Digital Business Cards let you create a mobile-friendly contact page for a person, crew, truck, service line, or company. Each card can include a public link, QR code, save-contact button, call button, quote request form, social links, Google review link, referral links, and analytics.
Example URL: https://go.launchsms.com/c/joe-garcia
Use this guide to create, share, and track Digital Business Cards in Launch365.
Table of Contents
- Before You Start
- Open Digital Business Cards
- Create a Card
- Card Fields
- Set the Quote Flow
- Share a Card
- Create Referral Share Links
- Bulk Import Cards
- View Leads
- View Analytics
- Send Cards with Automations
- Manage Existing Cards
- Best Practices
- Troubleshooting
Before You Start
Make sure the Digital Business Card add-on is enabled for your account.
Optional add-ons and setup:
| Feature | Requirement |
|---|---|
| Quote Wizard on the card | Quote Wizard add-on and at least one active Quote Wizard |
| Automated card texts | Contacts must have a valid mobile number and SMS opt-in |
| QR scan reporting | Use the QR code generated from the Digital Business Card screen |
Open Digital Business Cards
- Log in to Launch365.
- Go to Digital Business Card in the main menu.
- Or open this page directly:
https://go.launchsms.com/company/digital-business-card
If you do not see the menu item, the add-on may not be active on your account.
Create a Card
- Go to Digital Business Card.
- Click New Card.
- Fill out the card details.
- Choose the quote flow.
- Click Save Card.
After saving, Launch365 creates:
- A public card link, such as
https://go.launchsms.com/c/your-card-slug - A matching QR code
- A downloadable contact file for the Save My Contact button
- Tracking for views, calls, saves, leads, shares, referrals, and QR scans
Card Fields
Card Details
| Field | What It Does |
|---|---|
| Full Name | Main name shown on the card. Required. |
| Company Name | Business name shown under the person or card name. |
| Public Link | The unique URL slug for the card. Use letters, numbers, and dashes. |
| Trade Type | Shows the trade or specialty, such as HVAC, Plumbing, or Roofing. |
| Card Type | Choose Technician, Sales Rep, Crew, Truck, Service Line, or Company. |
| Headline | Short sentence shown near the top of the public card. |
| Lead Notification Emails | Comma-separated email addresses that should receive quote request alerts. |
| Short Bio | Brief description of the person, team, service, or company. |
| Phone | Used for the Call Now button. |
| Lead Notification Email | Main email for the card contact and lead alerts. |
| Website URL | Adds a website link to the public card. |
| Profile Photo / Logo | Upload a JPG, PNG, or WebP image. |
| Service Areas | Comma-separated cities, neighborhoods, or ZIP codes. |
Social Links
You can add links for:
- X / Twitter
- YouTube
- TikTok
Social links appear as icons on the public card and are also included in the downloaded contact file when supported by the visitor’s device.
Trust & Style
| Field | What It Does |
|---|---|
| License Number | Adds license information to the card. |
| Google Reviews Link | Adds a Google Reviews button. |
| Brand Color | Controls the main color used on the public card. |
| I am insured | Adds an insured badge. |
| Card is active | When enabled, the public card can be viewed. |
| Default company card | Makes this the default card for automations when no specific card is selected. |
Set the Quote Flow
Each card can collect quote requests in one of two ways.
Simple Card Form
Use Simple card form when you want a short form directly on the card.
The visitor enters:
- Name
- Phone number
- Optional email
- Project message
When submitted, Launch365 saves the quote request, creates or updates the contact, sends lead notification emails, and can trigger Digital Business Card automations.
Quote Wizard
Use Quote Wizard when you want the card to launch a full guided quote flow.
- In Quote CTA Type, choose Quote Wizard.
- Select the active Quote Wizard to use.
- Save the card.
If the Quote Wizard option is disabled, there are no active Quote Wizards available for the account or the Quote Wizard add-on is not enabled.
Share a Card
From the Digital Business Cards list, each card has quick actions.
| Action | Use It For |
|---|---|
| View | Opens the public card in a new tab. |
| Copy | Copies the public card link. |
| QR PNG | Downloads a PNG QR code for flyers, postcards, trucks, uniforms, or printed cards. |
| SVG | Downloads a scalable QR code for professional print design. |
Visitors can also share the public card from the card page. On supported phones, the share button opens the device’s native share sheet. Otherwise, the card link is copied.
Create Referral Share Links
Referral links let you track which customer, partner, employee, or campaign shared a card.
- Go to Digital Business Card.
- Click Edit on the card.
- Find Referral Share Links.
- Enter the referrer’s name.
- Optionally add their email and phone.
- Click Create Share Link.
- Copy the generated link and send it to the referrer.
Referral links track:
- Views
- Leads
- Last viewed date in analytics
When a lead submits through a referral link, the quote request stores the referral code and can trigger referral-specific automations.
Bulk Import Cards
Use bulk import when you need to create cards for several technicians, crews, trucks, or service lines at once.
- Go to Digital Business Card.
- In Bulk import, upload a CSV file.
- Click Import CSV.
