eCards - How to Manage eCards and eCard Categories

Introduction

This article will tell you how to add a new eCard or eCard Category, and how to edit existing eCards. This guide is intended for clients who wish to manage eCards on their own programme.

Prerequisites

Before you begin, you will need to ensure:

• eCards are enabled for your platform. Please contact your Client Success Manager if you would like this set up for you.
• You have the eCards Manager role in Reward Manager. A Permissions Manager in your organization can assign you this role.
• You have relevant images for each eCard you want to set up. 

Note: Images for eCards need to be in JPG or PNG format, 3300 x 2100 pixels in size (landscape orientation), and no larger than 6MB.

Log Into Reward Manager

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

1. Log in to Reward Manager (Admin Console) through the link on the Account slideout on your engagement platform

2. Select eCards (on the left-hand menu) 

3. Select Administer 

Adding an eCard Category

1. Select Add new category

2. Choose the name of the Category

3. Choose the segment for Senders and the segment for Recipients 

Note: 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 dropdown.

4. Choose whether to display it on the Social Recognition Wall or not 

Note: If this option is disabled the eCard is going to be hidden and unavailable for employees to send out.

5. 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.

6. Select Save

Adding an eCard for the First Time

1. From the eCards Category List select Manage (next to your desired Category)

2. Select Add new eCard

3. Upload your image in JPG or PNG format, 3300 x 2100 pixels in size

4. Name your eCard

5. From the toggle, you can choose if the eCard is visible for employees to select from

6. Select Save

Editing an Existing eCard

1. Select Edit on the desired eCard

2. Re-upload your image in JPG or PNG format, 3300 x 2100 pixels in size

3. Re-name your eCard

4. From the toggle, you can choose if the eCard is visible for employees to select from

5. 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.