Exchanging contact information using Wave is simple and efficient. Here’s a step-by-step guide to help you through the process:
1. New Connection:
- When a new connection arrives on your profile, they can click on the "Exchange Contact" button to share their information with you.
2. Lead Capture Form:
- The new connection will fill out their information, which serves as a quick lead capture solution.
- After completing the form, your information will be automatically added directly to their phone contact book.
- Ensure they scroll down and click "Create New Contact" on your side to complete the process.
3. Accessing Exchanged Contacts:
- To find all exchanged contact information, log into your profile and click on the "Contacts" tab located near the bottom left corner of the menu.
4. Follow-Up Email and SMS (Text Message):
- Both parties will receive an email or SMS for a soft introduction, making it easier to continue the conversation. This email will include your VCF contact card, which makes it easy for the recipient to add your contact info to their phone. It will also include a link to your digital business card. You will receive an email notification with the recipient's information when the exchange has been completed.
5. Customizing Sharing Methods:
- You can customize how you share your contact information by clicking the "Sharing" in the settings section.
- Options include:
- Removing the form to share only contact details.
- Toggling SMS and email follow-ups on or off.
- Following these steps ensures a smooth and efficient contact exchange process using Wave.