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Collect and manage contacts while sharing your digital business card
Collect and manage contacts while sharing your digital business card

Collect the contacts of the people with whom you have shared your digital business cards.

Sreenidhi MJ avatar
Written by Sreenidhi MJ
Updated this week

As you effortlessly create and share your digital business cards with your valuable connections and prospective clients, you must collect and save their contact information for future interactions smoothly. Our Contacts Manager feature simplifies this process, enabling you to stay in touch with your network effortlessly.

Prerequisites

  • Uniqode Cards Solo plan or above.

Collect contact information from your contacts

  1. Sign in to your Uniqode account.

  2. In the LAUNCH tab, enable TWO-WAY CONTACT SHARING.

  3. Choose the data you want to collect from your contacts. The Name, Email Address, and Company fields are mandatory.

  4. Click FINISH.

Once done, whenever you share your card with anyone, they can see Share your contact button below the card. Once they click it, they can enter their contact information and click Share my contact. Their contact will be collected and listed in the Contacts Manager menu in your account, from where you can manage them.


Note: If you have chosen Message from the list of data to be collected, the person who shares their contact with you can also add a short message by clicking +Add more information.


Manage your collected contacts

  1. Sign in to your Uniqode account.

  2. Click Cards from the drop-down in the top-left.

  3. Click Contact Manager.

  4. To view a contact, click the information icon in the right corner of the contact’s name.

  5. To delete a contact, click on the bin icon in the right corner of the contact’s name.

  6. To export your contacts to another CRM or app, click EXPORT CONTACTS in the top-right corner.

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