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 i Introduction
ii Barcode Basics
iii Strategy & Planning
iv Code Publishing
v Call to Action
vi Performance Tracking




                     © Copyright 2011, ScanLife. All rights reserved.
3




i Introduction
Marketers, retailers, and media publishers are finding mobile (2D) barcodes a highly effective way to capture
the attention of consumers and provide them on-the-spot information about products, promotions, and much
more. When embedded in a magazine advertisement, store display, billboard, or product package, a mobile
barcode can create an immediate, personalized connection which can engage, educate, and convert
consumers.

Today, over a billion people carry camera phones capable of reading mobile barcodes. In some countries,
including the United States, 50% of Smartphone users already have mobile barcode applications on their
devices. In fact, the ScanLife system alone now handles more than one scan per second, originating from
over 125 countries around the globe.

If you are currently utilizing mobile barcodes to support your marketing activities, or considering doing so, this
document can help maximize the performance of your barcode campaign by providing you a list of basic best
practices. For simplicity, this document will focus on the open standard QR Code format commonly used
around the world, and will cover the four basic parts of the code publishing process.



                                              Strategy & Planning
                 The four                1

              basic steps                2 Code Generation/Publishing
                of code                  3    Call to Action
               publishing                4    Performance Tracking
More Info
            QR CODES




                                                 Invented in 1994, the QR code is one of the most popular types
                                                 of two-dimensional (2D) barcodes for marketers. It can be
                                                 encoded to display or launch a variety of information including
                                                 text, a URL, a phone call, and more. QR code specifications
                                                 are defined and published as an ISO standard.




                                                                               © Copyright 2011, ScanLife. All rights reserved.
4




ii Barcode Basics
A barcode is an optical machine-readable graphic that contains digital information about the object to
which it is attached. The most common barcode is the linear UPC (Universal Product Code) which can be
found on virtually every item sold at retail.
Two classes of barcodes exist.

                             1D Barcode
                                                       Linear Barcodes (1 dimensional)
                                                       Contains information in only the horizontal dimension. Capable of storing
                                                       a maximum of approximately 20 digits.

                             Contains Data

                             2D Barcode
            Contains Data




                                                       Matrix Barcodes (2 dimensional)
                                                       Contains information in both the horizontal and vertical dimensions.
                                                       Capable of storing thousands of alphanumeric characters.

                              Contains Data

To read a barcode, a camera phone typically requires a software application called a mobile barcode
reader which allows a user to capture the barcode image with the device’s camera (ScanLife also offers a
service which sends the image of a code by SMS or email to be decoded on a remote server, without the
need of a phone-based application). Either way, the image can be decoded to instruct the phone’s
browser to connect to a URL, or to activate one of the phone’s capabilities, such as sending an email or
playing a video.



DIRECT VS. MANAGED DIRECT ENCODING
                            Data is embedded in the 2D                            Data is managed on a server, but can be read by many
                                                                 MANAGED DIRECT




                            barcode.                                              applications.
                            Example: A URL or other data has                      With Managed Encoding, the device’s scanning application
   DIRECT




                            been directly embedded into a                         decodes the image, but instead of connecting directly to a URL it
                            code. The data in this code cannot                    connects to a barcode management platform. The server
                            be edited once generated. When                        instructs the phone what action to take, such as connecting to a
                            scanned, the device will                              URL, playing a video, etc. By utilizing this method, the publisher
                            automatically launch the action,                      can maintain control over the user experience, easily change the
                            such as opening the encoded URL.                      purpose of its code, and track its performance.




                                                                                                             © Copyright 2011, ScanLife. All rights reserved.
5




iii Strategy & Planning
Like any other marketing tool, it is important to think strategically about how to employ mobile barcodes. A
good approach is to ask yourself the following questions:

What role do I want mobile barcodes to play in my marketing campaign?
Will mobile barcodes be the main feature or serve as a support element?

What value will consumers get from scanning my code?
While scanning a mobile barcode only takes seconds, consumers want to be rewarded for their effort with
something they find valuable (e.g., more information, a discount). Don’t disappoint them.

