The Templates tab in your dashboard allows you to set up templates across your account. This is typically a set and forget process.

For each of the four tabs: Profile Design, Contact Exchange, Email Signatures, and Digital Wallet, admins should configure a company-wide template to ensure consistency.

This is where you can customise the look and feel of all your profiles. We recommend setting this up as one of the first steps when creating an account, as it determines how your profiles will appear.

Profiles can be designed at three different levels:

This section allows you to choose what information is collected from leads when using the two-way exchange form. The more fields you enable, the more details you will request from prospects.

By default, only the name field is mandatory. All other fields are optional, meaning users can exchange details without filling them in.

You can also upload a consent statement for additional data protection if needed.

This tool allows you to set an email signature template for your staff. A key benefit is the ability to seamlessly include a Tapt QR code and an "Add to Contacts" link, making it easy for recipients to save your team’s contact details.

The information stored on your business card is the same as what appears in your email signature, ensuring a consistent and streamlined experience.

Read more about emails signatures here.

This feature allows you to set a design for your team's digital wallet cards.

You can apply your company logo and a banner to ensure the digital wallet card on your team's phones properly represents your brand.