Creating business cards in bulk

In this short guide, we'll walk you through the steps of creating a group of digital business cards in bulk using our Cluster & Batching tool.

Creating a cluster and adding a batch:

• From the Actions dropdown in the top right, click Add new cluster. Or, from the clusters tab, click Add Cluster
• Pick a name and optional description for your Cluster. It can be any internal identifier for this group of business cards.
• Once the cluster is created, click Add Batch.
• Then, select the template you'd like to use for this group of cards.
  • Note: This template will also be automatically selected for all future batches in this cluster.
• For data source, select Pick Recipients. We recommend this over direct CSV upload as recipients make it easier to manage cards long term as employee information changes. Although the option is available if needed.
• Now, click the checkbox for each recipient you'd like to include in this batch of business cards, and then click Continue.
• Select the card platforms you want to create for each card in this batch.
• A field editor will now open. Here is where you will map the fields of your recipients (name, title, email, photo, etc.) to the mappable fields on your card template.
  • Note: you cannot edit link types or labels in this editor, so make sure your template links are as you want them before proceeding.
• When you are happy with your mapping, click the Save & Continue button to move on.
• Review your batch details and optionally activate card auto-distribution, then click Publish Batch & Create Cards.
• Our system will then create each card, updating you as we go.
  • Tip: The length of processing is determined by the number of cards in a batch. For faster processing, we suggest keeping batches to approximately 100 cards or less.
• Once complete, you'll see a list of your new cards, as well as information on any failures, errors, or warnings that occurred during processing.