HiHello templates allow you to create and provision multiple cards quickly and easily. Once cards have been issued to your team members, you will also be able to use your template to efficiently update your cards in bulk.
Templates are created and managed in the HiHello web app.
While creating your template, we recommend only adding generic information that will apply to everyone who will be issued a card from that template. You can add personal information, such as an individual’s name and job title, when you create and issue cards to individual team members.
Logging in to the Web App
In order to create a template, you will need to log into the HiHello web app on a computer, rather than using the mobile app. To log in:
- Go to https://hihello.me/app
- Log into your account
- Select the organization profile rather than your individual profile
- Click on the template icon on the left of your screen to go to the Templates page:
Create a New Template
- On the Templates page, click on + Create New:
You can now go to the following tabs to add information to your template: General, Display, Fields, or Template. We'll go into each of these tabs in more detail below.
When you are finished creating your template, click Save to confirm your design and add it to your Templates page.
Enabling and Restricting Items on a Template
When you create your template, you’ll be able to choose which items to include or exclude on each card linked to the template. You can also choose to make certain items optional or required, and you can choose which items can be edited by individual team members.
For example, if you choose for the company name to be required on every card attached to your template, it will appear on each card. If you set it as editable, individual team members will be able to edit the company name on their individual card. If you restrict editing access, your individual team members will not be able to edit the company name on their own card.
If you mark an item as prohibited on your template, it will not appear as an option when your team members view and edit any cards that are linked to the template.
Please Note: Your account administrators have special permission when editing individual cards through the company profile and can override some of these settings and restrictions on individual cards. Your team members who are not administrators will only be able to adjust their cards according to the rules you set for each item.
To enable or restrict an item, click the icons beside the item’s name. Hovering over an icon will give you more information about what it does, as shown below:
A circle with a slash indicates an item is prohibited:
An open circle indicates an item is optional:
An asterisk indicates that a field is required:
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The pencil icon beside the main indicator means that users will be able to edit the item:
The pencil icon with a slash beside the main indicator means that users will not be able to edit an item:
General Tab
On the General tab, you can add personal and professional information, including the company name, the department name, accreditations, company headline, etc.
The preview of your template will show placeholders for the fields First Name, Last Name, Title, and Company, if they are not prohibited. This will help you envision the layout of your template and cards.
We recommend adding universal information on the template that will apply to every card. Individualized information can be added as cards are issued to individual team members.
Display Tab
The Display tab is where you can update the look of your template. Here, you can select the design, colors, profile photo or video, company logo, and badges that will be displayed on every card created with your template.
Fields Tab
This tab allows you to add additional fields, such as a company phone number, website, email, address, or social media links.
By default, your team members have the ability to add additional fields to their card. If you would like to restrict which fields can be added, you can do that while creating your template.
Click on the Manage Fields button on the right of your screen:
Click on any fields that you would like to restrict. Restricted fields will appear grey:
When you are finished selecting fields to restrict, click Done at the top of the Fields panel to confirm and apply your selections.
When a member of your team edits their card, they will only see fields that you have not restricted:
Please note, the items that you restrict in the Manage Field section will not affect the fields that an admin can add to a template.
For example, an admin could add the company website and then restrict the website field so that team members cannot add a second website to their own cards.
Template Tab
On the Template tab you can enter an internal name and description for the template. This will help you and any other account administrators identify and organize your templates.