Question 1

User Provisioning with SCIM 2.0

Accepted Answer

The System for Cross-domain Identity Management (SCIM) specification is designed to make managing user identities in cloud-based applications and services easier. Its intent is to reduce the cost and complexity of user management operations by providing a common user schema and extension model, as well as binding documents to provide patterns for exchanging this schema using standard protocols.

Manage Team members in Spreadly

SCIM is used by Single Sign-On (SSO) services and identity providers to manage people across a variety of tools, including Spreadly. This SCIM implementation targets version 2.0 of the protocol.

Accessing the SCIM API

The SCIM methods are accessed over HTTP. The base URL for all calls to the SCIM API is https://spreadly.app/api/v1/scim. All SCIM methods are branches of this base URL.

Get a secret token

A Bearer token is required to access the SCIM endpoints. You can get your SCIM secret token from Team > Members .

User attributes

Attributes are the details associated with a user's account. You can view those user attributes when you open up the members list of your team. The following tables map SCIM attributes to the profile fields that Spreadly uses.

| Spreadly User Field | SCIM attribute | Required | | ---- | | Email | userName | ✅ | | Academic Degree | name[honorificPrefix] | ❌ | | First name | name[givenName] | ✅ | | Last name | name[familyName] | ✅ | | Name Suffix | name[honorificSuffix] | ❌

Question 2

User Provisioning with Entra-ID

Accepted Answer

Creating a SCIM Provisioning application in Microsoft Entra-ID is a straightforward process that significantly enhances the management of user identities in cloud-based applications. In this article, we'll guide you through the steps to set up a SCIM Provisioning application for Spreadly.

Step 1: Create an Enterprise Application

Q: Setup a custom domain

<p>Besides Spreadly's default domain <code>spreadly.app</code>, teams can also use their own domain.</p> <h1 id="setup">Setup</h1> <h2 id="1activateyourcustomdomain">1. Activate your custom domain</h2> <p>Under <a href="https://spreadly.app/app/team/pages">Cards > Digital Cards</a> you can activate your own domain. You can also contact us so we enable the custom domain for you.</p> <h2 id="2setupcnameentry">2. Set up CNAME entry</h2> <p>In order to use the own domain, a CNAME record/subdomain must be set up, which points to the domain 'sprd.li'. After the setup it can take up to 24h until the entry is active. | Name | TTL | Record Type | Value | | ---- | | Your preferred subdomain i.e. (<code>connect</code> or <code>contacts</code>) | 3600 | CNAME | <code>sprd.li</code> |</p> <h2 id="3contactsupportwithdomain">3. Contact support with domain</h2> <p>After the CNAME record is active, contact us and we will finally set up the domain for the team.</p> <h1 id="usage">Usage</h1> <p>After the successful setup all new cards will be created with your own domain. On request we will also move all previous maps to the new domain. Please note that links and QR-codes of the old maps will no longer work with the domain change.</p> <h1 id="costs">Costs</h1> <p>The costs for an own domain can be seen at https://spreadly.app/-/prices. Only max. 1 own domain can be deposited per team and the domain is charged separately from the cards.</p>

Create an Entra-ID Enterprise Application for Spreadly

First, navigate to the Applications section in Entra-ID, and select Enterprise applications. Here, click on + New application and then choose + Create your own application. Name your application "Spreadly" and select the "Non-gallery" option. This step initiates the process of integrating your custom application with Microsoft's identity management solution.

Step 2: Obtain SCIM Secret Token from Spreadly

Obtain SCIM Secret Token from Spreadly

Access the "Team > Members > HR Integrations > SCIM synchronization" section in Spreadly to find your SCIM Secret Token. This token is essential for secure communication between Spreadly and Microsoft Entra-ID. Copy this token as you'll need it in the next steps.

Step 3: Set Up Provisioning

![Set U

Question 3

Using placeholders in Email Signatures

Accepted Answer

In this article, we’ll show you how to create dynamic and personalized email signatures in Spreadly using placeholders. Our editor supports the Liquid template engine, giving you access to a wide range of placeholders – from user details to dynamic values like date, groups, or your digital business cards. With just a few clicks, you can design professional and versatile email signatures!

What are placeholders?

Placeholders are variables that are automatically filled in with the correct information when an email is sent. For example, instead of typing your last name directly, you use {{ user.last_name }} – Spreadly will then automatically replace it for each user.

