Social Card Basics: An intro to the tooling
Cards, Templates, Recipients, Groups, Batches, and how they work together in your workspace.
Templates
Templates are the starting point for all business cards. A template defines the shared branding, layout, and default content used across your organization’s digital business cards.
Templates are created and managed by workspace admins to ensure every card reflects your company’s identity and desired user experience.
Want to read more? → What are templates?
Relationships:
- Templates → Cards: A template is required to create a card. Cards inherit design, media, and structure from their assigned template.
- Templates → Groups: When creating cards in a group, a template must be assigned to define the look and feel of all group-generated cards.
Cards
Cards are the digital business cards themselves. Whether shared via QR code, Apple Wallet, web, or email signature, every card inside Social Card starts from a template and can be personalized for the individual recipient.
Cards are our interpretation of the digital business card. Digital business cards can come in many forms or fashions. Our goal here at Social Card is to provide one place for you to build branded digital business cards across all the platforms you and your team do business.
Want to learn more? → What is a Social Card?
Relationships:
- Cards → Templates: Each card is built from a template, which defines its structure, media, and branding.
- Cards → Recipients: A card can be linked to a recipient to auto-fill personal contact info. One recipient can have many cards, but a card can only belong to one recipient.
- Cards → Groups: Cards can be created in bulk through a group. Each card can belong to only one group.
Recipients
Recipients are team member profiles inside your workspace. They serve as the data source for your cards, allowing you to easily manage contact information and business card updates in one place.
Recipients are especially powerful when synced with directory integrations like Microsoft Entra ID or Google Workspace.
Relationships:
- Recipients → Cards: Recipients provide personal information that populates one or more digital cards.
- Recipients → Groups: Recipients can be added to one or more groups. This determines what cards they receive and how those cards are managed.
- Recipients → Integrations: Directory tools sync user info into recipient profiles, keeping cards updated automatically.
Groups
Groups help you organize recipients and cards by department, brand, or team. They allow workspace admins to manage subsets of users with shared templates and logic for bulk card creation and updates.
Groups are essential for larger organizations managing multiple teams with different card needs.
Relationships:
- Groups → Recipients: A group defines which recipients belong to a specific sub-team or business unit.
- Groups → Cards: When a group is assigned a template, cards can be generated in bulk for all members.
- Groups → Templates: Each group can be assigned one template, ensuring visual consistency across the team’s cards.
Batches (Legacy Concept)
Batches refer to bulk card creation events inside a group. Although they are mostly hidden in today’s user interface, batches still represent the process that happens when cards are generated for multiple recipients at once.
Relationships:
- Batches → Groups: Batches are created from groups and are tied to their template.
- Batches → Cards: A batch is responsible for generating a set of cards, one per group member.
Summary
Think of your Social Card workspace like a connected system:
- Templates are the blueprint.
- Recipients are the data source.
- Groups are how you organize people.
- Cards are what get shared when networking.
- Batches are how large sets of cards are created quickly.
Each feature plays a specific role, but when combined, they create a scalable and flexible system for managing digital business cards across your organization.