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1. Requirements Overview
Discover how to use Zapier for automating workflows with Mobilo. Our guide covers all requirements and steps for CRM lead transfers.
Zapier
2. Navigating the Integration Menu
Explore the Mobilo Integrations Menu in our guide, detailing the navigation process and options for your Zapier integration setup. Start your journey now!
Zapier
3. Creating an Account in Zapier
Learn how to create a Zapier account for seamless integration with Mobilo. Step 1: Log in to Zapier using your credentials. Follow our easy guide
Zapier
4. Setting Up Your First Zap
Set up your first Zap with our easy step-by-step guide. Learn to automate your workflow using Zapier for efficiency and convenience.
Zapier
5. Editing a Zap
Editing your Zap is simple! Modify triggers and actions or add new ones with ease. Follow our guide to tailor your automated workflow. Let's begin!
Zapier
ICP and Scoring your Leads
Score your leads with Mobilo AI
Designing your Team landing page and your Team Wallet cards
How to Design Your Digital Business Card
You can customize the digital business card that you can add to your Apple or Google Wallets.
How to replace a card?
Discover how to replace your Mobilo smart card through the dashboard and ensure your contact info stays active without any disruption.
Get to know your Metal card!
Explore features of your Mobilo metal smart card and learn how to activate use and share contacts with a sleek tap to connect design.
My card shows different contact information than what's in my profile
In this article, you will find workarounds to make sure the information you add to your profile matches the information that your card displays when you tap it.
Getting your card into your Wallet app
A new digital option is here! Get your QR code into your Wallet app and share your contact info at anytime.
How to Design your Teams Cards
Explore how to design your teams digital business cards using Mobilo tools to ensure brand consistency and professional layouts.
How to review my card design proofs
Easily review your card design proofs with our helpful support article. Learn how to ensure your cards match your vision. Get started now!
How to Delete your Account
Learn how to delete your Mobilo account safely by following simple steps to remove your data and deactivate your profile permanently.
Personal Landing Page mode
Learn how to activate and customize personal landing page mode on your Mobilo card to share your info and links in one tap.
Why are the Locations of the Taps not Correct?
Discover reasons why tap locations may be inaccurate on MobiloCards. Explore troubleshooting tips to ensure precise location tracking for seamless functionality
How to share the QR code via the Mobilo App
Effortlessly share your QR code using the Mobilo app. Explore step-by-step instructions for seamless sharing and networking convenience.
How to add the QR code to your signature
Learn how to seamlessly incorporate your MobiloCard QR code into your email signature. Follow our step-by-step guide for effortless networking.
How does the Team License work?
Explore how Mobilo's team license operates, facilitating seamless collaboration and access to advanced features for enhanced networking efficiency.
The Power of Mobilo Card Modes
Explore how Mobilo card modes like Lead Gen Link to URL and Virtual Card help you network smarter and share info with one simple tap.
Production and Delivery Times
Learn about Mobilo Card production and delivery times. Find valuable insights and optimize your ordering process with our support articles.
Removing Users from the App as an Administrator
Learn how administrators can remove users from the Mobilo app to manage team access and keep account permissions up to date.
How do I add my social media links to my contact card?
Learn how to add your social media profiles to your Mobilo contact card to boost engagement and share your online presence easily.
How do I add a profile picture/headshot to my virtual contact card?
Follow these steps to add a headshot to your Mobilo virtual contact card and make your digital profile look more professional.
How to give admin privileges
Learn how to grant admin privileges on MobiloCard with our step-by-step guide. Empower your team effortlessly! Read more to understand better.
Microsoft Azure Integration
Learn how to connect Mobilo with Microsoft Azure to streamline user access management and enhance your teamÃs security and control.
Update Profile Settings
Wondering how to update or edit your profile and contact information? Look no further this article will take you through the simple steps to get this quickly
How to Use the Business Card Scanner
Wondering how to benefit from the new business card scanner feature? If so, this article will walk you through how to generate leads faster.
Exclusive Admin Features for Teams
Wondering what capabilities admins have? Look no further. You all asked for more control and now you have it!
Microsoft SSO
Learn how to set up Microsoft SSO with Mobilo for simplified secure sign in and seamless user access across your organization.
How to use the Mobilo app Widgets
Learn how to set up and use Mobilo app widgets for quick access to sharing features and contact tools right from your phone screen.
How to reset your password from the Mobilo App
If you did not receive the login instructions via email, please check your spam filter. In any case, you can reset the password by following these instructions
Tap not responding
Learn to use your Mobilo card effortlessly on both iPhones and Androids with our the device compatibility support article. Read our blog.
