Introduction to Directory Management:
eCardWidget offers a robust Directory feature that serves as a central hub for managing team member information. This feature simplifies the sending of personalized eCards across your organization by allowing you to organize and maintain up-to-date contact information for each team member.
Step-by-Step Guide to Using the Directory Feature:
Accessing the Directory:
Navigate to the Directory section within your eCardWidget admin panel.
Here you can manually add new members or edit existing entries.
Importing Team Members:
Utilize the 'Import' button to upload a spreadsheet of team member data.
Follow the import wizard to synchronize your data, ensuring fields like name, email, and birthday are correctly mapped.
Configuring the Widget Settings for Directory Use:
Enabling the Directory Feature:
Within the Widget settings, activate the 'Enable Member Directory' option. This makes the directory accessible within the Widget, allowing eCard senders to easily select recipients.
Directory Configuration Options:
Offer All Team Members: This option displays all directory members within the Widget, facilitating easy recipient selection.
Limit to Selected Team Members: Tailor which team members are visible in the Widget to control who can receive eCards.
Automating Birthday eCards:
To further enhance the functionality, the Directory includes an automated birthday eCard feature:
In the Directory settings, you'll find an option for 'Automated eCard Settings.'
Configure this setting to send eCards automatically on team members' birthdays, choosing from a selection of eCard designs and custom messages.
Detailed Guide on Birthday Automation:
For a more detailed explanation and additional settings for automated birthday eCards, refer to our full guide here: Automating Birthday eCards.
Summary:
By effectively using eCardWidget's Directory and Widget settings, your organization can streamline the process of sending eCards. This not only saves time but also enhances the personal connection within your team, fostering a more engaging and appreciative workplace culture.