Communications - Postcard (US Postcards integration)
Overview: About the article
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Create your postcard template
The postcard template allows you to select a postcard image, decide the location of your logo on the postcard, and create a template message that will appear on the back of the postcard.
1. Go to Admin > Templates > Postcard Templates
2. Give your template a Name.
3. Select the Department (if applicable).
Tip: To make the template available across the whole site, set the department to the entity. |
4. In the Plaintext box, enter your template message. Here you can use all template variables such as {AnimalName}.
5. Scroll down below the Plaintext box where you'll find the selection of images to choose from.
- Select an image by clicking the image
- Select the location for your logo using the drop-down to the right just above the images
- Options include Top Left, Top Right, Bottom Left, Bottom Right, Back of Postcard.
Please note: the 'Postcard Variables' fields can be ignored when using the US Postcards integration. These fields are used when exporting postcard communications in a CSV to send to postcard delivery companies that are not integrated with ezyVet.
Top left:
Top right:
Bottom left:
Bottom right:
Back example:
6. Click SAVE.
Preview your postcard
1. Go to a patient (any patient - you will not be sending a real postcard yet)
2. Open the Communication tab
3. Click the postcard icon
4. Click + to create a new postcard communication
5. Enter the postcard template
6. Enter the delivery address
7. Click Preview Postcard
8. A new window will prepare and load your postcard preview
9. Click Cancel to cancel the communication
Tips:
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