Getting Started with Social Card: 5 Steps

Follow a few simple steps and quickly get your team's Social Card workspace up and running.

What's in this article

• Create your workspace
• Customize your first brand template
• Add your first recipient(s)
• Create your first card(s)

Step 0: Create your workspace.

If you still need to, please visit the following link to create your workspace and start your 14-day no-commitment free trial (Create Account). We'll gather basic information about your organization and how you plan to implement your digital business cards to help customize things for you. You'll need an active workspace before you start. If you've already made your workspace, great work. We can move on! If you'd like to learn more about plans and pricing, you can visit our pricing page.

Step 1: Customize your first brand template.

Templates are the starting point for your team's digital business cards. You can add your brand details, and we'll help you use them as a baseline for all cards created for your team.

For example, templates allow you to customize things like colors, branding, media, URLs, company information, socials, messaging, etc.

By default, your workspace comes preset with a Simple Template. These templates are built around our web platform and optimized to reduce complexity and decrease your time to networking. Making brand integration and default content population a breeze.

Here are some tips to follow:

• Rename your template if you'd like. Unique purpose-driven template naming avoids confusion.
• Add your organization's colors and media. Your brand is essential to the way you do business. You can typically pull all the information from internal brand guidelines. Reach out to your designers, marketers, or devs, as they may be able to help locate your brand guidelines!
• Add default content to your template (company website, product pages, CTAs, socials, sales decks, etc.). These are links used universally across all cards. This will speed things up downstream!
• Are you using the web platform? Before you can publish your template, your account needs a team URL. Learn more about team URLs and how to use your account URL.
• Publish your template. Publishing your template makes it available for creating new cards. You won't be able to add cards to your workspace until at least one template is published.
• Would you like to read more? What are templates?

Step 2: Add your first recipient(s).

Recipients can be considered a modern, simplified Rolodex that contains all your team members' basic and most up-to-date information. Recipient profiles hold standard networking information like full name, email, job title, organization (or brand), phone number(s), and custom attributes. These bite-sized pieces of information are used to create business cards that are always up-to-date and ready to build real, modern connections across your industry.

You can create recipients individually or use our bulk import tools to add many at once from a (CSV). To start with recipients, we suggest beginning individually to get the swing of things. You can start by creating a recipient profile for yourself.

Follow our guide to adding new recipients to your workspace: Add new recipients

Step 3: Create your first business card(s).

So far, we've set up your workspace, customized and published your first template, and added your first recipients.

Creating your first card is easy with your template ready and at least one recipient added to your workspace.

Create a new card now or click the Add new cards button anytime from the actions panel (top right). Or follow our video guides to add a new card to your workspace: Add a new business card

Step 4: Invite collaborators

You don't have to do this alone; invite a couple of team members to help you customize, create, distribute, and manage your team's new fleet of digital business cards.

We are always here to help sort out any confusion, and our expert concierge team is ready to step in and help whenever necessary.

P.S. If you're a lone wolf on this project, we commend you for your effort, and our business card magicians are happy to help anytime you need it! Please don't hesitate to contact us anytime with questions or funny jokes.

But wait...there's more!

The Social Card platform is quickly evolving thanks to the excellent knowledge, uses, and feedback from people like you. We are working on some pretty cool things, so stay tuned for new updates and additions.

To name just a few:

• Web page refresh: We're currently working on a refresh for our web page platform to improve on the already great networking experience with more content options, design controls, and speed. Look forward to more layouts, custom fonts, better embeds, and more.
• Integrations: We plan to add integrations with the industry's top people management and directory tools and explore integrations with CRM and sales tools.
• Analytics Views: You'll soon be able to tell the whole story of your team's digital networking with easy-to-understand analytics.