- Category: All Help Guides
Signing Up and Setting Up Your MyMoneyCard
To begin your journey with MyMoneyCard, follow these steps:
1. Sign Up Process
Click on “Get Started” and fill in your details including full name, business contact email, password, and business name.
2. Creating Your MoneyCard
Enter your business number, profession or industry, job role, then click “See MyMoneyCard” to access your dashboard. Follow the prompts in the email to add your MoneyCard to your wallet.
Upgrading and Customizing Your MyMoneyCard
1. Upgrading to Paid Freelancer
Click the three lines at the top, select “Upgrade Plan” on the sidebar, choose a package, and click “Upgrade MyMoneyCard”.
2. Updating Logo and Banner
From your dashboard, click “Change Logo” to upload a new image. Similarly, click “Change Banner” to update your banner image.
3. Modifying Your Monty URL
Scroll to the bottom of the page, locate your Monty URL, enter a new custom URL, and click “Update”.
4. Fine-Tuning Profile Details
Scroll down, switch off toggle switches for unwanted details, click “Save Changes”, preview your My Monty Card, and adjust as needed.
5. Managing Social Links and Other Info
Add, edit, or remove social links, text, images, or gallery items on your card. Save changes after each modification.
Engagement and Analytics
1. Viewing Analytics and Contacts
Access analytics from the sidebar to see staff numbers and connection locations. Monitor contacts by viewing and editing their details.
2. Integrating with CRM Systems
Connect your contacts with CRM systems like HubSpot by using the “Connect to Webhook” feature.
3. Customizing Contact Form
Edit questions, add multiple-choice options, and group contacts for better management.
Security and Account Settings
1. Managing Personal Info and Password
Update your personal info and change your password under the settings tab. Always remember to save changes.
2. Updating Billing and Cancelling Subscription
Update card details, cancel subscriptions, and handle billing aspects under the settings section.
QR Code Customization and Usage
1. Editing and Downloading QR Code
Modify the colors, corner radius, text, and add images to customize your QR code. Download the QR code for various uses.
By following these comprehensive steps, you will master the art of managing your MyMoneyCard account efficiently and effectively.