Getting Started with OneTapConnect (Professional Plan)

How to Complete Your Profile on OneTapConnect

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.

1. Contact information

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

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.

2. General information

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.

If you have links to other websites or pages that will help you distinguish yourself and your work, you can input them here using the orange “+ Add another” buttons.

3. 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.

4. Lead capture

Let’s say that a prospective client is viewing your digital card on their phone, and they'd like to connect with you!

There are a few ways they can do this, but perhaps the most efficient way is for them to use the “connect” button near the top of your card.

This begs the question: “what is the best way for someone to connect with you?”

OneTapConnect offers three different lead capture options:

1. They can start a text thread that includes your name and digital card so they know exactly who they’re messaging and can view, save and share your card whenever they’d like.
2. They can be directed to a booking form that allows them to book an appointment or consultation with you using your preferred booking/scheduling application.
3. They can fill out a contact form that will add them to your customer relationship management (CRM) system, making it easier for you to manage their information and streamline your marketing process.

Most CRMs and scheduling softwares make it easy to embed a form on a webpage, and you can typically find the code to embed a form in your profile’s sharing options on the application’s website.

Simply copy and paste this unique code into the appropriate “Add embedded code here…” box, 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!

5. 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 move on and finalize the design of your new OneTapConnect digital business card.

Head to our knowledge base to learn more about how to design your card using the OneTapConnect Visual Editor.