Getting started

First steps

Set up your ECARD organization step by step, from signing in to collecting contacts.

Here is the recommended path to get started. Plan for about an hour for a full first setup.

1. Sign in

Go to app.ecardnfc.fr and sign in by email, or with Google or Microsoft. See Signing in.

To secure access, turn on two-factor authentication right from your first sign-in.

2. Complete your organization

Under Organization settings, fill in:

  1. the organization name;
  2. the logo (ideally a file with a transparent background);
  3. the brand colors;
  4. the billing information.

These items form the basis of all your templates. See Organization settings.

3. Add your users

Under Organization → Users, add the people on your team. Three methods:

  • manually, one person at a time;
  • via CSV import for bulk additions;
  • via Microsoft Entra to sync automatically from your directory.

For a large team, set up groups and tags at this stage: you can then target orders or templates by group rather than one by one.

4. Design your templates

Create at least one template for each channel you use:

Use variables (name, job title, company…) so that a single template personalizes itself automatically for each user.

5. Share

6. Track and collect

Contacts are collected automatically (profile form, card scan), and statistics measure engagement (views, scans, clicks).

Kickoff checklist

  • Signed in successfully and two-factor authentication enabled
  • Organization completed (name, logo, colors, billing)
  • Users added
  • At least one template per channel used
  • Cards ordered and activated
  • Signatures rolled out
  • First contacts and statistics checked

Troubleshooting

See also

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