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HOW TO SHARE A CARD

SHARE CARDS IN PERSON 
Using Pappyon’s clever near field detection share tools, instantly share or exchange cards when networking or meeting clients face to face. Watch to find out how.
SHARE CARDS VIA SCAN
Pappyon’s QR code generator allows prospective leads to easily take your card and leave their own in a single scan. Perfect for use at industry events or conferences.
SHARE VIA EMAIL, MESSAGE & LINK

Each Pappyon Card has a Unique Link which you can use to share your card and build connections. Easily share your Card’s link via email, message, chat, and more from within the app.

FREQUENTLY ASKED QUESTIONS

You can have unlimited cards on any of the three Pappyon Plans. For specific plan details please see our pricing page.

When you create an account on the Pappyon app, your account details are used to automatically create your first card making it easy for you to get started.

 

However, if you want to update or customise the name on your card you can easily do so at any time by simply editing your card info. You can edit your card by navigating to the Account menu, selecting “Your Cards” and then selecting the card you wish to edit. Once on the edit page select “Edit Card Information”. Make your changes and then hit Save.

 

If you have been provided a card by your employer, you will need to request to update the name. You can do this by navigating to the Account menu, selecting “Your Cards”, selecting the card and then scrolling to the bottom of your card to reveal the “Request Update from Employer” button. Tap this and make the change on the form which opens. Your employer will be alerted and can then implement the name change for you.

 

You also have the option to add a professional title such as Dr. or Prof. to your card as well which will show in front of your name. If you have a professional suffix or award which you want to display after your surname, such as an Order of Australia OAM, please add this in the surname field after your name. As an Emerge subscriber or if you have received a card from your employer, you also have the option to show professional qualifications or accreditations after your name on your card.

You can easily add a Job title to your Hatch and Emerge cards. When you select which additional information fields you want to display, select “Job title” and then complete your job title details.

 

If you have received a card from your employer, they will have added your job title on your behalf. If you need to amend this please navigate to the Account menu, selecting “Your Cards”, select the relevant card and then scroll to the bottom of your card to reveal the “Request Update from Employer” button. Tap this and make the change on the form which opens. Your employer will be alerted and can then implement the job title change for you.

With Pappyon Cards you can attach interactive contact details and links (URLs), that allow your connections to initiate a phone call, text message, email, and locate a street address as well as drive traffic to your website and social media channels.

 

After your first card is automatically created for you using your name and email address, you have the option to share it right away or start customising your card.

 

If you opt to start customising your card, you will be able to add and edit the follow pieces of information to your card:

 

On the Hatch plan – name, email + city/country, mobile number and 4 additional fields of your choice

 

On the Emerge plan – name, email, + qualifications/accreditations, city/country, mobile number and 6 additional fields on your choice

 

The additional fields can include job title, website, landline phone, social media handles and address options.

 

When you create a new card via the “Your Cards” page, the form makes it easy to add all the contact details and information you need to your card.

 

You can also edit the information attached to your cards at any time. Any changes you make will apply instantly on your Card and will update for all your connections.

 

If you have received a card from your employer, they will have completed the card details on your behalf and may have also given you permission to add further contact details or links to your card. If you need to add more information or edit the current information on your card, submit the “Request Update from Employer” form and they will be alerted to the change request.

You can easily add a photo to your Cards at any time. Photos are managed per card so you can customise your profile photo to match the role and industry of each Card. You can add a photo during the set-up of a new card or by editing an existing card.

 

To add a photo or update a photo on an existing card, navigate to the Account menu, select “Your Cards” and then select the card you wish to edit. Once on the edit page, tap the circular profile photo avatar. This will open the photo edit page where you can upload a new photo. Then hit save when you are done. This change will apply instantly on your Card and will update for all your connections to see.

You can post anything you like to the newsfeed – text, photos, and links. 

 

Share new product launches, business initiatives, events, achievements and updates about your brand and professional skills.

 

Use your Newsfeed activity to engage your connections, encourage meaningful business relationships and attract the right people to grow your role.

To remove a connection, open your Connections page and locate the person you wish to remove. Tap to open their card and then tap again on the “More” menu icon in the top right of the page. Select the menu item “Delete Card & Connection”. 

 

When you remove a connection you will also be removed from their connections.

