SavvyCard

SavvyCard® Announcement: Additional Functionality for Saving Contact Info to Your Address Books

The SavvyCard Team

We’re excited to announce several new SavvyCard features that bridge your SavvyCard with your address books and contact lists.  When you enter information to share your SavvyCard to a prospect or customer, you now have several options for moving that information quickly and easily into your address book:

 

You can download a contact card with the information on the person you shared your SavvyCard to from any of these points.  This process is much easier on your mobile phone (which you are most likely using to share your SavvyCard anyway), but can also be done from a PC with some additional steps.

Read on to see how each of these options works!

Immediately After Sharing

Once you successfully complete a share of your SavvyCard, you are presented with a success message. This message now contains a button for you to download a contact card with the information on the person you shared your card to.

    1. Open your SavvyCard on your mobile phone.
    2. If you are not logged in, tap the Log In button on the SavvyCard toolbar and log in to your account.
    3. Once you are logged in, tap the Share button. The SavvyCard Share layer displays.
    4. Share your SavvyCard. (A success message displays.)
    5. Tap the Download Contact Card button (shown below). The contact card containing the Card Recipient’s information is downloaded to your phone.

Download Contact Card Button

  1. Open the downloaded contact card file. The contact card opens in your phone’s address book.
  2. Tap Save. The information is saved to your address book.

 

From Your Share Notification Email

When you share your SavvyCard with a prospect or customer, you have the option (selected by default) to receive a notification with key information about the share.  If you have this option selected, you will receive an email with the details of the share and a link to download a contact card with the information of the person you shared your card to.

    1. Open your SavvyCard on your mobile phone.
    2. If you are not logged in, tap the Log In button on the SavvyCard toolbar and log in to your account.
    3. Once you are logged in, tap the Share button. The SavvyCard Share layer displays.
    4. Share your SavvyCard, making sure to leave the Send me a copy of this share box checked (shown below). A success message displays, and an email notification is sent to you.

Share Notification Option

    1. Open the Share Notification email and tap the Download Contact Card button (shown below). The contact card containing the Card Recipient’s information is downloaded to your phone.

New SavvyCard Share Notification

  1. Open the downloaded contact card file. The contact card opens in your phone’s address book.
  2. Tap Save. The information is saved to your address book.

 

From Your Card Analytics Page

Details of every share and referral of your SavvyCard are stored on your Card Analytics page.  Now, every share and referral action has an associated action to download the details of the person your card was shared to.  This method also allows you to download the details of people who have received your card from other people as well.

      1. Open your SavvyCard on your mobile phone.
      2. If you are not logged in, tap the Log In button on the SavvyCard toolbar and log in to your account.
      3. Once you are logged in, tap the View My Dashboard button on the SavvyCard toolbar. Your SavvyCard Account Dashboard displays.
      4. Tap the Card Analytics link to the right of your SavvyCard mini card. The Card Analytics page displays.
      5. Scroll down to the Shares and Referrals section and tap the Contact Card icon associated with the Card Recipient whose information you want to add to your address book (shown below). The contact card containing the Card Recipient’s information is downloaded to your phone.

    Card Analytics Page

    1. Open the downloaded contact card file. The contact card opens in your phone’s address book.
    2. Tap Save. The information is saved to your address book.

     

    With these different options for moving a card recipient’s contact information in to your address book, you’ll be able to find an option that works the best for you!

    If you have any questions about these changes, need some help with a contact card, or would like to sign up for SavvyCard training, please contact the SavvyCard Customer Success Team.  You can call us at 727-502-6012, email us at support@savvycard.com, or chat with us online from 9:00 am through 5:00 pm Eastern time Monday through Friday.

    Thanks for being a SavvyCard customer and be sure to tell us what you think about these improvements!