PowerBarcode allows users to create barcode images right from within CRM! Insert a barcode into an e-mail or report. A very simple control within CRM provides the ability to easily insert QR Code, Matrix, Linear Barcode or PDF code.
In this example, we will insert a Matrix into an email. There are numerous possibilities as to how the PowerBarcode may be used; an example would be to send an email to someone who has registered for an event. The registrant could bring that code to the event and have it scanned.
Navigate to PowerPack.
Navigate to PowerBarcode Styles.
Open the desired Barcode Style, in this case: Matrix.
Select New. In the next step, it is required to enter in specifications for the PowerBarcode. Reference this screen for the necessary default details.
Name the PowerBarcode. Style Name should have a unique name to distinguish this exclusive code. The Type is the type of barcode that will be created. Proceed to fill in the other necessary fields. To continue, Save & Close the record. If the name of the barcode is not unique, you will be notified when you try to save the PowerBarcode Style record. Once a record is saved the ‘Style Name’ and ‘Type’ fields can’t be changed.
We will now insert this Data Matrix into an email sent via CRM:
Set up this email as you would any other (navigate to the PowerPack Tab. From there, click the PowerEmail Opens tile. In the upper right corner, select New. From here, the details and body of the email can be filled in. The PowerBarcode can be placed anywhere in the email. It is also possible to insert numerous PowerBarcodes in one email. When ready to insert the PowerBarcode, select Get Token.
Choose the correct parameters for the PowerBarcode you would like to insert into the email. Then select either Copy URL or Copy Token. Send the e-mail.
The Email will appear as follows:
The Copy URL will open a window with the PowerBarcode.
The Copy Token will place the PowerBarcode itself into the email. You may also add this PowerBarcode to a report!
Thanks for your interest in PowerBarcode. Should you have any questions, contact us at 612-339-3355 or email firstname.lastname@example.org. Remember, your trial will expire 30 days from the date of installation. If you are interested in subscribing, go to the configuration screen and change the radio button from “try” to “subscribe” and enter your credit card information – you will be charged $1/CRM user/month.