Design eCards
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
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1.
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From the Design tab, under Available eCards, browse the eCard template categories in eCard Templates and select the templates to make available to website users. The templates you select here appear on the Choose screen of the eCards part on your website. |
Note: eCard Templates provides the eCard templates that appear under Available eCards. To add a template to an eCards part, the template must be in eCards Templates. For information about how to create an eCard template in eCard Templates, see eCard Templates.
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2.
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Under Display options, enter how the selected templates appear on the Choose screen of the eCards part on your website. |
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a.
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Select how the selected eCard templates appear on the part’s Choose screen on your website. |
To display all the eCard templates together, select Display the templates in a single listing.
To display the eCard templates by category, select Display the templates in separate listings by category. When you select this option, your website users can browse for a template by its category.
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b.
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Select whether the personal message field on the part’s Personalize screen on your website generates plain text or rich text. |
Note: All email clients can easily read the plain text format, but it does not allow users to adjust the text’s color, font, or format. With rich text, users can adjust the text’s format and embed pictures and links, but not all email clients can easily read the rich text format. Email clients that do not support the rich text format convert the text to the plain text format.
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c.
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In the Maximum height and Maximum width fields, enter the maximum size, in pixels, of the thumbnail preview image of each template. |
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3.
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Under Sender and recipient options, you determine the maximum number of eCard recipients and whether to provide first and last name fields for senders and recipients. |
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a.
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In the Maximum recipients field, enter the maximum number of recipients for an eCard. You can allow website users to send eCards to a maximum of 100 recipients. |
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b.
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To provide one name field for the sender and one name field for recipients, select Display all as single fields. To provide First name and Last name fields for both the sender and recipient, select Display all as separate first and last name fields. |
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c.
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To require website users to enter first names for eCard recipients so merge fields are not blank, select Require eCard recipient's name. |
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4.
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To require website users to make a donation to send an eCard, select Require a donation. The options for the Donation Form part appear. For information about these options, see Donation Form. |
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5.
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Under Donation options, select Require a donation to associate gift attributes with eCards for the part, under eCard Attributes, select attributes in the Send date, Recipient first name, and Recipient last name fields. Each field creates its own attribute in The Raiser's Edge. Website users do not view these attributes on the donation page. |
Warning: If your eCard allows for multiple recipients and you select an attribute for the Recipient first name and Recipient last name fields, only the first recipient name information in the recipient list downloads to The Raiser's Edge. If the user enters one word for a recipient name, it downloads as the recipient first name attribute.
When you download a donation, some gift attributes can automatically add to the gift record. These attributes include NetCommunity Comments, NetCommunity Corporate Donation Contact, NetCommunity Email Source, NetCommunity Email Source ID, NetCommunity Page, and NetCommunity Page ID. You do not view these gift attributes in the Attributes frame or on the NetCommunity page in The Raiser's Edge. After the gift downloads, you can view the information on the gift record.
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6.
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When website users send an eCard, the recipient receives an email message with the personalized content from the selected template or a link to a web page that contains the content. To create the email message for the eCards this part generates, click eCard Email. The eCard Email screen appears. |
For information about how to create an eCard email message, see eCard Templates.
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7.
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To customize the messages and labels that appear for the eCards part on your website, select the Language tab. For information about the Language tab, see Language Tab. |
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8.
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Click Save. You return to Parts. |