TrioStack TrioCard Getting Started Guide for Representatives 2

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2 Purpose 4 Benefits of TrioCard 4 Understanding Basics 6 How TrioCard Works 6 What is Simple Message Service (SMS)? 6 What is Multi-media Message Service (MMS)? 6 KNOW YOUR MOBILE CARRIER 7 Major carriers 7 Minor carriers 7 Can you send TrioCard over Wifi or data? 7 Can people receive TrioCard over WiFi? 7 Understanding TrioStack App Basics 8 TrioStack Dashboard 8 Hamburger Menu 8 Changing Your Settings that affect TrioCard 10 Creating Your First TrioCard 11 Step 1: Choosing a Design from a Category 11 Step 2: Customizing Your Card and Message 13 Step 3: Saving & Testing Your Card 14 Sending Your TrioCard to a Mobile Phone 15 Step 1: Choosing From Existing Cards You Created 15 Step 2: Entering Contact Name and Mobile Phone 15 Step 3: Entering Custom Message 15 Step 4: Sending the Card 16 Sending Your TrioCard to an Address 17 Managing Your Cards and Card Designs 17 Saving Your Favorite Designs 17 Hiding Designs that You Dislike 17 Archiving Your Cards 18 Restoring or Destroying Your Archived Cards 18 Managing Your Contacts 19 Manually Creating a Contact from Scratch 19 Creating Your Own Contact Groups 21 Sending to a Group 22 Exporting Your TrioCard Contacts 23 Understanding Card Stats 24 Working with Your Card Inbox 25 Accessing Text Sent by Your Card Recipients 25 Accessing Cards Sent to You by Other TrioStack Users 26 Frequently Asked Questions & Answers 27 Q1. How many cards can my customer send per year? 27 Q2. Why don t my TrioCard Contacts show up in TrioSave? 27 Q3. Why can t I send a card to a specific phone number? 27 Q4. Can I use animation or video with TrioCard? 27 TrioStack Certificate Program Part I 28 Task I: Create a Card 28 TrioStack TrioCard Getting Started Guide for Representatives 2

3 Task II: Send a Card to Certification Bot 28 Task III: Create a Contact Group 29 Task IV: Send Your Business Card to a Group 29 Task V: Export a Contact Group 30 TrioStack TrioCard Getting Started Guide for Representatives 3

4 Purpose The purpose of this tutorial is to help you learn to use TrioCard effectively in both business and personal situations. Benefits of TrioCard Small businesses often do not consider issuing business cards to all their employees due to printing costs and high turnover rate. This means that often they cannot fully realize their marketing and networking potentials through employees. This is a big opportunity lost in today s highly-connected world. We solve this problem by providing a digital, eco-friendly alternative to the printed business card. Using TrioCard, a small business can promote the company s brand and messaging with the help of every employee, without requiring employees to expose their personal mobile numbers! Let everyone in the company do their share in the company s marketing, without losing control of contacts or employee privacy. It s a clever, green tech innovation that we are very proud to introduce to every small business - including our very own! When a business engages all of its employees to spread the brand message by allowing them to send digital business cards to customers, prospects, friends, and family, the reach of the business increases many fold. PAPER CARDS ARE SO 90 s Nearly ten billion business cards are printed at a cost of 800 million annually in the United States alone. 88% of business cards that are handed out are thrown away within one week! Source: TrioStack TrioCard Getting Started Guide for Representatives 4

5 Here is a comparison chart for TrioCard vs. a traditional business card. Benefit TrioCard Traditional Business Card Can be personalized or changed any time YES No. Once printed, any changes require throwing away all the existing cards and reprinting new ones Change design to reflect marketing focus, season, etc. YES No. Requires reprinting all new cards Requires anticipating demand for cards to keep enough stock NO YES Eco-friendly YES NO Tracking when a recipient saves the card info on his/her phone, the sender knows YES NO Automatic Groups every person who receives a card from the sender becomes part of a group for future sending YES NO Group Sending can send marketing announcements, season greetings, etc. to existing groups YES NO TrioStack TrioCard Getting Started Guide for Representatives 5

