Social media and email makes it as easy as clicking a button to reach out to your prospects but the messages sent through those channels can feel impersonal. If you’re looking for an unexpected but classic way to keep in touch, send a greeting card!

Subscribers with access to this feature can now choose from a selection of pre-written greeting cards that have been approved by compliance and are ready to be sent — just choose a card and send it right from your admin!

To send a greeting card, first navigate to Content library >> Greeting Cards in your admin. 

Find a card by scrolling or by filtering by category

Tip: If you’d like to send a completely custom card, choose a card in the Note Card category. 

Preview your greeting card by clicking the "Details" button. Click send to get started right away – you will have the chance to review your card and write a custom message before sending!

Once you’ve decided on a card, it’s time to choose your audience. You may choose to send to all of your contacts, a group or to an individual. Cards can only be sent to contacts with an address in place. 

Our system recognizes when multiple contacts share an address and groups those contacts together to prevent multiple cards from sending to one household. If those contacts share a last name as well as an address, the greeting card will be addressed to each person's first name and the shared last name. This is called householding.

Get a refresher on updating contacts or importing contacts as a csv.

You may edit the custom message of your greeting card or click Preview for a preview of your message. When you are happy with your card, click Next.

Send your card now or schedule it’s delivery for a future date. Due to the unpredictability of the U.S. mail, delivery dates are an estimate.

Once your card is scheduled to be sent, you will have the opportunity to review your greeting card order. If the card design, delivery date, number of cards and total cost look correct, click "Confirm" and your cards will be sent — without a trip to the post office!

If you are sending cards to multiple people who reside at the same address, don’t worry  – we’ll only send one card!

Take a look at the cards you’ve sent in the past by clicking “Card History” so that you never send the same card to the same person. 

Get an overview of the cards you’ve sent previously, as well as the date it was delivered and the occasion. Click “Preview” to check out the old card to make sure you are keeping your messages fresh!  

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