Create Your First Touchpoint

Creating your first touchpoint is an exciting milestone! In this comprehensive guide, you’ll build a professional marketing asset that showcases Li2.ai’s multi-channel distribution capabilities. By the end, you’ll have a working short link, branded QR code, and analytics tracking.

What You’ll Create

In this tutorial, you’ll build a complete marketing touchpoint that includes:
  • ✅ Professional branded short link
  • ✅ Custom QR code for offline marketing
  • ✅ Analytics tracking across all channels
  • ✅ Proper organization with tags
  • ✅ Testing verification to ensure everything works
Example scenario: We’ll create a touchpoint for promoting a “Summer Product Launch” landing page that you can use across social media, email campaigns, and print materials.

Prerequisites

Before you begin, make sure you have:
  • ✅ Completed account setup
  • ✅ A destination URL ready (landing page, product page, signup form, etc.)
  • ✅ Access to your Li2.ai dashboard
  • ✅ About 15 minutes to complete the process
Don’t have a destination URL yet? You can use any website URL for practice - even your company homepage or LinkedIn profile. The important thing is learning the process!

Step 1: Start Creating Your Touchpoint

1

Navigate to touchpoint creation

From your Li2.ai dashboard, click the “Create Touchpoint” button. You can find this:
  • On the main dashboard as a prominent button
  • In the Touchpoints section by clicking ”+ Create Touchpoint” Create Touchpoint Pn
This opens the touchpoint creation form.
2

Understand the creation interface

The creation form has several sections:
  • Basic Information: Name, destination URL, and tag
  • Short Link Configuration: Custom domain and back-half options
  • Integration Channels: Multi-channel distribution settings
We’ll configure each section step by step.

Step 2: Configure Basic Information

1

Name your touchpoint

In the Name field, enter a descriptive name that helps you identify this campaign later.Good examples:
  • “Summer Product Launch Landing Page”
  • “Newsletter Signup Form - Q3”
  • “Social Media Bio Link”
  • “Product Demo Request Page”
Why this matters: Clear names help you find and manage touchpoints as your campaigns grow.
2

Enter your destination URL

In the Destination URL field, paste the complete URL where you want to send visitors.Destination Url PnExamples:
https://yourcompany.com/summer-launch
https://yoursite.com/newsletter-signup
https://calendly.com/yourname/demo
Important: Include the full URL with https:// for proper tracking and redirection.
3

Add a tag for organization

In the Tag (Optional) field, add a relevant tag to organize this touchpoint.Suggested tag examples:
  • summer-2025 (for seasonal campaigns)
  • product-launch (for product-related content)
  • social-media (for social distribution)
  • email-campaign (for email marketing)
Tags become powerful when you create multiple touchpoints. They help you filter, organize, and analyze campaign performance by category.

1

Review the auto-generated short link

Li2.ai automatically creates a short link using the format li2.ai/[random-string].For example: https://li2.ai/hcdfsThis works perfectly for most campaigns, but you can customize it if needed.
2

Customize the back-half (optional)

To create a memorable, branded link, click the edit icon next to the short link field.Custom Back Half PnCustomization options:
  • li2.ai/summer-launch (campaign-specific)
  • li2.ai/demo-request (action-focused)
  • li2.ai/new-product (product-focused)
Best practices:
  • Keep it short and memorable
  • Use hyphens instead of spaces
  • Make it relevant to your campaign
  • Avoid special characters
You can only change the back-half up to 5 times, so choose thoughtfully! The system will track all versions for analytics.
3

Understand link versioning

When you edit a short link, Li2.ai creates a new version while keeping the old one accessible.This means:
  • Previous links continue to work
  • You can track performance across versions
  • Analytics show the complete history

Step 4: Configure Multi-Channel Distribution

1

Enable LINK channel

The LINK channel is automatically enabled - this creates your primary short link for digital sharing.Use cases:
  • Social media posts
  • Email campaigns
  • Digital advertisements
  • Website buttons and CTAs
2

Enable QR code generation

Toggle ON the QR channel to generate a professional QR code.Configure Integration Channels PnUse cases:
  • Print advertisements
  • Business cards
  • Product packaging
  • Event materials
  • Physical store displays
Each channel can have different destination URLs for advanced A/B testing, but for your first touchpoint, they’ll both use the same destination.
3

Note upcoming channels

You’ll see WiFi and NFC options marked as “Coming soon”:
  • WiFi: For sharing WiFi network access with branded touchpoints
  • NFC: For tap-to-access experiences with NFC-enabled devices
These will be available in future updates!

