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How to Automate Your Group Cards?
Discover the art of automation for group cards! Learn efficient ways to streamline the creation and distribution of cards for birthdays, work anniversaries, appreciations, and more.
This feature is specifically designed for Businesses to make the card-sharing process hassle-free.
STEP 1
On the Home page, look above at the Group Cards Section. Click on it to explore the options.
STEP 2
You will see the option of Create Bulk Ecards. Simply select it and move ahead.
STEP 3
You will now be directed to a page that lists two options for Bulk Ecards
- Same card- Multiple Recipients
- Multiple cards- Multiple recipients
Choose the use case that suits your preferences and select continue.
STEP 4
Let's go with the option of Same Card and Multiple Recipients. Select one card design and fill in the details. Provide batch information. To add recipient information you get two options.
Forms are simple and would record the recipient details one by one. To upload with Excel you will need to download the Excel template provided to you and then add your details. Once you are done with your Excel sheet upload the Excel file and you are ready to move ahead. | Choose the Multiple Cards and Multiple Recipients Option. Select the number of card designs you want and once you have selected the cards properly choose the option of Next.
To add recipient information you get two options.
Forms are simple and would record the recipient details one by one. To upload with Excel you will need to download the Excel template provided to you and then add your details. Once you are done with your Excel sheet upload the Excel file and you are ready to move ahead. |
STEP 5
Add card title and sender information.
STEP 6
Choose from the Card Settings such as:
At the bottom, you will see the option of adding a Default Message. Simply click on it and write your message and save the message. | With the multiple cards and multiple recipients options, two more features are added in the Card Settings:
The Default Message option is not available with the Multiple Card, Multiple Recipients section. |
Make sure you schedule it properly.
Note: Do not select the scheduled delivery option if you wish to send the cards instantly.
You will now be directed to a Dashboard showing the cards that you created. You can check its status there and make edits the way you like.
STEP 7:
Once you are done with all the details click on Create Card Option.
STEP 7
Let's come to the same card, Multiple recipients section.
Now pen down your message in whatever way you like. Add gifs, stickers, images, or videos. Select the font style and size.
And at last, enter your name.
Once you are done, you should click on Save Message.
STEP 8
You are once again back to your card. Now look at the bottom and press on Create Card.
STEP 9
Your card is created. You are now directed to the Dashboard where you can see your card. Go to More Actions and choose the View Your Card option.
STEP 10
You can now see your card here. If you are satisfied with everything.
- You can invite people to sign the card
- You can sign the card if you want to add more messages
- You can view it as a board
- You can view it as a slideshow
- You can directly edit your messages as well
If you click on the Preview option at the top. You can see the card ready in an Envelope.
Close the preview and you are redirected to your Card.
STEP 11
Now simply choose the option of Send Card from the top and confirm that you want to send it now.
Once you do that, you will be able to see your card.
STEP 12
Now you can either download your card as a PDF in a group card format or a wish board format.
You can also share the card through a link.
The receiver can also reply to the card. They can thank the people who created the card for them.
STEP 13
You can now close the page if you have no more cards to make or go to the Group Cards Created option to create more cards.
STEP 14
Your work here is now done.