6 Understanding Basics In this section, we will discuss some basic concepts and information that will help you understand TrioCard and related technologies a little better. How TrioCard Works Each employee can set up a TrioCard by choosing a design and personalizing their information. Once TrioCard is set up on an employee s smart phone, he or she can send to customers, prospects, friends and family via the company s text-line, which is also used to TrioTalk. The business owner is given a premium TrioCard number to keep their cards private from others. By default, the business has a yearly allowance for how many cards they can send. To increase this allowance, a company can purchase additional credits. TrioCards can be sent via SMS or MMS. The latter provides the best user experience as it shows an image of the card on the phone without any interaction from the receiver. However, in some cases, SMS might be the best option, as SMS works for all mobile carriers. What is Short Message Service (SMS)? If you have sent a text message, you have already used SMS. When SMS is used to send TrioCard, the card image is sent as a link, which the recipient then has to tap to view the card. What is Multimedia Messaging Service (MMS)? When you send a TrioCard as a MMS, the card image automatically appears in the recipient s phone. This is a better user experience for the recipient, as it requires no action on their part. However, some mobile carriers do not enable MMS by default on their network, which means that cards sent via MMS might not reach the customer if they do not enable MMS. In our experience with major US and Canadian carriers, we ve noticed that not having MMS enabled by default is primarily an issue with some of the Canadian carriers. Hardly any US mobile carriers have MMS turned off by default. TrioStack TrioCard Getting Started Guide for Representatives 6

7 KNOW YOUR MOBILE CARRIER Currently TrioStack supports sending MMS messages to the following mobile carriers in the US and Canada: Major carriers AT&T, Verizon, T-mobile, Sprint, Rogers, Bell, Fido, Telus, and Wind Canada. Minor carriers 365 Wireless, Alaska Communication System (ACS), Advantage Wireless, Alltel Wireless, Bluegrass Cellular, Boost Mobile, Carolina West Wireless, Cellcom, Cellular South, Clear Talk Wireless, Commnet Wireless, Copper Valley Telecom, CTC Telecom, GCI Wireless, Google Voice, Illinois Valley Cellular, Inland Cellular, James Valley Communications, Leaco, MetroPCS, MTA Communications, NewCore Wireless, Nex-Tech Wireless, Panhandle Communications, Peoples Wireless, Pine Cellular, Pinpoint Communications, Southern Linc, SRT Communications, Standing Rock Telecom, Thumb Cellular, Simmetry (TMP Corporation), United Wireless. Can you send TrioCard over Wifi or data? Sending TrioCards requires you to have a connection to the Internet. If you can run the app, you can send TrioCards over Wifi or data. Remember when you are sending a TrioCard, you are NOT using your personal phone number. The card you are sending does not reside on your phone, you are simply selecting a card you personalized that is stored in our TrioCloud. Therefore, your carrier has nothing to do with the sending of the card other than the fact that you have an internet connection either via Wifi or via your carrier s data plan. Can people receive TrioCard over WiFi? Receiving an MMS version of a TrioCard requires that the receiver have their carrier s data mode enabled. Most carriers will not allow a user to receive MMS messages when they are not using the carrier s data plan. However, some carriers allow users to enable WiFi dialing and in such a mode, they may or may not allow MMS messages with a WiFi-only connection. Yes, we know it is very confusing, but phone companies have found ways to make things confusing since the beginning of the telephone era. TrioStack TrioCard Getting Started Guide for Representatives 7

8 Understanding TrioStack App Basics Before you start using the TrioStack app, let s take a quick look at how you can navigate from one application to another. TrioStack Dashboard When you have successfully connected your phone to the TrioStack app, it will show you the dashboard menu below. The very top of the screen shows three things: A hamburger menu icon (left) A simple greeting (middle) A home icon (right) The hamburger menu can be used to jump to the Dashboard, My Account, Settings, Get Help, etc. from any screen. The hello message is replaced with the name of the app you start when you tap any of the buttons. Tapping the home icon will return you to the top of the current app. The six buttons you see in the dashboard are: Customers allows you to manage your customers and leads Activate allows you to convert a lead to a customer Payout access to your sales and commission information Cards access to the TrioCard app Recruits allows you to manage your recruit leads Demo access to various TrioStack demos that you can use to make sales presentations Hamburger Menu When you tap the hamburger menu icon, a sliding menu appears as shown below: TrioStack TrioCard Getting Started Guide for Representatives 8

