Set Card Template

You can set the styles for card templates. After settings, the card will be applied in the format of the template.

  1. On the top, select > Basic Management > System.
  2. Select Normal > Card Template on the left.
  3. Click Add.
  4. Create a name for the template.
  5. Optional: Select the shape of the template.
  6. Set the front style of the template.
    Option Description

    Insert Picture

    Click Insert Picture to select a picture for the template.

    Insert Background Picture

    Click Insert Background Picture to select a background picture for the template.

    Insert Text

    Click Insert Text to set the text for the template. You can set the font and the font size for the text after clicking the text field.

    Content

    Check the attribute(s) for the content of the template. You can also click Additional Information to customize the attributes for the template.

    Configure Text Settings

    Set the text style as needed. You can set the text to bold, align content,etc.

    Note:
    • You can drag any edge or corner to adjust the size of the picture and text box.

    • You can select one or multiple text boxes on the template and click , , or to adjust the alignment of the text in the box.

    • You can select multiple elements on the template and click , , or to adjust these elements.

    • You can right-click on the element (except the background picture) and click Stick on Top, Stick at Bottom, Move Up, or Move Down to adjust the layer of the element displayed on the template.

  7. Optional: Set the back style of the template.
    Note:

    You can set the back style according to step 5.

  8. Click Add to add the template and go back to the card template list page.

    The email template will be displayed on the card template list.

  9. Optional: Perform the following operation(s).
    Option Description

    View Template

    Click to view the template.

    Edit Template

    Click in the Operation column to edit template details.

    Delete Template

    Click in the Operation column to delete the template.

    Delete All Templates

    Click Delete All to delete all the added templates.

    Note:

    On the card template list page, there are two default templates. You can view default templates but cannot edit or delete them.