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  9. Postcard template configuration

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Postcard template configuration

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Make a postcard template

To send postcards from ezyVet, a practice manager must first make a postcard template.

Make sure that your ezyVet site has a configured organization logo.
To make a postcard template, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Templates.
    The Templates setting in the settings list
  3. Select Postcard Templates.
    The Postcard Templates setting
    ezyVet shows a New Template screen.
  4. In the Template Name box, enter a name for the template.
  5. In the Template Group box, select the applicable template group.
    The Template Group box
  6. In the text box, enter the content to show on the postcard.
    Example content in the text box
    Tip: Use ezyVet template variables to automatically show different types of content in the postcard.
  7. Select the applicable image to use for the postcard.
    Available postcard images
  8. Use the Logo Location setting to set the position of your organization logo on the postcard.
    The Logo Location setting
  9. Select Save.
    The Save button
    ezyVet shows a confirmation message:

Your site has a configured postcard template.
Parent topic: Postcard template configuration
Concepts
  • Important information before you use the postcard integration

Procedure
ezyVet
Practice manager

Last updated: October 7, 2024

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Related Articles:

  • Important information before you use the postcard integration
  • Postcard template configuration

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