The exchange
What visitors see when they save your contact, the questions of your own they can answer, and how their details reach you.
Your card's real work happens in two standing actions on the public page — a save button and an exchange button. The Default look sets them in a bar at the bottom as "Save contact" and "Exchange"; every look words and places the pair its own way — "Save my card" and "Exchange cards" on Letterhead, plain "Save" and "Hand over your card" on Mohur. Between them they turn a scan into a two-way introduction, in the browser they scanned with, no app to install.
They save you first
The save button downloads your details as a vCard, a .vcf file for their phone's contacts: your name, number, email, job title and company (the tagline stands in for a job title you haven't added), photo and your card's link, spelled right, no typing.
Wherever they tapped it
Phones finish a save in different ways, and the card says what's left, in plain words, right after the tap:
- On an iPhone, your contact card opens over the page with "Create New Contact" at the bottom of it. A note says to scroll down and tap it, with a way to open the card again if they closed it too soon.
- On Android, the browser downloads your contact and offers "Open" at the bottom of the screen for a few seconds. A note says to tap it, or to open the download from their notifications.
- Inside another app (Instagram, Facebook, Messenger, WhatsApp, LinkedIn, Telegram and others open links in a browser of their own), saving a contact isn't possible: those browsers can't hand one to the phone. Save opens a page that names the app, the menu to tap (for Instagram: ⋯ at the top right, then "Open in external browser") and what happens next, with the link to paste if the menu isn't there. In the phone's own browser, the same link saves at once.
- On a computer, a file is little use, so Save shows a QR code: their phone's camera opens your contact card, ready to save. The file stays one click away, for Outlook or Apple Contacts.
Then the sheet appears
A moment after they save — or once they read to the bottom of your card, having been on it at least five seconds — a sheet titled "Exchange cards" slides up and offers to send their details back. It asks for little: "Name" and "Mobile number" are required, "E-mail" is optional, and an "Add a message" link reveals a "Message" box. The country code comes pre-selected for wherever they are. The button says "Send my details"; beneath it, a plain promise — "We don't sell your data."
Ask your own questions
Name, number and email tell you who someone is, not why they stopped. Under Edit Kard → "Exchange", add up to two questions of your own, and the sheet asks them after the mobile number, free on every plan. Each is one of two kinds:
- A short answer, typed in a line: "Which company are you with?" or "Which branch did you visit?"
- Choices, 2 to 6, of which they tap one: "What are you looking for?" with "Wholesale", "Retail" and "Just browsing".
Tick "Required" and the sheet won't send without an answer; leave it and the question says "Optional". Your questions and choices show exactly as you write them, in your language; the rest of the sheet, "Optional" and what's missing included, follows the visitor's.
The answers come with the person: on the contact in your Contacts tab, in the email that tells you about them, as columns of the CSV export, in the note of the contact file "Save to my phone" gives, and to your webhook. A choice is a filter too: on Contacts, tap "Wholesale" under its question for everyone who picked it, counted, ready to export or message. Change a question's words later and its answers stay with it; remove one and the answers people gave stay on their contacts. On a team's Kards, the team's admins set the questions; a member holding one sees them in the same place.
What sending does
Three things, in order. Your vCard downloads again, so even a visitor who skipped the save leaves with your details. A prompt appears with one button — "Get your own eKard"; a visitor who taps it and signs up with the email they just typed finds their own first card started with the details they sent, to check and publish. And their details land on that card's Contacts tab with an email on its way to you; the course on your contacts takes it from there. A visitor who left an email address also gets a confirmation in their inbox, with your contact ready to download later. A line of your own can open it, with your name: a thank-you or an offer, written under Settings → "The email your visitors get". Its last button, "Make your own Kard", starts their own card, filled in from what they sent, on any phone or computer for 14 days: they sign up with the address they gave, check it, then publish.
Once per person, never for you
A visitor who has sent details once is not prompted again in that browser — the sheet returns only if they tap the exchange button themselves. And the sheet never opens on your own preview or owner view, so to watch it as visitors do, open your public link in a browser you haven't submitted from.
Rather not prompt anyone? A switch in Settings retires the popup and leaves a plain save button in its place — the course on Kard settings has the switch.