How to edit the two-way contact exchange formUpdated a year ago
Why set it up?
Setting up your contact exchange form optimally is essential for making sure you collect the information you need to re-engage with people you've been networking with.
Where to find the contact exchange form?
Get an administrator to log in → Settings → Contact Exchange
Once you are on the contact exchange form page, simply select the variables that you would like, and click save!
Things to consider before publishing your form
How are you handling your customer's data - Do you need to upload a consent statement for your prospective clients to understand how you process their contact information?
Do you need to ask for the company name? - Given that the company name usually follows the @ sign, keeping the number of things someone has to fill out to a minimum can increase the number of form submissions you get