Supported placeholders & examples

Here’s an overview of the most important placeholders you can use. Just insert them with double curly braces like this: {{ ... }}

Current date & time

{{ now }}

Information about the email itself

{{ email.is_external }}: Whether any recipient is external
{{ email.is_reply }}: Whether this email is a reply
{{ email.is_forwarded }}: Whether the email is forwarding another message

Random values, perfect for A/B testing

{{ random.boolean }}: Randomly returns true or false
{{ random.number }}: Random floating-point number from 0 to 1

Groups the user is part of

{{ groups[].name }}: Name of the group
{{ groups[].external_id }}: External ID of the group
{{ groups[].id }}: Spreadly group ID

Digital business card

Question 4

Create a Custom Lead Field

Accepted Answer

Hey there! In this article, you’ll learn how to create your own custom lead fields in Spreadly so you can collect exactly the info you need from your leads. If you want a deep dive into all the different types of lead fields, check out this article.

| Before we start: Custom lead fields let you personalize what info you collect about your leads. Super handy for making your lead management fit your workflow!

Step 1: Open the Custom Attributes Section

First things first, you’ll need to head over to the Custom Attributes area in your Spreadly dashboard:

In the sidebar, click on Leads to expand the menu.
Select Custom Attributes.

Step 2: Create a New Custom Lead Field

Once you’re in the Custom Attributes section, you’ll see options to add a new attribute:

![Screenshot showing the 'New attribute' creation form with all the editable fields.](https://storage.crisp.chat/users/helpdesk/website/-/6/1/b/6/61b64ab3334f9c0/screenshot-17112025-um-103412-_1qbp3cs.png =539xauto)

Here’s what you can set up:

Name: Give your field a name. This is how you’ll recognize it later.
Type: Choose the type of field, like “Single line text”, dropdown, number, etc., see Types of Custom Lead Fields
Label: This is what shows up on forms for users to fill out.
Example value: You can add a sample valu

Question 5

Install Spreadly Outlook Add-In

Accepted Answer

The Spreadly Outlook Add-In allows admins to centrally manage email signatures and automatically distribute them to all users. This saves time, reduces complexity for employees, and eliminates outdated email signatures. This guide explains how to install the Spreadly Add-In for Microsoft 365. More information about the email signature software can be found here: https://spreadly.app/en/email-signatures

|| A Microsoft account with admin privileges is required for this.

1) Download the Add-In

You can download the Add-In as an Add-In Only Manifest from "Team > Email signatures > Install Outlook Add-in" at https://spreadly.app/app/team/email-signatures. ![Download Spreadly Add-In for Outlook](https://storage.crisp.chat/users/helpdesk/website/-/6/1/b/6/61b64ab3334f9c0/screenshot-10072025-um-150945-_tp1a5q.png =767xauto)

Please note: The Add-in is provided as an XML file. Microsoft checks the file during upload for security and compliance.

2) Install Unified App

Open the Microsoft 365 Admin Center and go to Settings > Integrated apps. Upload custom app to Microsoft 365 Admin Center

In the displayed dialog, select App Type as "Office Add-in" and tick "Upload manifest file (.xml) from device". Then, click Choose File to upload your previously downloaded .xml file. ![](

Question 6

Setup a custom domain

Accepted Answer

Besides Spreadly's default domain spreadly.app, teams can also use their own domain.

Setup

1. Activate your custom domain

Under Cards > Digital Cards you can activate your own domain. You can also contact us so we enable the custom domain for you.

2. Set up CNAME entry

In order to use the own domain, a CNAME record/subdomain must be set up, which points to the domain 'sprd.li'. After the setup it can take up to 24h until the entry is active. | Name | TTL | Record Type | Value | | ---- | | Your preferred subdomain i.e. (connect or contacts) | 3600 | CNAME | sprd.li |

3. Contact support with domain

After the CNAME record is active, contact us and we will finally set up the domain for the team.

Usage

After the successful setup all new cards will be created with your own domain. On request we will also move all previous maps to the new domain. Please note that links and QR-codes of the old maps will no longer work with the domain change.

Costs

The costs for an own domain can be seen at https://spreadly.app/-/prices. Only max. 1 own domain can be deposited per team and the domain is charged separately from the cards.

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