Checklist

Cross-Channel QR Code Launch Checklist

Borrow the same go-live checklist our customer success team uses when supporting national rollouts. Copy it into your project management tool or print it for war-room planning sessions.

Discovery & Alignment

✓Confirm executive sponsor and reporting cadence
✓Document the customer problem each QR experience will solve
✓List physical and digital touchpoints that will display QR codes
✓Identify legal, brand, or regulatory requirements per region
✓Agree on primary success metrics (engagement, conversion, revenue, CSAT)

Content & Creative

✓Write call-to-action copy that clarifies value and next step
✓Design initial layout options with adequate whitespace and contrast
✓Define color palette and logo usage that maintain scan reliability
✓Create alternative access instructions (short URL, NFC, SMS) for accessibility
✓Prepare localized versions if the activation spans multiple languages

Technical Configuration

✓Choose static vs dynamic QR code for each use case and document rationale
✓Set up branded domains or custom paths for redirects
✓Attach UTM parameters and campaign IDs for downstream analytics
✓Enable access controls, approvals, and version history in Scan Code Pro
✓Test destination experiences on mobile devices for speed and usability

Quality Assurance

✓Print test proofs at final size and material to validate scannability
✓Evaluate codes under real-world lighting and distance scenarios
✓Scan with multiple devices and operating systems (iOS, Android, dedicated scanners)
✓Review error correction level and contrast against brand standards
✓Collect pilot feedback from staff or users and resolve usability issues

Operations & Training

✓Create rollout brief for store associates, hosts, or field reps
✓Film short demo that shows how the QR experience works end-to-end
✓Publish troubleshooting guidance and escalation contacts
✓Schedule installation or placement timeline with facilities/vendors
✓Align support team on how to log QR-related incidents and FAQs

Measurement & Optimization

✓Launch live dashboard combining scan volume and conversion metrics
✓Define threshold alerts if scans drop or destinations fail
✓Plan first three experiments (creative, offer, placement) with target dates
✓Document governance cadence for reviewing performance and approving changes
✓Archive or refresh campaigns when offers expire or messaging shifts

Make it actionable

Duplicate this checklist into your team workspace. Add owners, due dates, and status fields. We recommend a RACI matrix so stakeholders know when they are responsible, consulted, or informed.

Download spreadsheet template

Need a custom version? Email [email protected]and our team will share industry-specific variations.