To remove a card from your account, navigate to your Account menu, select “Your Cards” and then tap to open the card you wish to remove. Scroll to the bottom of the card edit page and tap the “Delete Card” button. This will remove the card from your account.

 

Any connections tied to the card will also be removed when the card is deleted and your card will be removed from your connections’ networks.

 

Before deleting the card, you may also wish to move your connections to a new card so they will not be lost. You can do this by selecting the “Transfer Connections to another Card” option located at the bottom of the card edit page.

 

If you have a shared card, you can’t delete it but you can detach it from your account. Please see the answer to the FAQ below about how to do this.

To edit your app password, navigate to your Account menu, select “Account Settings” and then tap the “Change Password” button. You will then be able to reset your password.

You can delete your app account by navigating to the main Account Menu, selecting the “Account Settings” option and then selecting the “Delete Account” option. 

 

If you have an active Emerge subscription you will need to also cancel your subscription in your App Store settings before you can delete your account.

 

If you have received a shared card from your employer you cannot delete this card, but if you no longer require it you can detach it from your account.

EMERGE PLAN FAQS

You can upgrade to the Emerge Plan at any time. Find out about what the Emerge plan includes here https://pappyon.com/pricing

 

Simply navigate to the Account menu and open “Manage Subscriptions”. Here you can view the details and pricing for the Emerge Plan and can select to upgrade and subscribe. You will then be taken through the Apple or Google Play subscription confirmation process to confirm your upgrade. When you upgrade the Emerge features will then be available for all Cards on your account.

 

You can also upgrade using the link which displays at the bottom of your Card edit page.

 

Please note that your Emerge subscription does not apply to any shared cards which may have been issued to you by your employer.

The ability to add qualifications and professional accreditations is a feature of Emerge plan and not available to free Hatch plan users.

 

To add this information to your Card, navigate to the Account menu, select “Your Cards” and then tap to open the card in question. Tap the “Edit Card Information” button and then you will be presented with the option to add qualifications and accreditations to your Card.

As an Emerge plan subscriber you have the option to add 6 additional contact details or links to each Card. This is on top of the following standard fields: name, email, mobile number, city/country and qualifications. This gives you 11 pieces of information you can personalise your card with.

 

For the 6 additional contact details and links you can choose from the following fields: job title, landline number, address, website, LinkedIn, Facebook, Instagram, Twitter, YouTube channel or other link.

 

To add this information to your Card, navigate to the Account menu, select “Your Cards” and then tap open the card you want to edit. Tap the “Edit Card Information” button and then you will be presented with the 6 fields you can customise. First select the field type and then add the relevant link or details. Complete the process by hitting “Save Changes”.

 

Any additions or changes you make to your Card will instantly populate on your Card across your connections network.

Emerge cards have a brandable template which enable you to customise your digital card to match your brand’s style. 

 

When you first upgrade to Emerge, you will be able to customise your card right away or you can add your logo at any stage by navigating to the Account menu, selecting “Your Cards” and then tapping open the card to which you want to add branding. Tap the “Edit Card Branding” button and from there you will be able to add a square or circular logo to display on the front of your card.

 

You will be able to import the logo image directly from your device’s image library. If you have a professional logo file, you will need to share these to your device so it can be used.

When you first upgrade to Emerge, you will be able to customise your card right away or you can add your custom background wallpaper at any stage by navigating to the Account menu, selecting “Your Cards” and then tapping to open the card which you want to add branding. Tap the “Edit Card Branding” button and from there you will be able to edit and customise your wallpaper with either a custom colour or image.

 

You will be able to select a colour using the colour picker or import a background image directly from your device’s image library. If you have professional branding files you want to use, you will need to share this to your device so they can be used and uploaded from there.

The goal of writing a Bio is to provide people with a snapshot of who you are, highlight your professional achievements and personal interests, and attract clients and business partners to your brand. Here are some elements you might wish to include:

 

  • Introduce yourself
  • State your company or brand name
  • Explain your professional role
  • Include professional achievements
  • Discuss your passions and values
  • Mention your personal interests

 

We recommend your Bio be professional and concise as you only have 500 characters available to use for this.

To add this information to your Card, navigate to the Account menu, select “Your Cards” and then tap open the card you want to edit. Scroll until see the Bio section and then tap “Add Bio” if you haven’t yet added one or “Edit” if you want to update a previously added Bio.

