How do I customize the exchange form?

The VKARD “Exchange” forms allow you to easily and automatically collect your contacts’ information during a VKARD card exchange.

They are a key component for generating leads, centralizing your data, and optimizing your sales follow-up.

Where to Find and Manage Forms

To access the forms:

1. Open the left-hand side menu
2. Click on Forms
3. If you are using the default form, simply click on “Customize form” to edit it
4. You can also create multiple forms and assign them to specific profiles, teams, or companies

“Form Editor” Tab

In the form editor, you will see:

• On the left: the different fields you can configure
• On the right: a real-time preview of the form

You can:

• Add or remove a field
• Enable or disable a field
• Mark a field as required by checking “Required”
• Edit a field using the pencil icon (for example, to rename it)

“Customize” Tab

The Customize tab allows you to optionally personalize the following elements:

Form Title

By default, the title is:

“Exchange with Profile First Name”

Enable/Disable Scanner

This setting allows you to enable or disable the paper business card scanner displayed at the top of the form.

Discover the scanner feature here:

https://help.vkard.io/fr/article/comment-scanner-une-carte-de-visite-papier-avec-la-fonctionnalite-echanger-ocr-17z11sa/

Introduction

Add a custom message displayed at the beginning of the form.

Disclaimer

This message appears at the end of the form, just before the submit button.

By default, the text is:

“I agree that my data may be transmitted to the company and used for professional purposes.”

Submit Button Label

Customize the text displayed on the submit button.

Title and Message After Submission

Customize the title and content of the message displayed once the prospect has completed the exchange form.

“Assignment” Tab

The assignment section allows you to assign the created form to specific profiles, teams, or companies.

This enables you to use different “Exchange” forms depending on the profile or department within your organization.

What Happens to the Collected Data?

Information submitted through a form:

• Is automatically saved in the Prospects section
• Each collaborator, as a holder, will only see their own prospects
• As an administrator, you can choose to view prospects from the entire organization if needed

With the Pro plan:

• Data is also automatically sent by email to the profile holder
• Prospects can be exported directly to a CRM via integrations

Best Practices for Effective Forms

To maximize completion rates:

• Limit the number of fields to what is strictly necessary
• Make only essential fields required
• Use dropdown lists to standardize responses
• Always test the form before publishing

Updated on: 19/02/2026