Kudos® eCards

Getting Started:

The eCards feature is accessible from the top-left side Home menu. Selecting this menu option takes users to an index page where eCards can be created and managed.

Manage your eCards:

Under the My Created eCards tab, the index page displays important details about each eCard created, enables you to change the scheduled send date, provides a quick view of the contribution rate, confirms whether the recipient has opened their eCard, and offers some quick links for any action to be taken such as viewing/signing the eCard, copying the shareable link to invite more contributors, or deleting an unsent eCard.

The eCards to Sign tab is a quick and easy way to find all eCards you've been invited to contribute to, highlighting the ones you haven't signed yet and giving you a quick access to a sharable link to invite other users to sign it too.

Kudos Administrators will see an additional All eCards tab. This tab gives them access to view all eCards created in the organization and the ability to delete any eCards, scheduled or sent, should that need arise.

Create an eCard:

From the My Created eCards tab, clicking on “Create an eCard” goes to a straightforward 3-step process for creating a new eCard.

Customize Your eCard:

Personalize your eCard by defining the recipient, scheduling the delivery date, providing a title and introduction (optional), and selecting a background image from a diverse range of themes that symbolize various occasions, including career milestones, personal celebrations, and best-wishes.

Alternatively, you can also upload your own custom background image, Be sure to check the preview and make sure it suits the format.

Add Contributors:

While Kudos automatically includes the eCard recipient's team as contributors, you can expand your audience by selecting entire departments and locations, as well as searching for and individually selecting any active Kudos members in your organization (e.g. CEO, General Manager).

An important aspect to note will be the “AND” logic between departments and locations whereby if a department is selected, the corresponding locations needs to be selected for the users to be included.

The easy way to navigate this is to include all, i.e. 1 department and all locations or 1 location and all departments. A specific example would be, if we will select the "Client Success" department in "Head Office" as our contributors, this means that only those that have Client Success as their department and Head Office as their location will be able to receive and sign the e-card.

If you’re unsure which locations correspond to a selected department, simply select all locations; only employees included in the selected department from any location will be included.

Notifications:

As soon as the eCard is created, an email is sent to the creator with a summary of the eCard details. At the same time, an email notification is also sent to all selected contributors, informing them of the new eCard they’ve been invited to sign. The recipient receives their email notification on the scheduled delivery date.

Accessing eCards:

Upon successful completion, the creator will be directed to the newly created eCard to add their own personal message. Selecting the "Sign eCard Later" option allows them to close the eCard without signing it immediately. The eCard can be accessed to sign or view at any time from the main menu in the Kudos platform under eCards, and from the link in the email notification.

Invited contributors can access the eCard from the eCards to Sign tab in the Kudos platform and from the link in email notification. That same link can be shared with additional contributors at any time. Upon opening an eCard to sign, users can create their own personal message, add emojis, an image or a GIF, preview their message among all the other contributions, before confirming by clicking the "Sign eCard"button.

eCard Delivery:

On the scheduled send date, the recipient receives an email containing a link to view their eCard,complete with meaningful messages from everyone. Additionally, they have the option to download a PDF version for a personal memento.