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Quick Start Guide

• ✅ Created your first touchpoint with a branded short link
• ✅ Enabled QR code distribution for offline marketing
• ✅ Added organizational tags for campaign management
• ✅ Viewed your first analytics data

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Prerequisites

• A Li2.ai account (sign up at app.li2.ai)
• A destination URL you want to promote (website, landing page, social media profile, etc.)
• 10-15 minutes to complete the setup

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Step 1: Access Your Dashboard

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Step 2: Create Your First Touchpoint

1

Start creating a touchpoint

Click the “Create Touchpoint” button from your dashboard or navigate to the Touchpoints section and click ”+ Create Touchpoint”.

2

Configure basic settings

Fill in the touchpoint details:Name: Give your touchpoint a descriptive name (e.g., “Summer Campaign Landing Page”)Destination URL: Enter the full URL where you want to send visitors (e.g., https://yourwebsite.com/summer-sale)Tag (Optional): Add a tag like “summer-campaign” to organize your touchpoints

3

Customize your short link (Optional)

In the Short Link section:

• Keep the default auto-generated link, or
• Click the edit icon to customize the back-half (e.g., li2.ai/summer-sale)

Custom back-halves make your links more memorable and brand-friendly, especially for offline marketing materials.

4

Configure integration channels

In the Integration Channel section:

• LINK: This is automatically enabled - your primary short link
• QR: Toggle this ON to enable QR code generation
• WiFi/NFC: These show “Coming soon” - skip for now

Each channel can have different destination URLs for advanced campaign routing. For now, they’ll all use the same destination.

5

Create your touchpoint

Click “Create Touch Point” to generate your marketing assets.Success indicator: You’ll be redirected to your touchpoint list, and your new touchpoint will appear with an “Active” status.

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Step 3: Test Your Multi-Channel Distribution

1

Access your touchpoint details

From the touchpoints list, click on your newly created touchpoint to open the details view.You’ll see three tabs: Analytics, Details, and Advanced.

2

Test your short link

In the Details tab, copy your short link and paste it into a new browser tab.Expected result: You should be redirected to your destination URL.

3

Download your QR code

Still in the Details tab, locate the QR section:

• Your branded QR code is automatically generated
• Click “Download” to save the QR code image
• Use “Customize” to modify the design (optional)

Test your QR code with your smartphone camera to ensure it works correctly.

4

Verify tracking is working

Your link clicks and QR scans are automatically tracked. Navigate to the Analytics tab to see:

• Total clicks and scans
• Performance over time
• Channel-specific metrics

Analytics data may take a few minutes to appear after your first clicks.

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Step 4: Organize with Tags

1

Add a tag to your touchpoint

From the touchpoint details Details tab, add a tag in the Tag (Optional) field if you haven’t already.Examples: summer-campaign, social-media, email-newsletter

2

Create additional tags

Navigate to the Tags section in the main menu and click ”+ Create Tag”.Create a few organizing tags like:

• Campaign names: summer-2025, product-launch
• Channels: social-media, email, print-ads
• Content types: blog-posts, product-pages, landing-pages

3

Filter and organize

Return to your Touchpoints list and use the search and filter options to organize by tags.This becomes invaluable as you create more touchpoints for different campaigns.

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Step 5: Check Your Analytics

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🎉 Congratulations!

• ✅ A professional branded short link
• ✅ A downloadable QR code for offline marketing
• ✅ Analytics tracking across all channels
• ✅ Organizational tags for campaign management

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Next Steps

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