2. Designing and customizing your card
When creating your card, Koppl is designed to give you as much flexibility and customization as possible, so you can truly make your card unique.
2.1. Global styles
The global styles tab allows you to set the overall look and feel of your business card. Customize key style elements that you want to be consistent throughout your design including the font, text color, and background of your card. Once you’ve set your preferred global styles, they will apply to all individual elements of your business card.
*Any change you make to an individual tab will override the global style settings.
Font selection: Open the dropdown menu to browse available fonts, then choose your preferred option. Your card will instantly update with the new font, letting you preview the look in real time.
Background color: This is one of the most important choices that will set the overall tone of your business card. You can choose from three different options:
Solid - Select a color from the palette or input a custom hex code.
Gradient - Choose multiple colors from the palette, and adjust the sliders and angle to your preference.
Image - Upload a custom image. You can either use an image that already includes a background color, or pick an image featuring just the objects, then add a background overlay colour to make it pop. We would recommend dimensions of 1900x600 so your card looks good on both mobile and desktop, and a file size of no larger than 2mb.
Default text color - This sets the default text color for your card design. If a text color isn’t specified for an individual element, it will automatically use this color.
2.2. Field options
Within each individual tab, there are three tick boxes: Hide component, Lock component, and Use for on-device contact creation.
Hide component: Hide any elements from your business card that you don’t need.
Lock component: For ‘Teams’ accounts. This feature allows team admins to fix elements across their brand’s business cards e.g. the brand logo. Team members without admin rights cannot edit these fields. This enables all team members to start with a branded template.
Use for on-device contact creation (default: true): The data in these fields will be used during the contact creation process on a user’s device (the contacts app). A component can be hidden from the card view but still be used for on-device contact creation. A good example is 'Company name' - for design reasons, you may only want to show your company logo on the web card. However, this field still needs to be populated to transfer the company name when a recipient downloads a card.
There are two stages to sharing your card and contact details:
1. Directing a user to your branded card page (via QR code or direct link)
2.The user downloads your contact information to their device's contacts app by clicking the button in the Share Contact Details component
However, there are some situations where the information on your online card that will not be transferred to the user’s device:
1. You uncheck the use for on-device contact creation box. This explicitly indicates that a field should not be shared to a device during the contact creation process (for example, for privacy reasons).
2. It is not available as a field on the device contacts app. In this case, the checkbox will not be available. For example, the Person Bio component allows card creators to add a short description of themselves which can be beneficial for a branded experience. However, there is no matching field in the on-device contacts app. As a result, this field’s data will not be transferred to the recipient’s device once the contact has been shared.
2.3. Individual fields
You can customize your digital business card by including various individual fields. Below are the available tabs and options:
Organization details:
Organization logo: Upload your organization’s logo and adjust the size as needed.
Organization description: Provide a brief description of your organization, a unique selling point (USP), or a tagline.
Organization name: Enter the name of your organization.
Personal information:
Person name: Enter your first and last name. If you prefer, you can leave the last name field blank to display only your first name.
Person role: Include your job title or role, such as ‘Sales Director.’
Person email: Enter the email address where you prefer to be contacted.
Person phone: Include a number you prefer to be contacted on.
Person bio: Include a brief biography or professional summary.
Icon links: Add links to your social media profiles, and customize the icons by adjusting their size and color. You can also adjust the number of icons displayed per line.
Action items:
Schedule meeting: Integrate your digital business card with scheduling tools such as Calendly or other compatible scheduling software, allowing others to book meetings with you straight through your business card.
Share contact details: You have two options for sharing contact information.
Add contact button: Include a button that allows users to instantly add your contact details to their phone at the click of a button.
Contact form: Alternatively, you can embed a form within your business card that enables users to send their email address (and up to 19 other fields) directly to you. Once they have submitted their information, they will be able to download your contact information. Form submission information will be stored in the ‘Leads’ section of your dashboard.
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