This will be a quick guide to how to set up a print on demand notecard to include in your sends from our Phoenix warehouse location. You can create multiple notecards with different designs and messaging to meet your needs. Once they are set up, you will be able to send them with all of your physical bundles.
Step 1 - Create a new product & select "Printed Notecards"
Step 2 - Choose the size and card specifications
Tip - We suggest providing as much detail as possible in the name section so that it's easy for you to remember what it is. Otherwise, you could end up in a situation where you're trying to figure out what the difference between White Paper A & White Paper B are :)
Step 3 - Customizing the notecard
You can customize your notecard in a couple of different ways:
1. Text - This text will show up on every single notecard, you can use this for footers or any additional notes that you need included with every note card.
2. Custom Text - This is the part where your reps can add custom text to include at the time of the send. You can leave this blank so your end users can fill this in.
3. Image - We recommend including a graphic on the notecard, the most common of which would be to include your company logo.
4. Rich Text Editor - This is a more advanced text box that will allow you to fix the text and add variable fields, colors for text, and additional text features.
*Variable fields are only supported for manual sends, not triggered sends.
Last Step - Preview your notecard to make sure you approve of how it looks. To start sending, update any new/existing bundles with this newly printed notecard so that you can start sending them right away!
Need to edit the notecard? You can always make changes in the Inventory Tab.