Creating or modifying a postcard template

You can create postcards to send to clients directly through WellnessLiving. 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.

To send a postcard, see Creating or modifying a direct mailing campaigns.

To view your postcard history report, see Postcard History Report.

NoteTo activate the Postcard mailing feature in your account, you must first contact your WellnessLiving sales representative or our support team. At this time, direct mailing campaigns are available only to US-based businesses and customers.

To create or modify a postcard template:

  1. Click the App Drawer button .
  2. In the App Drawer, click Direct Mail.
  3. On the Direct Mail menu, click Templates.
  4. In the Templates menu, click Postcard Templates.
  5. On the Postcard Templates page:
    • To create a new template, click ADD.
    • To modify an existing template, click the Edit buttonĀ  next to the template you want to modify.
  6. Under Postcard Title, enter a name for this postcard.
  7. Upload an image for the front of the postcard:
    • You can either drag-and-drop a file into the designated field, or click Select a photo from your computer to browse the files on your computer. A preview will display once the image has uploaded.
  8. Upload an image for the back of the postcard:
    • You can either drag-and-drop a file into the designated field, or click Select a photo from your computer to browse the files on your computer. A preview will display once the image has uploaded.
  9. Click SAVE.
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