HOW-TO

How-to guides

67 step-by-step workflows for networking, capture, and follow-up with NexaLink Card.

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Organization Networking Integration Lead Capture Follow-up Sharing Import/Export Team Management

Networking

15 pages

Create a Digital Business Card Follow Business Card Etiquette Network as an Introvert Network at Conferences Effectively NFC Business Card Sharing QR Code Sharing Set Up NFC Business Cards Share Business Card via NFC Tap Share Business Card via QR Code Share Business Card via Text Message Share Portfolio Digitally Share Your Card at Conferences Share Your Card at Networking Events Share Your Card at Trade Shows Two-Way Exchange Setup

Integration

8 pages

API Integration Setup Booking Integration Create Virtual Background with Card Design Professional Email Signature Email Signature Setup Integrate Digital Card with CRM Optimize LinkedIn with Digital Card Virtual Background Setup

Lead Capture

7 pages

Add Contacts from LinkedIn Capture Leads at Events Capture Leads from Your Website Card Scanning Import Contacts from CSV Lead Capture Setup Scan a Business Card

Follow-up

7 pages

Automate Birthday Reminders Card Analytics Dashboard Follow Up After Networking Event Set Follow-Up Reminders Track Relationship Scores Weekly Network Review Write a Follow-Up Email

Import/Export

3 pages

Export Contacts to CRM Export Contacts to CSV Import Contacts from Phone

Team Management

3 pages

Bulk Card Setup Team Card Setup Use Digital Cards for Remote Teams

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