9 When you tap the menu icon again, it will close the menu. You can also close it by tapping anywhere outside the menu options. Most of the options that you see in this menu remain the same throughout all the apps in the TrioStack platform. However, some apps may add new menu items to provide extended functionality. The following options are standard across all apps: Dashboard returns you to your dashboard Get Help lets you ask the support team questions Settings takes you to settings that you can change My Account shows you information about your TrioStack account Demo allows you to access available demos Have you noticed a similarity between the Hamburger Menu and TrioStack logo? We used the likeness of the ubiquitous hamburger menu icon, used for mobile applications, to represent a strong connection between TrioStack and the mobile platform. We focus on mobile-only, modern solutions for our busy target customers small business owners who have no time to sit down in front of a laptop or PC. TrioStack TrioCard Getting Started Guide for Representatives 9

10 Changing Your Settings that affect TrioCard Before you can start using TrioCard, you need to take care of a few simple settings that affect TrioCard s behavior. Here is how. Open the hamburger menu by tapping the menu icon and then tap the Settings option: You should see a screen similar to the one shown below: Make sure the following personal information is entered correctly and saved: Name Company name Title Street address Locale / Time Zone The Locale / Time Zone information must be set to enable the group send capability of TrioCard. Tap the pencil icon: This will open the Locale / Time Zone section as shown below: Select the appropriate time zone for your location. Once you have made all necessary changes on the Settings screen, tap the Save Settings button: Your changes should be saved and you are now ready to get started with TrioCard! TrioStack TrioCard Getting Started Guide for Representatives 10

11 Creating Your First TrioCard Creating a TrioCard is a very simple process. In this section, we will show you how to create your very first TrioCard. Let s begin by tapping the CARDS app from your TrioStack desktop. This will start the TrioCard app. You will notice that the greetings on top of the screen will change to the following: Congratulations! You are now running the TrioCard app! This is the home screen of the TrioCard app. On this screen you will see following options: CARDS shows your customized cards CREATE create a new card CONTACTS contacts you have sent cards to so far INBOX incoming reply messages and cards you ve received from other users STORE card store where special card packs and additional credits are available for customers to purchase Step 1: Choosing a Design from a Category From the TrioCard home screen, tap the CREATE application. Now you are in the CHOOSE A CARD screen. From the drop down menu of card categories, choose a category you d like to browse. For this tutorial, we will choose the Business category as shown below: TrioStack TrioCard Getting Started Guide for Representatives 11

12 Swipe left or right to find a card design you like in the selected category. Once you choose a design, tap the Create button to customize the card design with your information. For this tutorial we have chosen the following card design that allows the user to upload a photo to personalize their card. After tapping the Create button, you will be able to tap the sample image to see if the card design allows a photo and/or logo to be uploaded. Remember, you can take a photo using your camera on your smartphone or use an existing photo from your smartphone s photo gallery. Which designs allow photo uploads? Most designs that have a human face or portrait will allow you to change the photo to your own. Tap a photo or logo to check! TrioStack TrioCard Getting Started Guide for Representatives 12

13 Step 2: Customizing Your Card and Message If you have chosen a design that allows you to upload a photo, you can simply tap the sample image and upload your photo from your photo library, or even take a photo using your smartphone camera. Tap the UPLOAD PHOTO button and then select an existing photo or take a new one. Next, fill out the rest of the information fields in the card. You will notice that as you move from one field to another by tapping them, the sample card will reflect your changes. This is done by TrioCard automatically to show you how your information looks on the card. A few important things to note: You will need to see how your information looks and adjust text length accordingly. You can use foreign language characters in any of the fields. You CANNOT use emojis in any of the fields that are part of the card itself. You CAN use emojis in the message field. This message appears below your card. The message paragraph text can be changed to whatever you wish. However, if you want the recipient to be able to add your contact info to their phone by tapping a link, you must make sure not to delete ##LINK## from your customized message. TrioStack TrioCard Getting Started Guide for Representatives 13