Recommended CSV headers:
full_name,company_name,phone,email,trade_type,card_type,headline,service_areas
Example:
full_name,company_name,phone,email,trade_type,card_type,headline,service_areas
Jane Smith,Smith Heating,(555) 123-4567,jane@example.com,HVAC,technician,Fast HVAC service,"Boston, Cambridge, Somerville"
Roof Crew 2,Smith Roofing,(555) 222-3333,dispatch@example.com,Roofing,crew,Residential roof repair,"Denver, Aurora"
Additional supported columns include:
| Column | Notes |
|---|---|
slug |
Optional custom public link slug. |
bio |
Short card description. |
lead_notification_emails |
Comma-separated alert emails. |
website_url |
Must be a full URL, such as https://example.com. |
license_number |
License or registration number. |
insured |
Use true or false. |
google_reviews_url |
Full Google Reviews URL. |
brand_color |
Hex color, such as #2563eb. |
facebook_url, instagram_url, linkedin_url, x_url, youtube_url, tiktok_url |
Optional social links. |
The only required field is full_name. Cards created from CSV use the simple card form by default.
View Leads
Quote requests appear on the card edit screen.
- Go to Digital Business Card.
- Click Edit on a card.
- Review Recent Quote Requests.
Each request includes the customer name, phone number, request time, and message preview.
Lead notifications are sent to:
- Emails listed in Lead Notification Emails
- The card’s Lead Notification Email
- The company email, when available
View Analytics
- Go to Digital Business Card.
- Click Analytics.
- Choose a start and end date.
- Click Apply.
Summary Metrics
| Metric | Meaning |
|---|---|
| QR Scans | Total scans from QR codes tied to digital cards. |
| Unique QR Scans | Distinct QR scan sessions. |
| Card Views | Public card page views. |
| Contact Saves | Downloads of the contact file from Save My Contact. |
| Leads | Quote requests submitted from cards. |
| Calls | Taps on the tracked call button. |
| Shares | Native shares or copied card links from the public card. |
| Total Actions | Saves, calls, shares, and leads combined. |
| Cards | Active, non-archived cards. |
Analytics Tables
| Table | What It Shows |
|---|---|
| Daily Performance | QR scans, views, saves, calls, leads, and shares by day. |
| Card Performance | Performance by individual card, including lead rate and save rate. |
| Referral Performance | Top referral links by views, leads, and last viewed date. |
Send Cards with Automations
Automations can text a Digital Business Card link to a contact.
- Go to Automations.
- Create or edit an automation.
- Add the Send Digital Business Card action.
- Choose a specific card or leave it set to the default active card.
- Optional: enable Create or reuse a referral link for this contact.
- Edit the message.
- Save or publish the automation.
Available merge tags:
| Merge Tag | Output |
|---|---|
@{{digital_card_link}} |
The selected card link, or referral link if referral mode is enabled. |
@{{digital_card_referral_link}} |
The referral link when referral mode is enabled. |
@{{digital_card_name}} |
The card’s full name. |
Example message:
Hi @{{contact_name}}, here is my digital business card: @{{digital_card_link}}
Automation sends are skipped when the contact does not have a valid mobile number or is not opted in for SMS.
Digital Card Automation Triggers
You can also start automations from Digital Business Card activity:
| Trigger | When It Starts |
|---|---|
| Digital Card lead submitted | Any lead is submitted from a digital card. |
| Digital Card referral lead submitted | A lead is submitted through a referral share link. |
You can select one card or leave the trigger set to all digital cards.
Manage Existing Cards
From the Digital Business Cards list:
| Action | What It Does |
|---|---|
| Edit | Updates card details, quote flow, referral links, and lead view. |
| View | Opens the public card. |
| Copy | Copies the public card URL. |
| QR PNG / SVG | Downloads the QR code. |
| Duplicate | Creates a copy of the card with new tracking and QR code. |
| Archive | Deactivates and hides the card from the active list. |
| Delete | Permanently removes the card, its QR code, leads, and referrals. |
Use Archive when you may want to keep history. Use Delete only when the card and its related data are no longer needed.
Best Practices
- Create one card per technician, sales rep, crew, truck, or service line when you need individual tracking.
- Use short, readable public links, such as
jane-smithorhvac-service-team. - Add a profile photo or logo so customers recognize the person or company.
- Keep the headline short and action-focused.
- Add service areas so customers know whether the card is relevant to them.
- Use QR PNG for simple digital use and SVG for professional print design.
- Mark one card as the Default company card before using automation.
- Use referral links for partners, customer advocates, neighborhood campaigns, and employee sharing.
Troubleshooting
| Issue | What To Check |
|---|---|
| Digital Business Card is missing from the menu | Confirm the add-on is active for the account. |
| Public card link shows an error | Confirm the card is active, not archived, and the public link slug is correct. |
| Quote Wizard option is disabled | Confirm Quote Wizard is enabled and at least one active wizard exists. |
| Lead notification email did not arrive | Check Lead Notification Emails, the card email, and the company email. Also check spam or junk folders. |
| QR code scan is not counted | Use the QR code downloaded from the card screen, not a third-party QR code. |
| Automation did not send the card | Confirm the contact has a valid mobile number, SMS opt-in is enabled, and at least one active card exists. |
| Save contact does not look identical on every phone | Contact apps display vCard fields differently. The file includes the card’s name, company, phone, email, website, headline, social links, and profile photo when available. |
| Referral link has views but no leads | The visitor opened the referral link but did not submit the quote form or Quote Wizard. |