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*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***
I’ve written about using the out of the box Marketing Event Registration Created trigger to create emails that can be used in one Journey and still make sure the information in those emails is unique and related to the Event that was registered for. This is a cool feature and great way to just set up a Journey that runs for all of your webinars or in person events should you choose to do so. In my last post I showed how to include the Add To Calendar option for a unique ICS file without the need for any code at all. In this post, we will look at doing the same but for a unique QR Code for each person that registers for the event. Let’s check it out!
So first, on your email, get creative and add all the information you need, then pull in a QR code from the Elements panel on your email.
Now we need to set where the QR code comes from. Select to link it to Event registration code. Then in the section below, choose from other source rather than setting an event directly. Find the Marketing Event Registration Created trigger, then click on Marketing Event Reference.
It should look like this. So when someone registers and the ‘Marketing Event Registration Created’ trigger is fired, it will go from that event registration record back through to the Event that the person registered for and get the correct information for the unique QR code.
Now you can do a little bit of editing to resize and change the alignment of the QR Code and also determine if you want to keep the tracking on there.
Once it’s all set up, it should look like this. Noticed I’ve used other information to pull dynamically from the Event record.
After adding it to a Journey, when someone registers they now get a fully customised email with the unique QR code linked to their event registration record. It’s a beautiful thing!
If you aren’t sure how to check someone in to the event using that code, make sure you have the D365 mobile app (soon to be deprecated so will be the Power Apps mobile app), and navigate to the Check In area in the Marketing App. From there, you can create a New Check-in.
This then takes you to a new record with the option to scan. You must have allowed access to your camera from the app. Then click the scan icon which opens up your camera.
After scanning the QR code with your phone, it should automatically populate with information about the Event Registration and the person you are checking in. Cool!
That’s it, your attendee is now all checked in to the Event.
Check out the latest post:
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I’m taking on a challenge: walking 50 KM in under 10 hours in honour of two incredible women who are both bravely facing chemotherapy right now.
🩷 I’m fundraising for Cancer Research UK 🩷
If you can help, every donation, big or small, helps bring us closer to a cure
Hi megan
Is it possible to use this qr code with a scanner and can we include the sessions also to print a badge with a label printer with the full name of the attendee and the sessions they will be attending?
Hi Jet, while it’s not ‘impossible’ it’s certainly nothing that is out of the box. Your scanner would somehow need to be able to connect back to Dynamics 365. Rather than using a scanner, and if you didn’t want to use the D365 mobile app to scan, then I would suggest trying to create a Canvas App that could be used at the event instead. Same with printing a label, you would need to find a printer that you could somehow link up via Power Automate so that when someone was checked in, it would feedback to the printer and print out the label. It might be easier for that part to send them an email once they check in with all of the session information instead of printing something.
Hi Megan,
How to manage for expired QR code? let say that the event already passed and someone scan the QR code?
Hi Denis, there isn’t anything that sets a time limit on the QR Code but links in emails are disabled or expired after a certain amount of time. Sorry, I can’t find in the documentation what the exact time frame is!
Hi Megan, I have a simple problem, I cannot solve.
When scan-adding an event check-in the Check-In Type is autoset to Session Check-In, yet I have no sessions set up, and I want the user to be checked-in for the entire event.
How can I make “Event Check-In” default under “Check-In Type”?
Thank you
Hi Robert, you could change the default value as an administrator on the table itself. Navigate to the Check-in table, then find the Check-in Type field and you should be able to set the default to Event Check-in.
Ciao Megan, non riesco ad impostare il messaggio email creato all’interno del mio percorso, non arriva l’email. Quando clicco su crea nuovo percorso e mi fa scegliere il trigger quale devo impostare? Io ho selezionato quello che ho messo dentro al messaggio e-mail ” Marketing Event Registration created”. Va bene? Grazie
Hi Michela, sorry my Italian is none existent, but I used Google Translate to help. This is what I think you are asking:
I can’t set up the email message created within my journey. The email doesn’t arrive. When I click “Create New Journey” and it asks me to choose the trigger, which one should I set? I selected the one I put inside the email message, “Marketing Event Registration Created.” Is that OK?
The trigger for the Journey should be marketing event registration created, and any emails you create and add in anything dynamic should also use the same trigger. What do you mean that the email doesn’t arrive? Do you mean you have made a Journey live, then filled in the event registration form but didn’t get an email? Does the Journey show that the person at least entered it? Do you have a start date on the Journey that is in the future perhaps?
Il trigger per il Journey dovrebbe essere la registrazione all’evento di marketing creato e tutte le email che crei e aggiungi in modo dinamico dovrebbero utilizzare lo stesso trigger. Cosa intendi con “l’email non arriva”? Intendi dire che hai attivato un Journey, poi hai compilato il modulo di registrazione all’evento ma non hai ricevuto un’email? Il Journey mostra che la persona ha almeno partecipato? Hai una data di inizio del Journey che potrebbe essere futura?