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 smooth future interactions. Our Contacts Manager feature simplifies this process, enabling you to stay in touch with your network effortlessly.
Prerequisites
Uniqode Cards Account
Collect contact information from your contacts
Sign in to your Uniqode account.
In the LAUNCH tab, enable TWO-WAY CONTACT SHARING.
Choose the data you want to collect from your contacts. The Name, Email Address, and Company fields are mandatory.
Click FINISH.
Once done, whenever you share your card with anyone, they can see the Share your contact button below the card. Once they click it, they can enter their contact information and click Share my contact. Their contact information will be collected and listed in the Contacts Manager menu in your account, 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
Sign in to your Uniqode account.
Click Cards from the drop-down in the top-left.
Click Contact Manager.
To view a contact, click the information icon in the right corner of the contact’s name.
To delete a contact, click the bin icon in the right corner of the contact’s name.
To export your contacts to another CRM or app, click EXPORT CONTACTS in the top-right corner.