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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!


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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

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