eCards | How to: Managing eCards – RG Help Center

Before you start, you will need…

eCards enabled for your platform. Please contact your Client Success Manager if you would like this set up for you.
eCards Manager permission in Reward Manager. A Permissions Manager needs to assign the role.
An image for each eCard you want to set up.
- Images need to be in JPG or PNG format, 3300 x 2100 pixels in size (landscape orientation), and no larger than 6MB.

Login to Reward Manager

Follow the steps below to access your admin portal, Reward Manager, and find your eCards.

Log in to Reward Manager through the link on the Account slideout on your engagement platform
Select eCards on the left-hand side menu
Select the Administer option

Adding an eCard Category

Select 'Add new category'
Choose the name of the Category
Choose the segment for Senders and the segment for Recipients - it's set up as All Members by default. This means that everyone can send an eCard at any time. The segmentation of a category can be changed at a later stage if needed via the drop-down.
Choose whether to display it on the Social Recognition Wall or not - If this option is disabled the eCard is going to be hidden and unavailable for employees to send out.
Choose whether you'd like to allow download and print - enable senders and recipients to get a printable version of their eCards from the site.
Select 'Save'

Adding eCard for the first time

From the 'eCards Category List' select 'Manage' next to your desired Category
Select 'Add new eCard'
Upload your image in JPG or PNG format, 3300 x 2100 pixels in size
Name your eCard
From the toggle, you can choose if the eCard is visible for employees to select from
Select 'Save'

Editing an existing eCard

Select 'Edit' on the desired eCard
Re-upload your image in JPG or PNG format, 3300 x 2100 pixels in size
Re-name your eCard
From the toggle, you can choose if the eCard is visible for employees to select from
Select 'Save'

Useful Information

Hidden eCards - won't be visible to employees to choose from but can still be used via 'Scheduled Recognition'. For more information read What are the key features of Scheduled Recognition?

Alerts - both senders and recipients will be notified of the eCards via email and on-site alerts; senders will be notified when the eCard is opened.

Useful Links

eCards Client Welcome Pack

What are the key features of eCards?

What are the key features of Scheduled Recognition?