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QR Codes: Step-by-Step Guide

QR codes send the people who scan them to a sign up form, landing page, link, email, or text message. Here you'll learn how to create a QR code, download it, organize your QR codes in folders, and reuse the ones you've already made.

Written by VipeCloud Support

A QR code in VipeCloud sends anyone who scans it to a sign up form, an email template landing page, a community, a web page, or a pre-written email or text message. Every QR code you generate is saved on the QR Codes page, so you can download and reuse it later.

How to Create a QR Code

  1. Click Library in the sidebar.

  2. Click QR Codes.

  3. Click Create QR Code.

  4. Under Step 1: Choose QR Code Action, click the action you want the QR code to perform.

  5. Under Step 2: Add QR Code Details, choose the item or enter the details for that action.

  6. Click Generate QR Code.

QR code actions:

  • Go To Sign Up Form - Scanning opens the sign up form you choose.

  • Go To Email Template - Scanning opens the landing page of the email template you choose.

  • Go To Community - Scanning opens the suite or party you choose.

  • Go To Custom Url - Scanning opens the URL you enter.

  • Send An Email - Scanning opens a new email with the Email, Subject, and Message you set. Email is required.

  • Send An SMS - Scanning opens a new text message to the Mobile Phone you enter, with the Message you set. Mobile Phone is required.

How to Download and Manage Your QR Codes

After you click Generate QR Code, the QR code appears on the right side of the Create QR Code page.

  1. Hover over the QR code and click the download icon to save it as an image.

  2. Click Return To QR Codes to open your QR code library, or click Create Another QR Code to start a new one.

On the QR Codes page, hover over a row to use the Preview and Download buttons. The More button on each row has these options:

  • Email - Send the QR code in an email.

  • Edit / Move - Change the QR code or move it to another folder. Only the QR code's owner sees this option.

  • Get Share Link - Get a link you can share to the QR code.

  • Delete - Delete the QR code. Only the QR code's owner sees this option.

How to Organize QR Codes Into Folders

On wide screens, the Folders pane on the left of the QR Codes page shows the QR Codes folder and every folder inside it as a tree, so you can open a nested folder in one click. The Move panel uses the same tree to pick where QR codes go, and lets you move several at once.

How to Open a Folder From the Folders Pane

  1. On the QR Codes page, click a folder in the Folders pane.

To make more room for the list, click the arrows at the top of the pane to hide it, and click Show folders above the list to bring it back. On narrower windows, the pane stays hidden.

How to Move QR Codes Into a Folder

Moving takes a QR code out of its current folder and puts it in the one you choose. The QR code itself isn't changed, and it still opens the same thing when scanned.

  1. On the QR Codes page, check the QR codes you want to move.

  2. Click the arrow next to the checkbox at the top of the list.

  3. Click Move to Folder.

  4. Under Choose a destination folder, click the folder.

  5. Click the move button at the bottom of the panel, for example Move QR codes.

You can move a QR code only into the QR Codes folder or a folder inside it.

How to Create a QR Code for an Email Template

An email template QR code opens the template's landing page, so you turn on the landing page first.

  1. Click Communication in the sidebar.

  2. Click Email.

  3. Click Templates.

  4. Open the template.

  5. Click Edit Template Details.

  6. Check Enable template landing page.

  7. Click Save Template Details.

  8. Click Edit Template Details to reopen the template details.

  9. Under QR Code, click Generate QR Code.

The QR code appears under QR Code with a download icon, and it's also saved on the QR Codes page.

How to Create a QR Code for a Sign Up Form

  1. Click Automation in the sidebar.

  2. Click Sign Up Forms.

  3. Open the sign up form.

  4. Under QR Code, click Generate QR Code.

The QR code appears under QR Code with a download icon, and it's also saved on the QR Codes page.

Key Notes

  • Every QR code you generate is saved on the QR Codes page, including ones made from an email template or sign up form.

  • An email template or sign up form has one QR code. Once it has one, it shows that QR code instead of the Generate QR Code button.

  • On a texting-only plan, QR Codes is under Communication in the sidebar, and the Go To Sign Up Form and Send An Email actions aren't available.

  • Go To Email Template appears only on plans that include email templates.

  • Scan a new QR code with your phone before you print or share it, to confirm it opens what you expect.

Video Walkthrough

Use the timestamps below to jump to specific sections:

  • 0:42 - Ways to use QR codes

  • 2:36 - Find QR codes in the Library

  • 3:00 - QR code actions

  • 3:58 - Create a QR code for a sign up form

  • 4:38 - Create a Send An Email QR code

  • 5:38 - Download and manage your QR codes

  • 6:06 - Create a QR code for an email template

  • 7:58 - Create a QR code from a sign up form

  • 8:47 - Find generated QR codes on the QR Codes page

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