Connecting doesn’t necessarily mean you have a relationship. So let’s make it fun to bond and get to really know each other! By providing your connections with some random tidbits of interesting or entertaining trivia, people can look forward to having more than just your professional bio to talk to you about. Fun facts can be the ultimate ice breakers and they will make it easier to avoid the awkwardness and mundane of talking only about work.

 

To add this information to your Card, navigate to the Account menu, select “Your Cards” and then tap open the card you want to edit. Scroll down the page to the Fun Facts section and tap “Add Fun Facts”. Then add as many as you want before hitting Save. If you want to add more or edit those you have previously added tap “Edit” and make your updates.

Celebrate your professional achievements and showcase them on your card for your connections to see. Completed a course, received an accolade or award, held an important role or position? Add it to your Achievements so others can find out more about you. We recommend keeping these short and sweet such as “Top Regional Sale Person 2021” so that they are easily seen and read on your Card.

 

To add this information to your Card, navigate to the Account menu, select “Your Cards” and then tap open the card you want to edit. Scroll until you see the Achievements section and then tap “Add Achievements” if you haven’t yet added any or “Edit” if you want to update previously added achievements or add more.

Promote your professional skills and experience by listing your key skills on your card.

We recommend using separate keywords to represent each of your skill sets, for example you might want to add the following Online Marketing, Ad Campaign Management, Project Management, Social Media Marketing, Art Direction.

To add this information to your Card, navigate to the Account menu, select “Your Cards” and then tap open the card you want to edit. Scroll until you see the Skills section and then tap “Add Skills” if you haven’t yet added any or “Edit” if you want to update previously added skills or add more.

To manage or cancel your Emerge subscription on an iOS device please follow these instructions:

 

To change or update a billing method:

 

  • Open the Settings app.
  • Tap your name.
  • Tap Payment & Shipping. You might be asked to sign in with your Apple ID.
  • To add a payment method, tap Add Payment Method.
  • To update a payment method, tap the payment method, then edit your information. You might need to enter the security code that’s printed on your credit or debit card. If you see Apple Pay after the last 4 digits of the card number, go to the Wallet app to edit the card information.
  • To remove a payment method, tap Edit, then tap the Delete button.
  • To change the order of your payment methods, tap Edit, then use the move order icon

 

To cancel your subscription:

 

  • Open the Settings app.
  • Tap your name.
  • Tap Subscriptions.
  • Tap the subscription that you want to manage.
  • Tap Cancel Subscription. (Or if you want to cancel Apple One but keep some subscriptions, tap Choose Individual Services.) If you can’t see Cancel, the subscription has been cancelled already and won’t renew.

 

For more see Apple’s documentation here https://support.apple.com/en-au/HT202039

 

To manage or cancel your Emerge subscription on an Android device please follow these instructions:

 

To change or update a billing method:

 

  • On your Android phone or tablet, open the Google Play Store.
  • Check if you’re signed into the correct Google Account.
  • Tap the hamburger Menu and then select Subscriptions.
  • Find the subscription you want to update.
  • Choose from the following:
  • For active subscriptions, tap Manage.
  • To fix your payment method, tap Update.
  • Follow the instructions to update your payment method.

 

To cancel your subscription:

 

  • On your Android phone or tablet, open the Google Play Store.
  • Check if you’re signed into the correct Google Account.
  • Tap the hamburger Menu icon and then select Subscriptions.
  • Select the subscription you want to cancel.
  • Tap Cancel subscription.
  • Follow the instructions.

 

For more see Google Play’s documentation here https://support.google.com/googleplay/answer/7018481

 

If you cancel your subscription, any Card you had on the Emerge Plan will be downgraded to a free Hatch card.

 

Please note uninstalling the Pappyon app will not cancel your subscription.

SHARED EMPLOYER CARD FAQS

If your employer uses Pappyon for their business, you will be sent an email invitation when they have issued you with a new card. You will also be alerted to this new card waiting for you on the “Your Cards” page in the app.

 

You can also request for your employer to join Pappyon. To do this open the “Your Cards” page and tap the “Request card from your employer” link. This will open a draft email for you to send to the relevant person at your organisation.

