How to Use QR Codes for Check-In

There are a few steps for setting up a QR code for user/customer check-in:

  • Step 1: create a check-in form

    • Include Contact ID, name, email, and phone

    • Make sure form is NOT sticky

    • Get the form link for the trigger link we'll create

  • Step 2: create the trigger link pointing to the form

    • Add the form link and all the fields to pass to the form (contact ID, email, name, phone)

  • Step 3: include the QR in your email

    • In your email builder, add the trigger link, then copy it (for use in the image)

    • Add an image that has the link to the QR code AND the trigger link

  • Step 4: SEND!

  • Step 5: Scan the QR at the event to check users in, trigger whatever workflows you want.

Creating Your Trigger Link

Once you've created your form, copy the inline form link and paste it into your favorite text editor:

https://your-inline-form-link

Next, we'll need to add the contact custom fields to pass into the form using Querystring Parameters, like this:

?contact_id=

&email=

&phone=

&full_name=

Notice that we're passing the GHL Contact ID, name, email and phone. one or more fields don't exist, the form will still populate with the data that's passed.

Your Check-In form link should look like this when you're done:

https://your-form-link?contact_id=&email=&phone=&full_name=

Copy this entire link - this will be what we use for the trigger link. In GHL, go to Marketing, then Trigger Links and create a new link. Paste the form link with the fields into the link and save it. Now let's move on to creating our dynamic check-in QR!

Adding the QR to Your Emails

In your email editor, add the trigger link to the body and copy the code. It will look something like this:

Copy this and add it to the end of the URL below:

https://api.qrserver.com/v1/create-qr-code/?size=300x300&ecc=Q&margin=30&data=

Your completed QR Check-In link should look something like this:

https://api.qrserver.com/v1/create-qr-code/?size=300x300&ecc=Q&margin=30&data=

Now add an image to your email, and paste your completed link into the URL for the image.

You're done! Now when this email is sent, it will create a unique QR Code for each contact so they can check-in.

TEST YOUR QR CODE

Before you go bulk sending check-in QR codes, make sure to test your workflow on yourself to make sure you can scan the QR and that it opens up the form and populates it with your data.

Checking In Customers/Clients

Your staff will need to be able to scan a QR code. When a customer or client shows up, have them present the email with the QR code and have the staff scan it.

This will load the form with the customer's data, and the staff just needs to submit the form to complete the check-in process.

From here, you can trigger workflows to send them a welcome email or SMS, send a review request; whatever you want.

SaaS Arabic Team