Card Distribution

Card distribution is the process of delivering digital business cards from your workspace to your team. When creating a card, we require you to provide a recipient's email or select a recipient profile. We utilize this email address to ensure that each card reaches the intended recipient seamlessly. By capturing the recipient's email, we make it effortless for you to deliver the cards directly to the right hands. Below are detailed steps on how to distribute cards to your team. Using our Groups feature? Read our guide on batch auto distribution.

How to distribute multiple cards (bulk card distribution)

As an admin, you can send access to multiple workspace cards all at once. Here's how:

1. Go to the Cards tab.
2. Select the cards you'd like to distribute.
3. From the action menu, click the Distribute button.
4. Review the selection, and confirm the action in the confirmation modal.
5. That's it! We'll email each card recipient to notify them that their new digital business card is ready for access.

Tip: Would you like to distribute cards manually (or internally) in bulk? You can do this using our export tooling.

How to distribute individual cards

To open the card distribution page and access card distribution, please follow the steps below:

1. Go to the Cards tab.
2. Find the card you'd like to distribute, and select it. Or click Distribute from the dropdown.
3. Click the Distribute button in the card views floating action menu at the bottom of the page.
   1. Note: If you don't see the distribution options, the card may not be published or may contain errors that prevent distribution. You'll need to resolve any issues before distributing the card.
4. If card distribution is available, you'll be directed to a page displaying various supported sharing options ordered by card platforms, as seen below.

How to distribute group cards

1. Navigate to the Groups tab.
2. Select the group the card belongs to.
3. Select the batch the card belongs to.
4. Within the batch, find the batch card you'd like to distribute.
5. You can distribute cards by selecting them or clicking the dropdown menu on the right side of the card row.
6. Click the Distribute Card buttons in the card view or the Distribute button from the dropdown.
   1. Note: If you do not see the distribution options, the card is likely not published or contains errors preventing distribution. You'll need to resolve those before we distribute your card.
7. If card distribution is available, we'll open a page containing all the share options ordered by the card platforms (as seen in the image above).

Sharing direct card Access

Sharing card access with recipients gives them private access to their assigned digital business cards. We'll send a link to their inbox, which they'll use to view their card from the web via a page similar to the one you see in your workspace.

Team members can refer to this email anytime they want to access their card or any platform. This access only allows them to view and download card platforms and does not currently allow them to make content changes.

Below are the steps to grant card access:

1. Follow the steps above to access the card distribution page.
2. At the top of the distribution page, you'll see a banner that says Distribute Card Access.
3. Click the button that says, Send Card.
4. In the dialog modal, confirm that the recipient's email is accurate.
5. If everything looks good, click Confirm.
6. That's it! We'll send an email to your card recipient. We recommend you ping them and tell them to watch for an email from Social Card.

Sharing individual platform access

If you do not want to share access to the business card directly via email, you can manually interact with and share each individual card platform.

External Card Distribution

How your will team access their cards

We've discussed how you can send access to your team's business cards as an admin, but what might the process look like for your team?

Card Access

If you've granted full card access via email, your team members will receive a welcome email from us that notifies them that they have a new business card ready, explains why they're receiving the email, provides a link to access their new card, and provides some simple instructions.

1. First, they'll click the link in the email and be directed to our website.
2. Here, they will be prompted to enter their work email (this is always the email address from which they received it). We asked for this to ensure gated card access.
3. Once we confirm the correct email, we'll fetch their business card and display a platform access view like the one seen inside your admin workspace (of course, with some simplifications).
4. Here, they can view and save their business cards across all the supported platforms that best suit their networking preferences.

Individual Platforms

This process looks a little different if you elect to share card platforms individually. Either you shared the card via a method outside of Social Card (a link, file, etc.), or you've sent a specific card platform via email. If you sent an email, here's how it'll work:

1. Your team member will receive an email telling us they have a new business card platform ready for access/download, along with specific instructions based on the platform.
2. Depending on the card platform, the email will contain either a link or a file.
3. From this email, your team member can take all the action necessary to save and start using their card.

Are recipients not receiving card emails?

If your team members are not receiving card distribution or access emails, there could be a few potential reasons. Here are some common causes and troubleshooting steps to try:

1. Check spam or junk folders: Ask your team members to check their email clients' spam or junk folders. Sometimes, card emails can end up there due to email filters or settings.
2. Verify email addresses: Ensure that your team members' email addresses are correct and up to date. Mistyped or outdated email addresses can prevent card emails from reaching the intended recipients.
3. Whitelist Social Card domain: If your organization has email filters or security settings in place, make sure to whitelist the domain used by Social Card (e.g., "@joinsocialcard.com"). This will help prevent the card emails from being blocked or flagged as spam.
4. Contact our support team: If the issue persists or you have exhausted the troubleshooting steps above, please contact our support team using the on-screen widget (or at support@joinsocialcard.com). Our dedicated team will gladly assist you and further investigate the issue.

Following these steps, you can address some of the most common reasons team members do not receive card distribution emails.