QR Code Automation: Office Visit Points

Customer Support
Customer Support
  • Updated

QR codes are an easy way to boost member participation in your rewards program! In this article, you'll find step by step instructions on how to create a QR code automation for Office Visit points. 

 

Step 1: Go to the Automation Manager

Click Manage > Automation Manager to navigate to your Automation Manager page.

 

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Step 2: Create a New Automation

Click Create to access the automations you can activate.

 

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Step 3: Select the QR Code Automation

Click Office Visit Points- QR Code to open the automation editor.

 

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Step 4: Set Up the Automation

Start by creating a title for your automation. 

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Next, choose the groups of members who will be allowed to receive points during an office visit.

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In the "What" section, set the number of points members will receive. 

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In the "When" section, determine how frequently members will be allowed to receive points through this automation. Once your limit is set, click Activate Automation to launch your new automation! 

 

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Step 5: Download QR Code assets

A pop-up will appear showing the created assets. These include:

  • Flyers, posters, and TV displays that you can showcase anywhere you like
  • FAQ sheets to answer any questions from your members
  • The QR code 

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Click the calendar icons next to each of these to schedule them in your Marketing Calendar. 

 

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Click here for instructions on how to create a QR Code for compliance points to put on a key ring to keep chairside. 

We hope this guide has been helpful, but if you still have questions or would like help setting things up, please email us at cs@practicegenius.com