Welcome to OneTapConnect!
Getting Started
Setting up your OneTapConnect card(s)/microsite(s) is an easy process. That’s said, it requires that you complete a few steps in order for our team to design and deliver it/them.
Please select your order type:
Please check your Emails!
You should have received 2 emails.
- The first email will provide you with a username and a link to set a password. Note that you may use your email in place of your username to login.
- The second email is your order confirmation.
If you didn’t receive those emails, please check your spam folder first. Not there either? Click here to learn how to access your account and reset your password.
Submit your business information
In order for our team to design your OneTapConnect digital card/microsite, we must gather your business information.
Please click the link below to get started.
Review your microsite!
When ready for review, you’ll receive an email and text message with the link to your microsite.
Please confirm the reception of the link and review the information (especially if the contact information is correct).
For any adjustments, please submit a ticket here.
Your physical smart card and accessories
While our team work on your digital card, we’ll ship your physical smart card and purchased accessories (except if handed in person).
When completed, all should connect to your microsite.
In case they do not, you can request to have each one connected by opening them on your phone and clicking “Connect this smart card/accessory to my microsite”.
Make sure you also watch our training video on how to use your OneTapConnect Smart Card
Training is everything!
OneTapConnect is more than a digital business card. It is a prospecting tool designed around a proven sales process. It will help you connect with new prospects, convey your marketing message, nurture relationships with existing clients and get referrals.
For that reason, our training is as valuable as the microsite itself and will teach you how to use it within the sales process.
To start learning, visit the OneTapConnect learning center.
Frequently asked questions
Answers to the most frequently asked questions can be found on our support site. In case your question or issue isn’t answered there, don’t hesitate to reach out.
Please check your Emails!
You should have received 2 emails.
- The first email will provide you with a username and a link to set a password. Note that you may use your email in place of your username to login.
- The second email is your order confirmation.
If you didn’t receive those emails, please check your spam folder first. Not there either? Click here to learn how to access your account and reset your password.
First (master) card business information
The design of your OneTapConnect cards will be completed in two phases:
First, we’ll design the “master” card, which will be used as the base design for all others.
Note that you may submit the information for yourself or another person in your team.
Master card design review
When ready for review, you’ll receive an email and text message with the link to your microsite.
1. Please review the microsite design and content (especially information global to your company).
2. Reply to the email to let us know if you approve the design or, send any adjustment you’d like to make.
Note that the microsite design needs to be approved before starting the onboarding of your team.
For any adjustments, please submit a ticket here.
Physical smart card and accessories
While our team work on your digital card, we’ll ship your physical smart card and purchased accessories (except if handed in person).
Each packages will be numbered. We recommend you keep track of which number is provided to who as they will be used to set up your team microsites.
Make sure you also watch our training video on how to use your OneTapConnect Smart Card
Team digital cards set up
The second phase will be to set up your team OneTapConnect cards/microsites.
The recommended way to onboard and set up your team members is through the physical packages you received (or will received) which include the smart cards and other purchased smart accessories.
Here’s how to proceed:
- Hand one package to each person. Note that you can track which package you gave to who by writing down the code in the back of the executive package (under the QR code).
- Ask them to open the smart card using the NFC sensor or scanning the QR code. A page will appear that says “Awaiting your information”.
- Each person must provide their business contact information and a clean profile picture (portrait) by submitting the form.
- When received, our team will review and activate the person card within 1 to 2 business days.
- An email with the link to the card as well as our basic training video will be sent confirming they can now start using it.
Training is everything!
OneTapConnect is more than a digital business card. It is a prospecting tool designed around a proven sales process. It will help you connect with new prospects, convey your marketing message, nurture relationships with existing clients and get referrals.
For that reason, our training is as valuable as the microsite itself and will teach you how to use it within the sales process.
To start learning, visit the OneTapConnect learning center.
Frequently asked questions
Answers to the most frequently asked questions can be found on our support site. In case your question or issue isn’t answered there, don’t hesitate to reach out.
Need Support?
We are here to help! In case you have questions, are experiencing technical difficulties or want to check on your order status, please get in touch with us on our support page.