Create and Share QR Profile and Business Cards

Profile Card and Business Card are now generated automatically in the Infinity3 Platform. Click the new QR icon in the top navigation bar inside any account and both cards are ready, prefilled with the details we have for your user and your business account.

Why it matters

These QR cards make sharing contact details quick and consistent, and can act as a lead generation tool.

• Cards in seconds, ready to share without manual setup.
• All links in one place, including social profiles, website, email, booking page or portfolio.
• Downloadable QR codes for print or wallet, plus a shareable link for each card.
• Save Contact enabled automatically, so anyone scanning the QR can download your details to their phone.
• Exchange Contact can be enabled to let scanners send their contact details to you, creating a contact in your CRM and recording which card they used.
• Each card tracks its scans, so you can see usage and measure which cards drive engagement.

How the cards are created and organised

The Profile Card is built from your user details, and the Business Card is built from your account business details. The first time you click the QR icon both cards are generated in the background and shown ready to share.

When created, cards are placed into system folders to keep them organised: Profile Cards and Business Cards. These system folders appear on the QR Codes list page. System folders are managed by us, they cannot be renamed or deleted, and you cannot create new QR codes inside them. The cards themselves remain fully editable.

Permissions and behaviour

Four new permission toggles appear under the existing QR Codes permission:

• View business account level business card, view the Business Card, analytics and downloads.
• View & manage business account level business card, view everything above, plus edit the Business Card design and landing page.
• View user level profile card, view Profile Cards, analytics and downloads.
• View & manage user level profile card, view everything above, plus edit the Profile Card design and landing page.

Manage includes View, so you do not need to enable both. QR Codes access is required for these toggles to work. If a user does not have QR Codes access, the card permission toggles are greyed out and cleared.

Profile Cards are personal. Normal users can only access their own Profile Card. Infinity3 administrators with the appropriate permission can manage everyones Profile Cards. Business Cards are shared, so everyone with the appropriate permission sees the same Business Card for the account. Manually created QR codes are unaffected. These permissions apply only to the automatically generated Profile and Business Cards. By default these permissions are enabled for all users.

How to use it

• Open any account inside the Infinity3 Platform.
• Click the QR icon in the top navigation bar. Your Profile Card and Business Card are already there, populated and ready.
• To allow people who scan your card to send you their details, open the card editor and enable Exchange Contact. Exchange Contact is off by default.
• Choose the built-in form or an existing form already in your account for the Exchange Contact flow.
• Customise the card design or landing page if you need to.
• Copy the card link or download the QR code to share. You can print it or save it to your phone wallet for offline use.
• Contacts collected through Exchange Contact appear directly in your CRM, with activity showing which card they came from.