How to Set Up Your Contact Exchange Form (Lead Capture)

Transform your digital business card into a high-converting lead generation tool. By enabling the Contact Exchange feature, visitors can instantly share their details, allowing you to route new connections directly into your AI CRM for seamless follow-up.

Overview

The Contact Exchange feature adds an "Exchange Info" button to your profile. When a visitor taps this button, they are prompted to fill out a form with their contact information, which is then saved to your dashboard analytics and CRM.

Step 1: Access Your Networking Tools

To begin customizing your form, follow these steps:

1. Log into your dashboard and select the digital business card you wish to edit.
2. Open the Networking Tools menu.
3. Locate the Contact Exchange Form card (identified by a "User Plus" icon).
4. Click the Edit Exchange Form button to open the settings modal.

Step 2: Enable Lead Capture

You must manually activate the form to make it visible on your profile:

• Locate the master switch at the top right of the modal next to your card's name.
• Toggle this switch to On to activate the "Exchange Info" button.
• Note: If you need to stop collecting leads temporarily, simply toggle this switch back to Off.

Step 3: Customize Your Form Fields

You can control exactly what information you request from your connections to ensure you get the data you need without adding unnecessary friction.

Required Fields

• Email and Phone: These are marked with an "Always on" badge. Because these are essential for follow-up, they are permanently enabled and required.

Optional Fields

You can toggle the following fields on or off:

• First and Last Name
• Company Name
• Job Title
• Website
• Additional Info (Comments/Notes)

Important: Any optional field you toggle "On" will automatically become a required field for the visitor. To maintain high conversion rates, we recommend keeping your form as short as possible.

Once you have selected your desired fields, click Save Changes at the bottom of the modal.

The Visitor Experience

When a new connection taps the Exchange Info button, they will experience a seamless, branded workflow:

1. Branded Modal: A clean pop-up appears, automatically matching your card's custom theme and colors.
2. Information Entry: The visitor fills out the fields you selected in Step 3.
3. Success Confirmation: After submission, they see a success message: "Thanks! Your info has been shared with [Your Name]."

Behind the scenes, the system logs the lead in your CRM, records the analytics event, and prepares the data for your AI Assistant to analyze.

Pro Tip: Automate Your Follow-Up

To make a lasting first impression, pair your Contact Exchange Form with Welcome Email Automation. When a lead submits their info, your AI can instantly send a personalized greeting, ensuring you never miss an opportunity to engage.