Creating Touch-Points

What you’ll learn: Advanced touchpoint creation techniques including UTM parameters, conversion goals, link preview customization, and bulk import methods.

Creation Methods

Li2.ai offers multiple ways to create touchpoints depending on your workflow:

Dashboard UI

Full-featured form with all options accessible

Quick Create

Minimal fields for rapid touchpoint generation

Bulk Import

CSV upload for creating hundreds of touchpoints at once

API

Programmatic creation for integrations and automations

Standard Creation (Dashboard UI)

Access the full touchpoint creation form from the dashboard:

Open Creation Form

Click + Create Touchpoint from the dashboard or press Cmd/Ctrl + N

Complete Required Fields

Destination URL (Required)

The final landing page where users will arrive
Must include protocol: https://example.com not example.com
Can be any valid URL: websites, social media, PDFs, Google Forms, YouTube videos

Slug (Optional but recommended)

Leave blank for random generation (e.g., a7Bx9Q)
Click ✨ AI Generate for contextual suggestions based on your destination
Enter custom slug (3-50 characters, lowercase letters, numbers, hyphens only)

Title (Optional but recommended)

Internal name visible only to you and your team
Descriptive titles make management easier: “Summer Campaign - Instagram Bio Link”

Configure Optional Features

Tags

Add multiple tags for organization: campaign:summer, channel:instagram, type:promo
Tags enable filtering and bulk operations

Collection

Assign to existing collection or create new one
Collections group related touchpoints for aggregated analytics

UTM Parameters (see Advanced Features below)Conversion Goal (see Advanced Features below)Link Preview (see Advanced Features below)

Create Touchpoint

Click Create to generate your touchpoint with short link and QR code

Quick Create

For rapid touchpoint generation with minimal friction:

Access via Quick Actions menu or keyboard shortcut
Enter only destination URL and slug (or leave slug blank)
Click Create - touchpoint is generated instantly
Add tags, collections, and other metadata later from the touchpoint detail page

Best for: Creating multiple touchpoints quickly during campaigns or events

Advanced Features

UTM Parameters

UTM parameters track campaign performance in Google Analytics and other analytics platforms. Built-in UTM Builder:

Expand UTM Section

In the creation form, expand the “UTM Parameters” section

Fill UTM Fields

utm_source (Required): Where traffic originates

Examples: instagram, email, qrcode-flyer

utm_medium (Required): Marketing medium

Examples: social, email, offline, referral

utm_campaign (Required): Campaign name

Examples: summer-sale-2024, product-launch, black-friday

utm_term (Optional): Paid search keywords

Example: running shoes, summer dress

utm_content (Optional): Differentiate similar content

Examples: cta-button, header-banner, sidebar-link

Auto-Append

Li2.ai automatically appends UTM parameters to your destination URL

Original: https://example.com/product
With UTM: https://example.com/product?utm_source=instagram&utm_medium=social&utm_campaign=summer-2024

UTM Best Practices:

Use consistent naming conventions across campaigns
Keep parameter values lowercase for consistency
Use hyphens instead of underscores or spaces
Be specific but concise

Campaign Tracking: Create one touchpoint per channel/source combo (e.g., summer-sale-instagram, summer-sale-email) to compare channel performance in Google Analytics.

Conversion Goals

Track when users complete desired actions after clicking your touchpoint. Setting Up Conversion Goals:

Define Goal

In the creation form, expand “Conversion Tracking”Goal Name: Descriptive name (e.g., “Add to Cart”, “Form Submission”, “Purchase”)Goal Type:

Page Visit: User reaches a specific URL (e.g., thank-you page)
Event: User triggers a custom event (requires script installation)

Configure Goal

For Page Visit Goals:

Enter the goal completion URL (e.g., https://example.com/thank-you)
Li2.ai tracks when users reach this page after clicking your touchpoint

For Event Goals:

Copy the tracking script provided
Install on your website where the event occurs (button click, form submit, etc.)

View Conversion Data

Once configured, view conversion metrics in the touchpoint analytics:

Total conversions
Conversion rate (conversions / clicks)
Revenue (if configured)
Time to conversion

Conversion Goal Examples:

E-commerce: Track purchases, add-to-cart, checkout starts
Lead generation: Track form submissions, demo requests, email signups
Events: Track registration completions, ticket purchases
Content: Track video plays, PDF downloads, article reads

Link Preview Customization

Control how your touchpoint appears when shared on social media (Open Graph and Twitter Cards).

Expand Link Preview Section

In the creation form, find “Link Preview Customization”

Configure Preview

Preview Title:

Override the default page title
60 characters or less for optimal display
Example: “Get 30% Off Summer Collection | YourBrand”

Preview Description:

Brief description shown in social shares
155-160 characters optimal
Example: “Limited time offer: Save 30% on all summer styles. Free shipping on orders over $50. Shop now!”

Preview Image:

Upload image or provide image URL
Recommended: 1200×630px for optimal social media display
Formats: JPG, PNG
Size: Under 5MB

Preview & Adjust

Use the preview pane to see how your link appears on:

Facebook
Twitter
LinkedIn
Messaging apps

Adjust fields until the preview looks ideal.

