QR Codes: Step-by-Step Guide

0:01

thank you so much for joining us here

0:03

today my name is Drew and today we're

0:06

going to be talking about how to use QR

0:09

codes in VI Cloud now before we jump

0:12

into that just a quick reminder that if

0:14

you're watching this live we encourage

0:17

you to ask any questions that come to

0:19

mind uh in the chat in the comments

0:22

whether you're watching in our success

0:23

Suite or if you're watching on YouTube

0:26

and then if you're watching this after

0:28

the fact of course you have any

0:30

questions reach out to us you can again

0:32

reach out uh in our success Suite or

0:35

also you can just jump into your V cloud

0:38

account and in the bottom right corner

0:40

send in your questions there in the chat

0:42

widget so uh QR codes in VI Cloud can be

0:47

used to drive interactions they can

0:50

create leads they can simplify workflows

0:53

for you and generally speaking QR codes

0:56

are fantastic at uh taking something uh

1:00

that is happening offline and driving it

1:04

online into your CRM so that you can

1:08

then easily manage your Communications

1:09

with those people going forward or you

1:12

can just be there for people uh in more

1:16

places basically and so that uh they you

1:19

can drive those actions for you

1:21

automatically and so some quick ideas

1:25

before we jump into it just to kind of

1:27

maybe uh uh just just clear up any

1:31

questions you might have would be you

1:33

know you can use this for things like um

1:35

events for instance so you can capture

1:37

leads at an in-person

1:39

event drive them into a sign up form or

1:43

have them send you a message so that

1:45

you've got their uh inbound

1:46

communication really hand for uh for

1:50

texting because there's no better optin

1:52

than somebody sending you a text

1:54

proactively you can link say a landing

1:57

page on a flyer that you might be

2:00

Distributing in you know cafes or or

2:03

what have you uh you can link a

2:06

scheduler link like a bip PL sched link

2:08

on your business card and uh you can do

2:11

things to like generate texts to a VIP

2:15

Club that you might have where you just

2:16

send people extra special uh discounts

2:20

and you know Advanced notices through

2:23

through

2:24

text and let's quickly jump right into

2:27

VI Cloud now we kind of got some ideas

2:30

there for how this can be used how QR

2:32

codes in general can be used um and so

2:36

first of all you are going to find your

2:40

QR codes under your library section you

2:43

can even see right there content QR

2:44

codes stories all can be found

2:48

here and then you can jump down here to

2:51

QR

2:54

codes right here generate QR code

3:00

and so you're going to see a bunch of

3:02

different options that you've got here

3:05

so uh these are the VIP Cloud items and

3:08

then General web actions and so these VI

3:11

Cloud items these are going to be a

3:12

little bit more kind of unique to VIP

3:14

cloud like leveraging things like your

3:16

email template uh landing pages or sign

3:19

up form landing pages or your

3:22

community and then General web actions

3:25

these are going to be doing things that

3:27

you know quite frankly you could do with

3:29

a QR code outside of vcloud like send

3:31

people to a link or generate a

3:34

pre-populated email or SMS message but

3:38

what's nice is that this will create a

3:41

library of QR codes so you don't lose

3:44

them and then you can easily come back

3:48

here to kind of find this library of you

3:51

know QR codes you've made and then you

3:53

can use them reuse them going

3:55

forward so let's uh let's let's do one

3:58

here for a sign up form so we're going

4:01

to click on this go to sign up

4:04

form add QR code details this is where

4:07

we are going to choose a sign up form as

4:10

an example so let's grab this right here

4:13

and then you can click on this generate

4:15

QR

4:16

code and there we go now we have our QR

4:20

code you can click on this button right

4:22

here in the upper left corner uh that

4:25

pops up when we hover over it to

4:28

download that QR code we can use it

4:29

wherever you could also of course just

4:31

screenshot it if you

4:33

like and then we're going to let's just

4:36

uh find another example really quickly

4:38

so create another QR code so in this

4:42

particular example we're going to say

4:46

send an

4:47

email so I'm G click on

4:50

that and then this is going to be the

4:52

message that is going to be

4:54

automatically kind of prepopulated when

4:57

