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June 3, 2026
QR codes make it easy to share information instantly with just a scan. Whether you’re directing customers to a website, collecting reviews, or providing contact details, creating a QR code takes just a few steps. This guide will show you how to generate, customize, and download a QR code for your needs.
To create a QR code, go to Data Collect > QR Codes in your system. This section allows you to generate different types of QR codes based on your needs.
Give your QR code a recognizable name so you can easily identify it later. Choose the type of QR code you need. Available options include:
Click Next to proceed.
If you selected Website as the QR type, enter the URL where the QR code will redirect users. Each QR type has specific settings based on its function. For example:
Once the necessary details are filled in, click Next to continue.
Make your QR code stand out by adjusting the following settings,
Once your QR code is customized, click the Download button to save your QR code immediately. Choose the desired format: PNG, SVG, or PDF. Click Save to store your QR code for future use.
This is what an existing QR code looks like in your CRM.
QR codes are a quick and effective way to connect with customers or share information. With just a few simple steps, you can create a customized QR code that suits your needs.
Q: What is the SVG format, and why should I use it?
Q: How does the PDF format help with printing?
Q:Â How is the PNG quality?
Q:Â How do I choose the download format for my QR code?
Q:Â Are PNG quality enhancements applied automatically?