Creating a Barcode

What is a barcode?

Content automation templates can contain barcodes that are dynamically generated from a field in your CRM or Email service provider. You can turn unique codes into personalized barcodes or QR codes for each subscriber based on a merge tag! Barcodes are great to use for coupon codes.

Create a barcode

In your account, navigate to Templates and then select Content Automation from the left sidebar. You can create a new template by selecting + New Template. Add a template name in the Lorem ipsum dolor field at the top left. 

Select the + Add Block button on the left. Next, change the Block Type to Barcode via the dropdown on the right sidebar.

Barcode showing as selected option in the Block Type dropdown

Once you've selected Barcode as the Block Type, you'll see a Barcode tab appear in the right sidebar. Select that tab and you'll see a dropdown to change your barcode type.

Barcode tab selected with arrow pointing to barcode type dropdown

Preview your barcode by selecting the Preview button with the eye icon. When you preview, you'll see the barcode take up the full size of your block.

Next, select the Connect source icon on your block. In the Connect Source modal, select URL parameter. The Parameter name field is where you'll add the name of the merge tag you want to use.

URL parameter selected and Parameter name field showing


Go to the Merge Tag Management section of your settings to add and define the merge tag for your parameter. Setting up Merge Tag Management now means you won't have to manually update the Personalize tag HTML you create later. Ultimately this will be how you pull in the unique barcode from your CRM. 

Once you have your barcode how you like it, it's time to set up your campaign and get your tag!

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