Events
Give a fair or a meetup its days: everyone your Kard collects there is tagged, and a recap the next morning lists them all.
At a trade fair you meet forty people in two days, and by Monday they blur. Add the fair to your Kard as an event, with its days, and everyone the Kard collects while it runs is tagged with it. Instead of an email for each new contact, one recap the next morning lists them all, ready to follow up. On every plan.
Add an event
- Open Events in the sidebar and press "New event" ("Add your first event" the first time).
- Under "Which Kard collects at this event?", pick the Kard you'll share there: its QR on your stand, its link in your messages.
- Give it a "Name", such as "Spring Trade Fair", and its "First day" and "Last day". An event runs for up to 31 days.
- Under "Time zone of the days", keep "Your own time zone", or pick the event's city when you travel to it: each day runs midnight to midnight there.
- Add a "Note" if you like, only you see it: "Hall 4, stand B12". Press "Create event".
Leave the days empty and the event is a tag you pick by hand, with no tagging and no recap.
While it runs
Every new contact on that Kard is tagged with the event: someone who shares their card back or sends their details from your Kard, a paper card you scan in the app, someone you type in. Bookings aren't, since they're made from your booking page rather than at the stand. The Kard's Share and Contacts tabs say so, such as "Spring Trade Fair is running: day 2 of 3", with "See who's tagged". The per-contact emails pause on that Kard until the event ends.
The morning after
At 8 the morning after the last day, in the event's time zone, the recap arrives: "Spring Trade Fair: 34 people to follow up". It counts how they came ("18 shared their card back, 12 scanned and 4 typed in"), and lists each person with their job title, company and your note, and "WhatsApp", "Call" and "Email" buttons. It goes to whoever holds the Kard and, on a team Kard, the organization's admins, once, and only if someone was tagged. Change the last day and it comes again after the new one.
The event's page
Open an event from Events to see the people met there and how they came. "Open all of them in" the Kard's contacts shows just them, to set reminders (Notes and follow-ups), add notes or export a CSV, which has an "event" column. On a contact's sheet, "Event" says where you met them; "Pick an event" or "Change" sets it by hand, for someone you met there and added later.
"Archive" stops an event tagging new contacts and keeps it off the contact sheet's choices; the people tagged keep their tag. "Delete" removes the event, never the people: they stay in the Kard's contacts, without the tag. If two events on a Kard overlap, a talk inside a fair, say, new contacts go to the one that started later.