The holidays provide lots of networking opportunities with business and personal holiday parties and we've made it super easy for you to keep in touch while you are on the go! CorpNote's QuickSend enables you to send a quick, personalized follow up eCard with your contact information in less than 30 seconds. There's no app to download and it is included with your membership.
Step 1. Set up Your QuickSend eCard Templates in Advance. Create a few cards for 'it was nice meeting you,' 'thank you' and other appropriate occasions. Send the eCard to yourself and make sure it looks exactly the way you want it to. From your Sent Cards, choose 'Save as a QuickSend Template.' Enter the information that will help you find it easily while you're on your mobile device.
Step 2. Bookmark QuickSend on Your Mobile Device. Go to https://secure.corpnote.com/qs/ and either bookmark the page in the browser or choose 'Add to Home Screen' on your Apple device. Then, sign into your account and make sure all of your QuickSend eCards are displaying in a way that you can easily recognize them.
Step 3. Send your eCards. When you meet someone that you want to keep in touch with, bring up the QuickSend screen, choose your eCard template, enter their email address, their name (optional) and click send.
Step 4. Track your eCard Pickup. At any time, from any device, sign into your CorpNote account to view whether the eCard was picked up. You can also easily add new contacts to your address book.
If you would like more information, check out the QuickSend tutorial for more details.
Read the next blog in this series: Advantages of the Multi-User Plan.