Add Individual (placeholder) and Shared (pre-filled) fields, upload images, and set the field order to support a quick baseline for creating and updating Team Cards.
What you'll need:
▶ Administrator access to your Blinq Business account
▶ Access to Blinq on a desktop or tablet browser. This feature isn't available on the Blinq app.
Create your new template
Log in to dash.blinq.me on a desktop or tablet browser.
Click Templates from the main menu.
Click Create a new Template. The edit page will open with the preview on the left and the field options listed on the right.
Add a label to your Template.
Add your images. Click the Company Logo or Cover Photo icon to open the editor and upload the image file.
Edit the image using the slider to zoom it in and out for the best framing.
Click Profile Image to add a placeholder field requiring this photo when the card is created.
Click Change Layout to choose the image layout that best displays the images you've chosen.
Select the theme color. This adjusts the icon and button colors for all cards created via this template.
Click a field from the menu to add it to the Template. The field editor will open and prompt you to input the relevant information. Individual Fields are placeholders and only require labels and permission information, specific field details are added when a card is created from this Template. Shared Fields require you to input the details that will be replicated on every card created from the Template.
Add all the relevant fields to your Template. Personal Detail fields can only be added once to a card. All other fields can be added as many times as needed.
Reorder the fields if needed by clicking a field within the Template preview on the left and dragging it up or down.
Click QR code at the top of the page to add your logo to the QR code.
Once complete, click Create Template in the top right corner to save your Template.
A pop-up outlining which fields you've added will appear. Click Create to confirm and save the Template.
Your Template is now ready to create Team Cards from. To add an additional Template, click the + icon in the left menu and repeat this process.
Tip | Only .png, .jpg, and .jpeg files are supported for image uploads. Your file needs to be saved to your computer before uploading it to the Template. |
Tip | Cropping and resizing isn't available in the upload tool. Your logo and cover photo need to be cropped to a 16:9 ratio for the best fit. |
Tip | Shared fields that are pre-filled appear bold and black in the preview, while Individual fields set as placeholders appear greyed out, indicating details are still required at the time of card creation. |
Need help?
Reach out via our chat widget in the Help Center or via [email protected].