14 By default, TrioCard will create a card name for your new card. We highly recommend that you type a meaningful name for your card so that you can understand your card stats better. For example, if you are creating a special card for a trade event that you are attending in the future, name the card using the trade event s name. Save your card by tapping the SAVE button. This might take a minute as your card is built and saved. You will see a preview of your card in the next screen. Step 3: Saving & Testing Your Card Review your new card from this screen. If you need to edit any information just use the EDIT button to return to the editing screen. If everything looks great, TEST DRIVE the card by sending it to your own phone number by tapping the TEST DRIVE button. You will receive a copy of your card that is exactly as it will appear to future recipients. If you did not remove the ##LINK## text in the message, your card will be accompanied with a link that allows users to save your information by tapping the link and saving it to their phone s contacts! Saving Your Contact Info is Super Easy! Isn t it cool that your recipients do not have to enter your contact information by hand? They can just tap the link and save your information in their phone for all future communication. This is a very powerful feature of the TrioCard app. TrioStack TrioCard Getting Started Guide for Representatives 14

15 Sending Your TrioCard to a Mobile Phone To send any of your existing cards, simply tap the CARDS option from your TrioCard home screen. This will start the TrioCard app. You will notice that the greetings on top of the screen will change to the following: This indicates that you are now running the TrioCard app! Step 1: Choosing From Existing Cards You Created Swipe left or right to find the existing card you want to send. Tap the SEND button to continue to the next screen. Step 2: Entering Contact Name and Mobile Phone On this screen, you have the option to send the card to a group or an individual. In this section of the tutorial, we are going to discuss how to send to an individual recipient. You will learn about how to create groups and send cards to a group in a later section. Enter the name of the recipient. Our system is standardized to use the typical FIRST LAST name format, so enter the recipient s first and last name separated by a space. Next, enter the recipient s mobile phone number. You do not need to enter +1 or any special characters. Just enter the phone number in plain format. (ex: ) Optionally, enter the address of the recipient. If you enter both an and mobile number, we will send the card to both the recipient s phone and . Step 3: Entering Custom Message You will see the message you entered when you created the card. You can customize it further for this specific recipient or leave it as is. Remember, if you remove ##LINK## from your message, your recipient will not be able to save your contact via a link as the link will not be embedded in your card message upon delivery. So, we highly recommend that you keep the ##LINK## tag in your message. You have an option to add this recipient to a group using some of the default groups that we have automatically added for you. You can also create a new group for this recipient by tapping the pencil icon. We will discuss grouping in a later section, so we will skip this optional step here. TrioStack TrioCard Getting Started Guide for Representatives 15

16 Step 4: Sending the Card Finally, you have a choice to make: Send via SMS or Send Card via MMS. If you send the card via SMS, the card will become a link that the user will have to tap to view. If you send via MMS, the card will appear in the recipient s phone without any interaction from the user. Send the card via MMS for the best user experience. Be aware that if the recipient is using a WiFi connection and their data is turned off, many mobile carriers will not transmit the MMS message to the recipient until she turns data back on. Here is an example of how the user experience for the recipient differs for the same card sent via SMS and MMS: Card Sent via SMS Card Sent via MMS Once you send the card, you will be redirected to the STATS section. Here you can view analytics for each individual card. These analytics are explained in a later section. TrioStack TrioCard Getting Started Guide for Representatives 16