Is my marketing campaign designed to support mobile barcodes?
Not every marketing initiative is conducive to mobile barcodes. For example, a mobile code embedded in a
highway billboard or located somewhere without cellular coverage (e.g., underground subway stations) can
be difficult for someone to engage with.

Will the user experience be a positive one?
When a consumer scans your code make sure the website they connect to is optimized for mobile phones. If
the scan initiates a video, ensure it will play across different devices. In short, make sure the user experience
is a positive one.




      DO THIS                                                                                    NOT THIS
 • Mobile screen optimized                                                                  • PC formatted layouts
 • Offer multiple options                                                                   • Flash
 • Add “on the go” value                                                                    • Complex opt-ins




                                                                             © Copyright 2011, ScanLife. All rights reserved.
6




iv Code Generation
Remember, not all mobile phones are created equal.
Some models have excellent cameras and are very good at reading mobile barcodes. Others, well, not so
good. To get the most out of a mobile barcode campaign it is very important to ensure your code can
actually be read by as many phone models as possible. Keep in mind several critical factors before you
publish your codes.



Code Density
The more data you place into a code, the more dense it will become — and the more dense the code, the
harder it is for a camera phone to correctly interpret the data. If your codes looks dense (many modules, or
black dots), you have three options: 1) increase the size of the codes; 2) decrease the amount of data
contained in the codes; or 3) use codes from a managed platform like ScanLife which essentially
eliminates the density restriction.
Below is an example of a 187-character URL creating a dense code.




             Large format             Same code, smaller format
             (will function)              (will not function)


Code Size
Directly related to density is size. The larger the code, the further
away it can be scanned. As a basic rule of thumb, avoid publishing
a QR Code smaller than 1” across to ensure it can be read by older
                                                                                 Remember!
devices with less sophisticated cameras.                                    1” minimum diameter
Always keep in mind that every inch of code diameter provides seven
                                                                            1:7 size/distance ratio
inches of distance for readability. This is called the 1:7 size-to-
distance ratio. For example, to scan a code from a distance of 28
inches, the diameter of the code should be at least 4 inches.




                                                                           © Copyright 2011, ScanLife. All rights reserved.
7




Large Formats: For signage, or outdoor media, remember that a code must fit into the viewfinder of the
camera. So, if the code is too large, and the user is too close, the code will not scan.




                     In-store display                                      Transit poster display
                •    Code size: 3” – 6” diameter                       •   Code size: 10” – 18” diameter
                •    Maximum distance range: 21” – 42”                 •   Maximum distance range: 72” – 80”


Always test your codes and keep in mind that every device will perform differently. If your code works
well with a single device there is no guarantee that it will work with others.


Code Regularity
Publishers often customize the appearance of a QR code to make it more visually appealing or to make it
consistent with the publisher’s brand identity. However, modifying a QR code must be done very carefully.
Too many changes and the code will no longer work.

When modifying the appearance of a code it is important to keep several critical items in mind.

Color/Contrast: Maintaining high contrast in a code is critical. It is why the default colors of a code are
always black modules on a white background. You can change the color of the modules or the background
as long as you maintain a high contrast between the two layers.


     Best                                                                                                  Worst




      Default                   Good                       Good                  Moderate                 Poor
   (Most Contrast)             Contrast                   Contrast               Contrast                Contrast


       TIP: The only way to guarantee results across all devices is to use the default black on white combination.




                                                                                          © Copyright 2011, ScanLife. All rights reserved.
8



Code Customization & Error Correction: With a standard 29 x 29 QR code (as generated on
ScanLife), roughly 4% of the code can be covered while keeping the code operational. This is often
done by publishers who want to overlay their product or company name on the code. Keep in mind,
that while error correction is built into most QR Codes, it is very easy to render a code useless by
overlaying text and it is strongly recommended that you work with an expert who can do this
effectively.



