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The 1-2-3's on EBCs

So you’ve finally decided to follow-up on your dream and began setting up your own small business. Although there is an endless list of things to do, your high level to-do list probably reads like this:

  • Find a good business idea
  • Establish your company
  • Put together a productive team
  • Find a catchy name for the company
  • Design a great logo
  • Get your name out there

There are numerous things that companies can do to get their name out; however, the most common approach that is still used by every business in the world is the handing out of a physical business card at every opportunity. Simple and effective, business cards are one of the easiest ways to expand your company’s recognition and establish corporate identity.
Electronic Business Cards (EBCs) have begun to gain momentum as the digital counterpart of the ubiquitous little cards we’ve been exchanging for years.

Microsoft Office Outlook 2007 offers a highly-customizable Electronic Business Card solution that allows you to easily create cards that contain all of the contact information that you wish to share with others. These EBCs can then be easily put into e-mail signatures or sent out via e-mail as an attachment, both analogous to handing your physical business card to a new acquaintance.

I have been using EBCs to distribute my contact information since they were debuted in Outlook 2007. I use a custom EBC in my e-mail signature so that anyone can easily get all my relevant contact information whenever they receive an e-mail from me. Here’s how I set up and customized my EBC’s appearance using Outlook 2007, along with how it shows up in my daily communication:

Creating an EBC

Start by creating an Outlook contact for the information that you want to include in your EBC. If you already have a contact for yourself, you can just open that. Notice how Outlook already shows a default EBC in the contact.

This card can be customized to suit your personal preferences. To start customizing the card, click the Business Card button in the Options group, or double click on the EBC.

Edit Business Card Dialog

This dialog allows the EBC to be customized. You can modify the visuals of the card using the controls on this dialog. The fields list control lets you choose the fields that you want to include on the EBC, as well as the order in which they appear on the card. For each field, you can edit the content, change the font and color and have a label next to it. A Blank Line will let you separate the fields in the EBC and design them as you wish.

Choosing a background

A good way to really customize the look of your card is to add a background image to your EBC.In this example, I’ve used an image produced by Neal O. – a coworker at Microsoft – as the background for my EBCs. You can choose anything, including a logo of your company.

Notice that I’ve selected Background Image as the layout and Fit to Edge as the Image Align setting. If you use an image that shouldn’t take up the whole card, you can select a different layout for the image.

Choosing fields and text color

I’ve made some changes to the fields to make them prettier with my new background. You can use the Add and Remove buttons, along with the arrow buttons to add, remove, and reorder fields on your EBC.

In this example, I’ve changed the order of my title and my department; introduced blank lines so that my phone and e-mail is aligned to the bottom; and colored the fields white, so that they’re easier to read. Finally, I’m adding the last field I want to include in my EBC, the Business Fax.

Design Finished!

Finally, once the card is the way you want it to look, click the OK button, and you’ll return to your contact, with the new EBC design in place. Your EBC is ready to use.

Now that you've created a new EBC, you'll want to use it to spread your contact information or company details.  One good way to do that is to include the EBC in your e-mail signature, so that every e-mail sent includes your contact details and the business card.

Setting up a signature with an EBC

From the main Outlook window, select Tools, Options, then click on the Mail Format tab, click Signatures, and click New to create a new signature. You can also edit an existing signature, if you already have one created.

Customize the signature with any text you wish to add, then click the Business Card button to open the Electronic Business Card selector. Select the EBC that you want to add to the signature, and click OK. You can also adjust the size of your EBC using the drop down on this dialog, if the default card size is too large for your signature.

Now that you've built a new signature using your EBC, try sending a new e-mail message.  You'll see that your new signature, including your Electronic Business Card, is included in the new message:

I hope you enjoyed this introduction to the world of EBC’s. This should show how easy it is to create an EBC for yourself, customize it to include the information you want and choose a unique design that helps reflect your personal style. The customization opportunities are endless, and will provide even the most artistically-challenged folks with great results and beautiful EBCs.

One other thing to note.  If you're having difficulty getting started with an EBC, and need some help, check out some of the pre-made template EBCs available on Office Online. These cards can give you some more ideas of what is possible and help you design a great looking custom card even faster.

I hope that you’ll enjoy the feature as much as I do!


-Can Comertoglu
Outlook Program Manager

Posted: Tuesday, August 21, 2007 6:54 PM by outblog

Comments

Martin said:

Suggestion for part 2:

How to enforce the layout of EBCs according to corporate design standards

# August 27, 2007 2:32 PM

Mikel Ward said:

Is there any way to change the font?

I had to use a custom background image to get the corporate logo and I want to use the same font for my name.

