Create digital business cards with an account and card groups

Note: To use card groups, you need a free account. You can create one in just a few minutes.

Step 1: Create a card group

First, create a card group to define a shared template for the business cards.

1. In your account, go to the Card groups tab.
2. Click Create card group.
3. Name the card group:
   • The name is only for your own orientation and has no effect on the cards that are created.
4. Choose the card type:
   • Contact Card: For sharing contact details.
   • LinkedIn Profile Card: Uses QR codes that link to the employees' LinkedIn profiles.
5. Fill in the template:
   • Enter only the information that should be the same for all cards (for example company name, website, company address, design).
   • Leave individual fields such as first name, last name, or job title empty.
6. Options per field:
   • Disable field: Empty fields can be disabled. They are not shown when creating cards and cannot be set.
   • Lock field: Filled fields can be locked. These values can no longer be overwritten on the card level (for example company name).
   • Unlocked fields: These fields are set as default values for the individual cards, but can still be adjusted on the card level (for example an address for different locations).
7. When you are done, click Create card group.

Your card group is now shown in the Card groups tab.

Step 2: Create cards for employees

Inside the card group, you now create individual cards for your employees.

Create individual cards manually

1. Open the card group you want to use.
2. Click Create card.
3. Enter the employee-specific details:
   • Only fields that are not locked in the card group can be filled in.
   • Fields with a blue border show values that were taken from the card group but can still be overwritten.
4. Save the card and repeat the process for each employee.

Note: Every card is generated for both Apple Wallet and Google Wallet. The selection in the input form is only used for the preview.

Create multiple cards with file import

To create several cards at the same time, you can import employee data from a CSV or Excel file:

1. Select the card group and click Create multiple in the top right.
2. Import a CSV or Excel file, or click Enter data manually to enter the data in a table by hand.
   • Make sure the field names (for example first name, last name) are assigned correctly.
3. In the preview table, you can check the data, make changes, and add new cards if needed.
4. Click Create cards to import the data and create the cards.

Step 3: Create the cards and send them to employees

To create the cards you added, go to your cart and buy the cards. They are then created automatically.

After creation, you can send them to the respective employees.

1. Open the card group.
2. Scroll down and click Distribute cards.
   • Each business card is sent to the email address stored on that card.
   • Each email address receives the card only once. If new cards are added later, cards are only sent to the newly added email addresses.
3. After receiving the email, employees can add the cards to Apple Wallet or Google Wallet.

Important: Editable and static cards

Only editable cards remain part of the card group after purchase. When you make changes to the card group (for example design or individual fields), those changes are automatically applied to all cards and updated in the employees' Wallet. No manual action is required from the employees.

If a card is bought as a static card, it remains independent from the group after creation. Changes to the card group are not applied to static cards. In this case, the group only serves as a template for default values.

With these steps, you can easily create digital business cards for your entire company, manage them centrally, and update them when needed.