Purpose of Digital Business Cards:
Digital Business Cards offer a modern, scalable way for your employees to share contact information using QR codes, branded templates, and seamless contact-sharing features. This Beta phase is designed to gather your feedback and ensure an optimized experience before the general release.
Key Features:
Branded templates with customizable fields and themes
vCard download functionality for quick contact sharing
Social media and communication links
Getting Started
Step 1: Confirm Access
Feature Access: Verify that your account has been enabled for Digital Business Cards in the production environment. Contact [email protected] if you encounter access issues
Account Setup: Ensure that each employee or designated admin has access permissions as outlined in the onboarding email
Step 2: Review Setup Options
Individual Card Creation: Employees can individually create and customize their Digital Business Cards through the standard UI
Setting Up Digital Business Cards
For Individual Card Creation:
Follow the steps below for the creation process for individual Digital Business Cards:
Step 1: Access the Digital Business Card Template:
Navigate to the “Beta” section in the Conversion Flow template modal
Choose the “Digital Business Card” template from Conversion Flow template modal
Select your Brand Kit
Click “Create"
Step 2: Customize Fields:
Once you're in the Flow Editor, find the "Content" button in the bottom left-hand corner and fill out your desired information
Step 3: Save and Generate Digital Business Card:
Once the card is complete, click "Publish" and exit the Flow Editor
Download your Flowcode in the Conversion Flow section
Using and Sharing Digital Business Cards
Sharing Options:
Scan QR Code: Users can scan the QR code to instantly access contact information
vCard Download: Enable recipients to download the vCard, adding contact information directly to their device
Add to Digital Wallet (Future Release): The Beta does not yet support wallet integration, but this feature is planned for future updates
Tips for Maximizing Impact:
Embed in Marketing Materials: Incorporate QR codes in digital or physical collateral for brand consistency
Monitor Engagement: Analytics for tracking shares and engagement will be available
Troubleshooting and Support
Common Issues & Solutions
Access Issues: If you don’t see the Digital Business Cards feature, please contact your CSM or [email protected]
Template Errors: For issues with branding or template settings, reach out to your CSM or [email protected] for adjustments
vCard Download: If the vCard is not downloading correctly, ensure that device settings allow downloads from external links
Support Contact
For further assistance, please reach out to our dedicated Beta Support team:
Email: [email protected]
Chat: Available through the chatbot in the bottom right corner when logged into Flowcode 2