How to Create a Digital Business Card in 2024: A Step-by-Step Guide

A digital business card (or virtual business card) is a networking tool that lets you instantly share your contact information, social media links, business location, and other relevant professional details—with a single scan.

Read on to find out how to make a digital business card. We will also show you how to bulk-generate hundreds or even thousands of virtual business cards in less than 5 minutes (an essential for mid-to-large businesses!).

Table of contents

1. How to create a digital business card: An easy-to-implement guide
2. How to make digital business cards in bulk: Generate 2,000+ cards in less than 5 minutes
3. What to do before creating a digital business card
4. Digital business card templates for different industries
5. How to make a standout digital business card: Top 6 tips
6. Frequently asked questions about creating digital business cards

How to create a digital business card: An easy-to-implement guide

For this guide, we’ll use Uniqode’s digital business card solution.

Step 1: Log in to your Uniqode account and click “+Create”

Click on +Create on the right-hand side of the dashboard.

Step 2: Choose your preferred digital business card template

If your organization’s Uniqode account has already created templates, they will appear on the “Select a Template” page for you to choose from. 

You can also choose the “Start from scratch” option to customize a new template from scratch.

Step 3: Set up your profile information

On the “BUILD” tab, fill in all the fields under the “PROFILE INFORMATION” section. Your profile includes your name, headshot, company name, logo, and professional summary.

Step 4: Add your contact details to your digital business card

The “CONTACT DETAILS” section of the “BUILD” tab is where you can include your contact information. Add your phone numbers, email addresses, website links, and geographical location.

Step 5: Add your social media links with their corresponding icons

Add all relevant social media handles under the “SOCIAL LINKS” section of the “BUILD” tab. 

You can add 20+ social links with their corresponding icons to create an interactive business card. You can also include a custom URL.

Click “NEXT >” to continue.

Step 6: Design your digital business card to match your branding

Under the “CUSTOMIZE ” tab, you can customize your e-business card’s visuals. You can choose from various font styles and sizes and adjust its various color aspects.

Step 7: Enable the essential networking features you require

Click “NEXT >” to go to the “SET-UP” tab. This tab is where you get to enable features that can positively impact your networking efforts. You can turn on/off the following features based on your requirements:

1. URL DOMAIN: Select a custom domain for your digital business card (available on Team plans and above).
2. AUTO-DOWNLOAD CONTACT: Allow recipients to automatically download your contact details upon scanning your card.
3. TWO-WAY CONTACT SHARING: Let recipients submit their details on your e-business card as lead entries on the dashboard’s “Contact Manager” page. It’s an excellent tool for lead capture because you can export these leads to Salesforce or 700+ other CRMs via Zapier and API integrations.
4. GPS LOCATION: Track and display the geographical location of your digital contact card viewers (requires permission from users).
5. TRACK IP LOCATION: Track and display engagement location based on the IP address of your viewers’ devices (requires permission from users).
6. QR CODE TEMPLATES: Use your organization’s QR Code template for your digital business card.

Once you have enabled your preferred functionalities, click FINISH. You can begin your distribution strategies by sharing your digital visiting card over various channels.

How to make digital business cards in bulk: Generate 2,000+ cards in less than 5 minutes

Now that we’ve learned how to create digital business cards, let’s delve into the next important topic- bulk creation. This is especially is practical when you need to create hundreds or thousands of e-business cards at once. You can save significant time and effort when creating your business cards.

Here’s how to do it with Uniqode’s digital business card maker:

Step 1: Navigate to the left panel and click ‘My Cards’

Step 2: Click the ‘Bulk Create’ button

Step 3: Select your preferred template for your batch

📝 Note: If your organization’s Uniqode account has pre-made templates, they will appear on the “Select a Template” page for you to choose from.

You can also choose the “Start from scratch” option to customize a new template.

Step 4: Upload your card data using the pre-made bulk creation template

You can download either a CSV or an XLSX version of the bulk-upload template.

This template contains table headings that match each information field on your digital business card. Simply populate the details so the platform can automatically create an e-business card with your input information.

🫰Tip: You can delete columns as necessary. However, ensure a consistent data arrangement to avoid errors during the bulk-creation process.

Once you populate the template with the required details, return to the dashboard to upload the file.

