I. What is the Lead Capture Form?
The Cardynale lead capture form is a convenient feature that allows you to easily collect the contact details of your interlocutors. When someone downloads your digital business card, they have the option to fill out a form to provide their own contact information.
These details are then stored and accessible directly from the Cardynale mobile app, allowing the user to quickly and efficiently retrieve the contact information of their new connections.
II. How to Configure the Lead Capture Form on the Dashboard?
1. Access the Form Settings
To configure the lead capture form, go to the Cardynale dashboard (https://dashboard.cardynale.com/). Navigate to the "My Card" tab and select "Lead Capture Form."
2. Enable or Disable the Form
You can choose to enable or disable the lead capture form using the activation button. When the form is enabled, your contacts will have the option to provide their information after downloading your digital business card.
3. Ensure GDPR Compliance
To make the form GDPR (General Data Protection Regulation) compliant, enable the GDPR compliance option in the settings. This will include a consent statement to inform your contacts about the use of their data.
You will need to copy and paste the URL of your own Privacy Policy to then process prospects as if they had filled out a form on your website.
III. How to Use the Lead Capture Form?
For more information on exchanging contact details with Cardynale, see our full guide here.
1. Download the Digital Business Card
When a contact downloads your digital business card, they are automatically prompted to fill out the lead capture form.
2. Fill Out the Form
The contact fills in the form fields with their details. Once submitted, the information is instantly available in your Cardynale mobile app.
3. Access Information in the Mobile App
Open the Cardynale mobile app and go to the "Contacts" tab to find all the information about your new contacts. You can then contextualize your meeting by adding Tags & Notes.