Using the mobile or web app, attendees can easily connect to one-another and exchange business cards at your event. This can be done via the app by sending a connection request, or by scanning business cards face-to-face using a QR code.
Once two attendees have connected, they will each be able to see one-another's contact details in the app, depending on the information entered in their user profiles: email addresses, phone numbers, etc.
How to enable the business card exchange functionality?
You need to install the Contacts module on your workspace.
After installing the Contacts module, simply add the Scan and QR item to the app menu, to make it accessible there:
Once this is done, attendees can tap the QR & Scan item present in the app menu, and access the their own QR code. This is used to exchange business card in-person.
Please also verify that the Toolbar in the profile display template has the Connect button added there. Find out more
How can remote attendees connect without being face-to-face?
An attendee can easily connect with another attendee via the app, without being face-to-face. Please see the below example:
- An attendee (Jamie) goes to the Community (or People) section of the app and selects a participant in the list that they wish to connect with (Juan).
This opens the participant's profile with only limited information available (contact details are not visible). From here the participant then clicks on/taps the Connect button: - The Connect button will now indicate Pending to Jamie, up until until the connection request is accepted by Juan.
Simultaneously, Juan, will receive the connection request and have a notification saying that he has a connection request from Jamie: - By opening the notification, Juan is taken to the connection request from Jamie, where he can either Accept or Ignore the request:
- If Juan accepts the request, the screen shows a Connected status for the connection request, and Jamie's contact info is made available to Juan:
At this point, both attendees can now see each others contact information, and each can see their saved contacts in the Saved contacts section of their app:
If Juan had ignored the connection request, then both attendees's contact details would not be shared, and they would not be added to the Saved contacts section of the app for the two attendees.
Once an attendee has connected with another attendee, both attendees will have access to each other's contact details, which will be visible on the participants profile, and available in the Save contacts section of the app.
How can in person attendees scan business cards face to face?
After installing the Contacts module on your workspace and adding the Scan and QR item to the app menu, attendees can tap the QR & Scan item present in the app menu. Here they can use the below functionalities to exchange business cards face-to-face:
- Tap Scan code, in order to scan an attendee's business card, or
- Tap My code, in order to display their own business card for other attendees to scan.
Once an attendee has scanned another attendee's QR code, both attendees will have access to each other's contact details, which will be visible on the participants profile, and available in the Save contacts section of the app.
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