Learn about our newest features and enhancements!
Web Forms: How to Add an E-Card to a Form
Authored by:
on 2/21/2025 5:22:00 PM

Introduction

E-Cards are a fun way for your donors to let someone know they donated in their honor or a family member’s memory. You can add pictures and text to customize the e-card and your donors can choose to send these cards when they make a tribute donation.

Add an eCard to your tribute workflow can be achieved in a few steps as outlined below.

Table of Contents



How to Create an eCard

Creating an eCard involves multiple steps, including setting up the eCard record, associating it with a template, and integrating it with an online donation form. Follow the steps below to complete the process.

Step 1: Configure the eCard Template Message

  1. Go to Configuration App > Messages and Templates.
  2. Click Create New Template.
  3. Set the Type to eCard.
  4. Name the template and define the Message Content.
    • You can use available tokens to personalize the message.
  5. Save the template.

Step 2: Create a New eCard Record

  1. Go to the Online App > Cards & Promos > Ecards.
  2. Click Create New Record.
  3. Enter a Name for the eCard.
  4. Upload a Small Image and a Large Image for the eCard.
  5. Associate the eCard with a pre-existing eCard Template.
  6. Click SAVE to secure.

Step 3: Create an Online Web Form for the eCard

  1. Navigate to the Online App > Quick Actions >  New Web Form.
  2. Select Donation Form and continue.
  3. Navigate to the Cards section.
  4. Select one or more eCards to be available for user selection and click Add to append.
    • Save the form.

    Step 4: Set Up the E-Card Email Notification

    1. Navigate to Email tab.
    2. Locate eCard Recipient Notification or Acknowledgee.
    3. Under the Subject line, create your customized subject line for the eCard email.
    4. Click Save to secure the change.

    Step 5: Add the eCard Field to the Tribute Section

    1. Go to Layout tab and under Tribute Info, click on plus sign icon to add a new field to this section.
    2. Add Field by creating a Name and selecting Type = Text, and then click Create Field.
    3. Expand the fields for this section, and navigate to your newly created field.
    4. Click on the Pencil icon to manage the field. 
    5. From the Basic Tab > General sub tab, locate Type and change to ECard (system).
    6. Next select Display Format
      1. Radio Button Images - for user selection with small image as presented on the eCard in step 3.
      2. Radio Button - for user selection with no image but name as presented on the eCard in step 3.
      3. Drop Down - for user selection with no image but name as presented on the eCard in step 3.
    7. Save the field and apply it to the tribute section.

    Step 6: Test and Validate the eCard Process

    1. Create a test tribute donation.
    2. Select an eCard.
    3. Review the acknowledgment message and tokens.
      • Ensure all tokens populate correctly.
    4. Verify the eCard email is sent successfully with the correct subject line and message.

    Troubleshooting

    • If tokens do not work, review the template setup to ensure tokens are correctly formatted.
    • If eCards do not appear in the form, confirm that they are properly linked in the Cards section.
    • If email notifications fail, check email configurations and ensure all required fields are filled in.

    By following these steps, you can successfully create and configure an eCard for online use.



    Related Articles

    Powered by Powered By CharityEngine