17 Sending Your TrioCard to an Address If a recipient does not have a mobile number, you can always send them a TrioCard via . To send via do the following: 1. Choose your card and tap Send 2. Enter the recipient s name 3. Leave the mobile number blank 4. Enter an address 5. Tap Send via SMS or Send via MMS, either will work Your recipient will receive the chosen card via shortly. Managing Your Cards and Card Designs Now that you have sent your very first card, you are ready to create more cards to suit various needs using one of our many different designs. In this section, we will discuss how you can manage your cards. Saving Your Favorite Designs When you browse different card designs, often you will find one or two that you like more than the others in a given category. In such a case, you can tap the Favorite button to mark the design as a favorite and add it to your very own Favorite category. The favorite category will show all the designs that you have marked as favorites from different categories. Hiding Designs that You Dislike Although our card design team tries its best to put out many awesome card designs for your use, there will be some designs that are not going to be liked by someone out there. Knowing this, we have added a DELETE button in the design selection screen that allows you to exclude a design forever. Should you make use of this DELETE button in the design selection process, the targeted design will disappear from your view immediately. Please be kind when you tap and confirm the deletion of a design from your list, it is not undoable by you and certainly it does not make our design team s day. Just kidding! Your input always helps us get better, so we take both the good and the bad with pride. TrioStack TrioCard Getting Started Guide for Representatives 17

18 Archiving Your Cards When you have more than one card made, there might be a time when you want to delete an existing card. This is why we have added a DELETE button in your card selection screen found under the CARDS option. By deleting a card from your existing card list, you effectively archive it. Restoring or Destroying Your Archived Cards If you mistakenly delete one of your cards, you can restore it from the archive. Here is how: Tap the hamburger menu and then select the Archived items option: Now scroll through the deleted cards and find the one you want to undelete. Then tap the Restore button: If you want to permanently delete a card, select it in the same fashion and tap on the Destroy button: If you want to destroy all archived cards at once, you can tap the Empty Card Archive button: TrioStack TrioCard Getting Started Guide for Representatives 18

19 Managing Your Contacts Whenever you send someone a card, the person s name, phone number and is automatically saved in your TrioCard contact database for future use. When you want to send an existing contact another card, simply start typing part of the contact s name and TrioCard will automatically show you a list of available contacts that match the partial name. In the following section, we will discuss how to manage your contacts. Manually Creating a Contact from Scratch There are times when you just want to create contacts for future use. To create a contact from scratch without sending a card first, tap the CONTACTS option from your dashboard screen. Once you are in the Contacts screen, tap the plus button as shown below: This will open the contact editor tool as shown below: TrioStack TrioCard Getting Started Guide for Representatives 19

20 Enter your contact s first and last name, mobile number, and address (optional). You can tap any of the appropriate groups available to assign the new contact to the group(s). However, if you would like to create a new group for the contact, tap the pencil button to add a new group name as shown below: Here we have created a new group called Doctors for our example contact Carol Godsave. Once you have entered all the information, tap the Save button: Watch for error messages after saving, and correct information as needed. If there is no issue with saving your new contact, they will appear in the all contacts list screen. TrioStack TrioCard Getting Started Guide for Representatives 20

21 Creating Your Own Contact Groups Whenever you send a card, you have a chance to select one or more existing groups to associate with the new contact. Existing contact groups are shown as a set of buttons that you can simply tap or untap to select or unselect. In the following example, we have selected coworker and friend as our chosen contact groups for a contact that we are about to send a card. Now, if the list of groups that you see does not quite do it for you, you can create a custom group by tapping the pencil button, which opens a new group entry box as shown below: Enter the new contact group name and it will be created and associated with the new contact when you send the card. TrioStack TrioCard Getting Started Guide for Representatives 21

22 You have the ability to apply the exact same process for creating a new group when you create a new contact or edit an existing one. Sending to a Group As you send cards to various walks of people, you should consider assigning each contact to one or more appropriate groups to optimize organization. For example, if you send cards to prospective customers, you can use the LEAD group. Similarly, when you send to friends or family, tap appropriate groups to keep your contacts organized. This will automatically build your lists for future convenience. To send a card to a group, you follow the same steps as sending a card to an individual. From your dashboard, tap the CARDS option and then tap the CARDS option again: Select an existing card to send by swiping left or right and then tapping the SEND button. Now, instead of entering a person s name, mobile phone number and/or address, select a group from the drop down menu: Once you ve selected a group, you can add a custom message to your card for the entire group as shown below: Remember that the message will be shown to everyone who receives the card. Finally, you have a choice to make: Send via SMS or Send Card via MMS. If you send via SMS, the card will become a link that the recipients will have to tap to view. If you send via MMS, the card will appear in the recipient s phones without any interaction from them. TrioStack TrioCard Getting Started Guide for Representatives 22