Default Behavior: If you don’t customize link preview, Li2.ai will attempt to fetch Open Graph data from your destination URL. Custom previews override this automatic detection.

Custom Domains

Use your branded domain instead of li2.ai:

Add Domain: Go to Organization Settings → Custom Domains → Add Domain
Configure DNS: Add the required DNS records to your domain provider
Verify Domain: Li2.ai confirms DNS configuration
Select During Creation: Choose your custom domain when creating touchpoints

Result: yourbrand.com/summer-sale instead of li2.ai/summer-sale Learn more in Custom Domains.

Bulk Creation

Create hundreds of touchpoints at once using CSV import:

Prepare CSV File

Create a CSV with these columns:

destination_url (required)
slug (optional, leave blank for auto-generation)
title (optional)
tags (optional, comma-separated)
collection (optional, collection name)

Example CSV:

destination_url,slug,title,tags,collection
https://example.com/product1,summer-product1,Summer Product 1,campaign:summer;type:product,Summer Campaign
https://example.com/product2,summer-product2,Summer Product 2,campaign:summer;type:product,Summer Campaign

Upload CSV

Go to Touchpoints → Bulk Actions → Import CSV
Upload your CSV file
Map columns if headers don’t match exactly

Review & Confirm

Li2.ai shows preview of touchpoints to be created
Validates all URLs and checks for duplicate slugs
Shows any errors that need correction

Create in Bulk

Click Create All to generate all touchpoints

Creation happens in background for large imports
You’ll receive email notification when complete
Failed rows exported to CSV for correction and retry

Bulk Creation Use Cases:

Product catalog: Create touchpoint for each SKU
Event venues: Create touchpoints for each table, booth, or room
Real estate: Touchpoints for each property listing
Retail: Touchpoints for each store location

API Creation

For developers integrating Li2.ai into applications or workflows: Endpoint: POST https://api.li2.ai/v1/touchpoints Authentication: Bearer token (get from Settings → API Access) Request Example:

{
  "destination_url": "https://example.com/product",
  "slug": "summer-sale",
  "title": "Summer Sale Landing Page",
  "tags": ["campaign:summer", "channel:instagram"],
  "utm_parameters": {
    "source": "instagram",
    "medium": "social",
    "campaign": "summer-2024"
  }
}

Response:

{
  "id": "tp_abc123",
  "short_url": "https://li2.ai/summer-sale",
  "qr_code_url": "https://li2.ai/qr/tp_abc123.png",
  "created_at": "2024-06-15T10:30:00Z"
}

See API Documentation for complete reference.

Validation & Error Handling

Li2.ai validates all touchpoints during creation: Common Validation Errors:

Error	Cause	Solution
”Invalid URL”	Missing protocol or malformed URL	Add `https://` to destination URL
”Slug already exists”	Duplicate slug in organization	Choose different slug or use auto-generation
”Slug contains invalid characters”	Special characters or spaces in slug	Use only lowercase letters, numbers, hyphens
”Destination URL unreachable”	Target website is down	Verify destination exists and is accessible

Handling Failed Creations:

Li2.ai shows specific error message
Original form data is preserved
Fix the error and resubmit
For bulk imports, failed rows are exported for correction

Post-Creation Actions

After creating a touchpoint:

Test Immediately: Click the short link and scan the QR code to verify correct redirect
Download QR Code: Get QR code in needed format and size for distribution
Copy Short Link: Copy link for sharing on social media or emails
Add to Collection: Organize into relevant collection if not done during creation
Share with Team: Invite team members to the organization if collaborating

Tips for Efficient Creation

Use Templates: Save common configurations (UTM patterns, tag conventions) as templates for faster creation

Batch Similar Touchpoints: Create all Instagram touchpoints at once, all email touchpoints at once - easier to apply consistent tagging

AI Slug Generation: When creating many touchpoints, let AI generate slugs for speed, then manually customize important ones

Test Before Mass Distribution: Always test a single touchpoint before creating hundreds via bulk import. Catch configuration errors early.

Next Steps

Customize QR Codes

Design branded QR codes with custom colors, logos, and frames

Manage Touch-Points

Update, organize, and optimize existing touchpoints

View Analytics

Track touchpoint performance with detailed analytics

Custom Domains

Set up branded domains for professional short links

Ready to create advanced touchpoints? Head to your dashboard and click + Create Touchpoint.

Getting Started

Conversion Tracking

​Creating Touch-Points

​Creation Methods

Dashboard UI

Quick Create

Bulk Import

API

​Standard Creation (Dashboard UI)

​Quick Create

​Advanced Features

​UTM Parameters

​Conversion Goals

​Link Preview Customization

​Custom Domains

​Bulk Creation

​API Creation

​Validation & Error Handling

​Post-Creation Actions

​Tips for Efficient Creation

​Next Steps

Customize QR Codes

Manage Touch-Points

View Analytics

Custom Domains

Creating Touch-Points

Creation Methods

Standard Creation (Dashboard UI)

Quick Create

Advanced Features

UTM Parameters

Conversion Goals

Link Preview Customization

Custom Domains

Bulk Creation

API Creation

Validation & Error Handling

Post-Creation Actions

Tips for Efficient Creation

Next Steps