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A contact template sends a vCard so recipients can save it directly to their phone - perfect for sharing your sales rep, support line, or partner contact.

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Before you start

  • The name, phone, and any other details you want to share

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Steps

1

Open Templates

Navigate to the templates module.
2

Click Add

Open the template builder.
3

Choose Contact

Pick the contact type.
4

Fill the contact card

Enter name, phone, email, and any other fields available.
5

Set visibility

Choose public or private.
6

Save

The template is ready to use.