Sign-Up Forms
Set Up and Use the Business Card Reader App in KlickTipp
Learn how to set up and use the Business Card Reader app in KlickTipp.
The process is 100% GDPR-compliant. Once the contacts are transferred to KlickTipp, they will immediately receive an email with a link to the transparency declaration.
Good to Know
To use the Business Card Reader app, you'll need an Enterprise Account.
The Business Card Reader app makes it simple to manage business cards at events. You and your team can easily transfer the cards you receive directly into KlickTipp.
Contacts should receive an email immediately after the transfer to KlickTipp. Download our PDF for campaign tips and details on the transparency declaration.
Step-by-Step-Instructions
Create Business Card Reader User
- In the menu, go to → My Account → Settings → User Account.
- Go to → Sub-Accounts → Manage Business Card Reader Users.
- Add a new user by entering their name, email, and mobile number.
- Specify a tag to be assigned to your transferred contacts.
- You will receive an email in your inbox. Click the link in the email, and you’ll be automatically guided through the process of setting your password.
Create Business Card Reader Event
- In the menu, go to → List building → List Building → New List Building.
- Click on the → Business Card Reader Pro button in the overview.
- Enter the name of the event and, if necessary, a corresponding label.
- Add key details like the start and end dates, times, and post-processing time.
- Select suitable tags and any additional fields created in advance that are to be taken into account during the scanning process.
- Send the BCR user the deep link to the BCR app by email or SMS.
Scan Business Cards with the App
- Switch to the app on your smartphone.
- Enter your username, which was sent to you via email after creating the BCR user. Also, enter the password you set through the password setup process.
- The event name will be automatically displayed on the home screen. Once the event has started, you can select it with a tap. If the event’s start date hasn't been reached yet, it will appear as inactive.
- Scan your contact's business card using the camera. For barcodes, toggle the switch on the left to activate scanning.
- Alternatively, you can have a previously created photo analyzed directly. Simply select the button on the right-hand side of the shutter release.
- After scanning the business card, you can also add the back if you wish. You can also rotate the card 90° clockwise.
- Review the contact details for errors before saving. Fix mistakes manually or swap field contents using the icon on the right.
- Select tags to trigger the campaign in KlickTipp.
- To transfer the data to KlickTipp, tap the → Save to KlickTipp button.
- The complete data record will then appear in your contacts in KlickTipp.