Tutorials
Create digital business cards with an account and card groups
A card group keeps shared values and linked cards in one place. You need an account to use card groups.
Create a card group
- Sign in and open Card groups in the app.
- Click Create card group.
- Enter a name in Card group name. The name is only used to identify the group in your account.
- Choose Contact Card or LinkedIn Profile Card. You cannot change the card type after creating the group.
- Enter shared values such as organization, website, address, logo, and colors. Leave personal fields empty when they should be completed separately on each card.
- Set the rule for each field:
- A filled, unlocked field is a default that can be overridden on an individual card.
- Turn on Lock field when the group value must not be changed on an individual card.
- Turn on Disable for an empty field when linked cards must not use that field.
- If needed, use Editing by card email to control whether cardholders can request an edit link at the email address on their card.
- Turn Allow editing by email link on or off.
- Turn on Lock for linked cards when this setting must not be changed on individual cards.
- Click Create card group.
Create individual cards
- Click the card group you want to use under Your card groups.
- Click Create card.
- Enter the person's details. Group-controlled and disabled fields do not appear in the card form.
- Click Add to cart & create another if you want to create another card immediately.
- Repeat these steps for each additional person.
- On the final card, click Create Digital Business Card.
- Review the cart, choose the purchase type, and complete the order.
Only Editable Cards remain linked to the card group after purchase. A fixed card becomes independent and does not receive later group changes.
Import multiple cards
- Open the card group and click Create multiple.
- Click Choose file to import an
.xlsxor.csvfile with up to 1,000 entries. Alternatively, click Enter data manually. - For a file import, map the detected columns to card fields and click Review cards.
- Review and correct the entries under Review cards.
- Turn on Create as editable cards if the cards should remain editable and linked to the group after purchase. Turn off Create as editable cards for fixed cards.
- Click Create cards. The cards are added to the cart.
- Review the cart and complete the order.
Distribute cards to their owners
Each card needs an email address for delivery.
- Open the card group.
- Click Distribute cards.
- Click Start distribution in the confirmation dialog.
Active linked cards are sent to their current email address. Cards already sent to that address are skipped.
Link an existing card
You can link an active, purchased, independent Editable Card to an active card group with the same card type.
- Open Cards in the app and click the card you want to link.
- Under Card group, click Add to card group.
- Choose the group in Card group.
- Click Add card.
Locked group fields take effect immediately. Existing unlocked card values remain in place. Future group changes are applied to the linked card.
You cannot link fixed cards or drafts that have not been purchased.