> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.vkard.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Retrieve My Contact’s Details? (Exchange Function)

## What is the “Exchange” feature?

The **Exchange** feature allows you to collect the contact details of prospects you meet.

By clicking the **“Exchange”** button, the prospect can fill in the form and click **“Send.”**

You will then receive an email notifying you that a prospect has contacted you. You will also find this prospect in the **“Prospects”** tab of your Dashboard.

![Exchange demo](https://storage.crisp.chat/users/helpdesk/website/89f0496dcd22d000/ezgifcom-video-to-gif_gupezo.gif)

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## Free Version

* Contact exchange is available in the basic version.  
* No limit on the number of prospects.  
* An email is sent to the profile holder informing them that a prospect has made contact (without revealing the prospect’s identity in the email).  
* The holder can view their prospects in the **“Prospects”** tab of the Dashboard (dashboard.vkard.io).

---

## Pro Version

VKARD offers a Pro plan that gives you access to many additional features.

To discover the Pro plan, click here:  
https://vkard.io/plans-pricing/

Here’s what the Pro plan offers for the **Exchange** feature:

* A **contact card** is directly included in the email sent to the collaborator, allowing them to save the prospect directly to their phone (no need to log in to the Dashboard).  
* **Export** prospects in **.csv format**.  
* Manage **Tags**.  
* **CRM integration**: Send prospects directly to your CRM.  
* **AI Scanner feature**: Add the ability to scan a paper business card within the exchange form. The form is then filled automatically.  
  Discover the AI Scanner feature here:  
  https://help.vkard.io/fr/article/comment-scanner-une-carte-de-visite-papier-avec-la-fonctionnalite-echanger-ocr-17z11sa/  
* Ability to **customize the exchange form**:  
  https://help.vkard.io/fr/article/comment-personnaliser-le-formulaire-dechange-2dslj3/

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## How to Enable Exchanges

If you do not see the **“Exchange”** button on VKARD profiles, it means that the profile holders have not been assigned.

* Go to the **“Prospects”** tab in the left-hand menu.  
* Click on **“Manage.”**  
* Assign holders directly from the profile list.

![Assign holders](https://storage.crisp.chat/users/helpdesk/website/-/8/9/f/0/89f0496dcd22d000/capture-decran-2025-07-23-a-11_1pclmwi.png)

If you do not see the desired member in the list, it means they have not yet been invited.  
Learn how to invite members to the organization here:  
https://vkard.crisp.help/fr/article/comment-inviter-et-ajouter-des-membres-dans-lorganisation-1681t12/

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## Enable Automatic Opening of the Exchange Form When a Profile Is Opened

It is possible to activate the automatic opening of the exchange form as soon as a visitor views your profile.

### Steps:

1. Go to **Lead Capture** from the left-hand menu.  
2. Locate the option:  
   **“Automatically display the exchange form when the profile is opened.”**  
3. Toggle the switch on (it should appear blue).

![Auto open form](https://storage.crisp.chat/users/helpdesk/website/-/8/9/f/0/89f0496dcd22d000/img_lat23w.jpg)

✅ The form will automatically open when a visitor accesses your profile, helping increase conversions and capture more contacts.
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## Exchange Form Customization

In the Pro version, you can customize the exchange form.

| Learn how to customize the exchange form [here](https://help.vkard.io/en/article/how-do-i-customize-the-exchange-form-1thuu6g/?bust=1771508209627)
---

## Quickly Enable Exchanges for All Profiles at Once

Automatic invitation of profile holders is done via a robot that detects email addresses on each profile. It suggests inviting them as organization members and automatically linking them as profile holders.

| Learn how to quickly invite all members and automatically assign them as holders [here](https://help.vkard.io/en/article/invite-all-holders-at-once-and-automatically-1q7yj24/)



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## As an Administrator, Can I See Everyone’s Prospects?

Yes. Administrators can choose whether or not to view the prospects of all organization members. This option is reserved for organization administrators only.

| Learn how to allow administrators to see all prospects [here](https://help.vkard.io/en/article/how-can-i-see-prospects-from-all-profiles-within-my-organization-1jkha7d/)