This article is intended to help new account owners and admins complete their company and first user profiles from the OneTapConnect account dashboard.
This is not an exhaustive list of every function or feature available on OneTapConnect, but rather a quick and easy guide to get you up and running promptly!
As you progress through these forms, keep in mind that every field you fill out will be used to inform our designers as they craft your digital card and your team's default design template.
Each team plan comes with our professional design and initial setup services, so this first one's on us!
Even better? OneTapConnect makes it easy to organize your users and manage your information, so you'll have complete control over the content and appearance of your team's digital card design(s) just as soon as we hand you the keys.
But we're getting ahead of ourselves, so let's start at the beginning!
You'll want to start by logging in to your account dashboard. Here's more information on how to log in to your OneTapConnect user account.
From there, follow the prompts or head to Company Information in the left-sidebar to complete your company profile.
1. General
For best results:
- Include a general office phone number (if applicable).
- Include a link to your company’s website (if applicable).
- Define your industry and add keywords to make it easier for others to find your users in their contacts.
- Include a business address that can be shared along with the rest of your contact information.
If you would prefer to keep any (or all) of your address private, use the switches to turn "off" the address line(s) you’d like to hide.
As you fill out your company's information, you may notice the gray switches on the right-hand side of some specific fields labeled "Allow users to personalize this field?"
Because everything that's saved to Company Information will become default values for everyone on your team, these switches allow you determine which fields, if any, should be 'unlocked' for personalizations. This will enable you to personalize any individual user's profile information, which will in turn personalize the information that is displayed on that user's digital card.2. About
About Your Company
An effective company bio might answer the following questions:
- “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?”
Saved Links
Including links to your company's social media accounts can be a great way to communicate your authenticity. If you have links to other websites or pages that will help you distinguish your work, you can also input them here using the orange “+ Add another” buttons.
Notice those switches on the right? Switching these "on" will allow your team members to personalize specific fields as needed.
3. Branding
Company Logo
Displaying your logo and branded colors on your digital cards 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
OneTapConnect offers three unique ways to capture client information:
- Start a text thread for a quick and unassuming way to start a conversation using a client's direct cell phone number. This is the default behavior of the "Connect" button, and the text content that is auto-populated can be updated any time.
- Use a booking form that allows your client to book an appointment or consultation with your company using your preferred booking/scheduling application on the spot.
- Use a contact form that will upload client submissions to your customer relationship management (CRM) system, making it easier for you to manage client information and streamline your marketing processes.
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 or integration options on the application’s website.
Simply copy and paste this unique code into the appropriate “Add embedded code here…” box, and make sure you’ve customized the “connect” button text content or default behavior to suit your preferences.
5. Contact Information
If you have just upgraded your account from a professional plan to a team plan, you may have already finished filling out your personal contact information.
If this is the case, double-check that everything looks correct and up to date, then:
- Head to the Templates page.
- Click the vertical "..."
- Select "Edit template."
- Finalize and publish your design template!
Don't forget to check out our article on how to use the OneTapConnect Visual Editor.
If you're new to OneTapConnect, here's how to make a good first impression:
- Use your preferred name.
- Use a professional email address and a cell number you use for work.
- Add your professional title by clicking the orange “+ Add another” button.
- Upload a well-lit, high-quality image of yourself dressed to impress by clicking anywhere inside the gray “Upload” square.
6. About (User Profile)
About Me
Your “About me” should answer the questions “who are you?” and “what do you do” in a way that is clear, concise and confident.
This 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
Saved Links
Including links to your professional social media accounts–such as your LinkedIn–can be a great way to highlight your own experience and prove your unique competency.
You may need to enable personalizations in the "About" tab of the Company Information page before you can overwrite any saved company links with your own.
7. Lead Capture (User Profile)
While you have previously configured lead capture settings for your team, you can still customize these settings for your own digital card by editing the default text message or embedding your own, personal booking or contact form(s).
You may need to enable personalizations in the "Lead Capture" tab of the Company Information page before you can customize your own lead captures.
8. We'll take it from here!
Now that you've finished entering your company information and filling out your user profile, we should have everything we need to create the design for your company's first template!
We'll let you know as soon as your first template is finished, but in the meantime, if you're ready to start adding team members to your account, head to our knowledge base to learn more about how to onboard your team on OneTapConnect.