The “Share” button makes it easy to share your digital card using built-in functions to share by text, email or social media, and these functions are all complete with prewritten messages designed to help save time and streamline the experience.
To share your digital card without any prewritten messages, you can also:
- Use a physical Smart Accessory that's associated with your account.
- Scan your digital card's QR code.
- Copy/paste a link to your digital card from the “Share” button popup.
Share Your Digital Card from the Mobile App or Account Dashboard
As a OneTapConnect user, you can log in to access the “Share” button from a few different places, including the My Card page of your account dashboard and the My Card tab on the Cards menu of the OneTapConnect mobile application.
On the other hand, your clients can only access the “Share” button that’s next to the “Add to Contacts” button on your digital card.
For this reason, the “Share” button on your digital card is specifically designed for someone else to share your information as a referral.
In other words, the “Share” button on your digital card is not intended for you, but for your friends, family, clients and colleagues.
This distinction is important because different messages are auto-populated depending on how the "share" button is accessed. These messages can be configured on a case-by-case basis, and if you are the owner or admin or your account, you can update them anytime from the Share/Referral tab of the Settings page on your account dashboard.
A note on analytics:
The “share event counts” for your digital card analytics is designed to track the number of times your information is shared using the “Share” button that’s next to the “Add to Contacts” button on your digital card.
If you share your own digital card using your physical Smart Accessories or the “Share” button on your account dashboard or mobile app, this will not count toward your "share event counts." Our systems would know it's you sharing your own digital card, so this action would not be counted as a share event/referral.
Share Another User's Card or Get Client Referrals
The "Share" button on your OneTapConnect digital card allows friends, family, clients and colleagues to easily share your digital card as a referral, and these referrals can be tracked under “share event counts” in your digital card analytics.
If you're part of a team plan (and your admin has not blocked this access), you can also view and share the digital cards of other members of your team from the Team Cards tab on the Cards menu of the OneTapConnect mobile application.
Here’s a quick video with more information on how to use the “Share” button on your OneTapConnect digital card.