Simply Tags (NFC & QR Codes)

SimplyTags create a physical-to-digital bridge using NFC tags and QR codes. When scanned, they can redirect users to URLs or launch Data Wizards.

What is a SimplyTag?

A SimplyTag is a configurable endpoint that triggers actions when scanned:

• NFC Tags — Programmable near-field communication tags
• QR Codes — Auto-generated scannable codes

Use Cases

• Attendance Tracking — Scan to check in/out via a Data Wizard
• Asset Management — Scan equipment to log maintenance
• Quick Registration — Scan to open event signup wizard
• Contact Cards — Scan to view contact info
• Feedback Collection — Scan to leave a review

Creating a SimplyTag

1. Navigate to Team Administration → SimplyTags
2. Click Create SimplyTag
3. Configure the tag:
   • Name — Internal identifier
   • Status — Active, Inactive, or Archived
   • Action Type — URL redirect or Data Wizard

Action Types

URL Redirect

Sends users to any web URL:

• External websites
• Social media profiles
• File downloads

Data Wizard

Launches a specific Data Wizard:

• Select the wizard to run
• Optionally set a language override (uses wizard's language settings)
• Link to a specific data record to pre-populate fields

Linking to Data Records

Connect a tag to a specific record in a Data Collection:

1. Select a Data Collection
2. Choose a specific record
3. When the wizard runs, it references this record

Fresh Scan Settings

Prevent rapid re-scans:

• Enable "Require Fresh Scan"
• Set a time window (15 seconds to 5 minutes)
• Within the window, re-scans are ignored or show a message

Getting the QR Code

1. Click on a SimplyTag
2. In the edit drawer, find the QR Code section
3. Download or copy the QR code image
4. Print or display where users will scan

Programming NFC Tags

1. Get the tag URL from the edit drawer
2. Use an NFC writer app to program blank NFC tags
3. Write the URL to the tag
4. Attach the tag to physical items

Viewing Scan History

1. Click on a SimplyTag
2. Click View History
3. See timestamps, device info, and locations of scans

Impact on Users

• SimplyTags work for anyone who scans them — no login required
• When configured to launch a Data Wizard, the wizard's External Access settings determine whether verification is needed
• Tags linked to specific records pre-populate the wizard with that record's data
• Inactive tags return an error message when scanned
• Scan history is tracked automatically for all tags

Related Topics

• Data Wizards Overview — Wizards that SimplyTags can launch
• Creating Data Wizards — Setting up wizards for tag-triggered workflows
• Data Wizard External Access — Verification settings for public wizard access
• Data Collections Overview — Collections linked to tag records