Creating and Ordering an NFC Card in Zoho TouchPoint
NFC cards offer a modern and contactless way to share your information and generate leads. By tapping an NFC-enabled phone on your card or scanning the QR code printed on it, your prospects can instantly access the information you choose to share. Zoho TouchPoint allows you to design, configure, manage, and track these cards with ease.
1. Start Your NFC Card Creation
From the TouchPoint homepage, select NFC Card as your touchpoint mode
Give your NFC card a name for internal reference
Choose the owner of the card. You can assign it to yourself or any member of your organization
Click Save to continue
2. Select and Customize a Card Template
2.1 Choose a Template
Click Org Template to browse through the available designs. Each NFC card has a front and a back side. You can customize both.
To upload your own design, click New Template.
After selecting a template, click Continue.
2.2 Customize the Front Side
Add your name, role, and any text you want displayed. Adjust the font style, size and placement for clear visibility.
Upload your brand logo and add icons or other design elements as needed. You can also reposition elements to match your branding.
2.3 Customize the Back Side (QR Code)
Click Card Back to view the QR code and its design options.
Click Personalize to edit the QR design elements such as the pattern, eye design, colors, and logo; or select a pre-designed QR code template and customize it.
Once done, click 'Add to card'. Your customized QR code will be added to the card.
To proceed, click "Save & Close" (to save for now and come back to it later) or click "Save & Select Destination" (to go to the next step).
3. Choosing the Destination
Select vCard and click Create vCard.
Enter the required contact details and click Update Destination.
Submit the TouchPoint for approval by your designated organization approver.
Once approved, you'd be able to order the card.
Once you receive the card and you activate it, your vCard destination page will download directly to a user’s phone when they tap or scan your card.
You can edit this vCard or change the destination for your NFC card any time you want. (However, your physical NFC card design will not be available for edit or re-print, once ordered.)
B. Website URL
Select Website URL and click Add Website URL.
Enter the any web URL you'd like people to land on and click Update Destination.
Preview how the page appears on a mobile device.
Click Update Destination and go next to approval and ordering
C. Profile
The Profile destination allows users to view your details and optionally share their contact information back with you.
Select Profile and click Build Profile
Choose a profile template and enter your contact information
Click Save, then click Publish
Provide a profile name that is unique and identifiable
Click Update Destination and go next to approval and ordering
Additional Features of Profile Pages
Profile destination pages include two important buttons:
Save: When a visitor clicks this button, your contact information is downloaded to their phone so they can save it instantly (similar to a vCard)
Exchange: This button opens a short form where your visitor can submit their contact details back to you
We strongly recommend encouraging your prospects or clients to fill out the Exchange form. When they do, their contact information is stored in your Zoho TouchPoint account and can be automatically pushed to Zoho CRM for further nurturing.
D. Lead Magnet Form
Select Lead Magnet Form and click Build Lead Magnet Form
Drag and drop the required form fields and customize them
Save the form and assign a unique name
Click Update Destination and go next to approval and ordering
E. App Download
The App Download destination allows you to direct users to download your application from the appropriate app store.
Select App Download and click Add App Download
Enter the links to your app across the different app stores (such as Google Play, Apple App Store, or any custom distribution link)
Click Update Destination and go next to approval and ordering
Device-Smart Redirection
Even though you may configure multiple app store links, your users will automatically be taken to the correct app store based on the device they use to tap the card or scan the QR code.
For example, Android users will be directed to the Google Play Store, while iOS users will be taken to the Apple App Store.
This destination opens an SMS draft on the recipient’s phone with your number and a preset message.
Select Instant Message and click Create Instant Message
Enter your phone number and the message template
Click Update Destination
Click Update Destination and go next to approval and ordering
G. Instant Email
This destination opens a ready-to-send email draft in the user’s email app.
Select Instant Email and click Create Instant Email
Enter the recipient address, subject line, optional CC, and email content
Click Update Destination and go next to approval and ordering
4. Approval and Ordering
Once your design and destination are ready:
Submit the NFC card TouchPoint for approval
After the TouchPoint is approved, proceed to Order card
One NFC credit will be used for each card ordered
Your card will be printed and shipped to your address
When you receive the card, open the TouchPoint app, go to your designed 'NFC card' and click Activate to start using it
5. After You Receive and Activate Your NFC Card
Once your NFC card is delivered, you must activate it from within the Zoho TouchPoint app before it can be used. After activation, you can manage and update your NFC card’s functionality at any time.
Editing and Updating Destinations
Although the physical design of the NFC card cannot be changed after printing, you can freely update the destination linked to the card.
You may:
Edit the existing destination
Replace it with another destination type (Profile, vCard, Website URL, Lead Form, App Download, etc.)
Publish updates instantly without needing a reprint
Changes take effect immediately for both NFC taps and QR scans.
Downloading and Sharing the Card Design
The Share option allows you to download the front and back design of your card as image or vector files.
This is especially useful if you want to:
Print the QR code separately
Add the QR code to posters, banners, desks, stands or brochures
Create additional scan points linked to the same destination
The QR code will always reflect the latest destination you have configured.
Deactivating and Re-activating the TouchPoint
You can deactivate the touchpoint at any time. Deactivation disables the NFC card and QR code from functioning. Re-activation restores access immediately.
We recommend deactivating the TouchPoint in the following situations:
The user has left the organization
The card is misplaced or stolen
You want to temporarily pause usage
Deactivation helps you maintain security and control over your organization’s digital interactions.
Viewing Analytics
Each NFC card has built-in analytics to help you understand how and where your touchpoint is being used.
You can view insights such as:
Number of taps and QR scans
Geolocation of interactions
Device information (mobile platform, browser, etc.)
Exchange contact submissions from Profile pages
Destination-level engagement metrics
These insights help you measure the effectiveness of your touchpoints and refine your communication strategy
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