How to Work With Templates in mTap Business Pro

Profiles:  📒The mTap Business ecosystem has two kinds of profiles. Auxiliary profiles and Member profiles. Auxiliary profiles are for abstract entities like departments, events & the company itself. Whereas, team member profiles are for you and your team, the actual human users who will be using this software in the field for networking.

Templates: In mTap Business Pro, a template is a pre-selected & yet customizable list of nested digital media that helps users quickly create brand-consistent, informative & impactful digital profiles that can be shared in ten different ways. 

Auxiliary profiles and team member profiles differ in terms of administrative control. For auxiliary profiles, administrators have the ability to not only select which elements appear in the template but also input the specific content for those elements.

In contrast, with team member profiles, administrators are limited to choosing which elements will be present in the profile, but they cannot dictate the content within those elements. The responsibility for populating the content of these elements, such as entering a phone number for messaging apps, providing a LinkedIn profile URL, writing the text for the Bio section, or selecting links for the "custom link" section, falls to the team members themselves. This approach gives team members agency over their personal information while still allowing administrators to maintain a consistent profile structure.

How to Work With Templates

You can access the "Company Dashboard" from anywhere within mTap Teams by clicking on the trail at the top of the page.

To manage your team, department, events, and your organization’s mTap profile Templates, click on "Manage Link Template" in the "Company" tile on the Company Dashboard.

1. You are now viewing the Template Management Dashboard. If you have already created templates during the onboarding process, you can skip ahead to step number 7 to learn how to manage your existing templates. However, if you haven't created any templates during onboarding, continue reading this guide from the next step onward to learn the process of creating a new template.

Auxiliary Profile Templates

2. Select “Create Auxiliary Profile Template” to build templates for abstract usages like your organization as a whole, events, and departments. You can also choose from presets that mTap offers you. They are customizable.

3.  Name your company in the overlay that appears and select “Create & Save”.

On mTap Business Pro, you'll find a diverse range of multimedia options designed to showcase information effectively. These options are tailored to meet the needs of various departments, events, or the organization as a whole. Whether you're looking to present data, highlight achievements, or share important updates, our multimedia tools provide versatile solutions for displaying the information you need to communicate.

They are searchable by name, and clustered function/utility-wise on the left-hand side, for easy management.

4. Select all the media required for the particular template and populate them accordingly. 

You can opt to make the profile trendy or professional at any time, depending on the current business needs.

5. Once you have finished creating an auxiliary template, you can adjust the toggles based on the following considerations:

• Do you want these functions to be visible on team member profiles? (Toggle on/off for ‘Show on member profiles’)
• At any given time, do you want any function to be visible or hidden from this particular template that you are currently working on? (Toggle on/off for ‘Action’)

6. You can add further media and functions or delete the entire template through the respective buttons available.

Your ‘Auxiliary Profiles’ Template has been set. 

7. To manage the template you have created for Auxiliary profile, select the “Manage Now” button of your desired template, on the Template Management Dashboard. 

8.You are now viewing the Template. Here you can do the following actions:

• Press “Edit” to edit the name of the Template 
• Press “+Add Link” to add a function (link) to the template 
• Press “Delete Template” to delete the template 
• “Drag” and drop the three vertical dots next to the link icons to change positioning 
• Toggle a function on/off for Member profiles 
• Toggle a function on/off for this particular template 
• Press the “pencil icon” to edit the contents of a function/link
• Press the “trash icon” to delete a function/link

📒mTap Busines Pro platform has two kinds of profiles. Auxiliary profiles and Team member profiles. Auxiliary profiles are for abstract entities like departments, events & the company itself. Whereas, team member profiles are for you and your team, the actual human users who will be using this software in the field for networking.

Member Profile Templates 

1. Select “Create Member Profile Template” to build templates for your team members. You can also choose from presets that mTap offers you. They are customizable.

2. Name your group and press “Create and Save” 

You are now seeing the “Add Links” overlay, where you'll find a diverse range of multimedia options aka links or functionalities designed to showcase information effectively. These options are tailored to meet the needs of you, your team members and the organization as a whole. 

Whether you're looking to present data, highlight USP of your products and services, or share important updates, our multimedia tools provide versatile solutions for displaying the information you need to communicate.

They are searchable by name, and clustered function/utility-wise on the left-hand side, for easy management.

3. You can choose which digital assets your team members should use during networking and prospecting.

For example, you can use the following links and media, if you want your sales soldiers to exhibit your product or service’s strengths and book a demo with them, right through their mTap profile.

4. As you keep on adding the links, you will receive confirmation of the same. Post link addition, you can navigate out of the Add Links overlay by pressing the “cancel icon” on the top right corner of the overlay.

5. You can now manage the template through the Team’s template dashboard as shown below. 

Here you can do the following actions:

• Press “Edit” to edit the name of the Template 
• Press “+Add Link” to add a function (link) to the template 
• Press “Delete Template” to delete the template 
• “Drag” and drop the three vertical dots next to the link icons to change positioning 
• Press the “trash icon” to delete a function/link

This template management page can also be accessed by the “Company Edit Template” trail in your user journey depicted at the top. 

Now that you have a grasp on how to work with templates, you can further use the software to manage company profile, or work with the member management module. Do go through our knowledge base on mTap Business Pro, to check out other aspects of this software.