Using QR Codes for Event Check-In
Using QR Codes for Event Check-In
When a student registers for an event, you can include a QR code in the HTML version of the confirmation email. They can then scan this code when they check in for the event to streamline the process and reduce manual work on your end.
You can use either a Public or Restricted QR code, depending on your needs. Both direct attendees to the same TargetX QR check-in page, but they differ in who can actually complete it.
- Public QR codes use your Events site URL so students can scan and check themselves in without logging into Salesforce, making them ideal for self-service check-in flows.
- Restricted QR codes use the internal, logged-in Salesforce URL and require an authenticated staff or volunteer user, ensuring that only authorized team members can check attendees in.
Note: the QR code Check-In functionality and configuration process also works for the Staff and Volunteers associated with the Organization Event.
Building Public QR Codes
To build the public QR Code:
- Add your Events site to the following code:
<img alt="Image Missing" src="https://quickchart.io/qr?key=q-y4owo7q9quojmp34rgtdlotxlgycu181&text=https://<<SITEURLHERE>>/targetx_eventsb__QRcheckin?cid={!Contact.Id}" width="200" height="200" />
- Insert the above into the HTML Source code of your email. Remember to add the QR merge field to both the Event Confirmation email and the Event Off Waitlist emails.
Building the Restricted QR code
- Click your profile icon (top right) and Switch to Salesforce Classic.
- Navigate to your Organization Calendar tab by clicking on the plus sign in the top navigation bar.
- Copy the URL starting from https:// up to and including /apex/.
Example: https://targetx-eventsb.na14.visual.force.com/apex
- Add the copied portion of the URL from the previous step into the following code:
<img alt="Image Missing" src="https://quickchart.io/qr?key=q-y4owo7q9quojmp34rgtdlotxlgycu181&text=https://<<Insert logged in URL prefix here>>/targetx_eventsb__QRcheckin?cid={!Contact.Id}" width="200" height="200" />
- Insert the above code into the HTML Source code of your email. Remember to add the QR merge field to the Event Confirmation email and the Event Off Waitlist email.
- To insert it into the HTML source, click Source in the builder and copy it directly into there to avoid picking up unwanted formatting that will not display the QR Code.
Adding QR Merge Field to Confirmation Email Templates
There are two options available when configuring QR codes for event check-in. Public QR codes can be created to allow attendees to check themselves in at events. Restricted QR codes can be created to allow only staff members to check in event attendees.
Public QR Codes
To add the public QR Code in your confirmation email:
- Copy your Public QR code.
- Insert the Public QR code into the HTML Source code of your email. Remember to add the QR merge field to both the Event Confirmation email and the Event Off Waitlist emails.
Restricted QR Codes
Once you have generated your Restriced QR code, carefully insert the code into the HTML Source code of your email. This ensures that the QR code is properly embedded and functional within the email, allowing recipients to easily scan and access the restricted content.
Ensure that you include the QR merge field in both the Event Confirmation email and the Event Off Waitlist emails.
To track Event check-ins, see Tracking Event Check-Ins.