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Create, modify or remove a postcard template

Updated this week

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 or Canada.

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.

Create or modify a postcard template

To create or modify a postcard template:

  1. Click the App Drawer button Image then click View All > Direct Mail > Templates > Postcard Templates.

  2. On the Postcard Templates page:

    • To create a new template, click Create Postcard Template.

    • To modify an existing template, click the Action buttonImagenext to the template you want to modify, then select Edit.

  3. Under Template Name, enter a name for this template.

  4. 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.

  5. 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.

  6. Click Save.

Remove a postcard template

To remove a postcard template:

  1. Click the App Drawer button Image then click View All > Direct Mail > Templates > Postcard Templates.

  2. On the Postcard Templates page, click the Action button Image next to the template you want to remove, then select Remove.

  3. In the confirmation box, click Remove.

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