HiHello's custom contact exchange feature allows you to control the flow and elements involved when you or your team exchanges contact information with new contacts. With a custom consent form, you can ask your new contacts to agree to your terms of service, be added to your mailing list, and more. To enable custom contact exchange forms and custom consent forms in your HiHello Professional, HiHello Business or HiHello Enterprise account, follow the guides below.
Please note that custom contact exchange and custom consent forms will apply to every card in your account. If you are a HiHello Business or HiHello Enterprise admin, the forms will apply to every card created by your organization.
Custom Contact Exchange
To enable or edit the custom contact exchange flow for your organization:
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Log into your account on the HiHello web app
- If you are using HiHello Business or HiHello Enterprise, use the drop-down menu in the top right to switch to your admin profile
- Go to your Settings page:
- Navigate to the Contact Exchange tab:
You can now update multiple elements to customize how your team exchanges contact information:
Main CTA Button Text
By default, the call to action or CTA button on your card says "SAVE CONTACT" and includes a download icon. You can remove the icon, select a different icon, or change the text on this button to match your branding voice.
You can select an icon from the drop-down menu and enter the text of your choice in the box provided. The text box supports emojis.
Auto Pop-Up
When someone opens your card, we show them a prompt to save your contact details after 10 seconds. You can choose to edit the length of time before this pop-up opens or you can disable the pop-up altogether and nothing will open until your contact taps the CTA button.
Collect Information
When this option is enabled, anyone who receives a HiHello card from your account will have the opportunity to send their own contact details back. They will be added as a contact in your account. If you are an individual, they will be added to your contacts page and if you are part of a HiHello Business or HiHello Enterprise account they will be added to your HiHello business contact manager.
You can turn this feature on or off and you can edit the text that appears at the top of the form when it is enabled, and you can edit the text on the form button:
If this feature is not enabled, anyone can receive a HiHello card from your organization and save the contact details from the card, however, HiHello will not save any of their contact details or add them as a contact in your HiHello account.
Exchange Options
You can choose the saving options that will be available for anyone who receives your card - email, phone, or both:
The recipient can then enter the email address or phone number and receive a copy of your card in their inbox, if that is their preferred method of saving the HiHello card's contact information.
If "Collect information" is also enabled, then this information will be added to the new HiHello contact created by the exchange.
Custom Consent Forms
Adding a consent form to your cards allows your new contact to give their consent to your terms and conditions, joining your mailing list, saving their contact details and more.
Save Information (VCF)
If you don't want your new contacts to be able to save your contact information, you can disable this option.
Exchange Order
You can choose whether you'd like a recipient to see the HiHello card first or share their contact details first.
Please note that the Exchange information feature needs to be enabled in order to adjust the exchange order. If the Exchange information feature is turned off, recipients will only see the card and have the opportunity to save the card details - they will not be shown the option to share their contact details back to the HiHello card holder.
"Get the App" Prompt
Normally, the very last step of the contact exchange is a page that allows your new contacts to sign up for HiHello. That way, they can create a card of their own if they loved receiving yours. If you would prefer not to show this prompt to your new contacts, you can turn it off.
To enable or disable the prompt, scroll down to the "Get the App" prompt on your Contact Exchange page. Select "On" if you want the prompt to appear and "off" if you do not want your new contacts to see this prompt.
How to Preview Your Custom Contact Exchange Flow
As you edit the custom contact exchange flow for your organization, you can preview it at any time. After you make an adjustment, simply click the Preview button above the image of your card:
You can view every step of the exchange process so that you can fully understand what the steps will look like to a card recipient:
When you are finished, click "Save" in the lower right to apply the custom contact exchange flow to all company-owned digital business cards.