Getting Started with Evernote Hello for iPhone & iPod Touch

Getting Started with Evernote Hello

Evernote Hello is the fast, simple way to remember everything about everyone you meet. From contact information, to photos, to location, to detailed notes about every encounter, Evernote Hello gives you all the context you need to never forget a single detail.

This guide will introduce you to the basics of using Evernote Hello for iPhone and iPod Touch.

Get Evernote Hello

Evernote Hello 2.0 is currently available for iPhone and iPod Touch. Evernote Hello 1.0 is available for Android.

To download Evernote Hello, visit our Evernote Hello page.

To learn more about what's new in Evernote Hello 2.0 for iPhone and iPod Touch, visit our Evernote Hello 2.0 What's New page.

What Can You Do with Evernote Hello?

Remember More About Everyone You Meet

Capture contact information, photos, and more about everyone you meet by using Hello Connect, scanning a business card, or manually entering their information.

Save Meeting Notes

Create a Meeting every time you meet a Hello Contact to capture new notes, details and information.

Easily Share Your Information

With Hello Connect, even dozens of people can simultaneously share their Evernote Hello profiles.

Get Evernote for All Your Devices

Evernote is available for just about every device and platform, including smartphones, computers and on the Web, making it easy to remember everything and access it anytime, anywhere.

To download Evernote, visit the Evernote product page.

Next

Get started by creating your Evernote Hello Profile.

Setting Up Evernote Hello

Evernote Hello is more than just a great way to capture important details and information about everyone you meet, it's also an easy way to share your information with others. Let's get started!

Creating Your Evernote Hello Profile

When you log in to Evernote Hello for the first time, you will be asked to create a profile. The only required information is your first and last name, but creating a complete profile will allow you to get the most out of using Evernote Hello.

Creating your profile is simple, and can be done in two ways:

  • Connect your LinkedIn account by tapping the Connect with LinkedIn button. Evernote Hello will automatically import your information from your LinkedIn profile. If you do not wish to connect your LinkedIn account, tap Create profile manually.
  • Manually create your profile by tapping any of the fields to enter your information, including:
    • First & last name
    • Email address
    • Phone number
    • Twitter handle
    • Photo

Connecting LinkedIn & Facebook

Evernote Hello users have the option of connecting their LinkedIn and Facebook accounts to Evernote Hello.

When you connect your LinkedIn and Facebook accounts, any time you create a new Hello Contact, Evernote Hello will automatically import key information about that person from their online profiles, including name, contact information, company, job title and more.

To connect your LinkedIn and Facebook accounts, do the following:

  1. On the Home Screen, tap the Options iconOptions icon.
  2. Tap Social Networks.
  3. Tap either LinkedIn or Facebook. You will be prompted to provide your username and password for the appropriate social network.
  4. Tap Sign in and allow (LinkedIn) or Log In (Facebook). Your account will now be connected to Evernote Hello.

Next

Next, we'll learn how to create and edit Hello Contacts.

Creating Hello Contacts

Evernote Hello gives you three easy ways to create Hello Contacts, which capture important details about every person you meet, every time you meet them: Hello Connect, business card scanning, and manual creation.

Hello Contacts

Every time you add a new person to Evernote Hello, a Hello Contact will be created for them. You can add a variety of important information to a Hello Contact, including their name, title, company, phone number, email, Twitter and Facebook profiles, and more.

Hello Contact

Hello Connect

Hello Connect is an amazing feature of Evernote Hello 2.0 that allows multiple users to share their Evernote Hello profiles with one another simultaneously with the tap of a button, using audio tones - no wires, no touching phones necessary.

Using Hello Connect

To create a Hello Contact using Hello Connect, do the following:

  1. On the Home Screen, tap the + icon in the top-right corner of the screen. The 'Add Contact' menu will be displayed.
  2. Tap Use Hello Connect. If you have not already enabled Hello Connect you will be prompted to do so.
  3. Evernote Hello will listen for other devices that have activated Hello Connect, and automatically add the profiles of those users as Hello Contacts to your account.

Disabling Hello Connect

To disable Hello Connect, do the following:

  1. On the Home Screen, tap the Options iconOptions icon in the top-left corner of the screen.
  2. Tap Settings.
  3. Tap the Hello Connect slider. The slider will change to 'Off.'