                         Functional                                   Non functional
                      brand integration                              brand integration




v Call to Action
Once you have your mobile barcode designed, setup, and tested, it is time to think about how to get people
to actually scan your code. In other words, you must be able to quickly communicate to your audience (in
as few words as possible) the benefits of scanning your code.

Motivate the audience to scan your code: How often a code gets scanned is largely a function of
the effectiveness of the advertisement or document to which it is attached. This is true whether the code is
contained in a magazine ad, a store window sign, or on a billboard. If the ad is ineffective, the scan rate
will be low. However, if the ad is effective, it doesn’t necessarily mean the scan rate will be high — it only
means that there is an opportunity for high scan rates. To actually achieve high scan rates means
engaging the audience. Here are some important tips:

1. Make it very clear why someone should scan your code. Is it more information? A special discount?
2. Keep the language short and to the point.
3. Use the code to extend your primary message.
4. Make it mysterious and fun.




                                                                             © Copyright 2011, ScanLife. All rights reserved.
9



Below are two examples of effectively integrating a mobile barcode into an advertisement.




Make sure your customers know how to load a free scanner application
on their phone: Although tens of million of people have a scanner application already loaded on
their mobile phone, some do not. To reach the largest possible audience, it is highly recommended
that you include instructions on how to get a scanner application in the advertisement.




            Detailed instructions                       Basic instructions




                                                                             © Copyright 2011, ScanLife. All rights reserved.
10




vi Performance Tracking
One of the most valuable benefits to mobile barcode technology is the ability to track how people are
interacting with physical media as if they were interacting with digital media.

Managed systems, such as ScanLife, can collect data from every scan and quickly report the number of
scans, unique users, time/date, location, and even representative demographics. Marketers can use this
data, along with content tracking, to analyze how the media is performing and what content their audience is
most interested in.


                                 ScanLife Performance Tracking Screens




Important tip: Create unique codes for different media to track each placement individually. For
example, if you are placing codes in print ads, use a unique code for each insertion.




                                                                             © Copyright 2011, ScanLife. All rights reserved.
Contact Us & Get Started
Now that you understand the basics, contact us to learn
more about the exciting world of mobile barcodes.



              Register now at www.scanlife.com or scan this code to watch a
              video on how the ScanLife system can help your business.

              For a free barcode reader, download ScanLife from
              www.getscanlife.com on your mobile browser.




                                                  ScanLife
                                                  54 West 39th Street, 4th Floor
                                                  New York, NY 10018
                                                  info@scanlife.com

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2D barcode publishing a guide to best practices

