Easily add notes to a CARDLESS exchange

Simply add a space after the $username and write your private note-to-self. The other person will not see this note. It’s meant to take the place of notes you might normally write on the back of a business card.

Already did a CARDLESS exchange with someone, but want to add another note-to-self about them?

No problem, just send another text to CARDLESS with their $username and a space, followed by your note-to-self.

Quickly approve a CARDLESS exchange

You can easily approve CARDLESS exchanges in several ways. Tap the link in the CARDLESS text message. Accept the contact via our mobile web app. Accept the exchange on cardlesscontact.com. If your phone does not have web access and you would like to accept the CARDLESS exchange immediately, simply text the person’s $username to CARDLESS and the exchange will be approved.

Do a CARDLESS exchange with multiple people at once

Standing in front of a group of people you’d like to add all at once? No problem, just list all of their $usernames in a single text message to CARDLESS with a comma after each. For example: $bsmith, $hblack, $prichards

How do I export my contacts?

You can export contacts from the Cardless Contact website to your favorite Address Book or CRM using your personal computer. Log in and navigate to the My Contacts page. Once there simply click on the icon associated with the address book or CRM you wish to download.

If you wish to export to Sales Force or Google, click the associated icon and enter your login information for the account you wish to export to. Then click the EXPORT button and you are done.

If you wish to export to an Excel spreadsheet or Outlook file, simply click the associated icon, and save the export file to your desktop. You can later merge the file with Excel or Outlook

Here's a short tutorial video on how to import your contacts from Cardless Contact into Outlook 2010

Where do I send a text to exchange contacts?

Simply reply to the welcome text you received from Cardless Contact, or send a new text to 916.459.4501

What do I actually put in the text to exchange contacts?

All you need is the other person's Cardless Contact ID (which is on their name tag and begins with the $ symbol) and any personal notes you wish to add to help you remember them later... All in one single text message.

I can't text on my phone. Can I still use Cardless Contact?

Absolutely! There are two ways: 1. Simply have the other person initiate the exchange... or 2. Write down the Cardless Contact IDs for everyone you wish to exchange with - as well as any personal notes, then log in to Cardless Contact. The very first page that comes up will allow you to type in the IDs and notes to add them.

I met someone at an event... Do we both need to send a text to Cardless Contact?

No, only one person needs to begin the exchange by sending a text, but it is recommended that you both send a text if you wish to include personal notes to yourself.

Can the person I'm exchanging contact information with see the notes I include?

No, the notes you include when sending a text to Cardless Contact are for your private use only, and cannot be seen by the person you are exchanging with.

I've exchanged information with someone at an event. Now what?

For security reasons you must log in to Cardless Contact and approve them as a contact. It is very important to us that no one accesses your contact information without your consent. From there you may download contact information directly, or set up automatic sync with Outlook.

How do I edit or add to my profile information?

Log in to Cardless Contact. Click Profile, and Edit is to the right of your name.