23 Send the card via MMS for the best user experience. Be aware that if a recipient is using a WiFi connection and their data is turned off, many mobile carriers will not transmit the MMS message to the recipient until they turn data back on. Exporting Your TrioCard Contacts We made it very simple to export your contacts from TrioCard to use elsewhere. To export your contacts, follow these easy steps: From your dashboard, tap the CARDS option to run the TrioCard app, then tap the CONTACTS option: From the contacts screen, go to the bottom of the screen and tap the EXPORT button: This will export all your contacts in a single Comma Separated Value (CSV) file and you the file as an attachment. Once you get the file, you can open it in Google Sheets, Microsoft Excel, or any other program that can handle a CSV file format. Is there any export filter? In the current version of TrioCard, there is no export filter. This means when you export you get all the contacts in your TrioCard database. In a future version, we will allow you to filter contacts by group. In the meantime, you have to rely on Google Sheets or Microsoft Excel or other external program to sort the GROUPS field. TrioStack TrioCard Getting Started Guide for Representatives 23

24 Understanding Card Stats To review your card stats, tap the CARDS option from your dashboard and then tap the STATS option from the TrioCard screen: You will see a screen that shows how many cards you have sent since you started using the TrioCard app. For example, the screen below shows that we have sent 374 cards in 155 days and the user s contact info was saved 58 times! To view the stats for a specific card, select the card by swiping left or right and tapping the View Card History button: You will see the list of contacts that received the selected card. If you see a green checkmark next to a name, it indicates that the recipient has added your contact information to their phone contacts. TrioStack TrioCard Getting Started Guide for Representatives 24

25 Working with Your Card Inbox When you send a card, the recipient might send a reply by text message (SMS) to your TrioStack number. This reply is sent to your TrioCard inbox. You will also see the cards sent to you by other TrioCard users in your inbox. To access your TrioCard inbox, tap the CARDS option from your TrioStack dashboard and then tap the INBOX option as shown below: Accessing Texts Sent by Your Card Recipients When your card recipient replies to your card by sending a text message (SMS) to your TrioStack number, it will be sent to you via an app notification. This notification will automatically open the inbox and take you directly to the screen where you can reply to the sender. You can reply to any such message by tapping the Reply button. You can also decide to delete a message using the Delete button. If you want to find an old message, you can search for it using a keyword and tapping the Find button Sending a reply is very similar to sending a regular text message as shown below: You can even use emoji characters! When you send the reply by tapping the Send button, the recipient will receive a text from your TrioStack number. TrioStack TrioCard Getting Started Guide for Representatives 25

26 Accessing Cards Sent to You by Other TrioStack Users When other TrioStack users send you a TrioCard, the card appears in your inbox. You can scroll through your received cards by swiping left or right: Your received cards are automatically categorized by month and year. You can access cards received by choosing the correct month and year filter from the drop down menu. As you swipe through the cards, you will know who sent the card as the name of the sender is shown below the card. You have the option to send the sender a card of your own by tapping the SEND CARD button: This will take you to your card selection screen. Once you select a card and continue forward, TrioCard will automatically enter the sender s phone number and name for your convenience. You can also decide to delete a card sent to you using the DELETE button: TrioStack TrioCard Getting Started Guide for Representatives 26