# August 27, 2007 6:51 PM

subject: exchange said:

The 1-2-3's on EBCs Years in the Making, Powerful Yahoo Mail Is Worth the Wait Exchange Server Has

# September 2, 2007 6:17 AM

MrGroove said:

Wow, never knew you could put that much thought into an EBC.

nice write-up.  thnx

# September 5, 2007 3:13 AM

John Whiteside said:

What happens to EBCs in non-Outlook email clients? Do they contain vCards that non-Office users can simply add to their contacts? Do they attach additional graphics to messages?

# September 5, 2007 6:34 AM

outblog said:

Mikel Ward: The font is always the same for EBCs in Outlook 2007. It cannot be changed. Using a background image as you mentioned is one possible workaround.

John Whiteside: In a non-Outlook 2007 client, the EBC is shown as a graphic in the message (just like in Outlook 2007). There is also an attached vCard file that contains the contact details that were part of the EBC, which any vCard compatible client can import.

--Ryan Gregg

Program Manager, Outlook

# September 5, 2007 12:13 PM

Abel Lineberger said:

What's the recommended pixel size of the background image?

# November 20, 2007 6:10 PM

Robert Meyer said:

Abel,

The EBC uses a 250x150 (width by height) pixel background image.

Mike Ward (and anyone considering this trick),

Putting the desired text in the background image is a valid workaround for getting the desired font but also keep in mind that assistive software such as screen readers for people with visual impairments will be unable to read that information.

Also, one of the most useful uses for EBCs is that you can open one and click Save and close to save it as an Outlook contact. If you do use the background-with-text trick be sure to still leave the missing information inside the business card so that if someone else goes to save it as a contact, this information will still be available. For example, if you put your name in the background image, make sure to include your name in the business card's fields and use the 'Edit Business Card' dialog to make sure that field isn't being displayed as needed.

# November 20, 2007 11:15 PM

Philotech said:

I noticed that the photos included on EBCs are being resized to approx 97% or the contact card's size (using the contact card's picture, not the very original picture added to the contact card which was was already then resized). To avoid resizing, the border reserved for the picture only needs to be increased from 32% of the EBC's width to 33% (is by 1 percentage point or approx. 3%; that's why I said above the picture is being resized to 97%).

Is there a way to change the border width to 33% for ALL cards? I don't like the idea to have to do this for all my several hundred contacts individually.

The problem with the 97% pictures is that they look like a horrible blurry mess.

Thanks!

Philotech

# November 24, 2007 4:45 AM

DON ARNOLD said:

I have customized the fields and type boldness for a particular contact, and want this to be the default fomat for all my contact files.  How do I accomplish this?

# January 17, 2008 10:49 AM

Richard Nilsson said:

I'll second the first comment; "How to enforce the layout of EBCs according to corporate design standards".

I do not want my 70,000 users to spend time on doing this manually, which will result in it looking differently for different users anyway. If each user spends on average 15 mins (LOW estimate) on this then that's a loss of 17,500 manhours for us.

I want to design, deploy and maintain this centrally. Once and for all. Any way to achieve that?

Thanks,

Richard

# February 6, 2008 7:13 PM

Lonnie Moseley said:

Dear Outlook Team,

Some bad elbow arthritis has made keyboarding and mousing a bit painful. In Outlook 2003, I used the wonderful signature feature to create frequently used phrases and paragrahs to reduce keystrokes and mousing.  One of the features I am requesting returned is the ability to select the signature name by the 1st letter.  I have adjusted to ALT H, G to get to the signatures.  But then I have to pick up the mouse and scroll down to click the desired signature paragraphs.  Previously, I could press the ALT I, S and then the 1st letter of the signature and Enter and have my pre-typed text.

Is there anway you could add back the ability to select the 1st letter of the signature so that I don't have to pick up the mouse to scroll and select?

Thank you for your consideration.

--Lonnie

# April 21, 2008 8:02 PM

outblog said:

Lonnie,

Sorry that this functionality is no longer available. I'll make sure the approriate bug is logged on this feature takeaway. A workaround in the interim is to use the up and down arrow keys to move between the signatures once you get to the signatures menu.  This way you don't need to use the mouse to scroll to the desired signature.

--Ryan

# April 23, 2008 7:08 PM

Karsten said:

Nice feature. Now my first customer comes asking how to print these EBCs "as he sees it". Including layout and pictures.

Any chance?

Karsten

# May 30, 2008 4:00 PM

Maximiliano "Max" Carrillo said:

On a new message in Outlook 2007 under insert / business card the drop-down includes several business cards that I have inserted in the past months.  However their onfo does not match the current up to date version of that contact.

Please let me know how to clear the past business cards from the drop-down menu.

# June 10, 2008 10:48 PM

Lori said:

What is the correct size, dpi and pixel size, for my personal photo that I want to insert into my Outlook business card?  Every size I've tried looks blurry.  Thanks.

# June 18, 2008 8:09 AM
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