Manually Add A New Card to a Workspace Recipient

In this short guide, we'll walk you through adding a new card to a new or existing recipient profile.

  1. Navigate to your workspace Recipients, and select the recipient you want to create a card for.
  2. Click the cards tab, and select the Create A Card button (or Add Recipient Card).
  3. Follow the on-screen prompts to:
    1. Set the recipient
    2. Name the new card
    3. Assign a template
    4. Select card platforms
  4. Now, map the recipient's contact fields to those on their new card. We've likely auto-filled some of them for you. Remember to save your work!
  5. When satisfied with how things look, click the Save & Continue button to move on.
  6. Select the platforms you want to publish and click the Publish Card Platforms button. We'll then build the card and push it live.
  7. It's now ready to share with your team member (Recipient). Click the Distribute Card button to open the distribution page for the new card.

That's it! Now, repeat the process to add new cards to any other new recipients you've added!

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