Some questions don't fit into our other articles, so we have housed the answers here! Hopefully these answers help! If not, please don't hesitate to reach out to your eCard Campaign Builder project manager for assistance.
TABLE OF CONTENTS
Can I edit an order once it has been submitted?
The short answer is yes. However, not all fields can be edited. See below for assistance in editing fields and a rundown of what can and cannot be edited.
In order to edit an eCard you need to navigate to the form entries. You can do so by clicking Forms > Entries and then clicking on the entry. If you do not see the correct entry you may need to change the form. You can do so by clicking on the down caret and selecting the correct form. If your eCard has payments that form should be called "eCard form w/ payment". If you are using the free eCard it should be called "eCard form".
Once you select the correct entry, you will see the order like the image below. To edit the entire order (not specific, customized entries) you can click on "Edit" on the right sidebar. To edit a specific entry you should select "View Entry" next to the appropriate name.
When you are editing the entry, these are the fields you can safely edit for the general entry.
- Gift Type (including adding one that didn't exist)
- Honoree OR
- In Memory Of
- Message Subject
- Custom Message
- Your Details
- Last Name
When you are editing a specific recipient, these are the fields you can safely edit.
- Recipient Name
- Recipient Email
- Advanced Options (including adding them, if they didn't exist)
- Personalize Signature
- Personalize Message
- Personal Subject
- Personal Message
- Personalize eCard
- Select Custom eCard
You cannot edit the following fields:
- Organization Message
- eCard Price
- Number of Recipients
- Additional Donation Options
- Address (and related fields)
Once you are done editing, it is critical you hit "Update" to save the changes.
SPF Records & SendGrid
Your eCard platform utilizes SendGrid to assist with email sending. If you are experiencing any issues with deliverability, we first recommend you work with your IT team to add the SendGrid recommended SPF records. You can review those records here.
If you are still experiencing any issues with deliverability, we can also add support for utilizing your own SendGrid account. In order to set your eCard Campaign Builder up with your own SendGrid account please do the following:
- Reach out to your eCard project manager.
- Set up a SendGrid account (information here). We typically see people choose "Essentials" but that is up to your team and your eCard usage.
- Provide credentials and API key to your eCard project manager (they will provide you with a secure link for credential submission).
- Complete setup and testing as determined with the eCard project manager.