Introduction

A Virtual Business Card allows you to quickly send your contact information to a contact via text. Your contact information can be imported directly into the contact's address book.

Summary

• Creating Your Virtual Business Card
• Sharing Your Virtual Business Card

Creating Your Virtual Business Card

Your virtual business card will already be created for you, using the information on your LoftyWorks user profile. If you edit the business card, it will not edit your LoftyWorks account information. This means you can add a different photo, phone number, email address, etc. to your virtual business card, and that information will not automatically be available on your LoftyWorks user profile.

Navigate to Settings > Profile and click Manage My Virtual Business Card to get started.

The Virtual Business Card will automatically import your information from your user profile. Here, you can edit that information or add additional information that you want to share with your contacts. Anything you add or alter on the Virtual Business Card will stay on the Virtual Business Card and will not be added or altered on your user profile.

Click Edit to update your Virtual Business Card. 

The only required information on the Virtual Business Card is your first and last name. All other information is optional. The address, URLs, and notes will be blank and allow you the freedom to complete this information if necessary.

Sharing Your Virtual Business Card

Your Virtual Business Card can only be shared with contacts. You can share your card or the Virtual Business Card of any other LoftyWorks users that you can see on your account. This makes it easy to refer your contacts to your colleagues. 

To send the Virtual Business Card, open a text with the contact and select the business card icon. A list of all of the agents on your account will appear. Use the search bar to find a specific agent's card to send. 

When the contact receives the Virtual Business Card, it will look like this:

You can also add a Business Card to the smart plan (Auto Text). If the selected agent is inactive or deleted, then the smart plan will be suspended.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.