eCards help you stand out and stay in touch with your clients and prospects. AdvisorStream offers over 250+ ready-to-use eCards for all occasions.
- Spark meaningful conversations by celebrating notable moments focused on key life events
- Stay top of mind by aligning your brand with deeply personal events in your client's and prospect’s life
- Save time with automated birthday, anniversary, and custom recurring greetings you can schedule
- Fully customize each greeting by selecting from +250 pre-made cards or create your own
In this article, you'll learn how to send an eCard immediately, schedule it for later, or set up a recurring eCard.
Follow these easy steps to build your eCard now:
- Start off by heading to the eCards Dashboard.
- Use the themes filters along the top to find the desired eCard.
- Click on the image of the eCard to launch the Build eCard tool.
- Select when you would like this card to be sent, you have three options:
- Now: Send eCard immediately
- Schedule for Later: Select a specific date/time to send the eCard
- Recurring: Occurring again repeatedly on the preset date of the selected occasion
- Click Continue.
- Send to Field - select who you would like to send the eCard to using the dropdown, this can be an individual, a group of individuals, or a contact list(s).
- Persona & Branding - choose the appropriate persona & branding
- Add your Greeting & Salutation
- Message - Choose to edit the prewritten messaging.
- Card Background Color - option to set a card background color (if choosing a dark color for the background, change the text color to a lighter shade)
- Preview - click the preview to review the eCard before sending it.
- Once you are happy with how it looks click Send| Save & Close to release/ schedule the eCard.
Managing Contacts Birthday and/or Anniversaries for eCards
The Contacts section within your account is what powers who receives your eCards. If sending a birthday card, or client anniversary card, you'll need to add client birthdays/anniversaries within the Contact record of your Contacts Dashboard.
- How to add a Contact Birthday/ Anniversary
- How to add Contacts
- Setting up your Salesforce or Redtail integration
*The AdvisorStream eCard tool is available at an additional cost. To learn more Book a Call