How To Build Check-in (Loop) Campaigns
A digital check-in and ticketing system allows businesses to manage customer visits, offers, and campaigns efficiently. This article provides a step-by-step guide on setting up a…
A digital check-in and ticketing system allows businesses to manage customer visits, offers, and campaigns efficiently. This article provides a step-by-step guide on setting up a digital check-in system in Accommador, enabling businesses to generate QR-coded tickets, track redemptions, and automate workflows. Key Benefits of a Digital Check-In SystemA digital check-in system streamlines customer engagement and enhances business operations.
- Key benefits include: Automated QR Code Generation: Each customer receives a unique ticket.
- Efficient Tracking: Staff can verify ticket eligibility instantly.
- Pre-filled Check-In Forms: Reduces manual data entry.
- Redemption Control: Prevents multiple uses of the same offer.
- Automated Review Requests: Encourages feedback collection.
- Customizable for Different Use Cases: Ideal for restaurants, events, and promotions.
- Setting Up the Check-In FormA check-in form collects customer information and confirms ticket validity when scanned by staff.Go to Sites in your Accommador account.Navigate to Forms > Builder and click Add Form.Select a restaurant-related template to save time.Customize the form by:Keeping essential fields: Full Name, Phone Number, Email.Removing unnecessary fields.Renaming the submission button to Check-In.Add a custom field:Click Add Element and create a Single Line field.Name it Redeem Status and group it under Contact.Save and hide this field (it will store ticket redemption info).Click Save Form.
- Generating Prefilled URLs for Each CustomerPrefilled URLs ensure that when a customer scans a QR code, their information is automatically filled in.Save your form and click Integrate to copy the form link.Modify the URL structure to prefill data dynamically:Use query parameters to pass customer details:?full_name=Contact.Name&phone=Contact.Phone&email=Contact.Email&redeem_status=FalseEnsure consistency so that existing customer details match Accommador records.Save this modified link for use in QR code generation.
- Creating a Trigger Link for Better TrackingTrigger links shorten and track URL clicks, allowing workflow automation.Go to Marketing > Trigger Links.Click Add Link and name it accordingly (example: Free Dessert Campaign)Paste the modified URL (from
Step 2: ) and save it.
- Sending QR Codes via EmailEach customer receives a unique QR code linked to their personal check-in form.Use API.QRServer.com to generate QR codes dynamically.Create an email template:Add campaign details and instructions.Insert the same image header as the form.Use the following structure for dynamic QR code generation:https://api.qrserver.com/v1/create-qr-code/?data=<<TRIGGER_LINK>>Replace <<TRIGGER_LINK>> with the actual trigger link.Test the email by sending it to yourself and scanning the QR code.
- Automating the Check-In ProcessEnsure a smooth workflow by automating customer check-ins and redemption tracking.Create a workflow:Navigate to Automations > Workflows and click Create Workflow.Set the trigger to Form Submitted and select your check-in form.Add the following actions:Add a Tag: Free Dessert Checked-In.Update Contact Field: Set Redeem Status to True.Send a Review Request (optional).Log Data to Google Sheets (optional for tracking check-ins).Publish and Save the workflow.
- Preventing Multiple RedemptionsTo prevent customers from using the same QR code multiple times:Modify the check-in form:Go to Sites > Forms and open the form.Click Conditional Logic and add a rule:If Redeem Status = True, Disqualify the lead.Show a message: "You’ve already redeemed this ticket. Thank you for your visit."Save the form.Test by scanning twice:First scan should allow check-in.Second scan should show a disqualification message.Verify in Form Submissions that only one successful submission exists.
Frequently Asked Questions
Q: Can I use this system for events instead of restaurants? Yes! This system works for events, workshops, and other campaigns where unique ticketing is required. Q: How do I track which customers redeemed the offer?
You can track redemptions through Form Submissions or Google Sheets Integration. Q: Can I customize the email template further? Absolutely! Modify the email content and QR code placement as needed.
Q: What happens if a customer tries to redeem a ticket twice? The system prevents duplicate redemptions by checking the Redeem Status and disqualifying them. Q: How do I add SMS notifications for staff members? Use the Workflow Automation feature to send SMS notifications when a check-in occurs.
Can't find what you need? Log in and use the in-app chat, or talk to our team.