E-Card Module

The E-card module allows the marketing department to manage their greeting or seasonal e-cards as normal using the Vuture Email Marketing module. Using a simple tag, sections of content can be opened for fee earners to be able to edit and personalise messages. This is a powerful application and it can save you hours, if not days, during crucial periods like Christmas, Hanukah and Chinese New Year etc.

  • The E-card module allows partners/attorneys to be involved in the E-card process. The marketing team can prepare content for the E-card whilst giving their fee earners a place to add custom information for their clients.
  • Duplication of cards can be managed by the marketing department.
  • A URL is sent to each of the fee-earners , where they will be required to log into CRM. The partner may then select their clients, direct from InterAction CRM and can send custom messages to their clients within the body of the card.
  • No training required for partner
  • Simple login and follow instructions on the screen
  • Fee earners can select which clients they want to mail
  • Central marketing can see global reporting