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Quick Startup Guide September 2014 UNITAG Mobile Marketing Platform

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Page 1: Notice plateforme EN - Unitagdocs.unitag.io/Startup_Guide_EN.pdf · networks and QR codes. To start sharing your Web app, go to the sharing menu on your Web App page and click on

 

 

 

 

 

 

 

 

 

Quick  Startup  Guide  

September  2014    

 

 

UNITAG Mobile Marketing Platform

Page 2: Notice plateforme EN - Unitagdocs.unitag.io/Startup_Guide_EN.pdf · networks and QR codes. To start sharing your Web app, go to the sharing menu on your Web App page and click on

                                         2  UNITAG  STARTUP  GUIDE  

 

 To  log  in  on  Unitag’s  platform  .........................................................................................................................................................................................  4  Welcome  to  your  personal  dashboard!  ............................................................................................................................................................................  5  QR  Code  is  a  reference  among  mobile  marketing  channels  ..............................................................................................................................................  6  

My  QR  Codes  ...........................................................................................................................................................................................................................  9  QR  Code  Cards  .......................................................................................................................................................................................................................  11  My  QR  Code  Templates  .........................................................................................................................................................................................................  12  Batch  generation  tool  ............................................................................................................................................................................................................  13  

Create  your  mobile  content  in  just  few  clicks  ................................................................................................................................................................  14  Each  case  its  Web  App!  ..........................................................................................................................................................................................................  15  Web  Apps  pages  ....................................................................................................................................................................................................................  16  

Share  your  content  on  different  mobile  channels  ..........................................................................................................................................................  17  

Summary

Page 3: Notice plateforme EN - Unitagdocs.unitag.io/Startup_Guide_EN.pdf · networks and QR codes. To start sharing your Web app, go to the sharing menu on your Web App page and click on

                                         3  UNITAG  STARTUP  GUIDE  

Unitag’s all-in-on mobile marketing platform allows you to create and manage mobile marketing campaigns in autonomy.

Our services give you access to the 3 pillars of a good mobile marketing operation:

Unitag’s platform and services

One platform, multiple solutions

Mobile content creation Multi-channels broadcasting Campaign monitoring and analysis

Page 4: Notice plateforme EN - Unitagdocs.unitag.io/Startup_Guide_EN.pdf · networks and QR codes. To start sharing your Web app, go to the sharing menu on your Web App page and click on

                                         4  UNITAG  STARTUP  GUIDE  

To log in on Unitag’s platform And start creating great marketing campaigns, go to http://www.unitag.io/.

 

From the homepage, click on the « Login » button in the top right corner of the page, then fill the form with the login and password you chose during your subscription.

 

How to log in

Page 5: Notice plateforme EN - Unitagdocs.unitag.io/Startup_Guide_EN.pdf · networks and QR codes. To start sharing your Web app, go to the sharing menu on your Web App page and click on

                                         5  UNITAG  STARTUP  GUIDE  

B

Welcome to your personal dashboard! The dashboard is the place you’ll create and manage your mobile marketing projects.

From this page, you get access to all Unitag’s tools in just one click.  

The menu bar on the left allows you to navigate from one tool to another in your account. Thus, you have a direct access to the following spaces:  

• The dashboard homepage  • Web Apps  • QR Codes  • Image Recognition  • NFC tags  • SMS  • Mobile websites  

(not included in all accounts)  

 

Your personal dashboard

Page 6: Notice plateforme EN - Unitagdocs.unitag.io/Startup_Guide_EN.pdf · networks and QR codes. To start sharing your Web app, go to the sharing menu on your Web App page and click on

                                         6  UNITAG  STARTUP  GUIDE  

QR Code is a reference among mobile marketing channels The QR Code page, accessible by clicking the “QR Codes” button in the left menu bar, allows you to access all QR Code related tools:

 

 

• Create a custom QR Code,  • Manage your existing QR Codes,  • Set and use your personal templates (

from the Basic QR plan),  • Create QR Codes in batch (from Basic

QR plan).  

 

 

 

QR Codes

Page 7: Notice plateforme EN - Unitagdocs.unitag.io/Startup_Guide_EN.pdf · networks and QR codes. To start sharing your Web app, go to the sharing menu on your Web App page and click on

                                         7  UNITAG  STARTUP  GUIDE  

For creating a QR Code, you just have to click on the “Create new QR Code” button in second the left menu appearing in the QR code window.  

