HiHello's custom contact exchange feature allows you to control the flow and elements involved when 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 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 organization once they have been enabled in the account admin profile.
Custom Contact Exchange
To enable or edit the custom contact exchange flow for your organization:
- Log into your account on the HiHello web app
- 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:
Exchange Options
You can choose the saving options that will be available for anyone who receives a HiHello card from your organization - 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 "Exchange information" is also enabled, then this information will be added to the new HiHello contact created by the exchange.
Exchange Information
When this option is enabled, anyone who receives a HiHello card from your organization will have the opportunity to share their own contact details with the HiHello card owner. They will be added as a contact in your HiHello business contact manager.
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 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.
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.
Custom Consent Forms
To add a consent form to your cards:
- Log into your account on the HiHello web app
- 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:
- Scroll down to the custom consent agreement section:
- You can now add a display text and URLs to your consent form
- You can see a quick preview of the consent form on the left of the screen or you can preview the entire contact exchange flow, including your consent form, by clicking the Preview button:
- When you are finished, click "Save" in the lower right to apply the custom consent form to all company-owned digital business cards.