27 Frequently Asked Questions & Answers Now that you have mastered the basics of TrioCard, you might have a few questions. Chances are we have answered some of these questions already, but here is a list of frequently asked questions and answers for your review. Q1. How many cards can my customer send per year? Every TrioStack customer is provided with a complimentarily credit of six hundred (600) cards. This credit is shared by the customer s entire organization, which means everyone in the company owner and employees all draw from this credit. In other words, if a customer sets up a few employee accounts with card sending privileges, these employees will also be able to send cards using the company credit. Additional TrioCard credits can be purchased at any time in the STORE section of TrioCard. Q2. Why don t my TrioCard Contacts show up in TrioSave? We require that all TrioSave communication between the company and the consumer be permission based. This means a consumer must consent to receive a coupon by either: Fetching the coupon on their own by texting the coupon call-to-action code to the business TrioStack number Participating in a business customer loyalty program Being an existing customer with prior consent to receive text marketing messages Since TrioCard sends are initiated by you, a business owner or an employee and not by a consumer, the list of contacts in TrioCard cannot be considered permission based. This is why it is best not to mix TrioCard contacts with TrioSave contacts from a legal prospective. Q3. Why can t I send a card to a specific phone number? Before we send a card to a given number, we perform a lookup service to see if the number is reachable via SMS. If our upstream telco provider informs us that the given number is not a SMS-capable mobile number, you cannot send a TrioCard to this number. If you find this to be an error, before you contact our support please do the following: 1. Visit and check the phone number 2. If the phone number comes back as not wireless capable (n), our decision stands 3. If the phone number comes back as wireless capable (y), then contact TrioStack support to investigate the matter further Q4. Can I use animation or video with TrioCard? Yes, there are TrioCard designs that accept GIF animation and short video clips. However, many mobile carriers limit MMS payload size to 500KB per message. This means the animation or video needs to be very small. At this point we do not have the ability to inform you if your uploaded animation or video will work so consider this experimental. We are working on making our apps better to provide more animation and video support in the future. TrioStack TrioCard Getting Started Guide for Representatives 27

28 TrioStack Certificate Program Part I TrioStack certification consists of three parts: (a) TrioCard, (b) TrioSave and (c) TrioTalk. Successful completion of this tutorial will allow you to receive the next part of the certification tutorial. Once you have completed all three parts, you will be awarded the TrioStack Certified Representative title! Please complete the following tasks (1-5) as soon as possible to be able to advance to the next part of your certification quest. Good luck! Task I: Create a Card First, create a new card as follows: 1. From your TrioStack dashboard start TrioCard 2. From your TrioCard home screen choose CREATE to create a new card 3. From the CHOOSE A CARD screen, select the TrioStack category 4. Choose the card design with sample name John Smith 5. Continue to create a card with this design 6. Enter and/or verify all the personal information 7. Save the new card as My TrioCard #1 Task II: Send a Card to Certification Bot Once you have created the My TrioCard #1 card in the previous task, you need to do the following: 1. From your TrioStack dashboard start TrioCard 2. From your TrioCard home screen choose CARDS to go to your list of cards 3. Select My TrioCard #1 4. Send this card to TSCP BOT at: (916) via SMS TrioStack TrioCard Getting Started Guide for Representatives 28

29 Task III: Create a Contact Group Once you have sent the card to the TSCP BOT, create a contact group as follows: 1. Go to TrioCard and choose the CONTACTS option 2. Find TSCP BOT in your contact list 3. Edit the TSCP BOT contact 4. Create a new group called BOT 5. Save the contact 6. Confirm that the contact is associated with the new BOT group as shown on the right Task IV: Send Your Business Card to a Group Once you have created the BOT group, send your My TrioCard #1 to the group as follows: 1. Go to TrioCard and choose the CARDS option 2. Select your My TrioCard #1 card and continue to send 3. Choose BOT from the available groups 4. Send the card via SMS TrioStack TrioCard Getting Started Guide for Representatives 29

30 Task V: Export a Contact Group Now you are ready to complete the final task for the TrioCard certification. Follow the instructions below: 1. Go to TrioCard and choose the CONTACTS option 2. Scroll down to the very end of the list of contacts 3. Tap the EXPORT button 4. This will export all your contacts to your account Now log on to your and check if you have received the exported contact list. If you have received the exported contact list, you are done with the TrioCard certification tasks! Our automated system will check if you have completed all the tasks required and then send you a card and to your TrioStack phone number and address. At that point you will be able work on the next part of the TrioStack certification program. Thank you for following our program and should you have any questions, feel free to reach out via the online forum. TrioStack TrioCard Getting Started Guide for Representatives 30