Log in to your desktop dashboard
First, you will need to log into your desktop dashboard.
Selecting your set up method
Next, proceed with one of the set up methods outlined below:
Set up a new cobranding partner from the Quick Actions menu
Adding co-branding partners to your Cardtapp digital business card app is now easier than ever with our new Quick Actions menu.
Here's what's new:
Add new co-branding partners before sharing the app
Preview new co-branding partners before sharing the app
Customize the text message sent to a new co-branding partner
Add a new partner from the new quick actions menu
Preview your referral partners before sharing
Customize your share text message
Add existing contacts as partners from the contact grid
Exciting news! You can now enable cobranding partners right from the contact grid.
Set up guide
Click the toggle next to an existing contact in the contact grid.
Add the Partners Job Title, Company, and Website Link
You will see a dialog open where you add the information for your cobranding partner.
The best part - you are now able to see a live preview of partner information!
Customize the Share Message
You can now customize the share text message that is sent to your partners.
