The 'Generate an Email QR Code' action within the Generate Code Actions app by Integration Glue allows you to automatically generate a QR code that links to an email address. This action is useful for making it easier for users to send an email by simply scanning a QR code.
The action generates a QR code containing a mailto link, which when scanned, opens the email client on the user's device with the specified email address pre-filled. Optionally, you can also include a subject line or body content in the QR code, streamlining communication and making it easy for users to reach out via email without manually typing the address.
This action is particularly useful when:
- You want to provide an easy way for users to contact your team via email, such as in marketing materials or on event signage.
- You want to include a pre-filled subject or message for users to quickly send an email with predefined content.
- You’re distributing contact information in physical or digital formats, such as flyers, business cards, or email signatures.
- Naming convention for the QR code file name allows you to define how the file name of the generated QR code will be structured. You can create a consistent naming pattern for the QR code file, which could include details such as the email address, subject, or a unique identifier. This helps in organizing and identifying QR code files later.
- Folder ID (where the QR code will be saved) refers to the HubSpot folder where the generated QR code file will be stored after creation. The Folder ID is a unique identifier for a folder in HubSpot’s file management system. You’ll need to provide the ID for the folder where you want to save the QR code.
- File visibility of the saved QR code determines the visibility of the generated QR code file. You can choose whether the file should be public (accessible by anyone) or private (restricted to specific users or teams). This setting controls who can view or access the QR code file within HubSpot.
- Property to save file URL of the QR code is the HubSpot property where the URL of the generated QR code file will be saved. The URL is a direct link to the file, allowing it to be referenced or used in other parts of your workflow or CRM records.
- Associate QR code to the enrolled records as an attachment allows you to attach the generated QR code directly to the enrolled record (e.g., contact, deal, or ticket) as an attachment. If enabled, the QR code will be linked to the specific record that triggered the workflow, making it easy to access and manage.
- Property containing recipients email specifies the HubSpot property where the recipient’s email address is stored. The QR code will be generated for this email address, and when scanned, it will open the user's email client with the recipient’s address pre-filled.
- Subject of the email is the subject line that will be pre-filled in the email when the QR code is scanned. You can specify a static subject or dynamically insert properties from the enrolled record (e.g., Contact Name, Deal Name) to personalize the subject.
- Body of the email allows you to define the body content of the email that will be pre-filled when the QR code is scanned. You can include static text or dynamic properties (e.g., a personalized greeting or information from the enrolled record) to help craft the message.
Here’s a step-by-step guide to setting up the 'Generate an Email QR Code' action in the Generate Code Actions app by Integration Glue:
Step 1: Add the Action to the Workflow
- Open your HubSpot workflow editor.
- Click the "+" button to add a new action.
- From the available app actions, select Generate Code Actions and choose 'Generate an Email QR Code'.
Step 2: Define the Naming Convention for the QR Code File Name
- Title: Set the Naming Convention for the QR Code File
- In the action setup panel, locate the 'Naming convention for the QR code file name' field.
- Enter a naming convention for the generated QR code file. For example, you could use the enrolled record’s name or email to make the file name more identifiable. This will help you easily locate the file later.
Step 3: Select the Folder ID Where the QR Code Will Be Saved
- Title: Choose Folder for QR Code Storage
- Find the 'Folder ID (where the QR code will be saved)' field.
- Enter the Folder ID where you want the QR code to be stored. To find the Folder ID, navigate to File Manager in HubSpot and select the desired folder. Copy its ID from the URL or folder settings.
Step 4: Set the File Visibility
- Title: Choose the QR Code File Visibility
- Locate the 'File visibility of the saved QR code' field.
- Choose whether the QR code should be public or private. If you select public, anyone with the link can access the file. If you choose private, the file will be restricted to specific users or teams within HubSpot.
Step 5: Choose the Property to Save the File URL
- Title: Select Property to Save QR Code URL
- Find the 'Property to save file URL of the QR code' field.
- Choose the HubSpot property where the QR code file URL will be saved. This URL links directly to the file and can be used in other workflows or for record references.
Step 6: Associate the QR Code to the Enrolled Record as an Attachment
- Title: Attach QR Code to Enrolled Record
- Locate the 'Associate QR code to the enrolled records as an attachment' field.
- Enable this option if you want the QR code to be automatically attached to the enrolled record (e.g., contact, deal, or ticket). This will make the QR code available within the record’s files and attachments.
Step 7: Choose the Property Containing the Recipient’s Email
- Title: Select Property for Recipient Email
- Find the 'Property containing recipient's email' field.
- Choose the HubSpot property where the recipient’s email address is stored. This is the email address that will be embedded in the QR code.
Step 8: Set the Subject of the Email
- Title: Define Email Subject
- Locate the 'Subject of the email' field.
- Enter a subject line for the email. You can use a static subject (e.g., “Contact Us”) or a dynamic property (e.g., Contact Name or Deal Title) to personalize the subject.
Step 9: Set the Body of the Email
- Title: Define Email Body
- Find the 'Body of the email' field.
- Enter the body content of the email that will be pre-filled when the QR code is scanned. This could include static text or dynamic properties (e.g., a personalized greeting, details from the record).
Step 10: Save and Test the Workflow
- Once all fields are filled out, click Save to finalize the action setup.
- To test the workflow:
- Trigger the workflow and ensure that the QR code is generated with the correct email address, subject, and body.
- Verify that the QR code is stored in the specified folder.
- Check that the QR code URL is saved in the selected property.
- Confirm that the email’s recipient, subject, and body are properly pre-filled when the QR code is scanned.