In this article, you will learn the steps to create an eCard item. eCards encourage donations and allow donors to share your organization and mission with friends and family.
In this Article,
Creating an eCard
Go to Features > Tributes> Tribute Types from the lefthand menu.
Select the +Add button at the top to create a type of eCard/an occasion, e.g. Birthday.
Sequence: This determines the order your tribute types display on your website when a donor is selecting their tribute type.
Label: The name or label of this tribute type.
(Ex: In-Memory or Birthday Wishes)
Status: Determines whether or not this tribute is live on your account or not.
NB: If you are using DonorPerfect and your account is connected to Givecloud, a DonorPerfect integration box will appear for you to connect these tributes/eCards to your tribute codes in DonorPerfect - if you are using that functionality.
To personalize the email template, you can use merge tags in the subject line and body of the email. For example, you may want to make the subject line,
"Happy Birthday, [[name]]!" which would use the recipient's name or,
"[[donor_first_name]] has sent you an eCard," which would use the person making the tributes name.
A full list of merge tags can be found at the bottom of the email editor.
In the email body, you would add your desired content, along with the eCard. Then, you can select the 'Add Media' button on the email editor to either upload the ecard to the image library or select the already uploaded eCard and insert it into the email body.
The person sending the eCard will have the option to leave a personal message for the recipient. If you want to include this message in the email, use the merge tag [[message]]
A useful tip: If you want to include the person sending the eCard on the email thread, use the merge tag [[donor_email]] in the CC or BCC field.
Replicate the steps above if you intend to allow donors to select to send a letter instead of an email delivered eCard.
It is important to note that Givecloud doesn't send these letters out for you; you will need to print the letters & send them out manually.
You can use the tributes report, found under Features > Tributes > All Tributes, to show all tributes/eCards that have been purchased. In addition, you will have the ability to view and print the letter by clicking on the magnifying glass icon to the left of the tribute and clicking the 'view letter' button. This will open it as a pdf document in a new tab, from where you can print it.
If you need to do this in bulk, you can select the checkboxes to the left of all tributes/eCards marked with 'unsent' in the Notify Name column. You can then select the 'bulk' button in the top right corner. From the menu that appears, you can select to 'print letters.' Once they have been printed and sent, you can follow the same steps again, accept select 'mark as sent' from the dropdown menu instead of 'print letters.'
Making the eCard available for purchase
For this step, you need to create an online store and the eCard item available for purchase. See how to do this here.
When creating the eCard item, you will need to scroll to the bottom of the item page to the Tributes & Dedications section. Here you will need to connect the item to the tribute/eCard type you created. You will also need to set whether you would like to allow the recipient to be notified by email only, by letter only, or whether you'll allow both.