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MyCard Getting Setup Video (Web)

Set up MyCard in Terros web as the Admin for the first time to enable it for all reps. This must be done before reps can use MyCard on their device.

Written by Hunter Allred

In this video

  • Set up MyCard in Terros web with company branding, photos, review routing, and a message template, then preview the digital business card reps share with customers.

  • Open MyCard in Settings and configure branding, links, and the card URL

  • Choose card content and photo-sharing options for reps

  • Set the review threshold for Google reviews versus private feedback

  • Write the default text message used to share MyCard

  • Preview rep details, save the card, and test a customer-facing link

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