A tap card is a physical card linked to your Socket account. When a prospect taps it with their phone, or scans the QR code on the back, it opens your enquiry form or the card owner's business card. Anything they submit arrives on the Leads board, assigned to the card's owner.
Before you start
Tap Cards are included with the Leads module. The number of cards included depends on your plan.
Each plan with Leads includes the following number of cards.
Starter: 1 card
Standard: 2 cards
Premium: 3 cards
Enterprise: 8 cards
If your practice needs more cards than your plan includes, message the team through live chat on our Contact Us page.
Practices without the Leads module are prompted to add it from the Tap Cards page. Editing Your Subscription & Add-Ons in Socket explains how to add Leads to your plan.
Finding Tap Cards
Go to Settings, then select Tap Cards under Leads & Engage.
Requesting your cards
Cards are posted to your practice once you request them. The claim form is on the Tap Cards page in Settings, and asks for your name, your plan, and a postage address. Cards are posted within 7 days of a request.
Setting up a lead capture form
A tap card opens a lead capture form, either straight away or from the Share Your Details button on a business card. Set the form up before adding your cards.
Go to Forms in the main menu and open System templates.
Under Lead Capture, select Use template on Simple Lead Capture.
Map the contact name and contact email questions to their lead fields with Maps to lead field.
Open the form settings and turn on Public access.
Turn on Auto-create lead.
Publish the form.
⚠️ Form submissions create leads when both Public access and Auto-create lead are on.
One public lead capture form is included with the Leads module. Additional forms require the Forms add-on. Capturing Leads from a Form covers mapping answers, next steps after submission, and what happens when someone submits.
Adding a tap card
Select Add Your First Card, or Add Card if your practice already has cards.
Enter the card's code in Card code.
Enter a Name for the card, if you want one.
Choose the card's Owner.
Choose what happens under When Someone Taps.
Choose the form the card uses.
Select Add Card.
The card code is the 8 characters printed on the back of the card, with the card's URL and QR code. The counter beside the code boxes shows how many characters have been entered.
The name is how your team will recognise the card in Socket, for example "Reception desk".
When someone taps
When Someone Taps has two options.
Show [owner]'s Business Card: the tap opens the owner's business card. The card always includes a Save Contact button. It adds a Book a Call button when the owner has a booking link, and a Share Your Details button when a form is chosen.
Go Straight to the Form: the tap opens the form chosen under Sends People To.
Both the Business Card and the Go Straight to the Form options will share an enquiry form to capture client details to Socket, so you can select a form for either. Only active forms appear in the form dropdowns.
Setting up a business card
A business card holds the contact details a tap card shows when it is set to show its owner's business card. Anything left blank stays off the card.
Business cards are listed under Business Cards at the foot of the Tap Cards page. Select Edit beside a team member, or Add a Business Card for someone not yet listed.
The business card window has four sections, with a preview under What a Tap Shows.
Photo and title: the owner's photo and Job Title. These also show on proposals, documents, and emails.
Contact: the owner's phone number and email address, each with a Show on Card switch. Both come from the Team page.
Links: a LinkedIn profile, a Booking Link, and any further links added with Add Link. A booking link adds the Book a Call button to the card.
About: a Short Bio of up to 280 characters.
Select Save Business Card to save.
Editing a tap card
Select the pencil icon on a card to open Edit Card. You can change the name, owner, what happens when someone taps, and the form. Select Save Changes to save.
The card code does not appear in Edit Card.
Disabling a tap card
Select the disable icon, a circle with a line through it, beside the pencil icon on a card.
The tap card list
Each card on the Tap Cards page shows its owner, what happens when it is tapped, and its form. Under these, the card shows its number of taps, contacts saved, and leads, and when it was last tapped.
A contact counts as saved when someone saves the owner's contact from the business card. Their phone then asks whether to keep it. The contact is saved on the prospect's phone.
A lead is counted when someone submits the card's form, whether a tap opens it or they reach it from the business card. The lead appears on the Leads board. Repeat submissions from the same email address count as one lead. Someone who already has an open lead with you is not counted as a new one.