Discover how to set up and use VipeCloud's powerful QR code feature to engage customers in creative, effective ways. Bridge the gap from in-person events and mediums to your CRM and marketing tool.
Transcript
Transcript
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thank you so much for joining us here
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today my name is Drew and today we're
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going to be talking about how to use QR
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codes in VI Cloud now before we jump
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into that just a quick reminder that if
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you're watching this live we encourage
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you to ask any questions that come to
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mind uh in the chat in the comments
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whether you're watching in our success
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Suite or if you're watching on YouTube
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and then if you're watching this after
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the fact of course you have any
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questions reach out to us you can again
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reach out uh in our success Suite or
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also you can just jump into your V cloud
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account and in the bottom right corner
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send in your questions there in the chat
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widget so uh QR codes in VI Cloud can be
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used to drive interactions they can
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create leads they can simplify workflows
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for you and generally speaking QR codes
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are fantastic at uh taking something uh
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that is happening offline and driving it
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online into your CRM so that you can
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then easily manage your Communications
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with those people going forward or you
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can just be there for people uh in more
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places basically and so that uh they you
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can drive those actions for you
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automatically and so some quick ideas
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before we jump into it just to kind of
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maybe uh uh just just clear up any
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questions you might have would be you
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know you can use this for things like um
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events for instance so you can capture
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leads at an in-person
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event drive them into a sign up form or
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have them send you a message so that
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you've got their uh inbound
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communication really hand for uh for
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texting because there's no better optin
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than somebody sending you a text
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proactively you can link say a landing
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page on a flyer that you might be
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Distributing in you know cafes or or
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what have you uh you can link a
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scheduler link like a bip PL sched link
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on your business card and uh you can do
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things to like generate texts to a VIP
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Club that you might have where you just
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send people extra special uh discounts
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and you know Advanced notices through
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through
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text and let's quickly jump right into
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VI Cloud now we kind of got some ideas
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there for how this can be used how QR
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codes in general can be used um and so
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first of all you are going to find your
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QR codes under your library section you
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can even see right there content QR
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codes stories all can be found
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here and then you can jump down here to
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QR
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codes right here generate QR code
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and so you're going to see a bunch of
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different options that you've got here
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so uh these are the VIP Cloud items and
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then General web actions and so these VI
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Cloud items these are going to be a
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little bit more kind of unique to VIP
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cloud like leveraging things like your
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email template uh landing pages or sign
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up form landing pages or your
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community and then General web actions
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these are going to be doing things that
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you know quite frankly you could do with
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a QR code outside of vcloud like send
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people to a link or generate a
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pre-populated email or SMS message but
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what's nice is that this will create a
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library of QR codes so you don't lose
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them and then you can easily come back
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here to kind of find this library of you
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know QR codes you've made and then you
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can use them reuse them going
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forward so let's uh let's let's do one
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here for a sign up form so we're going
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to click on this go to sign up
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form add QR code details this is where
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we are going to choose a sign up form as
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an example so let's grab this right here
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and then you can click on this generate
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QR
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code and there we go now we have our QR
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code you can click on this button right
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here in the upper left corner uh that
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pops up when we hover over it to
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download that QR code we can use it
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wherever you could also of course just
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screenshot it if you
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like and then we're going to let's just
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uh find another example really quickly
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so create another QR code so in this
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particular example we're going to say
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send an
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email so I'm G click on
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that and then this is going to be the
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message that is going to be
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automatically kind of prepopulated when
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people um when people scan that QR code
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so I want this to go to me
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so and then I going to say generate QR
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code now if you've never used a QR code
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like this and frankly just uh go ahead
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and scan this right here and you'll see
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what this does and I would encourage
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that too with any of these things if
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you're experimenting with these just and
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you're not quite sure just go ahead and
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scan it and you will you'll see what it
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looks like in
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action so I think you've got the idea
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here for how you can use these now what
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you're going to
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see is that now in our library we have
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these QR codes that are already in there
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and we got a bunch of options here we
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can you know click to preview it to
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download it and we've also got um other
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options that pop up here when we click
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on that more uh button right
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there I also want to show you that there
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are other ways you can create these as
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well or at least like an other path that
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you can take and that relates to the
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HTML email templates with landing pages
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and also signup form landing pages so
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let's just take a look at that really
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quickly so we're going to start with the
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HTML email templates so we're going to
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go into the communication
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section
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templates and I'm going to just jump
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into an example template right
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here going to hit edit template details
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here and you can see right here it says
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QR code the generate QR code it does
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need to have landing pages enabled so I
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can do that by clicking on this let's
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first enable landing
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pages then we're going to click on edit
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template details again and now we can
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generate a QR code so there we go a QR
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code has been generated I can click on
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this button to download it let's make
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sure we save
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this and there we go
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our uh our contacts basically when we
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when they scan that QR code they will be
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taken to the landing page version of
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this email template basically they'll be
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taken to this URL right
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here so definitely handy for anything
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where you just want it to be easy for
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people to learn a little bit more
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information and basically be served like
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a little a little landing page that can
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have next steps more information things
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like that available to
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them so let's go back and now I want to
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show you how you can do this for your
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sign of form landing pages so sign of
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forms are found under the automations
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section because they are a form of lead
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capture so sign up
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forms in our previous example we we did
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it for this form right here so let's uh
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let's just grab this form right here and
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now you can see up here in this upper
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row where you have the different ways
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that these forms can be distributed with
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this landing page or embed code well now
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you've got QR code as an option so let's
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click on generate QR code and here we go
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just like with the email template
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landing page we've got a QR code here
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that can again be downloaded here now
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the last thing I want to show you here
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is that these QR codes that just
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generated can still be found in our
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library so let's click on Library
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QR
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codes and here we go those last two that
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were just created are now found here in
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our QR codes in this Library so again
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you have a nice easy way that you can
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just manage these QR codes and not have
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to go about like creating and recreating
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them worrying about them saying like you
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know getting broken one way or another
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in the future well this is your One-Stop
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shop for these QR codes as you
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distribute them you know wherever it is
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that you are trying to communicate with
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your
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contacts all right well there you have
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it everybody I hope that this is helpful
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now you know how you can use bip Cloud
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to you to create QR codes to communicate
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with people in more ways than ever
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because ultimately that is our goal is
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to just be your communic Hub so that you
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can fill up your pipeline and close more
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deals so you have any questions about
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this file means reach out to us you'll
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find us in that little chat icon in the
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bottom right corner of your bip Cloud
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screen and we'll be more than happy to
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help so I hope you all have a fantastic
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rest of your day