After uploading the file, the platform generates the e-business card batch. You’ll proceed to the next step if there are no data inconsistencies.

Step 5: Customize the design of your digital business card batch

Click “NEXT >” to navigate to the “CUSTOMIZE” tab, where you can customize the look and feel of your digital business cards. Tweak the different color aspects of your e-business card batch, choose suitable font sizes and styles, and add your company’s logo.

Once you have customized the visuals of your card batch, click “NEXT >“.

Step 6: Enable/Disable advanced settings

On the “SET-UP” tab, you can enable the following advanced settings:

1. AUTO-DOWNLOAD CONTACT: To instantly load your digital business card on your client’s mobile device upon scanning—letting them save your contact details in one click.
2. TWO-WAY CONTACT SHARING: Enable interactive networking experiences by allowing prospects to share their contact information with you. Each captured lead contact gets stored in a digital address book to export to a CRM. 
3. GPS LOCATION: To allow you and your permitted users to track the GPS location of your organization’s digital business card viewers.
4. TRACK IP LOCATION: Track and display engagement location based on the IP address of your viewers’ devices (requires permission from users).
5. QR CODE TEMPLATES: Use your organization’s QR Code template for your digital business card.

After enabling the settings you require, you can now click “FINISH >“ to submit your bulk request.

Step 7: You’ll be notified via email as soon as your batch is ready

Upon clicking FINISH, you will see a notification message that says your bulk request is being processed. Depending on your batch size, the bulk creation process could take one to five minutes.

You’ll be notified via email as soon as your batch is ready. Once you receive the email notification, return to the dashboard to view your newly generated e-business card batch. Note: The option to bulk-generate digital business cards is available on our TEAM plan and above.

What to do before creating a digital business card

You’ve learned how to create a digital business card and how to generate them in bulk.

However, before you dive into creating your digital business card, it’s essential to have a clear plan. Here are some crucial steps to consider:

1. Defining your goals

Before creating your digital business card, begin with a clear understanding of the purpose you’re trying to solve. 

What do you hope to achieve with this digital tool?

• Networking
• Promoting your business
• White-labeling for your client, or
• Simply sharing your contact information?

Consider your target audience as well. Who are you trying to reach with your digital business card? 

Understanding your audience will help you tailor the message and design to resonate with them effectively. 

For example, if you’re targeting a younger demographic, you might incorporate more modern design elements or social media links.

2. Gathering essential information

Once you’ve established your goals, it’s time to gather the necessary information for your digital business card. This includes:

• Basic contact details: Your name, job title, company name, Email, phone number, and website URL are essential components.
• Social media profiles: Include links to your relevant social media accounts, such as LinkedIn, X (formerly Twitter), or Instagram. This allows potential connections to engage with you on platforms they prefer.
• Branding elements: Consistency is critical. Gather your company logo, color palette, and font styles to ensure your digital business card aligns with your overall branding.

3. Choosing a platform or tool

Your platform or tool will significantly impact the creation process and outcome. 

There are several options to consider:

• Online e-business card generators: Solutions such as Uniqode, Canva, Adobe Express, and Visme offer various templates and customization options. These platforms are often user-friendly; you can create professional-looking cards without extensive design skills.
• Custom development: If you have specific requirements or want a customized card, you might consider hiring a developer. This approach offers greater flexibility but can be very time-consuming and expensive.

4. Design considerations

A well-designed digital business card can make a lasting impression. Keep these design principles in mind:

• Simplicity: Avoid overwhelming your audience with too much information. A clean and uncluttered design is easier to read and remember.
• Professionalism: Ensure your card reflects your brand’s image and conveys a professional demeanor.
• Mobile-friendliness: Because many people access information on their mobile devices, design your card to be easily viewable and navigable on smaller screens.
• Call to Action: Include a clear and compelling call to action, such as “Connect with me on LinkedIn” or “Visit my website.” This encourages viewers to take the desired action.

5. Testing and sharing

Before sharing your digital business card with the world, test it thoroughly. Share it with friends or colleagues to gather feedback and ensure it functions as intended. 

Once satisfied with the outcome, find effective ways to share it, such as through email, social media, or QR Codes.

