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      Create and Manage E-cards

      This article will help you learn how to create and manage E-Cards

      Note: E-cards enhance your messages when sending recognitions, nominating employees, or celebrating events. You can rearrange the display order of E-cards in the application, search for specific E-cards by title, and admins can track the usage of E-cards for recognitions, nominations, or Moments that Matter.
       
      Create E-Cards
      To create E-Cards, log in to the Admin Center of the JobPts application and follow the steps below:

      Log in to JobPts -> Admin Center -> Configuration & Branding -> E-cards -> Create New E-card

      On the left-side panel, select Configuration & Branding, go to E-cards and click on the Create New E-card button.

      Image: JobPts application - E-cards

      On the next screen, you will be presented with a pop-up where you will be able to:

      • Title - Enter the e-card title (employees can easily search for a certain E-card using this title in the application).
        *Note: The checkbox must be selected to enable searching for E-cards by title in the application.
      • Choose Context - Allows you to choose the contexts in which the E-card will be displayed. You can select multiple contexts, such as Anniversary, Birthday, Recognition or Nomination.
      • Custom Date Range - Specify the time frame during which the E-card will be available.
      • Upload E-card Image - Option to upload the E-Card image.
      • Set Background Color - Allows you to choose the background color that will appear behind the text and under the E-Card.
      • Set Text Color - Allows you to customize the text color for the text.
      • E-card Country Settings
      1. Select All Countries - If selected, E-card will will available in all active countries of the sender.
      2. Choose a Country - Allows you to choose the sender's countries where this e-card will be available.

      Click the Save Ecard button to create your new E-Card.

      Image: JobPts application - Create E-card
       
      The details shown in the 'Contextual E-cards' tab will be explained below:
      E-card Image - Shows the image that is uploaded.
      Title - Shows the title of the created E-card.
      Background - Shows the selected color that will be used as a background for the appropriate E-card.
      Text Color - Shows the color of the text presented in the E-card.
      Type - Showing all the contexts where the E-card is applied.
      eCards Sent - Displays the total number of times the e-card has been used for sending recognitions, nominations, or moments that matter.
      E-card Is Active - Indicates whether the E-card is active or inactive.
       
      *Note: E-cards will be displayed in descending order, starting with the most used and ending with the least used. For example, if the E-card titled 'Innovation' is used in contexts like recognition, nomination, birthday (moment that matters), and newborn baby (moment that matters), the 'E-cards Sent' column will show the total number of times it was sent across all these contexts, giving a clear view of its overall usage.
      Manage E-Cards
      From the E-cards view, you can also manage your E-cards.
      Click on the Actions button for each card and select between the presented options in the drop-down menu:
      • Edit - allows you to change the Context, Image and Background and Text color for the selected card.
      • Deactivate - lets you deactivate the card.
      • Delete - This will delete the card. This action is irreversible and can only be performed if the E-card has not been used in any transactions.

      From the new pop-up window, you can change the context, image and background and text color of the eCard.

      Image: JobPts application - Edit E-card

       

      Define E-Cards order

      To define the order for the E-Cards, log in to the Admin Center of the JobPts application and follow the steps below:

      Log in to JobPts -> Admin Center -> Configuration & Branding-> E-Cards -> Order E-cards

      On the left-side panel, select Configuration & Branding, select E-cards and click the Order E-cards tab.

      Image: JobPts application - Order E-Cards

      In the 'Choose Context' or 'Choose a Title' filter, select a context or title, and you will see the drag-and-drop option appear, allowing you to set a specific order for the selected configuration.

      *Note: Once you have selected a context from the drop-down menu, a list of all the associated E-Cards will appear. The order of the E-cards can be changed by dragging and dropping the rows in the table presented. 
      After the new order is set, you will have to click the Save button before exiting the context.
      Image: JobPts application - E-cards
      Advanced customization
      With advanced customization of E-cards, you can enhance the user experience even further and tailor it to specific needs.
      Image: JobPts application - E-card advanced customization 
      When creating a new ecard customization or editing it, you will be presented with the following pop-up window.
       
      Image: JobPts application - New E-card customization 
      When customizing the E-card, you will have two options available. 
      • Map E-Cards with recognition programs. 
        This allows for specific E-Cards to be assigned to particular recognition programs.
      • Map E-Cards with award reasons
        This allows to connect award reasons with dedicated E-Cards. When the user selects an award reason in the program, the predefined E-Card is automatically selected. 
      The Force E-Card option is available only when one award reason is mapped with an E-card. If this option is chosen, the user will not be able to add any free text or select any other E-card. Whenever the award reason is selected, the E-card will be pre-populated.
       
      If this article left your questions unanswered, please submit a Support Form, and we can clarify this topic.