A card goes out one of two ways: you send it now, or it sends itself at a time
you choose. Either way it goes to one person, by email, from your company.
Send now
On the card's page click Send now (or Send to recipient in the card's
⋮ menu on the Celebrate list). A confirmation, Send this card now?, names
the address it will go to and warns that it can't be undone.
If the card has no recipient email, the button is greyed out with the hint
"Add a recipient email first". Add the address in the Delivery section.
Scheduled send
Set a send time when you create the card ("When should this card be sent?")
or later in the card's Delivery section. The card keeps collecting
signatures until it goes out.
9:00 goes out between 9:00 and about 9:15.
afterwards uses your company's time zone (Settings → Company). If your
computer is set to a different time zone than your company, double check the
time you picked.
The Delivery section
On the card page, before the card is sent, Delivery shows:
Click Edit to change them, then Save. Setting a send time makes the
card Scheduled; clearing it returns the card to Collecting, which
never sends on its own.
What the recipient gets
An email under your company's name and logo, sent from a PortaPro no-reply
address:
{occasion}." and an Open your card button.
The button opens their private card page: the finished card, every message,
and the gift card button if one is attached. No login is needed.
After sending
A sent card is frozen: signing is closed, the design can't be edited, messages
can't be removed, and the Delivery section disappears. The card moves to the
Sent tab with the time it was sent. Its menu offers Copy recipient link
and Delete card. Copy the recipient link if the person needs it again.
Resending
When a gift card is attached, the card page's gift card section has Resend
celebration to recipient. It sends the same card at the same link and does
not order a second gift card: "The same card link was re-sent, no new gift
card was created." For a card without a gift card, copy the recipient link
and send it to them yourself.
When a send fails
The card is not lost. It keeps its earlier status and the card page shows
"Last send attempt failed:" followed by the reason. A scheduled card is tried
again on the next 15-minute check; a card you send by hand can be sent again
once the cause is fixed. A send is held back when:
or is marked Do Not Contact;
team turns it on during onboarding).
Deleting a card
Choose Delete card in the card's ⋮ menu on the Celebrate list, for sent and
unsent cards. The confirmation names the card and how many messages go with
it. Deleting is permanent and can't be undone.