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QR Codes: Step-by-Step Guide

D
Written by Drew Ross
Updated over 10 months ago

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

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

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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

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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

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

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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

2:15

Club that you might have where you just

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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

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VI Cloud now we kind of got some ideas

2:30

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

2:40

QR codes under your library section you

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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

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QR

2:54

codes right here generate QR code

3:00

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

3:08

then General web actions and so these VI

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Cloud items these are going to be a

3:12

little bit more kind of unique to VIP

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cloud like leveraging things like your

3:16

email template uh landing pages or sign

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up form landing pages or your

3:22

community and then General web actions

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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

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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

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we are going to choose a sign up form as

4:10

an example so let's grab this right here

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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

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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

4:47

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

4:57

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

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

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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

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

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you're going to

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see is that now in our library we have

5:45

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

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

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let's just take a look at that really

6:24

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

6:50

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

7:19

this and there we go

7:22

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

7:45

information and basically be served like

7:47

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

7:58

show you how you can do this for your

8:01

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

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

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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

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

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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

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

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