VCF tag Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 13:25:53 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico VCF tag Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 vCard/ VCF tag (Virtual Contact File) in texting and email https://www.insuredmine.com/knowledge-base/vcard-vcf-tag-virtual-contact-file-in-texting-and-email/ Sat, 23 Sep 2023 08:23:43 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5456 In this article, you will learn: The process to use vCard tag to send any contact information: VCF (Virtual Contact File) or vCard, is a file format standard for electronic business cards. vCards can be sent to the receiver directly by attaching the file to email or text messages. The process to use vCard tag […]

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In this article, you will learn:

VCF (Virtual Contact File) or vCard, is a file format standard for electronic business cards. vCards can be sent to the receiver directly by attaching the file to email or text messages.

The process to use vCard tag to send any contact information:

  • Navigate to Engagements
  • Click on Templates
  • Click on Create Templates
  • Click Text Editor or HTML Import
  • Click on Tags
  • Select vCard

Note: vCard Tag is available both in email and text.

This feature is available in an email campaign, engagement, SCD, workflows, email automation, pipeline automation.

Once you send the vCard tag via email or text, the receiver needs to open the email on their phone. Click on the link to download the file. Click to save the vCard contact details on your phone.





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The post vCard/ VCF tag (Virtual Contact File) in texting and email appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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