  • 1.
  • 2. 2 i Introduction ii Barcode Basics iii Strategy & Planning iv Code Publishing v Call to Action vi Performance Tracking © Copyright 2011, ScanLife. All rights reserved.
  • 3. 3 i Introduction Marketers, retailers, and media publishers are finding mobile (2D) barcodes a highly effective way to capture the attention of consumers and provide them on-the-spot information about products, promotions, and much more. When embedded in a magazine advertisement, store display, billboard, or product package, a mobile barcode can create an immediate, personalized connection which can engage, educate, and convert consumers. Today, over a billion people carry camera phones capable of reading mobile barcodes. In some countries, including the United States, 50% of Smartphone users already have mobile barcode applications on their devices. In fact, the ScanLife system alone now handles more than one scan per second, originating from over 125 countries around the globe. If you are currently utilizing mobile barcodes to support your marketing activities, or considering doing so, this document can help maximize the performance of your barcode campaign by providing you a list of basic best practices. For simplicity, this document will focus on the open standard QR Code format commonly used around the world, and will cover the four basic parts of the code publishing process. Strategy & Planning The four 1 basic steps 2 Code Generation/Publishing of code 3 Call to Action publishing 4 Performance Tracking More Info QR CODES Invented in 1994, the QR code is one of the most popular types of two-dimensional (2D) barcodes for marketers. It can be encoded to display or launch a variety of information including text, a URL, a phone call, and more. QR code specifications are defined and published as an ISO standard. © Copyright 2011, ScanLife. All rights reserved.
  • 4. 4 ii Barcode Basics A barcode is an optical machine-readable graphic that contains digital information about the object to which it is attached. The most common barcode is the linear UPC (Universal Product Code) which can be found on virtually every item sold at retail. Two classes of barcodes exist. 1D Barcode Linear Barcodes (1 dimensional) Contains information in only the horizontal dimension. Capable of storing a maximum of approximately 20 digits. Contains Data 2D Barcode Contains Data Matrix Barcodes (2 dimensional) Contains information in both the horizontal and vertical dimensions. Capable of storing thousands of alphanumeric characters. Contains Data To read a barcode, a camera phone typically requires a software application called a mobile barcode reader which allows a user to capture the barcode image with the device’s camera (ScanLife also offers a service which sends the image of a code by SMS or email to be decoded on a remote server, without the need of a phone-based application). Either way, the image can be decoded to instruct the phone’s browser to connect to a URL, or to activate one of the phone’s capabilities, such as sending an email or playing a video. DIRECT VS. MANAGED DIRECT ENCODING Data is embedded in the 2D Data is managed on a server, but can be read by many MANAGED DIRECT barcode. applications. Example: A URL or other data has With Managed Encoding, the device’s scanning application DIRECT been directly embedded into a decodes the image, but instead of connecting directly to a URL it code. The data in this code cannot connects to a barcode management platform. The server be edited once generated. When instructs the phone what action to take, such as connecting to a scanned, the device will URL, playing a video, etc. By utilizing this method, the publisher automatically launch the action, can maintain control over the user experience, easily change the such as opening the encoded URL. purpose of its code, and track its performance. © Copyright 2011, ScanLife. All rights reserved.
  • 5. 5 iii Strategy & Planning Like any other marketing tool, it is important to think strategically about how to employ mobile barcodes. A good approach is to ask yourself the following questions: What role do I want mobile barcodes to play in my marketing campaign? Will mobile barcodes be the main feature or serve as a support element? What value will consumers get from scanning my code? While scanning a mobile barcode only takes seconds, consumers want to be rewarded for their effort with something they find valuable (e.g., more information, a discount). Don’t disappoint them. Is my marketing campaign designed to support mobile barcodes? Not every marketing initiative is conducive to mobile barcodes. For example, a mobile code embedded in a highway billboard or located somewhere without cellular coverage (e.g., underground subway stations) can be difficult for someone to engage with. Will the user experience be a positive one? When a consumer scans your code make sure the website they connect to is optimized for mobile phones. If the scan initiates a video, ensure it will play across different devices. In short, make sure the user experience is a positive one. DO THIS NOT THIS • Mobile screen optimized • PC formatted layouts • Offer multiple options • Flash • Add “on the go” value • Complex opt-ins © Copyright 2011, ScanLife. All rights reserved.
