Onboarding Guide
Get from invite to first tap in under 15 minutes. This guide walks you through activating Innovnet, building your live profile, testing your NFC card, and connecting CRM so every introduction becomes a tracked lead.
1. Activate your account
- Open the invite email from your admin or Innovnet onboarding sequence.
- Create a secure password and complete your basic account details.
- Sign in to the dashboard and confirm you can see your workspace or team.
If you ordered cards yourself, use the activation link in your order confirmation. Need help getting access? Contact support.
2. Build your live digital profile
Your NFC card points to a live profile — not static printed text. Update it anytime without reprinting.
- Add your name, title, company, and a clear professional photo.
- Include primary contact options: email, phone, calendar booking, LinkedIn, and website.
- Write one short headline so recipients know what you do in a glance.
- Add a single primary call to action (book a meeting, request a quote, or save contact).
3. Link and test your NFC card
- In the dashboard, assign your physical card to your profile (or confirm the pre-linked assignment).
- Enable NFC on a test phone (iPhone 7+ on iOS 13+, or most modern Android devices).
- Tap the card near the top of an iPhone, or the NFC area on Android.
- Confirm your profile opens in the browser in a few seconds — no app required for the recipient.
For compatibility details, see how NFC technology works.
4. Connect CRM and review analytics
- Connect Salesforce, HubSpot, or another supported integration from the integrations settings.
- Choose where new contacts and tap events should sync.
- Open analytics to verify test taps are recorded so you can measure real networking activity.
Explore available connectors on the integrations page.
5. Share at your next meeting
You are ready for live use. At events, demos, and client meetings:
- Tap to share instead of handing over paper that gets lost.
- Follow up the same day from the dashboard or your CRM.
- Update links or messaging anytime — existing cards keep working.
Quick checklist
| Done? | Task |
|---|---|
| ☐ | Account activated and dashboard access confirmed |
| ☐ | Profile photo, contact links, and CTA complete |
| ☐ | NFC card tap tested on iPhone and/or Android |
| ☐ | CRM integration connected (if used by your team) |
| ☐ | First live share completed and follow-up logged |
Next steps
Review plans and pricing, explore role-specific use cases, or talk to the team if you need help rolling out cards across your organization.