Once Evernote Hello is enabled, you will be able to easily share your Evernote Hello profile with others and to allow others to share their profiles with you automatically.

Business Card Scanning

The business card scanning feature is the fast and easy way to create a new Hello Contact simply by snapping a photo of a business card. If you have connected your LinkedIn and Facebook accounts, Evernote Hello will also automatically look up key information, including job title, contact information and more from the person's online profiles if their email address is recognized on their business card.

Premium users get unlimited business card scanning. Free users are able to try unlimited business card scanning scanning for a limited time.

Using Business Card Scanning

To create a new Hello Contact using the business card scanning feature, do the following:

  1. On the Home Screen, tap the + icon in the top-right corner of the screen. The 'Add Contact' menu will be displayed.
  2. Tap Scan a Business Card. The business card scanner will be activated, along with tips for how to get the best results when scanning business cards.
  3. Line up the long edge of the card with the green guideline.
  4. Evernote Hello will look for the edges of the card and automatically take snap a photo of it. If Evernote Hello is unable to detect the edges of the card automatically, it will switch to manual capture and you will need to tap the Snapshot icon to take a picture of the card.
  5. If there is any missing or incorrect information, tap the field to edit it.

Tips for Business Card Scanning

The business card scanning feature is a fast and powerful way to quickly create new Hello Contact. The following tips will help you get the best results out of this feature:

  1. Place a light business card on a dark surface. Place a dark business card on a light surface. A contrasting background helps Evernote recognize the edges of the business card and improves text recognition.
  2. Tilt the phone slightly so the flash bounces away from the card. The card should look a little tilted in your display, but Evernote will automatically correct for this.
  3. Business cards with complicated designs are difficult to recognize properly. If you are not successful capturing a certain card, move on and enter details manually.

Manual Hello Contact Creation

Hello Connect and business card scanning are great features that make it fast and easy to create new Hello Contacts. If for some reason you are unable to use these features, however, you are always able to create a new Hello Contact manually.

To create a new Hello Contact manually, do the following:

  1. On the Home Screen, tap the + icon in the top-right corner of the screen. The 'Add Contact' menu will be displayed.
  2. Tap Type It In.
  3. Tap Add from Contacts to automatically import a person's information from your phone Contacts, or enter their email address in the 'Enter Email Address' field.
  4. Tap Next.
  5. Tap the Snapshot iconSnapshot icon to snap a photo of the person or to allow them to snap a photo of themselves as you normally would. If you do not wish to include a photo, tap Skip this step.
  6. Tap each field to enter the person's name, phone number and Twitter handle. If you have connected your Facebook and LinkedIn accounts, Evernote Hello will automatically import available information from the person's online profiles based on email address.
  7. Tap Save. The person will be added to Evernote Hello as a new Hello Contact.

Editing a Hello Contact

To edit the contact card for a Hello Contacts, do the following:

  1. On the Home Screen, tap the person's name, or search for them to display their contact card.
  2. Tap the Edit Details iconEdit Details icon, next to the Twitter handle field.
  3. Tap the Edit button at the top-right of the screen.
  4. Tap any field to edit it.
  5. To delete a contact from Evernote Hello, scroll down and tap Delete Profile.
  6. When finished, tap the Done button at the top-right of the screen.

Deleting a Hello Contact

To delete a Hello Contact, do the following:

  1. In the Timeline view, tap the person's name, or search for them to display their contact card.
  2. Tap the Edit Details iconEdit Details icon, next to the Twitter handle field.
  3. Tap the Edit button at the top-right of the screen.
  4. Tap Delete Profile.

Next

It's amazing how many people we meet. Luckily, Evernote Hello makes it easy to browse all your Hello Contacts.

Browsing Your Hello Contacts

Evernote Hello gives you all the tools you need to remember everything about everyone you meet. This also means that Evernote Hello makes it easy to browse all of your Hello Contacts so that you can recall important information about any person any time you need it.

Home Screen

The Home Screen is the first thing that is displayed any time you open Evernote Hello, and is a detailed chronology of all the people you have met. Any time you add a new Hello Contact, they will appear in your Home Screen, as well as any time you add a new Meeting for that Hello Contact.

Home Screen

Every Meeting in the Home Screen also displays important information to help you quickly remember a Hello Contact, including place, time, name, photos, and a snapshot of their business card if available.

