Creating, modifying, or removing a postcard template

With direct mail campaigns, you can create postcard templates to send postcards to clients through WellnessLiving if both your business and clients are located in the United States. Postcards can be used to keep in touch with a client on their birthday, near holidays, or to let them know about a special promotion. You can remove a postcard template at any time.

For information about sending a postcard, see Creating or modifying a direct mail campaign.

In this article:

    To create or modify a postcard template:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Direct Mail. You can filter the list by entering Direct Mail into the Search field.
    4. On the Direct Mail menu, click Templates.
    5. On the Templates menu, click Postcard Templates.
    6. On the Postcard Templates page:
      • To create a new template, click CREATE POSTCARD TEMPLATE.
      • To modify an existing template, click the Action button An image of the more button which is three gray dots stacked vertically. next to the template you want to modify, then select Edit.
    7. Under TEMPLATE NAME, enter a name for this template.
    8. Under FRONT, drag-and-drop the image file or click Upload your front, choose a file from your computer’s file browser, and click Open.
      • To remove the image, click Remove Image.
    9. Under BACK, drag-and-drop the image file or click Upload your back, choose a file from your computer’s file browser, and click Open.
      • To remove the image, click Remove Image.
    10. Click SAVE.

    To remove a postcard template:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Direct Mail. You can filter the list by entering Direct Mail into the Search field.
    4. On the Direct Mail menu, click Templates.
    5. On the Templates menu, click Postcard Templates.
    6. On the Postcard Templates page, click the Action button An image of the more button which is three gray dots stacked vertically. next to the template you want to remove, then select Remove.
    7. In the confirmation box, click REMOVE.
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