Metal Card tips & tricks
Read the support article to know about the best practices on how to properly tap and use your digital business card. Blog covers contact saving instructions.
Release or reassign your team's cards from the Admin Panel
Whether you made a typo or you need to give the card to a different user, our cards can be reassigned at any time. This article will walk you how to do so.
Assigning Licenses
Learn how to efficiently assign licenses on MobiloCard's support articles. Get step-by-step guidance for seamless business operations.
Compatible Devices
See which devices support Mobilo smart cards and NFC technology to ensure seamless tap to share functionality and contact exchange.
Getting Started
Go with Mobilo's easy-to-use editor and get started crafting your personalized business cards. Choose from a variety of materials and designs. Get your card tod
Card shows a 'SIGN-UP FORM'
Follow this guide to assign your Mobilo smart card to a team member through the dashboard for fast and easy setup and activation.
My contact info shows 'Mobilo' links (Link Tracking Feature)
Explore MobiloCard's link tracking feature for personalized contact info. Optimize networking with easily trackable links for enhanced engagement and visibility
How to repurpose a card (Release/Reassign)
Learn how to reassign a Mobilo card via the app or web portal, removing prior contact info and associating with new account.
Order new cards
Learn how to place an order for new Mobilo smart cards for your team or business directly through the dashboard in a few simple steps.
Lead generation mode
Unlock powerful lead generation with Mobilo Card's innovative mode. Increase your networking strategies and effortlessly.
NFC on Android
Follow this guide to activate NFC on your Android phone and start using your Mobilo smart card for easy tap to share functionality.
Saving your contact card
Learn how to download your saved contacts from the Mobilo dashboard quickly and keep your networking data organized and accessible.
How to tap accessories
Discover essential accessories and guides for your MobiloCard experience. Get support articles for seamless navigation. Explore now!
1. Profile Management Overview
Learn how to use the Mobilo landing page editor to customize your digital card experience and create a branded online profile easily.
Landing page editor
3. Landing Page vs. Contact Card
Know the difference between the information shared by your personal landing page (what your contacts see when the card is tapped) and the information on the contact card (what your contacts download).
Landing page editor
2. Filling out your profile
Learn to customize your Landing Page and contact card. Create unique, visually stunning pages that resonate with your brand. Let's begin
Landing page editor
4. For Teams: Company & Group Pages
Discover team plan admin tools, effortlessly create, customize professional landing pages, and manage effortlessly with ease today!
Landing page editor
User Training
Access Mobilo card user training videos to learn how to set up, customize, and share your digital business card with confidence.
Support video
Admin Panel Training
Master the Mobilo card admin panel with step-by-step training videos. Manage users, settings, and cards efficiently and with ease.
Support video
How to switch card modes
Watch how to switch between card modes in the Mobilo card platform. Easily tailor your digital business card for every situation.
Support video
How to edit your contact details
Learn how to quickly update your contact details on Mobilo card. Keep your digital business card accurate and up to date.
Support video
How to link an unassigned card to a user
Follow simple steps to link an unassigned Mobilo card to a user. Manage card assignments easily through the admin dashboard.
Support video
How to Release/Reassign cards as an admin
Learn how to release or reassign digital cards using the Mobilo card admin panel. Manage users and updates with just a few clicks.
Support video
Afterstate
Successfully completed onboarding? Great! Trust in using your card & app is vital. Here are extra tips for any future needs with your card.
For teams
Mobile App
Manage your profile with the Mobilo app. Keep contacts current, and enjoy a consistent interface whether on web or mobile. Same tabs, same buttons.
For teams
Design Phase
Unlock the secrets of effective team design on Mobilocard Academy. Elevate collaboration and productivity in your organization's design phase.
For teams
Getting Started
Choose Mobilo, your final business card. Learn the basics, master our system, & tap confidently. Shop at https://buy.mobilocard.com/ & discover more at our site
For teams
Production Phase
Enhance team productivity in the production phase with MobiloCard Academy. Expert insights and strategies for seamless workflow execution.
For teams
Getting Started
Dive into Mobilo - your final business card solution! Explore our library to master the basics, use our system like a pro, and tap with confidence.
For personal card holders
Design Phase
Design your card effortlessly! Although we don't have a live editor, our expert designers are here to guide you through every step until you're satisfied.
For personal card holders
Production Phase
Your card is in production! Learn about the timelines.
For personal card holders
Mobile App
Access the Mobilo app to manage your account & keep contacts updated. Web or mobile, the interface remains consistent with the same tabs and buttons
For personal card holders
Afterstate
Explore how Mobilo Cardholders can make the most of the Afterstate section. Learn to manage your profile, access helpful options, and stay organized post-onboar
For personal card holders