How do I capture contact details from people who view my V1CE page?
To capture contact details, open My page, go to the Exchange tab and switch on Contact Exchange. Choose which fields visitors fill in, pick whether the form shows immediately or as a floating button, and save. New contacts appear in your Contacts list.
| Time needed | 3 minutes |
|---|---|
| What you need | Your V1CE page |
| Where in the app | My page > Exchange |
Contact Exchange adds a form to your page so visitors can share their details with you. Setting it up takes a few minutes.
If you only want to understand what it does first, read the overview guide linked below.
Turn on Contact Exchange
Step 1: Open My page
Log in at app.v1ce.co and choose My page in the left rail.
Step 2: Open the Exchange tab
The tabs are Content, Design, Exchange, Sharing and Link. Choose Exchange.
Step 3: Switch on Contact Exchange
Turn the switch on. It changes from Off to On, with the note that visitors share their details before they continue.
Step 4: Choose what people share
Full name and Email are always on. Switch on Phone, Company, Job title, LinkedIn or Note, and set each to Required or Optional.
Step 5: Choose how the form appears
Pick Show immediately to ask before showing the page, or Floating button to let visitors browse first.
Step 6: Decide what happens next
Choose Continue to your page, or Book a meeting to send people to your calendar after they share.
Optional extras
Open More options to change the form headline, the confirmation headline and the button text. You can also turn on an automation to reach out when someone shares their details.
Form not capturing contacts?
- Check the switch on the Exchange tab says On.
- Make sure your page is published and open it as a visitor would, in a private window.
- Look in Contacts in the left rail for new entries.
Good to know
- Keep the form short. Name and email are enough for most people.
- Test the page on your own phone before you share it.
Related guides
Frequently asked questions
Where do I turn on Contact Exchange?
In My page, on the Exchange tab. Switch on Contact Exchange.
Do I need ClientCapture OS?
No. Two-way contact exchange is free on Free Forever.
Which fields can I collect?
Full name and Email are always on. You can add Phone, Company, Job title, LinkedIn and a Note.
Can I make a field required?
Yes. Each optional field can be set to Required or Optional.
Can I change the button text?
Yes. Open More options and edit Button on your page. The default is Exchange contact.
Where do the contacts go?
Into Contacts in the left rail, where you can follow up and export them.