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?
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