Choose a topic to get started!

Welcome To SendOutCards!

Below you will find some useful steps to help you get started!

Step 1:

Download and print your Daily 8 Scorecard and Contact Follow-up sheet. As you’ll learn in the Daily 8 training, the Scorecard and Follow-up sheet are a vital part to building a successful SendOutCards ® business.

Step 2:

Review the First 72 Hours Plan

Your First 72 Hours in SendOutCards


Welcome to SendOutCards®. This list is designed to help you jumpstart your new business. Below are some simple things that you can do in the first 72 hours of joining the SendOutCards ® team. The list will also help you with some key fundamentals to get your business started.

Steps:

  • 1. Download the Daily 8 Scorecard and Contact Follow-up sheet.
  • 2. Set up your system including your Automatic Gift Account.
  • 3. Download, print and fill out your Roadmap to Success.
  • 4. Send a heartfelt card to 5 people.
  • 5. Send an unexpected card and gift to someone.
  • 6. Write down all the reasons "why" you are doing this business and send the top 3 to yourself in a card.
  • 7. Begin filling out your Contact Follow-Up Sheet, building your contacts.
  • 8. With the help of your sponsor, do your first gift account walkthrough.
  • 9. Earn your first points on your Daily 8 Scorecard, and continue it daily.
  • 10. Read the information on the Daily 8 website and learn about each topic.

Step 3:

Set up your system

Watch a recorded system coaching webinar or video and complete your handwriting font form.

The system coaching webinar and video link can be found on your Card Manager Main Menu.

Edit Personal Information

Check your personal information for accuracy in your Card manager main Menu under Edit Personal Information. You'll also want to check the box to receive emails from SendOutCards® so you stay informed with current events at SOC.

Activate your Business Office

Click the Business Office link and your main menu. You’ll want to click "I Agree" so you can check on your orders, customers, and your organization.

Add additional funds to your expense account

Your expense account is used for postage, shipping, and gift cards.

Set Up Your Automatic Gift Account

From the Main Menu click on Management Tools and then on Automatic Gift Account, Click and check the small box on the upper left above username to enable gift account.

Suggestions for your Gift Account set up:

Use the same word for both username and password, and don’t forget to make a note of what name and password you chose.

While choosing your options, place 6 points and $1.00 into the expense account so your users can send up to 2 cards and they can even include pictures if they like.

Be sure to check back often to see how many gift accounts have been used and always add more on this page.

You’ll also want to check the box enabling an Automatic Gift Account Banner on your site.

Remember to click Save Settings when you have finished making any additions or changes to your system.


Add Yourself to your Contact Manager and Share your Contact Information

From the Main Menu, click on Add New Contact. Be sure to add all of your personal information including Primary Contact, Family Members, Birthday, Anniversary, etc. Click on the save button to save the contact! You’ll also want to double check your spelling and punctuation when adding a contact since this is the information that will appear on the envelope.

Share your Contact with Others in the System Including your Sponsor

In the Contact Manager, find your contact and check the box to the left of your name. At the top of the page, enter the ID number of your sponsor and click Share Your Contacts To. You can share your contact and others to everyone you know in SendOutCards® this way.