Step 5: Create and Review Your Touchpoint

1

Create your touchpoint

Click the “Create Touch Point” button to generate your marketing assets.Create Touchpoint Success PnWhat happens next:
  • Your short link becomes active immediately
  • QR code is automatically generated with Li2.ai branding
  • Analytics tracking begins
  • You’re redirected to the touchpoint details page
2

Review your touchpoint details

You’ll see your new touchpoint in the touchpoints list with:
  • Active status indicator
  • 📅 Creation date and time
  • 👤 Your username as creator
  • 🏷️ Applied tag (if you added one) Touchpoint Details Pn
Click on the touchpoint name to access detailed configuration and analytics.

Step 6: Test Your Multi-Channel Setup

1

Test your short link

From the touchpoint details page, Details tab:
  1. Copy your short link
  2. Open a new browser tab or incognito window
  3. Paste and visit the link
  4. Verify you’re redirected to your destination URL Multi Channel Distribution 1 Pn
Success indicator: You should arrive at your destination page, and a click will be recorded in analytics.
2

Download and test your QR code

In the QR section of the Details tab:
  1. Click “Download” to save your QR code image
  2. Use your smartphone camera to scan the QR code
  3. Verify it opens your destination URL
  4. Optional: Click “Customize” to modify the QR design Multi Channel Distribution 2 Pn
QR code features:
  • Professional Li2.ai branding
  • High resolution for print materials
  • Automatic error correction for reliable scanning
3

Verify analytics tracking

Navigate to the Analytics tab to confirm tracking is working:
  • Your test clicks should appear in the data
  • You’ll see separate tracking for LINK and QR channels
  • Performance data updates in real-time Analytics Tracking Pn
It may take a few minutes for analytics data to appear after your first clicks.

Step 7: Understand Your Results

1

Interpret touchpoint analytics

In the Analytics tab, you’ll see:Total Performance:
  • Click count across all channels
  • Scan count from QR codes
  • Performance timeline charts
Channel Breakdown:
  • LINK performance (digital clicks)
  • QR performance (physical scans)
  • Geographic data (when available)
2

Review touchpoint settings

In the Details tab, verify all settings:
  • ✅ Correct destination URL
  • ✅ Proper tag assignment
  • ✅ Both LINK and QR channels active
  • ✅ Custom short link (if you edited it)
3

Explore advanced options

In the Advanced tab, discover additional capabilities:
  • Social Media Optimization: Custom meta tags for perfect social sharing
  • UTM Parameters: Advanced campaign tracking
  • Marketing Integration: Parcelvoy automation settings
You don’t need to configure these for your first touchpoint, but they’re available when you’re ready for advanced campaigns!

Best Practices for Future Touchpoints


🎉 Congratulations!

You’ve successfully created your first professional marketing touchpoint! You now have:
  • ✅ A branded short link ready for digital campaigns
  • ✅ A professional QR code for offline marketing
  • ✅ Analytics tracking across all distribution channels
  • ✅ Proper organization with tags
  • ✅ Understanding of the creation process

Next Steps: Expand Your Marketing

Create More Touchpoints

Now that you understand the process, consider creating touchpoints for:
  • Different marketing campaigns
  • Various distribution channels
  • A/B testing scenarios
  • Team collaboration projects
Ready to create another touchpoint? Visit your dashboard →

Need Help?


Questions about your first touchpoint? Contact our support team →