logged into your home page you will find on the right hand side some useful information This column will display different information based on the process of customizing an e Card to help you out in the process of sending and choosing another e Card to customize If more than one e Card posted under your account Recent History You have sent 61 e Cards since February 18 2009 The number of the e Cards you have sent View the history of since your first registration tecn e ad e cecreservaecaeuveetenesads View AJl The last e Card sent click to view A ad View the last the The Tret sent e Card o Holidays Reminders October 2014 a o 5 M T Wo T F S eens EE vere ae TEE 5 6 7 8 9 10 11 12 13 14 15 16 17 18 The reminders calendar If you set eead t a a A ee reminder s for the displayed month the reminders 36 27 28 279 30 31 date
15. s on how to use the platform Help topics are categorized and provide answers to some basic questions If you are having technical difficulties using the platform or if you have questions after reviewing the answers to frequently asked questions fill out the support form to reach the vendor directly If you dont see the Support Form please contact the your project manager with your request FAQ Address Book and Contacts Account and Settings Messages e Cards Reminders Support Form Please use this support form if you have technical difficulties or to report errors Subject category Questions Marked as Not Urgent D Urgent THANK YOU Thank you for using the e Cards Platform
16. s will be highlighted click to view and manage een eee Manage Reminders BODY CONTENT If your platform contains different categories you will need to select the desired category in order to view the e Cards posted under the selected category If your platform presents only one category such as Holidays you may need to select that category from the home page or you might see the thumbnails listed as Step 1 in the customization process PERSONALIZE AND SEND AN E CARD STEP 1 Select a category Welcome UserName Last login Wednesday October 15 2014 This site provides you with customized e Cards to use with your clients and colleagues Step 1 Get started by viewing the available e Cards by category HOLIDAYS THANK YOU STEP 2 Select an e Card from the list Step 2 Please select the e Card that you wish to view and customize Holiday e Cards 2 2 z Miia y ee ait e Card Mame e Card Mame e Card Mame 5 STEP 3 Customize your e Card Choose a different e Card Select a different e Card to view and customize A gt r Fa i am rar a oP res i e Card Mame Holidays You can choose a different e Card from the right column to view and customize If more than one e Card posted under your account Customize this e Card Step 3 Write your personalized message by filing in the form fields at the bottom of the page Click on Setting to enable disable your aut
17. ss1 www com Email address es with commas Address1 www com Email Address1 Lemail comma space email IMPORT www com CONTACTS NOTE If you enter a name in the recipients name field and then add more than one email address Multiple recipients in the email addresses field the name you have entered will turn Blank The system will recognize that you are sending to multiple recipients and cant be all under one name If your account features Mail Merge function you dont need to enter recipient names as the names will be auto populated if the contacts are selected from the address book STEP 4 View your e Card Take this opportunity to carefully check your spelling grammar and view your e Card before sending Click on Send to finish the process or click on Back to make changes _ E LEE i in 7 S i a Confirm Intormation This e Card will be sent to Recipient s Name EmailAddress1 www com Total 1 email addresses Delvery date for This eCard 10 24 2014 Dear Recipient s Name A World of Good Wishes One of the real joys this holiday season is the opportunity to say thank you and with you the very best for the New Year Automated Signature rour Mane BACK SEND Information about this e Card is on the right column of the page Be sure that you are sending to the right email address es and the selected date is correct
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