To view the detailed contact card for any Hello Contact, simply tap their name in the Home Screen.

Search

Evernote Hello uses Evernote's powerful search feature to help you find any Hello Contact. To search for a contact, simply enter all or part any of the following into the search field at the top of the Home Screen:

  • Name
  • Phone number
  • Email address
  • Twitter handle
  • Location of a Meeting

A list of possible matches from both Evernote Hello and your phone's Contacts will be displayed as you type. To open any of the suggested matches, tap it in the list. If you tap a person from your phone's Contacts that you do not currently have a Hello Contact for, Evernote Hello will automatically give you the option to create one for them.

Related People

Any time you create multiple new Hello Contacts or a new Meeting for multiple existing contacts, Evernote Hello will automatically associate them as Related People. This is another great way that Evernote Hello helps you remember more about the people you meet, by making it easy to remember groups of Hello Contacts based on shared locations, time and events.

Related People

Related People are grouped together on the Home Screen, giving you an easily browsable chronological view. You may also view all of the Related People for an individual Hello Contact by scrolling to the bottom of their contact card.

Related Notes

Need more context to help you remember the people you meet? Related Notes is a powerful feature that is now available across most apps in the Evernote family of products, which displays notes in your Evernote account that are potentially related to the information you are currently viewing.

Evernote Hello uses information from a variety of sources about an individual Hello Contact, including keywords, Meeting notes and locations, and more to automatically find notes to help you remember more about your Hello Contacts.

Related Notes

To view Related Notes for a Hello Contact, scroll to the bottom of their contact card. To open a Related Note, tap it.

Next

Remember more with Evernote Hello by recording the details of every Meeting you have with your Hello Contacts.

Adding and Editing a Meeting

One of the most unique features of Evernote Hello is that it allows you to remember everyone you meet not just based on contact information, photos, name and more, but also based on when and where you've met each person. In Evernote Hello, we call these Meetings.

Every time you meet someone, whether during a business meeting, at a party, or even during a casual conversation in passing, create a Meeting for that Hello Contact to capture all the details and any new information you may have learned from or about them. Each Meeting will appear in your Home Screen, as well as in the contact card for that Hello Contact.

Adding a Meeting

To add a Meeting to a Hello Contact, do the following:

  1. On the Home Screen, tap the name of the Hello Contact you want to add a Meeting for, or search for the Hello Contact and tap their name in the search results to open their detailed contact card.

    If you have connected your phone's calendar to the app, Evernote Hello will automatically display all calendar appointments within an hour for the current time, which you may tap to begin creating a Meeting.

  2. Tap the Add Meeting button at the bottom of the contact card. Evernote Hello will automatically include the time, date and approximate location of your Meeting.
  3. Tap either of the fields beneath the 'Meeting Details' header to edit the date, time or location of the meeting.
  4. Tap the Add a note... field to capture text notes about any new information, ideas, or other details you may want to remember about the meeting.
  5. Tap the Snapshot iconSnapshot icon at the top of the screen to snap photos of anything, such as location, handwritten notes, or other people present at the meeting, to add additional context to the Meeting.
  6. Tap the Edit Details iconEdit Details icon at the top of the screen to add or edit information in the contact card for the Hello Contact, such as phone number, email address, and more.
  7. Tap Save.

Browsing & Editing Meetings

Each Meeting that you save in Evernote Hello, including when a Hello Contact was first created, will appear in the Home Screen.

You may also view all of the meetings for a specific Hello Contact by doing the following:

  1. On the Home Screen, tap the name of the Hello Contact you want to view, or search for the Hello Contact and tap their name in the search results to open their detailed contact card.
  2. Tap any of the Meetings listed at the bottom of the contact card under the 'Most Recently Met With...' header to view detailed information about that Meeting.
  3. To edit any information about the Meeting, tap the appropriate field.

Next

That's all there is to it! Check out our additional resources to learn more about ways you can get more out of Evernote.

Other Resources

Check out these additional resources to make the most of Evernote Hello:

Technical Support

Search for answers to your questions, or contact the support team.

Evernote User Forums

Read or join other users' discussion about using Evernote.

Evernote Blog

Get inspiration from user stories and product announcements on Evernote's blog.

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