Notifications and automations for your card
Write to the people who kept your card, or let a message go by itself at the right moment.
Notifications are short messages from you that appear on the phones of people who kept your business card or saved your wallet pass. Automations send them on their own: a thank-you when somebody keeps your card, a follow-up series, a date you pick, and holiday greetings.
What are card notifications and automations?
A notification is one short message, a title and a line or two, that appears on somebody's phone the way a message from any other app does. It reaches two kinds of people: those who kept your business card on their home screen and said yes to updates, and those who saved your pass in their phone's wallet.
You write them from your dashboard. Choose who hears from you, write the words, look at the message on a phone before it goes, and send. Each message to each person uses one credit: Pro gives you twenty every month, and a credit pack adds more that never expire.
Automations are the messages you would send if you remembered every time. Each one is written in your name and waits, switched off, until you have read it. Once you switch it on it goes by itself: to thank a person for keeping your card, to follow up after you meet, on a date you choose, on the holidays you pick, or after a quiet spell.
Where your messages land
A notification goes to a phone, never to an inbox. The same credits cover the card on the home screen and the pass in the wallet, and tapping a message opens your card.
On the phone
- The lock screen of an iPhone
- Android notifications
- The pass in the phone's wallet
Who can receive them
- One person
- Everybody who came from one QR code
- Everybody who kept your card
- Everybody holding your wallet pass
What notifications and automations do for you
Write to the people who kept your card
Pick who hears from you: one person, everybody who came from a single QR code, everybody who kept your card, or everybody holding your wallet pass. Write a title and a line, look at it on the phone preview, and send it. The screen tells you how many people it will reach and how many credits you have.
- Only people who said yes receive anything
- One credit for each message to each person
- A list of what you sent and how many it reached
Messages that send themselves
Switch on the thank-you and every phone that keeps your card, or saves your wallet pass, is thanked once. The follow-up series writes three times to somebody who sent you their details from a phone that kept your card: straight away, two days later and a week later. Tick one box and the rest of the series stops when they write to you again.
- A thank-you, sent once to each phone
- A follow-up series of three messages
- Nothing goes until you switch it on
Dates, holidays and quiet spells
Pick a date and a time and a message goes then. Switch on the holidays you celebrate and a greeting goes on each one. After thirty quiet days a short hello goes to the people you have not heard from, and another after sixty. When your number, job or company changes, a note saying so is written for you to send.
- A message on a date you pick
- A greeting on each holiday you switch on
- Reminders to yourself about one person, which send that person nothing
A message you send and one that sends itself
Both use the same credits and reach the same phones.
| Sent by you | Sent on its own | |
|---|---|---|
| When it goes | The moment you press Send | When its moment comes: a keep, a date, a holiday |
| Who gets it | The people you choose | The people the moment belongs to |
| The words | Written there and then | Written once, in your name, and kept |
| What it uses | One credit a person | One credit a person |
| Stopping it | Nothing to stop | Switch it off at any time |
How to send your first notification
Make your card and share it
People have to keep your card, or save your pass, before they can hear from you. Share your QR code and your link.
Open Notify
In your dashboard, open Notify. You see how many people you can reach and how many credits you have.
Choose who, and write it
Pick one person, a QR code, everybody who kept your card or everybody with your pass. Write a title and a line and check the preview.
Send, then switch on the automations
Press Send. Then open Automations, read what each one would say in your name, change the words and switch on the ones you want.
The rest of staying in touch
Notifications are one way your card keeps talking after the meeting. These are the others.
The digital card
Your card on its own address, kept on their home screen and sending the notifications you write.
The digital card→Location alerts
Your wallet pass on their lock screen when they are near a place you choose.
Location alerts→Lead capture
A form on your card for their name and number, and a list of everybody who wrote.
Lead capture→WhatsApp follow-ups
Messages from your own WhatsApp number to people who wrote to you there first.
WhatsApp follow-ups→Apple Wallet pass
Your card as a pass, beside their boarding passes, changing when your details change.
Apple Wallet pass→Google Wallet pass
The same pass on an Android phone, saved in one tap.
Google Wallet pass→Questions about notifications
Who can I send a notification to?
Anybody who kept your card on their phone and said yes to updates, and anybody who saved your wallet pass. People who only looked at your card, or wrote to you from a phone that did not keep it, cannot receive one.
How many notifications can I send?
Each message to each person uses one credit. Pro comes with twenty credits every month, and the month's unused ones make way for the next month's; a credit pack adds more that never expire. A person hears from you at most once a day, or twice while you hold pack credits.
Do automations send anything without me?
Only the ones you switch on. Every automation is written in your name and waits, switched off, until you have read it, changed the words if you like, and switched it on.
Can I stop the follow-up series?
Yes. Switch it off at any time, and tick the box that stops the rest of the series for anybody who writes to you again.
What does a notification look like?
A title and a line or two, on the lock screen and in the phone's list of notifications, the same as a message from any other app. Tapping it opens your card.
Do I need a wallet pass as well?
No. The card on the home screen receives notifications on its own. A wallet pass is a second place your messages can reach, for people who keep their cards in the wallet.
Say something to the people who kept your card
Share your card, switch on the thank-you and the follow-up series, and write whenever you have something worth saying.