How to create a Digital Business Card [Quick Guide - 2024].
Step-by-step guide to create your Digital Card [UPDATED 2024]. Watch on Youtube
Why are digital cards the new standard?
The digital business cards are increasingly used in business environments. Professionals, commercial teams and companies from all sectors have taken the definitive leap, but what factors have accelerated their use?
1. Speed in the creation of contacts. Let's face it... we're always short on time. And generating leads and growing your business network can be arduous without the right technology. Digital business cards allow you to share your information in seconds via a link or QR code, without the need to meet in person.
2. Limitations of standard business cards. 88% of paper cards end up in the trash or in a drawer. Printed cards have become less effective in the digital age. They are costly to manage and distribute, and people prefer to store contacts on their phone and connect via email, WhatsApp or social networks.
3. The cell phone as the main tool. The number of smartphone users reached 6.92 billion in 2023, representing 85.95% of the world's population (Statista). Since digital business cards work seamlessly with all mobile devices, their adoption has grown exponentially.
4. Influence of COVID-19. The pandemic forced many companies to replace in-person meetings with virtual events. 87% of professionals attending business events cancelled their face-to-face meetings due to COVID-19. Digital business cards became essential to maintain relationships with customers and prospects in this new environment.
In short, the list of benefits of the digital business card compared to conventional ones is very long. But without a doubt, if you don't have yours yet, the time has come to make the change.
Quick guide to create a digital card with Lead2Team [5 steps].
Step 1: Sign up for free or Login to your Lead2Team account.
- If you already have an account, Login
- If you don't have an account yet, Register for free
Step 2: Create your contact profile.
From the side menu, go to Profiles. In this section you can add your contact information, links, videos, catalogs... Depending on the industry you will be interested in customizing the information you want to add about yourself or your company, here we leave you some of them. examples of digital business cards by sector.
Step 3: Select a template or customize your card design.
From the side menu, go to Configuration > Design. In this section you have several templates so that you only have to select the one you like the most.
If you prefer, you have advanced design options to customize the color of your card, add a background image or define the styles of the contact buttons.
IMPORTANT! ➡️ Access also to the Company section for add your logo, social networks and link to privacy policies of the company. If you plan to include email forms for them to contact you and leave their data, it is important that users accept your company's privacy policies.
Step 5: Share your digital card with others
You have several options to share your contact, you can download the LINK of your card in your cell phone, add it to the WALLET and share it using the QR CODE, or by using the NFC Card.
▶️ Here you go video tutorials on how to share your contact
Advanced functionalities of the Lead2Team platform
✅ QR Code Generator and QR Email Signatures
From the Lead2Team platform you can download unlimited QR codes and customize the color and shape. Or you can also generate an email signature with the QR of your digital card.
✅ Web Assistant to improve the conversion of your website
With the functionality Web Assistant you can integrate the digital business card into your website as a web visitor's help button... When users browse the web, they will be able to click on the wizard and contact you. This tool is perfect for teams and companies, since from the platform you can create teams and show different personas depending on the web page your customer is visiting.
✅ Review Capturer
Activate the Review Mode from your digital card and easily request reviews. Get more 5-star ratings and improve your company's ranking on Google, Trustpilot or TripAdvisor.
✅ Card manager with NFC technology
In Lead2Team, you can acquire a NFC card with a completely customized design. The platform includes an NFC manager and allows you to configure it to display your digital card, a web page, or to automatically download your vCard.
✅ Metrics and CRM integrations
The Lead2Team platform has a LEADS, CLICKS AND REVIEWS section. Here you can see all the contacts, leads and reviews you have generated through the digital card, sorted by day and time. For easy management, you can export this information to Excel or automatically connect it to your company's CRM.