Templates help teams maintain consistent branding and streamline profile setup by applying a unified layout, media, and content across multiple team members’ digital business cards.

To access Templates:

To create a new template:

Each template has multiple editable sections:

Name the template and upload a profile picture, cover photo, and company logo.

You can set the company name, location, and a short bio.

Layout, font, and color themes (including custom hex values) can also be defined. The link color can match the card theme or be customized.

Click Update to save changes.

You can add two types of links to templates:

Learn more about link types

PopCodes are customizable by color and logo.

These are the QR codes linked to each card.

Learn more about PopCodes

You can apply a specific lead capture form to all members using the template.

Learn more about the Lead capture form

Templates allow you to set a default follow-up email that goes out after a lead is captured. This email introduces the lead to the team member automatically.

Learn more about Follow up emails

You can choose whether non-admin users are allowed to assign this template to their own profiles.

Here's a quick visual of creating a simple template to be used company-wide:

Once a template is complete, click Assign Template in the top-right of the template editor. Select the team members you want to apply it to.

Click the ellipsis (three dots) in the top-right corner of a template to access the following options:

Set all assigned cards to default – Changes all cards currently assigned to a template to default cards, removing the template assignment entirely. This will not delete the template but will unassign it from all members.

Duplicate Template – Creates an exact copy of the template.

Remove – Deletes the template (see below).

When deleting a template, you’ll be prompted to choose how the data should be handled:

After making a selection, click Remove Template to confirm.