How do I save a vCard landing page as a template to keep my team’s cards consistent?

What this feature does

A vCard landing page template lets you save a vCard design (also called a digital business card) so you can reuse it across your account.

This helps you:

  • Keep branding consistent (logo, colors, layout).
  • Control what other users can change, especially if you have multiple sub-users.
  • Speed up vCard creation by using a preset design.

Who can use it

✅ Available only on vCard Enterprise plans.

If you are not on vCard Enterprise, you will not see this option.

✅ Only users with "Admin" role can create and edit templates.

How to create a vCard landing page template

Step-by-step

  1. Go to the vCard standalone app home page.

    Click Save as Template button, found inside the "Step 2" box.

    In the pop-up, fill in the template details:

    • Template Name: Give it a clear name (example: “Sales Team - Standard Card”).
    • Permissions: Choose whether to share this template with other users (i.e. share it with other users in your account or keep it for yourself).
    • Choose the template layout/design available in this template.
    • Set which design parts are:
      • Locked (users cannot change), or
      • Editable (users can change)
    • Choose which fields are:
      • Locked (example: company name, website), or
      • Editable
  2. Click Next. Choose a QR code design template to link to this vCard template, or choose None:
    • If you choose a QR code design: the vCard will use that QR style.
    • If you choose None: users can design their own QR code style when creating a vCard.
  3. Click Save.

What happens after you save

  • The template will appear under “Select Preset Design” button (Step 1) when anyone in your account creates a new vCard.
  • Users who have permission can select it and create a new vCard faster, using your approved look and rules.

Tips for common team setups

  • For company-wide branding: Lock the colors, and company name.
  • For personal info: Keep name, email, phone, and job title editable.

Quick troubleshooting

  • I can’t see “Save as Template.”

    You are likely not on a vCard Enterprise plan, or you do not have permission to manage templates.

  • My sub-user can’t find the template.

    Check the Permissions setting on the template. It may not be shared with them.

  • Users can change things I wanted locked.

    Edit the template settings and make sure the correct design parts and fields are set to Locked.

How do I edit or delete an existing vCard landing page template?

Important

  • Only Admin users can edit templates.
  • This is available only on vCard Enterprise plans.

Steps to edit, delete, or clone a template

  1. From the home page, click My Account (upper right).
  2. Click the Settings button.
  3. Go to the Template Management tab.
    • If you don’t see it right away, scroll to the right on the tabs.
  4. Find the template you want to change, then click Edit.
  • On the next page, you can update:
    • Template name
    • Permissions (who can use it)
    • Template design / layout
    • Which parts are Locked or Editable
  • On the same page, you can also:
    • The linked QR code design (or set/adjust it as needed)
    • Delete the template
    • Clone the template (make a copy)

What happens after you update it

  • The updated template will show in Select Preset Design when users create a new vCard.

Related Articles