Help for your team.
In short
24 step-by-step articles for the people who set up and run 1Namecard. Each one names the menu, the button and the field as they appear in the app, and says who can do it. Live in about 2 minutes: start with the first article.
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From sign-up to a live card.
Cards and branding
Cards, your look and your own address.
Short links and QR codes
Tracked links for every placement.
- Create a short link for a placementOwners and admins create and edit short links. Everyone else can see the list.
- Download a card's QR codeOwners and admins for every card. Members for their own cards.
- Read card and link analyticsOwners, admins and viewers see every card and short link. Members see their own cards.
- Test a short link as an iPhone or Android visitorOwners and admins
Leads, meetings and events
Capture, follow up and book.
- Capture leads with consentOwners, admins and viewers see every lead. Members see leads from their own cards.
- Work your pipeline from first lead to wonOwners and admins. Members work the leads of their own cards. Viewers read only.
- Set up an event for your standOwners and admins. Everyone else can see the list of events.
- Set up your time zone and call hoursOwners, admins and members. Viewers have no booking settings.
- Use the live boardEveryone. Owners, admins and viewers see the whole organisation. Members see only their own cards.
- Print the post-show reportOwners, admins, members and viewers can open the report. Members see only their own cards. Viewers cannot export the CSV.
Team and organisations
People, roles and several organisations.
Connect other tools
HubSpot, webhooks, the API and MCP.
- Connect HubSpotOwners and admins.
- Send signed webhooksOwners and admins.
- Create an API tokenOwners and admins.
- Connect an MCP clientOwners and admins create the token.
- Set up alerts and the follow-up e-mailOwners and admins set up alerts and the e-mail. Each person links their own Telegram account under Account.
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