When you open a template, you'll see a preview of the template's card on the left of your screen. Above the preview, you can click Edit to edit the template, click the copy icon to copy it, or click the ... menu for more options.
On the right of your screen, you'll find everything you need to manage the template, organized into four sections: Manage Cards, Template Settings, QR Code Logo, and Create Assets. Click a tab at the top of the page to jump to that section, or scroll down to see them all.
First, go to the template you want to manage:
- Log in to your account on HiHello the web app
- Select your admin profile
- Go to your Templates page
- Select the template you would like to update
Manage Cards
The Cards from this template section lists every card created from the template. Any changes to the design, fields, and rules of the template will be reflected on these cards.
For each card, you can see the team member's name, email, department, how the card was added (for example, Manually added or Directory Sync), and its claim status (Claimed or Unclaimed). Use the search bar to find a specific card, and click the column headers to sort the list.
To invite your team:
- Click Invite your team
- Enter the team member's Full Name and Email, then click + Add
- Repeat for as many people as you need. Everyone you add will appear in the list below, and you can remove anyone by clicking the x beside their name
- Click Send invites
Each person you invite will receive an email inviting them to claim their new card, and their card will appear in the list with the status Unclaimed until they claim it. Once your invites are sent, you can click Download QR codes to put the new cards to work right away, Invite more people to add more team members, or Done to close the invite form.
You can also use the following buttons in the Manage Cards section:
- Create a card: Create a card for a team member yourself, without sending them an invite
- Export QR codes: Download the QR codes for cards created from this template
- Resend invites: Resend the invite email to team members who have not yet claimed their cards
For more information, please see Creating and Issuing Cards From a Template.
Template Settings
In the Template Settings section, you can edit the details of your template:
- Template Name: Change the name of the template
- Template Description: Add or change an internal description of the template. Starter templates include a sample description with tips for distributing cards
- Google Analytics: Click + Add New to add your Measurement ID to the template. For more information, please see How to Add Google Analytics Tracking to Your Template
Automate card creation and updating
You can connect your external directory to automatically create cards for new hires, sync title changes instantly, and pause or remove cards when people leave. Click Connect workspace to choose a directory. You can connect Google Workspace or Microsoft Entra ID directly, or request a connection to Okta, PingFederate, OneLogin, JumpCloud, Rippling, CyberArk, or another provider.
QR Code Logo
You can add a logo to the center of the QR code on every card created from this template. Click Add to upload your logo. A preview of your QR code will appear below.
Please Note: The QR code logo applies to all cards on this template. You can set a different logo for an individual card in that card's settings.
Create Assets
The Put your cards to work section helps you use the cards you've built to power on-brand assets for your team:
- Email signatures: Click Create email signatures to turn every card on this template into a matching email signature
- QR codes: Click Download QR codes to get QR codes for everyone, ready for print or digital material
- Events: Click Create an event to set up an event so everyone on this template can capture the leads they meet