 

If your employer is interested in joining Pappyon, or if you are a business owner or decision maker and want Pappyon’s business features for your team, you can find out more about our Grow Plan for Business here https://pappyon.com/pricing

If you have received a card from your employer, they will have added your name, job title and contact details on your behalf. If you need to amend any of this information please navigate to the Account menu, select “Your Cards”, tap to select the relevant card and then scroll to the bottom of that card to reveal the “Request Update from Employer” button. Tap this and make the required change on the form which opens. Your employer will be alerted to the updates and can then implement these changes for you.

If you have received a card from your employer, they will have completed the card details on your behalf and may have also given you permission to add further contact details or links to your card. 

 

At a minimum you can customise your shared card with your profile photo and with your city/country location.

 

For photo adding instructions please see the answer to the FAQ below and for how to add your city/country and other additional fields please keep reading.

 

You can easily add any additional information by tapping on the “Add Additional Information” button which displays on your shared card. Complete the options which display to you on this form and this information will then populate onto your Card.

To add this information to your Card, navigate to the Account menu, select “Your Cards” and then tap open the card issued by your employer. Scroll down the page and you will reveal the Bio, Fun Facts, Skills and Achievements sections on your Card.

 

To add a Bio, tap “Add Bio” if you haven’t yet added one or “Edit” if you want to update a previously added Bio.

 

To add Fun Facts, tap “Add Fun Facts”. Then add as many as you want before hitting Save. If you want to add more or edit those you have previously added tap “Edit” and make your updates.

 

To add Skills, tap “Add Skills” if you haven’t yet added any or “Edit” if you want to update a previously added Skill or add more.

 

To add Achievements, tap “Add Achievements” if you haven’t yet added any or “Edit” if you want to update a previously added Achievements or add more.

You can easily add a photo to your shared Card at any time. Photos are managed per card so you can customise your profile photo to match the role and industry of each Card. 

 

To add a photo or update a photo, navigate to the Account menu, select “Your Cards” and then select the shared card you wish to edit. Once on the Card page tap the circular profile photo avatar. This will open the photo edit page where you can upload a new photo. Then hit save when you are done. This change will happen instantly on your Card and will update for all your connections

If you have received a card from your employer and no longer require it, you can detach the card from your account and return it to your employer. To do this open your Account menu, select “Your Cards” and then tap to select the Shared Card. Once the Card view has opened, scroll to the bottom of the page and tap “Detach Card”. Your employer will be alerted when you do this.

 

Before you detach your Card, you may wish to move your connections to a new card so they will not be lost, you can do this by selecting the “Transfer Connections to another Card” option located at the bottom of the card edit page.

Pappyon allows you to move your connections from one Card to another Card, you can do this by selecting the “Transfer Connections to another Card” option located at the bottom of the card edit page. You can then nominate which Card you want those connections moved it. If you want to move them to a brand-new Card you will need to create this Card prior to initiating the transfer. Once connections are transferred they will no longer be attached to the original Card.

STILL CAN’T FIND THE ANSWER TO YOUR QUESTION? ASK US!

Email us at support@pappyon.com or contact our Support Team using the button below. 

BUSINESS PORTAL SUPPORT

To view our options for Business subscribers please see our plans here https://pappyon.com/pricing

 

To register an account and subscribe please follow the instructions here: https://pappyon-c59f8.web.app/register

 

You will have the option to take up a monthly or annual subscription payment option.

 

If you have any questions prior to subscribing, please contact us and the Pappyon team will be happy to answer any queries you may have or discuss custom options for your team.

Once you have registered and subscribed, you will be prompted straight away to customise your organisation’s business card. You can choose to do this now or skip this and complete it later.

 

When you do customise your card, you will be able to customise the following:

 

  • Select the shape of the logo frame which shows on the front of your business card – you will get the option to select from square, circle or rectangle.
  • Customise the corner shape of your card – select from square corners or curved corners.
  • Upload your logo to the logo frame. We recommend a .jpg or .png logo file of no more than 2MB with an aspect ratio of 1:1 for square and circular logos or 3:2 for rectangular logos.
  • Customise the back of your business card – you can select a solid colour using our colour picker or upload a .jpg or .png image file. If you choose to upload a file, we recommend an image with an aspect ratio of 3:2.
  • Customise the wallpaper which shows behind your card – you can select a solid colour using our colour picker or upload a .jpg or .png image file. If you choose to upload a file, we recommend an image with an aspect ratio of 3:2.
  • Lastly add the business details to your card which you want to accompany each of your employee’s cards. It is required to add your business name, but then you can choose what else you want to show. For example, you might want details such as your website URL, business address, and business social media channels to accompany each card. Specific employee contacts details are added when you set-up your cardholders. Please see the FAQ on this below.

