Digital business cards do more than just share your contact information. They also serve as lead collection tools—made possible by a functionality called two-way contact sharing.
With two-way contact sharing, you and your recipient can share contact details with each other via the same digital business card.
The best part is that you need no additional applicationfor lead collection. Your digital business card does the job of both networking and generating leads simultaneously. As a result, you save time, effort, and money.
Continue reading to learn how to create digital business cards to activate lead collection.
Step 2: Enable Two-Way Contact Sharing for lead collection
1. Enable “LEAD COLLECTION”
Once you customize the design of your digital business card, click the LAUNCH tab.
Now, scroll down to “TWO-WAY CONTACT SHARING” and toggle “Enable”. This activates your card’s two-way contact sharing function to gather contact information from potential leads.
📝Note: Under the “LAUNCH” tab, you can also enable other networking features such as URL DOMAIN, Download on Scan, and GPS Location. Toggle on/off features that you need at this stage.
2. Select the type of lead data you want to collect
After enabling “TWO-WAY CONTACT SHARING”, you get the option to select the type of data you wish to collect from your recipients.
The data fields include name, email address, phone, company, designation, and message. Each selected data type will appear as fields on the contact form your leads will view and submit via your card.
Then, click “FINISH.”
You have created a digital business card for instant lead collection.
Bonus: How to enable lead collection for your entire team’s cards in one go
Let’s say you handle a team of 500 members. Enabling lead collection, one by one, for each member’s card is time-consuming.
If you use Beaconstac’s digital business card solution, you can enable lead collection for hundreds or thousands of e-business cards in one go.
Here’s how to enable lead collection for your entire team’s cards in one click:
Then, click “Organization Cards” on the left sidebar.
You will find this button [for bulk creation] to the left of the “+ Create a card” button at the top right corner.
Go to “Upload card details” under the “SETUP” tab to download a pre-built template (as a CSV or an XLSX file) to add all your card details.
Populate the downloaded template with your team details.
Upload the populated template on the dashboard.
After checking for any data inconsistencies, Beaconstac will generate a batch of digital business cards for your team.
Once your cards are generated, click the “DESIGN” tab to customize the card design for your entire team (as mentioned earlier).
Next, click the “LAUNCH” tab and enable lead collection. Follow the same process mentioned earlier to transform your team’s e-business cards into effective lead-collection tools.
How do you view and manage your leads?
Your digital business card solution stores each form submission as a contact or lead entry. Typically, you can access the list of leads (your digital address book) on the solution’s dashboard. You can also view the leads in your existing CRMs after transporting the lead data with integrations.
You can view and manage your lead data in two easy steps natively on the Beaconstac’s dashboard:
Click “Contact Manager” on the left sidebar of the dashboard. You will be redirected to your digital address book upon clicking it.
Select “My Contacts” from the drop-down menu at the top-right corner. You can then view the list of your warm leads.
Click “EXPORT CONTACTS” to manually export the lead data into a CSV file.
📝Note: To view additional details about each lead, click the information button (i) at the right-hand side of a lead entry.
Good to Know: Beaconstac lets you export the list of leads directly to your company’s CRM software—including Salesforce or 700+ CRM platforms listed on Zapier.
How does lead collection happen via your digital business card?
Once you have enabled two-way contact sharing, your recipients can share their contact details with you as soon as they receive your card. Here’s how it works:
1. You share the card. The recipient then clicks the “Share your contact” button at the bottom of the card.
2. Recipients can then see a form on their mobile screens. As mentioned earlier, the fields in this form correspond to the data type you enabled under “TWO-WAY CONTACT SHARING.”
3. The recipient submits the form via your card. Your digital business card solution instantly saves the data as a contact entry in the dashboard.
4. You can export this list of warm leads directly to your organization’s CRM.
Generate warm leads and maximize your networking ROI with Beaconstac
There you have it. You can create digital business cards for lead collection within minutes via Beaconstac’s digital business card solution.
Instantly collect recipient details via Two-Way Contact Sharing. Manage all the leads in a single dashboard (in Contact Manager) and export them to your company’s CRM—Salesforce and 700+ CRMs via Zapier.
A passionate writer with an inquisitive eye for marketing, Athira comes with over 5 years of experience researching and writing about B2B SaaS products. Presently, she helps people understand the benefits of a digital business card and how they help modernize networking & lead generation. To know more about her work, and her published work around digital business cards, click here.