Help Center › Visual Builder - Data Sources

Dynamic sections in the Visual Profile Builder can pull their content from a data source — rather than you typing the information directly into the template, the section reads it from the profile, team, or company record. This means you update the data once and every profile using the template shows the latest version automatically.

The three data sources

| Source | What it represents | Typical use |

|--------|--------------------|-------------|

| User | The individual profile owner's own record | Personal contact details, the person's own social links, their name and job title |

| Team | The department or team's shared record | Shared team phone number, department name, team social links, team logo |

| Company | The company's central record | Company name, main switchboard number, corporate social pages, company logo |

Which sections support data sources

Only dynamic sections have a data source selector. Static sections (Text, Button, Divider, Image, Video, Custom HTML) always use content you enter directly in the builder.

| Section | Supports data source |

|---------|---------------------|

| Header | Yes |

| Profile Info | Yes |

| Contact Details | Yes |

| Social Media Links | Yes |

| Call to Action (CTA) | Yes |

| Text | No — static content only |

| Button | No — static content only |

| All other static sections | No |

How to change the data source for a section

  • Click the section in the canvas to select it
  • In the settings panel on the right, open the Data tab (sometimes labelled Source or Content)
  • Use the Data Source dropdown to select User, Team, or Company
  • The canvas updates in real time to reflect the change
  • Save the template when finished

    • You can set a different data source for each dynamic section in the same template. For example, you might use:

    • User for the Profile Info section (so each person's own name and title appears)
    • Company for the Social Media Links section (so everyone shows the corporate social pages)
    • Team for the Contact Details section (so all team members display the team's shared phone number)

    When to use each source

    Use User when…

    • The section should show each person's own information
    • You want the profile to feel personal and individually owned
    • The data varies significantly from person to person (name, personal email, individual links)

    Use Team when…

    • A group of people should show shared contact information (e.g. a support team's shared inbox or phone line)
    • You want the department name to appear rather than the company name
    • Team members share a common set of social links or a team website

    Use Company when…

    • You are building a company-wide template and want consistent branding across all staff
    • The contact detail (e.g. head office address, main switchboard) is the same for everyone
    • You want the company logo and corporate social links to appear on every profile

    Cascade and fallback behaviour

    When a data source is selected, NFC Tagify looks up the value in this order:

    Company → Team → User

    If a field is empty at the chosen level, the system falls back to the next level down. For example, if you set the Contact Details section to use the Team data source but the team has no phone number set, the system will fall back to the User's own phone number.

    This means templates behave gracefully even when data is incomplete — profiles will always show the best available value rather than a blank field.

    > Note: If you want to guarantee a field stays blank (rather than falling back), use a static section or toggle the individual field off in the section settings.

    Practical examples

    Scenario 1: Sales team template

    A company has 20 salespeople. They want every profile to show:

    • Each person's own name and photo — use User for Header and Profile Info
    • A shared sales team phone number — use Team for Contact Details (Work Phone)
    • The company's LinkedIn and Instagram — use Company for Social Media Links
    • A "Add to Contacts" button with each person's own details — use User for Call to Action

    Scenario 2: Company default template

    A company wants all profiles to look identical. They set every section to Company. Each profile shows the same logo, company name, main phone number, and corporate social links. Individual names are still shown via the Profile Info section set to User.

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    Related: [Visual Profile Builder](../template-visual-builder.md) · [Sections Reference](./sections.md) · [Public Profile View](/help/your-digital-card)