360 Connect Quick Start Guide (Company Users)
360 Connect Quick Start Guide (Company Users)
Welcome to 360 Connect, your centralized digital business card platform designed to help your organization connect smarter, maintain brand consistency, and capture leads in real time.
This guide walks you through setting up your company and team.
Step 1: Access Your Account
Check your email for your 360 Connect invitation
Click the access link and create your password
Log in to your dashboard
If you have not received an invitation, contact your company administrator.
Step 2: Set Up Your Company Profile
Inside your dashboard:
Confirm your company name
Upload your logo
Set your brand colors
Add your website and key links
This ensures every user profile aligns with your brand.
Step 3: Add and Manage Users
To invite team members:
Navigate to “Users”
Click “Invite User”
Enter name and email
Assign to a group if applicable
You can also create groups such as Sales, Marketing, Leadership, or Support to organize your team.
Administrators have full control over user access, structure, and visibility.
Step 4: Create Profile Templates
To maintain consistency across your organization:
Build a standardized profile layout
Save it as a template
Apply it to users or teams
Templates should include:
Profile structure
Contact details format
Links and calls-to-action
Branding elements
This ensures a unified and professional presentation across all users.
Step 5: Individual Profile Setup
Each team member should complete their profile with:
Professional photo
Name and title
Phone number and email
Website and social links
Booking or scheduling links
Call-to-action buttons
Each profile functions as a digital business card and a conversion-focused landing page.
Step 6: Sharing Capabilities
360 Connect profiles can be shared via:
QR codes
Direct links
Apple Wallet or Google Wallet
NFC-enabled devices
This enables fast, modern, and frictionless connection in any setting.
Step 7: Lead Capture
When someone interacts with a profile:
Contact information can be captured automatically
Leads are stored within the system
Data can be integrated into your CRM
This eliminates manual follow-up and lost opportunities.
Step 8: Analytics and Tracking
Administrators can monitor:
Profile views
Link clicks
User activity
Engagement trends
This data provides insight into performance and user effectiveness.
Step 9: Integrations
360 Connect can integrate with:
CRM platforms
Email marketing systems
Tracking tools such as Meta Pixel and Google Analytics
This allows you to turn everyday networking into measurable marketing activity.
Step 10: Best Practices
Maintain clean and professional profiles
Use clear, action-driven calls-to-action
Keep links updated
Train your team on consistent usage
Use across all touchpoints including events, meetings, email signatures, and social profiles
Strategic Note
360 Connect is not just a digital business card system.
It is a platform for brand control, lead capture, and conversion. Organizations that leverage it effectively use it to drive traffic, generate leads, and measure real-world engagement. If you should need any further assistance please do not hesitate to reach out to our team at support@360ims.co or contact us via our support widget.