people um when people scan that QR code

5:00

so I want this to go to me

5:14

so and then I going to say generate QR

5:17

code now if you've never used a QR code

5:20

like this and frankly just uh go ahead

5:21

and scan this right here and you'll see

5:25

what this does and I would encourage

5:26

that too with any of these things if

5:27

you're experimenting with these just and

5:29

you're not quite sure just go ahead and

5:31

scan it and you will you'll see what it

5:34

looks like in

5:35

action so I think you've got the idea

5:38

here for how you can use these now what

5:40

you're going to

5:41

see is that now in our library we have

5:45

these QR codes that are already in there

5:47

and we got a bunch of options here we

5:49

can you know click to preview it to

5:51

download it and we've also got um other

5:55

options that pop up here when we click

5:57

on that more uh button right

6:02

there I also want to show you that there

6:06

are other ways you can create these as

6:09

well or at least like an other path that

6:11

you can take and that relates to the

6:15

HTML email templates with landing pages

6:19

and also signup form landing pages so

6:23

let's just take a look at that really

6:24

quickly so we're going to start with the

6:27

HTML email templates so we're going to

6:29

go into the communication

6:32

section

6:35

templates and I'm going to just jump

6:38

into an example template right

6:44

here going to hit edit template details

6:48

here and you can see right here it says

6:50

QR code the generate QR code it does

6:53

need to have landing pages enabled so I

6:56

can do that by clicking on this let's

6:59

first enable landing

7:03

pages then we're going to click on edit

7:05

template details again and now we can

7:08

generate a QR code so there we go a QR

7:12

code has been generated I can click on

7:13

this button to download it let's make

7:16

sure we save

7:19

this and there we go

7:22

our uh our contacts basically when we

7:26

when they scan that QR code they will be

7:29

taken to the landing page version of

7:32

this email template basically they'll be

7:34

taken to this URL right

7:38

here so definitely handy for anything

7:41

where you just want it to be easy for

7:43

people to learn a little bit more

7:45

information and basically be served like

7:47

a little a little landing page that can

7:49

have next steps more information things

7:51

like that available to

7:54

them so let's go back and now I want to

7:58

show you how you can do this for your

8:01

sign of form landing pages so sign of

8:04

forms are found under the automations

8:07

section because they are a form of lead

8:10

capture so sign up

8:13

forms in our previous example we we did

8:16

it for this form right here so let's uh

8:20

let's just grab this form right here and

8:23

now you can see up here in this upper

8:24

row where you have the different ways

8:28

that these forms can be distributed with

8:30

this landing page or embed code well now

8:33

you've got QR code as an option so let's

8:35

click on generate QR code and here we go

8:39

just like with the email template

8:42

landing page we've got a QR code here

8:45

that can again be downloaded here now

8:47

the last thing I want to show you here

8:49

is that these QR codes that just

8:52

generated can still be found in our

8:56

library so let's click on Library

9:01

QR

9:04

codes and here we go those last two that

9:08

were just created are now found here in

9:12

our QR codes in this Library so again

9:15

you have a nice easy way that you can

9:19

just manage these QR codes and not have

9:22

to go about like creating and recreating

9:24

them worrying about them saying like you

9:26

know getting broken one way or another

9:28

in the future well this is your One-Stop

9:30

shop for these QR codes as you

9:33

distribute them you know wherever it is

9:36

that you are trying to communicate with

9:37

your

9:41

contacts all right well there you have

9:43

it everybody I hope that this is helpful

9:47

now you know how you can use bip Cloud

9:50

to you to create QR codes to communicate

9:53

with people in more ways than ever

9:56

because ultimately that is our goal is

9:58

to just be your communic Hub so that you

10:01

can fill up your pipeline and close more

10:03

deals so you have any questions about

10:06

this file means reach out to us you'll

10:09

find us in that little chat icon in the

10:11

bottom right corner of your bip Cloud

10:14

screen and we'll be more than happy to

10:16

help so I hope you all have a fantastic

10:18

rest of your day