 

To be able to invite your employees and send them their new business cards, you will first need to complete your card set-up. You won’t be able to send invites until this is completed.

To issue digital business cards to your employees, navigate to the “Manage Cardholders” section of the Business Portal. Select the “Add New” button. Input your employee’s details which you wish to show on their card and toggle on any additional items which you want to allow your employee to input themselves. Then hit the “Save & Send Invitation” button.

 

This process will send an email invitation to the employee. If they aren’t yet using the Pappyon app they will be prompted to download the app and install it on their device. Once they have registered on the app, the card you have issued to them will be there waiting for them.

 

If they are an existing Pappyon user and already have the app installed, clicking the button in the invitation email will allow them to add the card you have issued to their existing app account.

 

If your employee has previously set up their own card on Pappyon using the same email address you have just issued an official business card to, the original card will be merged into the one you have issued. The Grow plan card issued by you will become the primary card for that email address. Any other cards with other email addresses which your employee has in use on the Pappyon app will not be affected.

If someone in your team changes roles, leaves or a new role is created, you can easily move Connections from one cardholder to another if they relate to the tasks and relationships needed for a specific role.

 

For example, Jane is promoted to a new position and Simon takes over her role. You can copy Jane’s Connections to Simon’s card to assist Simon in his new postition.

 

This is one of the benefits of the Grow Business Plan as it gives organisations dual ownership of connections so they can assist their team in building the most effective relationships.

 

To copy connections from one cardholder to another, open the “Manage Cardholders” tab in the Business Portal and locate the person you want to copy from in the list of Cardholders. Then hover your cursor over the “more” (three dots) icon located on the right hand side of the row. You will reveal a drop down menu with the option to Copy Connections. Click this and follow the on-screen prompts to copy those connections to someone else on your team.

 

Please note, if you want to copy connections to someone new you will need to create a card for them first before you can copy connections over.

If someone no longer requires a card or has left your organisation you can deactivate their card.

 

To do this, open the “Manage Cardholders” tab in the Business Portal and locate the Cardholder you want to deactivate. Then hover your cursor over the “more” (three dots) icon located on the right hand side of the row. You will reveal a drop down menu with the option to Deactivate. Click this and the card will be deactivated after 48 hours. The Cardholder will receive an alert inside their app that this will happen and after 48 hours the card will no longer be available in their app account.

 

You can reactivate a card at any time so if you need it again in the future. To reactivate a card and its connections, you can use the same steps above.

 

When a card is deactivated, it is no longer included in your active Cardholders tally so if you have unused cards, you can deactivate them to allow other cards to be issued on your subscription.

 

To change the number of cardholders allocated under your subscription, please navigate to the Manage Subscription tab of your Business Portal. Select the left-hand side Manage Subscription option and tap the ‘Manage subscription’ button. On the subsequent page, please select the “Add/Remove Cardholders” link. A pop-up will open which will then allow you to add or remove cardholders from your plan. Make your changes and then save. Any billing changes to your subscription as a result of adding or removing cardholders will be applied from the next billing date.

To cancel your subscription, please navigate to the Manage Subscription tab of your Business Portal. Select the left-hand side Manage Subscription option and tap the ‘Manage subscription’ button. On the subsequent page, please select the “Cancel Subscription” option. You will then be prompted to confirm your cancellation.

 

If you cancel, the cancellation will apply immediately however you will continue to be able to use Pappyon and have access to your billing portal for the remainder of the current billing period or free trial period. Then once this period ends you will no longer have access and your cardholder’s cards will be removed from their app accounts. Cardholder’s will be notified 24 hours before their cards are removed so they have time to transfer connections to another card if they wish.

 

If there is anything we can do to assist you with Pappyon or any feedback you want to provide prior to cancellation, please don’t hesitate to get in touch with our Team here.

STILL CAN’T FIND THE ANSWER TO YOUR QUESTION? ASK US!

Email us at support@pappyon.com or contact our Support Team using the button below.