How To Enable Two-Way Contact Sharing for Your Team’s Digital Business Cards [In a Single Click]

Navigate to the left sidebar and click “Organization Cards”. 

You will find this button to the left of “+ Create a card” button at the top right corner.

Next, you can select a suitable template for your team’s digital business cards from a range of options.

Once you select a template, you will be directed to the “SET UP” tab.

To bulk-upload your team’s card details, go to “Upload card details” under the “SET UP” tab and download a pre-built template (as a CSV or an XLSX file).

The table headings of the template you just downloaded are the same as the information fields that will appear on your team’s digital business cards. Populate the contact details accordingly.

Upload the populated template on the dashboard. Then, the solution will generate a batch of digital business cards for your team after checking for any data inconsistencies.

After uploading the correct data, you will be directed to “DESIGN”  tab. Here, you can upload your company’s logo, modify the card color and select the preferred font style for your team’s digital business cards.

Note: You can also click “LAYOUT” to change the template for your batch of digital business cards. Your chosen template applies to every digital business card in your batch. After generating your card batch, you can permit individual owners to change their card templates in the future.

Click “NEXT”  and navigate to the “LAUNCH” tab, where you can enable  Two-Way Contact Sharing.

Under the “LAUNCH” tab, traverse down to “LEAD COLLECTION.” Toggle on the button to enable the same. By doing so, you allow your team members to gather contact information from potential leads, which enables Two-Way Contact Sharing.

Once you toggle on the “Enable” button, you can select the preferred type of data you wish to collect from your team’s leads via Two-Way Contact Sharing.

You can choose from options such as name, email address, phone, company, designation, and message. The selected data type will appear as form fields the leads will fill out through the cards.

After enabling “LEAD COLLECTION,” you can click “FINISH.”

Now, your batch of digital business cards will be ready (in <5 minutes, depending on your batch size) for your entire team to share and collect contact information.

“Leads” will be located at the left sidebar of the dashboard. Upon clicking it, you will be redirected to the associated dashboard.

Click “Organization Leads” from the drop-down menu located at the top-right corner. “Organization Leads” refers to the lead data gathered under “Organization Cards”. You can then view all the lead data collected by your team members at one place.

Note: You can click the information button [with the symbol (i)], present at the right-hand side of a lead entry, to view additional details corresponding to it.