QR Codes, Redirects & Snippet Automation Mastery

Call Date

May 8, 2025

Primary Topics

CRM, PAS

Back To All Calls

Call Description

In this focused tech mastery session, coaches learned how to leverage FBS’s QR code generator for workshops and marketing, set up URL redirects for easy link management, and create reusable message snippets for email and SMS. The call included live demos on customizing QR codes with logos and backgrounds, tracking scan analytics, organizing and sending bulk or drip messages, and using personalization tokens for efficient client communication. These tools help coaches streamline outreach, track engagement, and save time on repetitive tasks.

Why this call matters

  • Teaches coaches how to create and brand QR codes for events and marketing materials.

  • Shows how to set up URL redirects for cleaner, more memorable links.

  • Demonstrates how to automate and personalize repetitive messages using snippets.

  • Explains bulk and drip messaging for efficient client outreach.

  • Provides actionable ways to track engagement and improve workflow efficiency.

Key Points:

  1. Creating Branded QR Codes (00:08) – Step-by-step on generating, customizing, and downloading QR codes for any URL, including logo and background options.
  2. QR Code Analytics (10:13) – How to track scans and unique visitors by date and folder for each QR code.
  3. Organizing QR Codes & Folders (10:33) – Best practices for creating and managing folders for different QR code types.
  4. Setting Up URL Redirects (11:18) – How to create and manage redirects (e.g., /giveaway) to any internal or external link.
  5. Default Redirects & Domain Management (13:11) – Understanding the built-in www-to-root redirect and when not to edit/delete defaults.
  6. Creating & Using Snippets (14:43) – How to build reusable text and email snippets for common messages, including personalization with contact fields.
  7. Inserting Snippets in Conversations (23:28) – Live demo of inserting and editing snippets in SMS and email communications.
  8. Bulk & Drip Messaging (30:15) – How to send snippets to multiple contacts at once, schedule, and use drip mode for timed delivery.
  9. Tracking Bulk Actions & Statistics (35:37) – Monitoring delivery, opens, clicks, and unsubscribes for bulk email/SMS campaigns.

Key Takeaways:

  • Brand your QR codes and track engagement for smarter event and marketing campaigns.
  • Use URL redirects to simplify links and improve user experience.
  • Save time and personalize outreach with reusable snippets for email and SMS.
  • Leverage bulk and drip messaging to efficiently communicate with your entire list.

Notable Quotes:

  • “You can create as many QR codes as you’d like and place them wherever you want.”
  • “Snippets let you automate repetitive messages and personalize them with client details.”
  • “Bulk actions show you exactly who opened, clicked, or unsubscribed from your campaign.”

Action Steps from the Call

  1. Create a branded QR code for your next event or marketing campaign (see 00:08).
  2. Set up a URL redirect for any long or complex link you want to share (11:18).
  3. Build a folder of personal snippets for your most-used messages (14:43).
  4. Use snippets to send personalized bulk or drip messages to your contacts (30:15).
  5. Monitor your QR code analytics and bulk action statistics to optimize future outreach (10:13, 35:37).

Resources & Tools Mentioned:

  • FBS (Focused.com Business Suite): All-in-one CRM, automation, and marketing platform.
  • QR Code Generator: Built-in tool for creating, customizing, and tracking QR codes.
  • URL Redirects: Feature for managing and simplifying links.
  • Snippets: Reusable message templates for email and SMS.
  • Bulk Actions: Tool for sending mass or scheduled communications and tracking results.

Call Date: May 8, 2025

  1.  
Back To All Calls

Upcoming Call Schedule

Stay up to date on all upcoming Ask the Expert sessions and coaching calls. Plan ahead and never miss valuable live training.

Get Schedule

You may also like...