Quick Start Videos
▶ Blinq Dashboard Tutorial: a visual walkthrough of the dashboard and key features for new admins.
▶ Blinq Business Tutorial: an overview of Blinq Business and how it works for teams.
Book an Onboarding Session
Not sure where to start, or want a walkthrough with the Blinq team? You can book an onboarding session directly from dash.blinq.me. Click the Book Onboarding button in the Home section to connect with our team.
Your Getting-Started Checklist
Your Blinq dashboard includes a checklist on the Home page to help you track setup progress. Here’s what each step involves:
1 | Create a Team Template Set up your company’s branding - logo, colours, layout, and field permissions. |
2 | Add Team Members Invite your team so they can claim their Blinq cards. |
3 | Create Team Cards Create cards for each team member using your template. |
4 | Connect your CRM Sync contacts automatically to HubSpot, Salesforce, and more. |
Step 1: Create a Team Template
A Team Template defines the design and content that applies across all your team's cards, including logo, brand colors, locked fields, and layout. Create this before creating any individual cards to keep everything consistent.
How to create a Team Template
Log in to dash.blinq.me on a desktop or tablet browser.
Click Team Templates in the left-hand menu.
Click Create a new Template. The edit page will open with a card preview on the left and options on the right.
Add a template title.
Upload your Company Logo, Cover Photo, or Profile Picture placeholder using the image icons.
Click Change Layout to choose how images are displayed.
Select a theme color. This sets the icon and button colors for all cards created from this template.
Add fields by clicking any field from the menu to add it to the card. Individual fields are placeholders that team members fill in when they claim their card (e.g. phone number, email). Shared fields are pre-filled by you and appear on every card created from this template (e.g. company website, office address).
Reorder fields by clicking and dragging them in the preview.
Click Create Template in the top right to save.
Note: Naming your template after a team or department (e.g. Sales or Engineering) makes it easier to manage multiple templates as your company grows. |
▶ For full instructions, see Creating a Team Template.
▶ Need to update it later? See Editing a Team Template.
Step 2: Add Team Members
Team member profiles are created automatically when you create a card or email signature on their behalf. You can also add a team member directly without assigning any assets to them yet.
Blinq offers several ways to add team members: invite by email, invite by shareable link, bulk CSV upload, SSO (Google Workspace, Azure AD, or Okta), and SCIM provisioning.
How to add a team member by email
Log in to dash.blinq.me on a desktop or tablet browser.
Click Team Members in the left-hand menu.
Click the Add member button.
Enter the team member's email address.
Select their role from the drop-down. Member can claim and share their own Blinq card and email signature, and views their own contacts only. Administrator can create, edit, and manage cards, email signatures, and templates for the whole team, and has access to all company contacts.
Choose whether to create a card or email signature for them immediately, or click Not now to do it later.
Note: There is one workspace owner per workspace. The owner has all admin permissions, plus the ability to manage integrations and billing. To change the workspace owner, contact Blinq Support. |
▶ For full instructions on all invite methods, see Adding a new Team Member.
▶ Learn about roles: Roles and Permissions.
▶ Promote a member to admin: Upgrade a team member to Admin or Owner.
Step 3: Create Team Cards
Once you have a template and team members set up, create a Blinq card for each person. Cards can be created from your template, from scratch, or by copying an existing card.
How to create a card via a template (recommended)
In the dashboard, go to the Cards tab.
Click Create new team card.
In the Card assigned to field, enter the employee's email address.
Under Use a Template, select your Team Template.
Optionally fill in the employee's details (name, job title, phone, etc.). You can leave Individual fields blank for the employee to fill in after claiming.
Click Create in the top right.
Send activation emails
After clicking Create, you'll be prompted to send an activation email. The employee will receive an email with the subject line "Claim your Blinq Profile."
Send now sends the email immediately. Save for later holds the email so you can send it at a planned time, useful when rolling out to a whole team at once.
Track who's claimed their card
From the Cards tab, you can see the claim status for every card. Activated means the employee has claimed their card. Resend invite means the invitation has been sent but the card hasn't been claimed yet, click to send a reminder.
▶ See also: Blinq Business Basics: Team Cards.
▶ Create a card from scratch: Creating a Team Card from scratch.
▶ Create by copying: Creating a Team Card by copying.
Step 4: Connect your CRM
Sync contacts captured by your team directly to your CRM. Blinq connects natively to HubSpot, Salesforce, Microsoft Dynamics 365 Sales, and Marketo, and supports any other CRM via Zapier.
▶ To view all integrations available, check out blinq.me/integrations.
Supported integrations
How to connect
Go to Settings in the left-hand menu.
Click the Integrations tab.
Under Export contacts, click Connect next to your CRM.
Follow the prompts to authenticate and configure the integration.
Note: Only the workspace owner can set up and manage integrations. If you're an admin and need to connect a CRM, contact your workspace owner. |
▶ Learn more: Managing Team Contacts.
Additional Features for Admins
Once your team is set up, take advantage of these additional Blinq Business features from your dashboard.
Campaigns
Campaigns let you track your team's ROI at events and over time. Create a campaign for a conference or networking event, assign team members, and Blinq will automatically tag every contact captured during that period.
How campaigns work:
Create a campaign: give it a name, date range, and assign team members.
Your team captures leads: contacts exchanged during the campaign period are grouped together automatically.
Tags are applied: every contact captured during the campaign is tagged with the campaign name.
Track and follow up: review the full lead list, see who captured what, and export contacts to your CRM.
To get started, click Campaigns in the left-hand menu, then + New campaign.
Team Email Signatures
Deploy consistent, branded email signatures to your whole team in one step. Blinq email signatures sync automatically with Google Workspace and Microsoft 365.
Go to Email Signatures in the left-hand menu.
Click Create Email Signature or Bulk Create to create signatures for multiple team members at once.
Once created, click Send all activation emails so team members can sync their signature to their email client.
Use Sync to Google to push signatures directly to Google Workspace accounts.
▶ For full instructions, see Creating a Team Email Signature.
▶ Adding a signature to email: Adding a Team Email Signature to your Email Client.
▶ Making changes: Editing a Team Email Signature.
Virtual Backgrounds
Upload branded virtual backgrounds for video calls and assign them to team members. Team members will be notified when a new background is available for download.
Go to Virtual Backgrounds in the left-hand menu.
Click + Add New Virtual Background to upload an image.
Assign the background to specific team members.
Click Send notification to alert them, or Download to save it yourself.
▶ For full instructions, see Creating a Virtual Background.
Workspace Tags
Add up to 10 workspace tags to categorize contacts and keep your team aligned. Tags sync automatically with your connected CRMs so you can filter and segment leads across tools.
Go to Settings, then Tags.
Click Add tag and type your tag name (e.g. Hot lead, Event 2026, Follow up).
Tags will be available to all team members and sync with connected CRMs.
Need help?
Reach out via our chat widget in the Help Center or via [email protected]. You can also book a live onboarding session from the Home page of your dashboard.
Related help center articles |