Digital business card templates for different industries

Digital business cards are more than just a modern twist on a classic tool. They’re a versatile platform that can be tailored to fit the specific needs of various industries.

We’ve curated a collection of templates and expert tips to help you create a digital business card that perfectly aligns with your industry.

1. Legal services

💡What you can do

1. Highlight your expertise: List your areas of specialization (e.g., “Family Law,” “Criminal Defense,” “Real Estate Law”) on the digital business card so clients know you’re the right fit.
2. Use keywords: Incorporate relevant keywords to improve your search engine visibility. For example, “divorce attorney,” “personal injury lawyer,” or “estate planning specialist” to show up quickly on the search results. 
3. Create a clear call to action: Use a compelling button or phrase like “Schedule a Free Consultation Now.” This will prompt prospects to take the next step, such as scheduling a consultation or contacting you for more information.
4. Offer multiple form options: Provide forms for standard legal services (e.g., initial consultation, retainer agreement, intake form). These forms can collect valuable client information, which you can use for marketing, analytics, and client relationship management.

2. Real estate

💡What you can do

1. Virtual property tours: In your digital business card, include links to virtual tours of properties you’re listing. Prospects can explore homes from anywhere, anytime. 
2. Neighborhood information: On the virtual business card, briefly share information about the neighborhoods where you specialize. Include links to local amenities, schools, and parks. This will help establish you as a trusted local expert.
3. QR Codes: Use QR Codes that link to property listings, your website, or social media profiles. This offers a convenient way for prospects to find additional information, such as property listings, your website, or social media profiles.

3. Healthcare professionals

💡What you can do

1. Specialties and services: List the specific specialties and services offered by your hospital or healthcare service. You can use this information to target specific demographics and patient populations.
2. Appointment scheduling: Include a link to an online appointment scheduling system. This can reduce your staff’s administrative burden and improve overall efficiency.
3. Patient reviews: Showcase positive patient reviews and testimonials. A solid online reputation can attract more patients and referrals.

4. Financial services

💡What you can do

1. Investment strategies: Share information about the investment strategies you offer.
2. Financial calculators: Include links to financial calculators, such as retirement planners or loan calculators. 
3. Market updates: Provide links to market news and analysis. Clients interested in market news and analysis will likely be engaged and informed about their financial goals.

5. Education

💡What you can do

1. Offer course list: List the courses or programs that you offer. You can tailor this information to target specific student demographics and interests.
2. Enrollment information: Include information on how to apply or enroll. A streamlined enrollment process can enhance the overall student experience.
3. Campus tours: Provide links to virtual or in-person campus tours. This interactive feature can increase potential students’ engagement and interest.

6 tips to create a standout digital business card

1. Flesh out your profile information

Your profile information contains all your essential details. And it’s the first thing anyone sees while viewing your digital business card.

For this reason, you’d want to ensure that you add the most relevant information on your digital business card.

You can flesh out your digital business card with the following information (which can be edited or updated at anytime on the Uniqode platform):

1. First and last name
2. Professional photo
3. Company name and logo
4. Company designation and department
5. Name prefix, suffix, and pronouns

You should also add a descriptive professional summary on your digital business cards that gives the receiver (a prospect or a recruiter) some clarity on your experience and expertise.

You can even use this space to mention a CTA (Call To Action) or the next steps the receiver can take, such as scheduling a call or filling out a form.

2. Make it easy for your recipients to reach out to you

Once you’ve piqued your prospect’s interest with the basic details, the next step for your audience is to be able to reach out to you quickly.

Based on feedback from our virtual business card users, here’s their recommendation of the most essential details to include:

1. Phone numbers
2. Email addresses
3. Website links
4. Your geographical location on Google Maps

If you use Uniqode, you can add as many phone numbers, emails, and website links as you need. You can also assign them an appropriate designation (e.g., main, personal, office, etc).

3. Include clickable social media icons

Displaying bare social links doesn’t make for a visually appealing e-business card. This is why Uniqode lets you add 20+ social media icons to your business cards to create an interactive business card that’s attractive at the same time. 

