Getting started with Zoho TouchPoint (Modes and Destinations)

Getting started with Zoho TouchPoint (Modes and Destinations)

Modes:
 
Modes in Zoho TouchPoint are the virtual and physical points of contact that come in contact with an electronic device with or without Near Field Communication enabled in it in order to transfer intended information from the mode to the device.

There can be three ways by which one device can interact with a mode, either by tap, by click or by scan. In case the device has Near Field Communication enabled in the device then tapping a mode, NFC card in this case will lead to the smooth transfer of data into it from the card.

In case of scan, a device must scan the QR code on a mode to fetch the necessary information from it, this type of interaction doesn't require Near Field Communication enabled in the device. Just a QR code scanner will do.

Types of modes:

There are four types of modes in Zoho TouchPoint:

NFC card - An NFC card is a card that has Near Field Communication technology enabled. Upon tapping that card against a NFC compatible device such as a mobile phone, will enable the card to transfer it's data into that device.

Digital Card
 - A digital card is the virtual form of a physical card, for example, a business card. The information in a digital card can be accessed online via a QR code


Email signature - An email signature is a section of texts appearing in the footer of an email. This area usually consists of information pertaining to the sender, the sender's organization, and other relevant links.

Dynamic QR code - A dynamic QR code is just like a normal QR code but with a few extra perks. In a dynamic QR code, you can change the link associated with it even after publishing and printing the QR code. That's not all; you can also track the scan-related data of that QR code for better analysis.

Destinations:

Destinations are the information that you associate with modes, these are the preferred landing pages that you want your contacts or clients to go to after interacting with the modes either via tap or scan.

Destinations reflect your objective; they signify the goals that you want your contacts to achieve. Every destination has a pre-determined objective, be it visiting a desired website, filling up a form, or saving a business card, all of that can be achieved with the help of destinations.

Types of destinations:

There are eight different types of destinations:


Website URL - A website URL destination page enables you to set any web page of your choice to be the destination landing page of your TouchPoint. Just add the link and you are all set. Add a source tracker to your link in case you need to analyse the traffic from the TouchPoint.

vCard
 - vCard or virtual card, is a digital copy of your physical business card. Set up this destination when your objective is to make a person save your contact in their phones instantly. Once you set this destination for your TouchPoint, people who interact with your TouchPoint will see your contact details pop-up in their phone, they can then add you in their phone by clicking on 'Create new contact'.

Profile -  'Profile' destination page enables you to share more information about you or your brand, with multiple links and media files, when someone interacts with your TouchPoint. Profile pages also come with two CTA buttons - 'Save Contact' and 'Exchange Contact'. Save Contact button acts like a vCard which saves your contact in the users phone. Exchange Contact button opens a short personal details form which your users can fill, so you can collect their data. This data will be stored in your Zoho TouchPoint account and can be pushed to CRM.

Link-in bio Page - A link-in bio page is a clickable hyperlink, generally placed in the biography section of a social media account. This destination page enables you to design a landing page with multiple links stacked together. A 'Link-in-bio' page is helpful when you want to give a choice to your users to select a particular webpage from the list of webpages.

Appointment form - An appointment form is a web-based form via which your contacts can book your appointment or anyone associated with your brand. Your contacts will also have the option to save the appointment in a personal calendar.

Lead magnet form - A lead magnet form is a web-based form consisting of several fields. Every field in this form requires the contact/lead to provide a certain type of information, which will enable the brand to know the contact better and help in providing customized experiences.

Survey form - A survey form is a web-based form that contains fields associated with a specific survey conducted by the brand. Surveys also help brands stay updated with regards to the preferences of the contacts/leads.

App download - App download is a destination where you can ask your contacts to download an application of your choice. You can share the URLs of all app download pages like App store, Play store, Amazon store etc. while creating the destination page, and the users, who interact with the touchpoint, will be sent to the relevant app download page depending on their device OS. For instance, if the user uses an iPhone to interact with your touchpoint, they will be taken to Apple App Store, and so on.

Instant message - With the instant message destination, you can let the contact tap, scan, or click on your TouchPoint and open to the text message interface in the contact's mobile with a verified phone number of your choice , and a pre-filled message. The contact only needs to click on the 'send' button and you will receive the text in the mobile number you've mentioned.

Instant email - With the instant email destination, you can let the contact tap, scan or click on your TouchPoint and open the 'compose email' interface of the primary email platform in the contact's mobile with a verified email address of your choice (say, your customer care email for example), and a pre-filled message. The contact only needs to click on send button and you will receive the email in the configured mailbox. You may integrate with Zoho Desk to convert incoming emails into support tickets.

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