Share Survey using a QR Code

Share Survey using a QR Code

QR Code Generation & Management

Overview

The QR Code Generation & Management feature allows users to distribute surveys through QR codes for both online and offline feedback collection. Users can generate either a single QR code or multiple unique QR codes in bulk using a CSV file.

Bulk QR generation supports metadata mapping, dynamic logo assignment, unique QR ID creation, and individual response tracking. This helps organizations personalize survey distribution and monitor responses at a more detailed level.

Generated QR codes can later be managed through QR campaigns, where users can download, activate/deactivate, pause, update, or delete QR codes as needed.

When to use it:
Use this feature when you want to collect feedback offline, track responses by location or representative, or distribute personalized survey links at scale.

IdeaUse bulk QR generation with metadata mapping for branch-wise, store-wise, or representative-wise response tracking.

Key Use Cases

  • Collect feedback through printed or offline QR codes
  • Generate personalized QR codes in bulk
  • Track responses by branch, store, city, or representative
  • Dynamically assign logos based on metadata
  • Manage and monitor large QR campaigns centrally

How to Use QR Code Generation & Management

How to Access QR Code Generation

  1. Go to Survey
  2. Click Share
  3. Select QR Code

You can choose between:

  • Single QR Code
  • Unique QR Codes via CSV File

Single QR Code

The Single QR Code option generates one QR code linked directly to the survey. Every scan redirects users to the same survey link.

Once generated, the QR code can be downloaded and shared across physical or digital channels.

This option is useful when individual response tracking or metadata mapping is not required.

Unique QR Codes via CSV File

Bulk QR generation creates multiple unique QR codes using a CSV file, where each row generates a separate QR code.

This is useful for:

  • Tracking responses by location or branch
  • Assigning QR codes to representatives
  • Capturing metadata automatically
  • Creating personalized survey access

The bulk QR generation process follows four steps:

  • Upload CSV File
  • Upload Logo
  • Map Data from CSV
  • Preview & Generate

Upload CSV File

The first step involves uploading a CSV file containing the required QR data.

Users can download a sample CSV template that includes recommended columns such as:

  • QR Code ID
  • Store ID
  • Store Name
  • Region
  • Building
  • City

The system automatically detects column headers, and each row represents one QR code.

Selected columns are later used for generating unique QR Code IDs.


Map Data from CSV

This step is used to configure QR Code IDs and map CSV columns with survey properties or metadata.

Users can:

  • Generate QR IDs using one or multiple columns
  • Map CSV columns to existing metadata or survey questions
  • Create new metadata directly during mapping
  • Exclude fields using the “Don’t Import” option


Idea
QR Code IDs can be created using a single column or multiple combined columns.

The system automatically maps matching fields whenever possible. Newly created metadata becomes reusable across dashboards, filters, exports, and reports.

WarningQR Code IDs must be unique before QR codes can be generated.

Users can configure logos for QR codes in three different ways.

Available Options:

  • Use Single Logo for All QR Codes — One logo is applied to all generated QR codes
  • Use Different Logos for Each QR Code — Logos are dynamically mapped using CSV values
  • Skip This Step — Generates QR codes using the default design

For dynamic logo mapping, users select a CSV column and upload logos for each unique value. For example, different buildings or stores can have separate logos.


A logo preview is shown before proceeding.

Preview & Generate QR Codes

Before final generation, users can preview how the QR codes will appear.

The preview reflects:

  • Selected logos
  • QR formatting
  • Mapped metadata
  • Dynamic text values

Users can also edit the text displayed above QR codes and apply formatting such as bold, italic, underline or add pipetext for multiple QR codes.

Each QR code automatically displays values based on its mapped row data.

Once ready, clicking Generate QR Codes creates the QR campaign.

QR Campaign Management

All generated QR campaigns are available under:
Share → QR Codes

The campaign listing displays:

  • Campaign Name
  • QR Code Type
  • Send Date
  • Number of QR Codes
  • Code Status
  • Responses


From here, users can monitor and manage all QR campaigns centrally.

Campaign Actions

Users can perform multiple actions on QR campaigns, including:

  • Download QR codes
  • Rename campaign
  • Deactivate campaign
  • Delete campaign
  • Generate more QR codes
  • Update existing QR codes

Deactivating a campaign disables all QR codes associated with it and stops response collection temporarily.

Generate More QR Codes

The Generate More QR Codes option reopens the QR generation flow for an existing campaign.

This allows users to add additional QR codes to the same campaign without creating a new one.

Update Existing QR Codes

Users can update QR codes within an existing campaign by downloading the existing QR data file, modifying the CSV, and re-uploading it.

This helps update QR configurations without rebuilding the entire campaign.

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