Getting started

Your account is created: here is the recommended order for equipping your employees. These steps require the Administrator role (the first one) or Editor (the following ones).

The principle: each employee has a profile, and a template carries the shared look (logo, colors, company contact details). From the profile and the template, Profiles Flow generates three materials: the profile page, the email signature and the Wallet card.

1. Complete My company

In Management › My company, check your company's name, SIRET number, EU VAT number, address and phone number.

See My company.

2. Create your establishments

If you have several sites (head office, branches, stores), create them in Management › Establishments with their address, emails and phone numbers. This information is shown on the profile page of each employee attached to them.

Only one site? An establishment is still useful: it is what shows an address on the profile pages, with a “View on map” button.

See Establishments.

3. Create a template

This is the essential step: a profile without a template has no profile page, no signature and no Wallet card.

1. Open Management › Templates, click New Template, and name the template.
2. Fill in the shared contact details (General tab), the logo and the color (Profile page tab), then the signature and the Wallet card.
3. In the Assignment rules tab, choose All the company's profiles, then save.

A newly created template applies to no one until you have chosen its rules.

See Understanding templates and Assignment rules.

4. Create the profiles

Two ways to do it:

• by hand, from Profiles › New profile, for a few people (see Create a profile);
• by import of an Excel or CSV file, or by syncing with your directory, for a larger team (see Profile import and Active Directory).

Your own profile already exists: it is the one created when you signed up.

5. Check a profile

Before rolling out, open a profile and review its tabs:

• Profile page: click Open the profile to see the page as your contacts will see it, or scan the QR code with your phone;
• Email signature: check the preview;
• Wallet card: check the Apple and Google previews.

The Template box in the Information tab shows the template applied. If it shows “No rule claims this card”, go back to step 3.

The dashboard also lists the profiles to complete (missing photo, job title or contact details).

6. Roll out to employees

Each employee then needs to install their materials:

1. Send them their links with Send details, from their profile or by selecting several profiles in the list. They receive the email “Your digital profile” with their profile page, their Wallet card and their signature. See Invite and send information.
2. They install their signature in their email client: see Install your email signature. For Gmail or an Exchange server, the modules can add it for them: see Google Workspace and Outlook (Exchange).
3. They add their card to their phone: see Add your card to Wallet.
4. They share their profile page and their QR code: see Share your profile page and QR codes.

Going further

• Add a marketing banner under all signatures and profile pages.
• Track the leads left by visitors and the viewing analytics.