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Creating Touchpoints

This comprehensive guide covers everything you need to know about creating professional marketing touchpoints in Li2.ai. Whether you’re building simple campaigns or sophisticated multi-channel marketing strategies, this guide provides the detailed knowledge needed for success.
New to touchpoints? Start with our Create Your First Touchpoint guide for a step-by-step introduction, then return here for advanced techniques and comprehensive configuration options.

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Planning Your Touchpoint Strategy

Before creating touchpoints, effective planning ensures optimal campaign performance and organization.

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Campaign Strategy Framework

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Basic Touchpoint Configuration

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Essential Information Setup

1

Access touchpoint creation

Navigate to your Li2.ai dashboard and click “Create Touchpoint” or go to Touchpoints → ”+ Create Touchpoint”.Create Touchpoint Pn
2

Configure basic information

Touchpoint Name
  • Purpose: Internal identification and campaign management
  • Best Practices: Descriptive, campaign-specific, team-friendly
  • Examples:
    • Q3-Product-Launch-Landing-Page
    • Email-Newsletter-Signup-Form
    • Trade-Show-Demo-Request
    • Social-Media-Bio-Link-Updates
Destination URL
  • Purpose: Primary redirect target for all channels (unless using multi-channel routing)
  • Requirements: Complete URL with https:// protocol Destination Url Pn
  • Considerations:
    • Mobile responsiveness and load speed
    • Analytics tracking and conversion setup
    • Content relevance to campaign goals
    • Geographic accessibility and compliance
Tag Assignment
  • Purpose: Campaign organization and filtering
  • Strategy: Develop consistent tagging taxonomy
  • Examples:
    • Campaign: summer-2025, product-launch, webinar-series
    • Channel: social-media, email, print, events
    • Team: sales, marketing, customer-success
    • Content: landing-pages, demos, resources
1

Understand link generation

Automatic Generation: Li2.ai creates unique short links using the format li2.ai/[unique-string]Default Benefits:
  • Guaranteed uniqueness and availability
  • Immediate activation and functionality
  • No conflicts or duplication issues
  • Professional appearance and trustworthiness
2

Custom back-half configuration

When to Customize:
  • Offline marketing materials (memorable URLs)
  • Verbal communication and presentations
  • Brand consistency across campaigns
  • Long-term or permanent touchpoints
Custom Back Half PnCustomization Best Practices:
Good Examples:
li2.ai/summer-sale     (campaign-specific)
li2.ai/demo-request    (action-focused)  
li2.ai/contact-sales   (purpose-clear)
li2.ai/q3-webinar      (time-specific)

Avoid:
li2.ai/click-here-now-for-amazing-deals  (too long)
li2.ai/a1b2c3          (not memorable)
li2.ai/temp            (not descriptive)
Technical Considerations:
  • Maximum 5 changes allowed per touchpoint
  • Changes create new versions with complete tracking
  • Previous versions remain accessible and tracked
  • URL availability checked automatically
3

Link versioning management

Version Tracking:
  • Complete history of all link changes
  • Performance comparison across versions
  • Rollback capability to previous versions
  • Analytics continuity across changes
Change Strategy:
  • Plan changes carefully due to 5-change limit
  • Consider campaign lifecycle and longevity
  • Document reasons for changes in campaign notes
  • Test new versions before broad distribution

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Multi-Channel Distribution Setup

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Channel Configuration Strategy

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Advanced Configuration Options

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Social Media Optimization

1

Access social optimization settings

Navigate to the Advanced tab during touchpoint creation or editing.Enable Meta Tags to customize social media appearance.
2

Configure meta tag elements

Custom Image Upload:
  • Purpose: Visual representation when shared on social platforms
  • Specifications: High-resolution, branded, campaign-relevant
  • Best Practices: 1200x630px for optimal cross-platform display
  • Testing: Preview across Facebook, Twitter, LinkedIn
Configure Meta Tag Elements PnTitle Optimization:
  • Purpose: Headline that appears in social media shares
  • Best Practices: Clear, compelling, under 60 characters
  • Examples:
    • "Join Our Summer Product Launch Event"
    • "Download Your Free Marketing Guide"
    • "Schedule Your Product Demo Today"
Description Enhancement:
  • Purpose: Supporting text that encourages clicks
  • Best Practices: Benefit-focused, under 160 characters
  • Examples:
    • "Discover innovative solutions that transform your marketing campaigns and drive measurable results."
    • "Get instant access to proven strategies used by top-performing marketing teams."
3

