OneTapConnect Professional Plan - Full Tutorial

Getting Started

1. Introduction

 

2. Create Account

 

3. Account Dashboard

 

Complete Your Profile

Nobody likes entering the same information over and over again.

That’s why we’ve designed a simple setup process that allows you to enter your information once, and we’ll use that information to design the majority of your OneTapConnect digital business card for you!

In other words, we’ll provide the structure and a strong foundation to build off of, and every field you fill out will be used as a building block to create a fully personalized digital card for you and your business.

The best part? Getting started is just as easy as introducing yourself.

4. Contact Information

 

Your contact information is an essential part of your digital card–it’s what enables people to connect with you! 

Here's how to make a good first impression:

1. Use your preferred name.
2. Add the email address and cell phone number you use for work.
3. Include a link to your company’s website (if applicable).
4. Add your professional title by clicking the orange “+ Add another” button.
5. Define your industry and add keywords to make it easier for others to find you in their contacts.
6. Add a well-lit, high-quality image of yourself dressed to impress by clicking anywhere inside the gray “Upload” square.
7. Include a business address that can be shared along with the rest of your contact information.

5. About

 

Imagine you had 60 seconds to pitch yourself and your business to someone you’ve just met. What would that person need to know to feel sure that you’re the right person for the job?

An effective company bio might answer:

• “When, why and how was your company started?”
• “What is its purpose and/or mission?”
• “What service(s) does it provide?”
• “What makes your company uniquely qualified to provide this service?”

Your “About me” might include:

• Your current title, credentials and how long you’ve been in the industry

• Your experience, past achievements and areas of expertise
• Your personal and professional goals
• Your hobbies and interests

Social media & other links

Including links to your professional social media accounts–such as your LinkedIn or Facebook business page–can be another great way to communicate your authenticity, distinguish yourself, and showcase your work.

6. Branding

 

Displaying your company’s logo and branded colors on your digital card is a quick and effective way to visually express your company’s identity and make a memorable impression.

For best results:

• Use a high-resolution image of your company’s logo.
• Be consistent across platforms by selecting colors that are prominently featured in your company’s existing branding (as seen on your company’s website, signage, products, etc.)
• Keep things simple by starting with two colors, one “Primary color," and one “Accent color” to really make those calls-to-action pop.

7. Lead Capture

 

Most CRMs and scheduling softwares make it easy to embed a form or booking calendar on a webpage, and you can typically find the code to embed a form or calendar under sharing options.

Simply copy and paste this unique code into the appropriate “Add embedded code here…” box to save it to your profile. Once saved, embedded codes can be selected and assigned to buttons and icons within the Visual Editor.

If you'd like to customize the behavior of the "Connect" button, make sure you’ve selected the “Connect” button behavior associated with the type of form you’d like to use, and you should be good to go!

8. Visual Editor

 

Because the information in your profile is used to build out your digital card, if you’ve completed your profile, you should be in great shape to finalize the design of your new OneTapConnect digital business card.

Just don't forget to click "Publish" when you're done!