You can add icons from 7 different social media categories, including:

1. Popular social platforms: LinkedIn, Facebook, X (formerly Twitter), Instagram, and TikTok
2. Video-sharing platforms: YouTube, Twitch, Vimeo, and Wistia
3. Community hubs: Discord and Github
4. Payment gateways: Paypal, CashApp, and Venmo
5. Instant messaging apps: WhatsApp and Telegram
6. Portfolio platforms: Dribble, Behance, and Pinterest
7. Other social links: Calendly, Shopify, and Yelp
8. Custom URLs: Any URL of your choice)

4. Create a digital business card that suits your unique branding

Your unique branding design helps you promote brand awareness and recognition, so it only makes sense to incorporate it on your business card.

On Uniqode, you can add the following customization to tailor your e-business card’s aesthetics to your unique brand identity:

1. A wide selection of font styles for your business card text
2. The option to change your text’s font size
3. Access to a color palette so you can best represent your brand design

The best part is that you don’t have to create the layout from scratch. Every single Uniqode template offers the same customization with premium, professional-looking layouts.

5. Send an automated email after card sharing

Sending an automated email after sharing a digital business card can be a powerful follow-up tool. 

With Uniqode integrated into platforms such as Zapier, this process becomes streamlined. When you share a digital business card, you can set an automated email trigger, reinforcing your connection and providing additional context or information to the recipient. This creates a seamless, memorable follow-up that keeps your brand top-of-mind.

6. Integrate your digital business card with CRMs for streamlined workflow

One advantage of digital business cards is their ability to capture two-way contact information, which can be stored in a digital address book. 

However, transferring these contacts to a CRM is essential for meaningful lead nurturing. Integrating with a CRM system like Salesforce or HubSpot centralizes lead data, enabling you to track engagement, monitor interactions, and identify trends within a single platform. 

CRMs also enable efficient segmentation, allowing sales teams to personalize communications and automate follow-ups. For example, integrating Uniqode’s digital business card solution with a CRM can eliminate manual data entry, improving the efficiency and accuracy of lead management workflows.

Further reading:

1. 5 features that make Uniqode the best digital business card solution
2. The 6 best digital business card solutions available today

Frequently asked questions

You can create a free-forever digital business card by logging into the Uniqode platform and signing up for a free plan. However, if you’re looking for a long-term solution for your team/business to create digital business cards in bulk and analyze card performance based on specific tracking metrics, you can opt for the paid plans.

How to create a digital business card link?

Every virtual business card you create with Uniqode is accompanied by its unique URL. You can share this URL in your email signature, via SMS, or even your LinkedIn.

Simply go to My Cards on the left panel of Uniqode’s dashboard to view the list of digital business cards you have created. Next, copy the URL of your chosen digital contact card under the LINK column.

What is a clickable virtual business card?

Interactive digital business cards, make it convenient for your recipients to access every piece of information you display with a click. A client looking to contact you can do so by tapping a phone number on your card. They can easily access your website, social profiles, business location on Google Maps, and more.

How do I create a digital business card on my iPhone?

Follow these steps to create a digital business card using your iPhone (no app download needed):

1. Log in to your Uniqode account from your iPhone’s browser.
2. Click the “+Create” button and choose a digital business card template.
3. Enter your profile information, contact details, and social links.
4. Design your digital contact card to match your branding.
5. Turn on your required networking features.
6. Click the “>>” button to finish the creation process. You can now add your digital business card to your iPhone’s Apple Wallet.

How do I create a digital business card for my email signature?

Email signatures are compact and seldom provide space for additional information. To overcome this, you can include a digital business card in your email signature to share your detailed contact information.

Follow these steps to create a digital business card for your email signature:

1. Log in to your Uniqode account, click +Create.
2. Choose a digital business card template.
3. Set up your profile information.
4. Include your contact details.
5. Add your social media links.
6. Design your online business card to match your branding.
7. Enable the advanced settings you require. 
8. Your business card will come with its dedicated QR Code that can redirect scanners to your virtual card. Choose your preferred template for your QR Code’s visuals. 
9. It’s simply a matter of downloading this QR Code and attaching it to your email signature template.

• Author Details

Author Details

Reuben Isidoro

Reuben is a Content Marketer who helps businesses drive audience engagement and conversions through compelling content. Currently, he explores the profound impact of digital business cards on organizational ROI.

https://www.uniqode.com/blog/

reuben.j@uniqode.com