Business Card Scanner

```mediawiki Navigation: Main_Page > Mobile App > Business Card Scanner

Use the Business Card Scanner in the ActiveCampaign Mobile App

The Business Card Scanner feature within the ActiveCampaign mobile app allows users to quickly and efficiently capture contact information from business cards. This functionality is particularly valuable for professionals who frequently network and need to manage new contacts on the go. By simply scanning a business card, users can automatically extract essential details such as names, email addresses, and phone numbers, which can be saved directly as new contacts in their ActiveCampaign account. This feature is available on both iOS and Android devices, provided that users grant the app permission to access their camera and photo library.

How to Access the Business Card Scanner

To access the Business Card Scanner, you need to have the ActiveCampaign mobile app installed on your mobile device. Ensure that the app has permission to access your camera and photo library for optimal functionality. The feature is available for users on all ActiveCampaign plans: Starter, Plus, Pro, and Enterprise.

Step-by-Step Instructions

Follow these steps to create a new contact using the Business Card Scanner:

1. Open the ActiveCampaign mobile app on your phone.
2. Tap on the Contacts tab located at the bottom of the screen.
3. Click the plus symbol at the top right (for iOS) or bottom right (for Android) to add a new contact.
4. Select the Scan Business Card option from the menu.
5. From here, you have two options:
   1. *Scan the business card*:

  * Position the business card within the frame displayed on your screen.
  * The app defaults to auto capture, which automatically detects and takes a picture of the business card.
  * Alternatively, select manual mode to take the picture by tapping the circle or trigger button yourself.

1. 1. *(Android only) Use a photo of a business card from your photo library*:

  * Tap the image icon button to the right of the camera circle or trigger button to access your gallery.
  * Choose a stored image of the business card.
  * Utilize the Crop & Rotate feature to ensure the image focuses closely on the card, and click Apply.
  * Click Done to finalize the image selection.
  

1. Once the image is captured or selected, the Business Card Scanner will extract the following information from the business card:

  * Email
  * First Name
  * Last Name
  * Phone Number

1. Review the contact information that has been pulled from the business card to ensure it is correct:

  * For Android users, you can now add an account, tag, or associate the new contact with a list before finalizing their creation.
  * For iOS users, you must first create the contact, then you can add these options from the contact card later.

1. Finally, tap Create at the top right corner of the screen to save the new contact in your ActiveCampaign account.

Configuration Options and Settings

While using the Business Card Scanner, you will encounter several options and settings that enhance your experience:

• **Account**: Assign the new contact to an account if applicable.
• **Tag**: Add specific tags to categorize your contact.
• **List**: Select one or multiple lists to which the new contact should be added.

These options allow for better organization and segmentation of your contacts.

Best Practices and Tips

To maximize the effectiveness of the Business Card Scanner, consider the following best practices:

• Ensure that the business cards are clean and free of smudges or folds, as this can affect scanning accuracy.
• Take your time positioning the card within the frame to avoid cutting off important details.
• Review the captured information carefully before saving the contact to ensure all details are accurate.
• Regularly update your contact lists by using the scanner at networking events to streamline the addition of new connections.

Common Use Cases with Examples

The Business Card Scanner can be particularly useful in various scenarios, such as:

• **Networking Events**: Collecting business cards during conferences and meetings and adding them instantly to your ActiveCampaign contacts.
• **Sales Meetings**: Quickly converting business cards into sales leads by saving their information for follow-up.
• **Team Building Activities**: Capturing contact information from potential collaborators during informal gatherings or team workshops.

Troubleshooting

If you encounter any issues while using the Business Card Scanner, consider the following troubleshooting steps:

• Ensure the camera lens is clean for the best image quality.
• Check that you have provided the app with the necessary permissions to access the camera and library.
• If a scan does not capture any information, try retaking the photo to improve clarity and focus on the card.

Related Features

For further information and capabilities, you may find these related features useful:

• Mobile App
• Contact Management
• Automation

Frequently Asked Questions (FAQ)

1. Is the Business Card Scanner feature available on both iOS and Android?

Yes, the feature is available on both platforms.

1. What types of information can be scanned from a business card?

The scanner extracts the email address, first name, last name, and phone number from the business card.

1. Can I edit the contact information after using the Business Card Scanner?

Yes, you can edit the contact information before finalizing creation and after saving in the contact details.

1. Do I need to grant camera access to use the Business Card Scanner?

Yes, the app requires permission to access your camera for this feature to function properly.

1. What should I do if the app fails to capture the business card image?

Ensure that the business card is well-lit and properly positioned within the frame; retake the photo if necessary.

1. Can I select a business card image from my gallery on iOS?

No, this option is currently only available for Android users.

1. What plans are required to access the Business Card Scanner?

The feature is available to users on all ActiveCampaign plans: Starter, Plus, Pro, and Enterprise. ```