Objective #
This SOP outlines the steps to create and send e-cards through our system, ensuring clarity and efficiency for team members.
Key Steps #
1. Overview of E-Cards 0:00
- E-cards allow users to send greetings for specific occasions.
- Familiarize yourself with the e-card setup process.
2. Setting Up the E-Card 0:20
- Open the e-card setup interface.
- Customize the header and footer as needed.
3. Inputting E-Card Information 0:32
- Fill in the static information outside the dotted box.
- Enter dynamic information in the dotted box:
- Sender’s name
- Recipient’s name
- Recipient’s email
- Personal message
- Date for sending the e-card.
4. Adding Additional Recipients 1:45
- If necessary, add more recipients by selecting the option to add additional recipients.
- Ensure that adding recipients does not affect the existing data.
5. Setting the Price 2:08
- Set the price for the e-card in the backend as required.
6. Finalizing the E-Card 2:16
- Once all information is entered and confirmed, add the e-card to the cart.
7. Checking Out 2:29
- Proceed to checkout to finalize the e-card purchase.
8. Sending the E-Card 2:40
- The e-card will be sent based on the selected date:
- If sent today, it will be dispatched within two minutes.
- If scheduled for a future date, it will be sent on that date.
Cautionary Notes #
- Ensure all email addresses are entered correctly to avoid delivery issues.
- Double-check the date selected for sending the e-card to ensure timely delivery.
Tips for Efficiency #
- Use templates for common e-card designs to save time.
- Regularly update the list of recipients to maintain accuracy.