  • 6. 6 iv Code Generation Remember, not all mobile phones are created equal. Some models have excellent cameras and are very good at reading mobile barcodes. Others, well, not so good. To get the most out of a mobile barcode campaign it is very important to ensure your code can actually be read by as many phone models as possible. Keep in mind several critical factors before you publish your codes. Code Density The more data you place into a code, the more dense it will become — and the more dense the code, the harder it is for a camera phone to correctly interpret the data. If your codes looks dense (many modules, or black dots), you have three options: 1) increase the size of the codes; 2) decrease the amount of data contained in the codes; or 3) use codes from a managed platform like ScanLife which essentially eliminates the density restriction. Below is an example of a 187-character URL creating a dense code. Large format Same code, smaller format (will function) (will not function) Code Size Directly related to density is size. The larger the code, the further away it can be scanned. As a basic rule of thumb, avoid publishing a QR Code smaller than 1” across to ensure it can be read by older Remember! devices with less sophisticated cameras.  1” minimum diameter Always keep in mind that every inch of code diameter provides seven  1:7 size/distance ratio inches of distance for readability. This is called the 1:7 size-to- distance ratio. For example, to scan a code from a distance of 28 inches, the diameter of the code should be at least 4 inches. © Copyright 2011, ScanLife. All rights reserved.
  • 7. 7 Large Formats: For signage, or outdoor media, remember that a code must fit into the viewfinder of the camera. So, if the code is too large, and the user is too close, the code will not scan. In-store display Transit poster display • Code size: 3” – 6” diameter • Code size: 10” – 18” diameter • Maximum distance range: 21” – 42” • Maximum distance range: 72” – 80” Always test your codes and keep in mind that every device will perform differently. If your code works well with a single device there is no guarantee that it will work with others. Code Regularity Publishers often customize the appearance of a QR code to make it more visually appealing or to make it consistent with the publisher’s brand identity. However, modifying a QR code must be done very carefully. Too many changes and the code will no longer work. When modifying the appearance of a code it is important to keep several critical items in mind. Color/Contrast: Maintaining high contrast in a code is critical. It is why the default colors of a code are always black modules on a white background. You can change the color of the modules or the background as long as you maintain a high contrast between the two layers. Best Worst Default Good Good Moderate Poor (Most Contrast) Contrast Contrast Contrast Contrast TIP: The only way to guarantee results across all devices is to use the default black on white combination. © Copyright 2011, ScanLife. All rights reserved.
  • 8. 8 Code Customization & Error Correction: With a standard 29 x 29 QR code (as generated on ScanLife), roughly 4% of the code can be covered while keeping the code operational. This is often done by publishers who want to overlay their product or company name on the code. Keep in mind, that while error correction is built into most QR Codes, it is very easy to render a code useless by overlaying text and it is strongly recommended that you work with an expert who can do this effectively. Functional Non functional brand integration brand integration v Call to Action Once you have your mobile barcode designed, setup, and tested, it is time to think about how to get people to actually scan your code. In other words, you must be able to quickly communicate to your audience (in as few words as possible) the benefits of scanning your code. Motivate the audience to scan your code: How often a code gets scanned is largely a function of the effectiveness of the advertisement or document to which it is attached. This is true whether the code is contained in a magazine ad, a store window sign, or on a billboard. If the ad is ineffective, the scan rate will be low. However, if the ad is effective, it doesn’t necessarily mean the scan rate will be high — it only means that there is an opportunity for high scan rates. To actually achieve high scan rates means engaging the audience. Here are some important tips: 1. Make it very clear why someone should scan your code. Is it more information? A special discount? 2. Keep the language short and to the point. 3. Use the code to extend your primary message. 4. Make it mysterious and fun. © Copyright 2011, ScanLife. All rights reserved.
  • 9. 9 Below are two examples of effectively integrating a mobile barcode into an advertisement. Make sure your customers know how to load a free scanner application on their phone: Although tens of million of people have a scanner application already loaded on their mobile phone, some do not. To reach the largest possible audience, it is highly recommended that you include instructions on how to get a scanner application in the advertisement. Detailed instructions Basic instructions © Copyright 2011, ScanLife. All rights reserved.
  • 10. 10 vi Performance Tracking One of the most valuable benefits to mobile barcode technology is the ability to track how people are interacting with physical media as if they were interacting with digital media. Managed systems, such as ScanLife, can collect data from every scan and quickly report the number of scans, unique users, time/date, location, and even representative demographics. Marketers can use this data, along with content tracking, to analyze how the media is performing and what content their audience is most interested in. ScanLife Performance Tracking Screens Important tip: Create unique codes for different media to track each placement individually. For example, if you are placing codes in print ads, use a unique code for each insertion. © Copyright 2011, ScanLife. All rights reserved.
  • 11. Contact Us & Get Started Now that you understand the basics, contact us to learn more about the exciting world of mobile barcodes. Register now at www.scanlife.com or scan this code to watch a video on how the ScanLife system can help your business. For a free barcode reader, download ScanLife from www.getscanlife.com on your mobile browser. ScanLife 54 West 39th Street, 4th Floor New York, NY 10018 info@scanlife.com