Automated campaigns for single access code jobs

Table of contents

• Overview
• Set up job and names list
• Choose the communication method
• The takeaway

Overview

Even if you are using one access code for a job, you can still use email marketing if you upload a names list that includes parent information.

This guide explains how to configure your job settings and choose between sending a one-time message or setting up an automated campaign.

Set up job and names list

Follow these steps to prepare your job for email marketing using a names list:

Set the job to QR Tagging with a list of names. Upload and import the names list.

• Create a new job and select the access type One Access Code
• Enter and the shared access code for the job and save the settings.  

Choose the communication method

You have two options for sending email notifications:

• Option 1: Automated campaign — More effort upfront, but ideal for multiple reminders.
• Option 2: One-time message — Faster to send, but requires manual follow-up if needed.

Option 1: Creating an automated campaign

1. Create a new campaign and name it based on the job.
2. Add a notification and choose the group: customers with no photos available yet.
3. Add your shop URL (create a hyperlink) and the job's access code instead of the personal login button.
   Important: Duplicate the campaign and edit the access code when using it for a different single-access-code job. 

Example email sent to customers:

Option 2: Send a one-time message

1. Create a one-time message.
2. Select the customer group: no photos available yet.
3. Include the shop URL and your job’s access code in the email or SMS body.

The takeaway

Even when using a single access code, uploading a names list unlocks email marketing capabilities. Choose between a one-time message or an automated campaign depending on how many follow-ups you plan to send.