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V-Card

What it is​

Create and manage digital business cards with custom sections

Who it's for​

Workspace Owner Staff

Access & Scope​

PropertyValue
Modulevcard
Personasworkspace-owner, staff
ScopeWorkspace-level
UI LocationDashboard > V-Card

| Status | active |

UI Location​

Dashboard > V-Card

How it works​

The V-Card (Virtual Card) feature allows creating and managing digital business cards with customizable sections. It works as follows:

  1. Onboarding: When first accessing the vCard feature, users see an onboarding screen where they can:

    • Enter a name for the vCard
    • Set a unique slug (URL identifier) that cannot be changed later
    • Choose from 3 templates: Classic, Modern, or Minimal
    • Add an optional description

  2. Dashboard Tabs: Once created, the vCard dashboard has 6 main tabs:

    • Settings: Basic vCard information, logo upload, QR code generation
    • Sections: Manage custom sections (contact info, services, social links, etc.)
    • Appearance: Customize colors, fonts, and visual styling
    • SEO: Configure meta tags, Open Graph, and search engine optimization
    • Links: Create and manage tracking links for analytics
    • Analytics: View visit statistics, sources, and session details

  3. Section Management:

    • Create custom sections with different types (contact, services, social media, etc.)
    • Reorder sections to control display order
    • Each section can have custom content, visibility settings, and styling

  4. Appearance Customization:

    • Upload logo and background images
    • Choose color schemes
    • Customize template-specific styling
    • Preview changes in real-time

  5. Public Access:

    • Each vCard has a public URL based on its slug
    • QR codes can be generated for easy sharing
    • The public vCard is displayed via the vcard-web application

  6. Tracking & Analytics:

    • Create tracking links to measure traffic sources
    • View detailed analytics including visits, sources, and session information
    • Filter analytics by time range, source type, and tracking link

The vCard is published to a public-facing website where visitors can view the business card information, contact details, and services.

Settings​

  • Basic Settings: Name, slug (immutable), description, template selection
  • Logo: Upload and crop logo image (supports WebP format)
  • Background Image: Upload and manage background images
  • Template: Choose from Classic, Modern, or Minimal templates
  • Publishing: Toggle vCard visibility (published/unpublished)
  • QR Code: Generate QR codes for easy sharing
  • Custom Sections: Create, edit, reorder, and delete sections
  • Appearance: Color schemes, fonts, and visual customization
  • SEO: Meta tags, Open Graph tags, and search engine settings
  • Tracking Links: Create UTM-tagged links for analytics

Permissions​

  • Workspace Owner: Full access to create, edit, and manage vCard
  • Staff Members: Access depends on workspace permissions; typically can view and edit vCard settings
  • Public: Anyone with the vCard URL can view the public-facing card (no login required)

Use Cases​

  1. Digital Business Card: Create a professional digital business card to share with clients and contacts
  2. Service Showcase: Display services, contact information, and social media links in one place
  3. QR Code Sharing: Generate QR codes for easy sharing at events, on business cards, or in marketing materials
  4. Marketing Analytics: Track which sources drive the most traffic to your vCard using tracking links
  5. Brand Presence: Maintain a consistent online presence with customizable branding and styling

Notes / Limits​

  • The vCard slug cannot be changed after creation; choose carefully during onboarding
  • Each workspace can have one vCard
  • vCard sections can be reordered but cannot be archived (must be deleted)
  • Logo and background images are uploaded to cloud storage
  • QR codes are generated dynamically and can be downloaded
  • Tracking links are scoped to the vCard and can be filtered in analytics
  • The public vCard is served from a separate vcard-web application
  • SEO settings affect how the vCard appears in search engines and social media shares
  • Analytics data is aggregated and may have slight delays for real-time accuracy

Changelog​

Mon Jan 15 2024 02:00:00 GMT+0200 (Eastern European Standard Time)​

  • Initial documentation