 

Then, you’ll be redirected towards the QR Code generator allowing you to create a custom QR Code in only 3 steps:

 

1. Chose a QR Code type: URL, text, business card, email sending, geolocation, sms sending, etc.  

2. Personalize it (colors, shapes, image, etc.)  

3. Store it in your account  

 

 

« URL », « business card » and « Text » QR Codes can be static or dynamic (dynamic QR Codes offer lots of possibilities -> statistics, target edition, etc. available from our LIVE plan).

Create a QR Code

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                                         8  UNITAG  STARTUP  GUIDE  

 

To track QR Code scans with Google Analytics, you can add Google’s UTM parameters to your URLs (from our Live QR plan).

To do so, you just have to click on the « Customize short URL » button which is in the first step bloc named « QR Code Type» in the QR Code generator.

Once done, you’ll have to modify the variable part of your QR Code’s URL and add Google Analytics’ UTM parameters as follow: mywebsite.com/mypage?utm_campaign=XXX&utm_source=XXX. See Google Analytics UTM tags for more information.

Define QR Code parameters

Page 9: Notice plateforme EN - Unitagdocs.unitag.io/Startup_Guide_EN.pdf · networks and QR codes. To start sharing your Web app, go to the sharing menu on your Web App page and click on

                                         9  UNITAG  STARTUP  GUIDE  

My QR Codes By clicking the « My QR Codes » button in second the left menu appearing in the QR code window, you’ll be able to find and edit your existing QR Codes.

 

Manage your QR Codes

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                                         10  UNITAG  STARTUP  GUIDE  

In order to filter and find your QR Codes easily you can use quick filters available in the top right corner of the window:  

• Static: filtering “standard” also called “static” QR codes (=without advanced features),  • Dynamic: filtering dynamic QR Codes for which advanced features are available as target modification and statistics  

 

 

Each QR Code listed in this page is related to specific data and content:  

• Creation date  • Number of scans (available for dynamic QR Codes only)  • A unique Label  • A Type (URL, Vcard, text, etc.)  

 

 

 

 

 

 

 

Manage your QR Codes

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                                         11  UNITAG  STARTUP  GUIDE  

QR Code Cards

To access a QR Code page, and profit from all the features offered by Unitag, you just have to click on a QR Code Card appearing in the list described above.

On this page, you’ll be able to:

   

• Modify its design (from our Basic QR plan), • Define its design as a template (from our Basic QR

plan), • Download it, • Activate a more accurate geolocation (street level)

with HTML5 technology (for dynamic QR Codes and Live QR plans only),

• Consult its statistics (for dynamic QR Codes and Live QR plans only),

• Modify the targeted URL (for dynamic QR Codes and Live QR plans only),

• Add smart filters to redirect a user towards a specific URL in function of his language or smartphone type (for dynamic QR Codes and Live QR plans only).

 

Manage your QR Codes

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                                         12  UNITAG  STARTUP  GUIDE  

 

My QR Code Templates  

On this page, available from a BASIC QR plan, you can manage your QR Code templates.

To create a new QR Code using a template already available, you just have to click on the chosen template, and you’ll be automatically redirected towards the QR Codes generator for editing its content.

Create a new template from an existing QR Code by clicking the “Template” button on a QR Code page.

Create templates

Page 13: Notice plateforme EN - Unitagdocs.unitag.io/Startup_Guide_EN.pdf · networks and QR codes. To start sharing your Web app, go to the sharing menu on your Web App page and click on

                                         13  UNITAG  STARTUP  GUIDE  

Batch generation tool

The batch generation tool, available from a Basic QR plan, allows to create a large number of QR Codes automatically.  

To do so, you’ll just have to fill an Excel file with the data you want to store in each QR Code. The Excel file is available from your dashboard. Once the parameters defined and your Excel file submitted in the tool, you’ll receive your QR Codes within 48 hours.  

 

   

Generate a large quantity of QR Codes

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                                         14  UNITAG  STARTUP  GUIDE  

 

 

Create your mobile content in just few clicks Our Web App creation tool is the most fantastic and unique available in our platform. It has been designed so that you can create great mobile content in few minutes with ease.

