The E-Card module provides a simple way of allowing non-Vuture users to send personalised emails from a secure user friendly interface, using predefined templates. This way, the Marketing Team can still control the brand and design of E-Cards, but the partners or fee earners can use the E-Card Wizard module to send out personalised E-Cards themselves.
To access the E-Card module, the user must first sign in. This helps to keep your contacts' data protected. The user is then guided through a wizard that allows them to:
- Preview and choose an E-Card from a selection designed and setup by an administrator
- Specify a sender
- Specify one or more recipients through the following methods:
- Manual entry
- Prompts the user to optionally enter First Name, Last Name and Company when manually adding each recipient
- Upload a list of email addresses in a CSV or text file
- Search and select contacts from the user's My Contacts list in InterAction
- Personalise the subject and predefined content areas on the email
- Preview the email
- Send the email to the recipients with an individual email sent to each recipient
- Send a delivery report to one or more email addresses which includes any contacts who did not receive the mailing due to duplicates
Each E-Card Wizard send is logged like a normal Vuture send, so all sending statistics are available in the email campaign.
For InterAction contacts, activities are written back for sends, opens and links clicked just like a normal send.
Please note: By default, no suppression lists are checked since each send is treated like a one-to-one personal email rather than a mass send. For this reason and because all recipient data is stored in the user's browser during the wizard process, there is a limit of 200 recipients per send. However, if you wish for your InterAction global suppression list to be checked, this can be configured by your Account Manager.