Managing a growing collection of QR Codes can become complex if you're used to a traditional folder system. Uniqode offers an advanced and flexible approach to organizing your QR Codes with features like Labels, Filters, Watchlist, and Organizations. These tools provide a dynamic and versatile solution to streamline your management process.
In this guide, we’ll explore how to use these features effectively and share best practices to help you get the most out of them.
1. Organize QR Codes with Labels
What are Labels?
Labels in Uniqode function like tags you can apply to your QR Codes to group them based on specific criteria. Unlike traditional folders, which restrict a QR Code to a single location, Labels enable you to categorize your codes in multiple ways simultaneously. This flexibility ensures that you can easily organize, retrieve, and analyze your QR Codes according to different needs and contexts.
Why use Labels to manage your QR Codes
Multi-labeling: While a folder can only house a QR Code in one place, Labels allow you to tag a single QR Code with multiple relevant labels. The same QR Code can appear in various contexts (e.g., by campaign, channel, or audience) without duplicating the code.
Dynamic to suit your needs: As your campaigns and organizational needs evolve, you can easily update or add new labels without restructuring your entire folder system. This adaptability makes managing large numbers of QR Codes more efficient.
Improved searchability: Labels integrate seamlessly with Uniqode’s search and filtering tools, allowing you to find exactly what you need quickly. Instead of navigating through nested folders, you can apply labels and filters to view all relevant QR Codes in one place.
Best practices for using Labels
Campaign-based Labels: If you have a seasonal campaign, such as "Christmas Sale 2024," label all associated QR Codes under this name. This way, you can filter by this label to quickly access all relevant QR Codes. You can also head over to the analytics page and use labels to filter the QR Codes for your specific campaign.
Channel-based Labels: If you're distributing QR Codes through various channels (e.g., "Email Campaign," "Social Media," "Print Ads"), use labels to track and analyze each channel's performance.
Location-based Labels: Label your QR Codes based on where your QR Codes are located, such as ‘New Orleans,’ ‘New York,’ or ‘Dublin’. This makes it easier to understand your QR Code engagement across different locations.
2. Find and manage QR Codes with filters
What are filters?
Once your QR Codes are labeled, Uniqode’s filtering options make locating and managing specific codes easy. Unlike folders, filters allow you to refine your search based on various attributes such as labels, creation date, and scan count, offering a more nuanced and comprehensive way to manage your QR Codes.
Best practices for using filters
Label-based filters: Filter by labels to quickly access all QR Codes related to a specific campaign or project.
Date and scan count: Use the "Date Created" and "QR Scan Count" filters to find QR Codes that are recent and highly engaged.
Combining Filters: You can combine multiple filters for a more targeted search. For example, find QR Codes created in the last month, labeled under "Social Media," with over 50 scans.
3. Monitor QR Codes with Watchlist
What is Watchlist?
The Watchlist helps you monitor specific QR Codes more closely. Whether you want to monitor high-priority codes or track underperforming ones, adding them to your Watchlist helps you receive daily email updates when they receive new scans.
Unlike folders, where you might have to dig through multiple levels to find a specific code, the Watchlist centralizes your most important QR Codes in one easily accessible location.
Best practices for using Watchlist
High Priority Codes: Add QR Codes critical to your current business needs to your Watchlist for easy access and monitoring. You will receive daily email notifications whenever any QR Code in your Watchlist receives new scans.
Low-Performing Codes: Track underperforming QR Codes by adding them to your Watchlist while making tactical changes to your campaign. This helps you stay on top of codes that need adjustments.
4. Organize your teams and resources with Organizations
What are Organizations?
Organizations in Uniqode allow you to structure your team and resources in a way you’d like to. You can create a master organization and multiple sub-organizations with specific user roles and permissions. This hierarchy is ideal for businesses managing multiple teams or clients. Unlike traditional folder systems, Organizations in Uniqode offer a more structured approach, providing clear oversight and control across different teams and resources.
Best practices to manage Organizations
Master vs. sub-organizations: Use the master organization to maintain control and oversight across all sub-organizations. Assign specific roles and permissions to users to ensure they have the right access.
Role-based access: Assign roles like Admin, Editor, or Viewer, depending on the level of control you want to provide to each user. This helps maintain security and accountability.
Resource Management: Manage QR Codes, templates, and other assets within each organization to streamline operations and maintain consistency across teams.
5. Combine Features for Maximum Efficiency in QR Code Management
Implement these best practices to maximize your QR Code management.
Label and filter: Always label your QR Codes, then use filters to refine your search. This combination ensures you can quickly find and manage your QR Codes more effectively than a traditional folder system.
Use Watchlist effectively: Add relevant QR Codes to your Watchlist for high-priority campaigns. This keeps important codes at your fingertips without navigating multiple folder levels.
Regular clean-up: Review your labels, filters, and Watchlist to ensure they align with your current projects and campaigns. Add the dormant and unused QR Codes to the Trash section.
Bulk operations: Use bulk operations to update, label, or download multiple QR Codes simultaneously. This saves time and ensures consistency.
Assign roles wisely: Use the Organizations feature to manage user access effectively. Assign roles based on the level of responsibility and ensure that each team member has the right access to perform their duties efficiently.