By clicking the “Apps” button in the left menu bar, you can access to your Web apps in order to:

• Create new Web Apps • Edit and manage your existing Web Apps • Consult your Web Apps’ results and stats

Web Apps

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Each case its Web App!

Currently you can create up to 3 different Web Apps:

Business Card

Poll & Survey

Instant Win Game

Choose the one you need and click the “Create a Web app” button to start! Creating a Web App is very straightforward and you’ll need only few minutes to make one.

The templates available are not enough for you? Well, just contact us so that we can create a custom template just for you.

Then, don’t hesitate to read this page to get more information about our Web Apps.

Create a Web App

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Web Apps pages

From the Web App list, click on the Web App card appearing in the list to access the dedicated Web App page.

This page gives access all information related to the created Web App:

• A preview of your Web App • An “edit” button to update it • An “Activate/Deactivate” button • Its creation date • Its URL • Its statistics (from a Live plan) • Its results and data collected through forms • An access to all broadcasting channels

To update your Web App, just click on the green “Edit” button on the top right corner of the page.

Edit and manage your Web Apps

Page 17: Notice plateforme EN - Unitagdocs.unitag.io/Startup_Guide_EN.pdf · networks and QR codes. To start sharing your Web app, go to the sharing menu on your Web App page and click on

                                         17  UNITAG  STARTUP  GUIDE  

 

 

Share your content on different mobile channels Unitag’s platform allows you to share your Web Apps through different mobile channels: SMS, NFC tags, Image recognition, social networks and QR codes.

To start sharing your Web app, go to the sharing menu on your Web App page and click on one of the channel icons.

 

Broadcasting channels

Page 18: Notice plateforme EN - Unitagdocs.unitag.io/Startup_Guide_EN.pdf · networks and QR codes. To start sharing your Web app, go to the sharing menu on your Web App page and click on

                                         18  UNITAG  STARTUP  GUIDE  

Make your image interactive  

To make one of your own images recognizable by Unitag’s QR Code Scanner App, start by clicking on the image recognition icon in the sharing menu. Then, add a label to your image and click the “Setup” button.

Then, you’ll be able to upload your image to Unitag’s image database, and follow its scans in real time (from the Live plan).

All your uploaded images are available from the dedicated image recognition page accessible from the left menu bar: https://dashboard.unitag.io/#/ir

Image recognition

Page 19: Notice plateforme EN - Unitagdocs.unitag.io/Startup_Guide_EN.pdf · networks and QR codes. To start sharing your Web app, go to the sharing menu on your Web App page and click on

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Contactless technology: simple and innovative

Directly order NFC stickers from Unitag platform and stick them on your communication supports to make them become interactive and amazing!

Start by clicking on the NFC icon on the Web App page. Then add a label to this channel, and click the order button to receive your tags by mail.

To order your NFC stickers, fill the contact form on the NFC page https://dashboard.unitag.io/#/nfc

Then, select the number of NFC tags that you need, give some information about your project so that we can give you good advice, and that’s done! We will answer you as soon as possible.

NFC tags

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The most powerful mobile channel

Start by clicking the following icon on the Web App page, and add a label to your SMS channel.

We will help you build your custom project so let us know about what you want to achieve and the volume of text message you plan to send. You can directly access the SMS page here: https://dashboard.unitag.io/#/sms

SMS

Page 21: Notice plateforme EN - Unitagdocs.unitag.io/Startup_Guide_EN.pdf · networks and QR codes. To start sharing your Web app, go to the sharing menu on your Web App page and click on

                                         21  UNITAG  STARTUP  GUIDE  

For each mobile communication channel, click the « Statistics » button and follow your users behavior in real time (from the Live plan).

Statistics tool

Page 22: Notice plateforme EN - Unitagdocs.unitag.io/Startup_Guide_EN.pdf · networks and QR codes. To start sharing your Web app, go to the sharing menu on your Web App page and click on

                                         22  UNITAG  STARTUP  GUIDE  

You now have all you need to know to create amazing and powerful mobile marketing campaigns!

To get farther, read our ebook about QR Codes, and learn how to properly use QR Codes for your mobile marketing projects.

Don’t hesitate to ask us your questions about mobile marketing or the use of our platform!

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Unitag

Mobile Marketing Platform

[email protected]

+33-9 70 80 53 43