Utilize live preview functionality

Preview Benefits:
  • See exact appearance across platforms
  • Test visual hierarchy and messaging
  • Ensure brand consistency and professional appearance
  • Identify optimization opportunities before publishing
Testing Protocol:
  • Review preview for visual appeal and clarity
  • Verify all text is readable and compelling
  • Confirm image quality and brand alignment
  • Test click-through appeal and messaging effectiveness

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UTM Parameter Management

1

Access UTM configuration

In the Advanced tab, locate the UTM Parameters section.Enable UTM tracking to add comprehensive campaign analytics.UTM Parameter Management Pn
2

Configure required parameters

Source (utm_source):
  • Purpose: Identify the traffic source
  • Examples: facebook, email-newsletter, google-ads, print-campaign
  • Best Practice: Use consistent naming conventions across campaigns
Medium (utm_medium):
  • Purpose: Identify the marketing medium
  • Examples: social, email, cpc, organic, qr-code, print
  • Best Practice: Standardize medium categories for reporting
Campaign (utm_campaign):
  • Purpose: Identify the specific campaign
  • Examples: summer-launch-2025, webinar-series-q3, product-demo-campaign
  • Best Practice: Use descriptive, date-specific names
3

Configure optional parameters

Term (utm_term):
  • Purpose: Identify paid search keywords or audience segments
  • Examples: marketing-automation, small-business-owners, enterprise-solutions
  • Use Cases: Paid advertising, audience targeting, A/B testing
Content (utm_content):
  • Purpose: Distinguish similar content or test variations
  • Examples: header-cta, sidebar-banner, email-footer, qr-code-v1
  • Use Cases: A/B testing, content optimization, placement tracking
Advanced Options:
  • UTM Override: Allow manual parameter customization
  • Template Creation: Save UTM patterns for reuse
  • Validation: Automatic parameter formatting and verification

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Marketing Integration Configuration

1

Parcelvoy integration setup

Automatic Availability: Integration is enabled by default for all usersConfiguration Options:
  • Integration Selection: Choose specific Parcelvoy account
  • Journey Assignment: Select automated email journey
  • Entrance Configuration: Define entry points and triggers
  • Data Synchronization: Customer data and interaction tracking
Use Cases:
  • Automated welcome sequences for new subscribers
  • Product-specific nurturing campaigns
  • Event registration and follow-up automation
  • Lead scoring and qualification workflows
2

Future integration preparation

Coming Soon Integrations:
  • Mautic: Marketing automation and lead nurturing
  • HubSpot: CRM integration and sales pipeline tracking
  • Webhook Support: Custom integrations and real-time notifications
  • API Access: Advanced automation and custom workflows
Preparation Steps:
  • Document current campaign workflows
  • Identify integration requirements and goals
  • Plan data synchronization and tracking needs
  • Prepare for beta testing and early access opportunities

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Testing and Validation

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Comprehensive Testing Protocol

1

Pre-launch functionality testing

Link Testing:
  1. Copy short link and test in multiple browsers
  2. Verify redirect accuracy and speed
  3. Test on mobile and desktop devices
  4. Confirm analytics tracking activation
QR Code Testing:
  1. Download QR code in multiple formats
  2. Test scanning with various devices and apps
  3. Verify redirect accuracy from QR scans
  4. Test print quality and scanning reliability
Multi-Channel Verification:
  • Confirm independent routing (if configured)
  • Test each channel’s unique destination
  • Verify analytics separation by channel
  • Validate UTM parameter accuracy
2

Social media preview testing

Platform Testing:
  • Share link on Facebook and verify meta tag display
  • Test Twitter card appearance and functionality
  • Confirm LinkedIn preview accuracy and appeal
  • Check Instagram link-in-bio functionality
Optimization Verification:
  • Confirm custom image displays correctly
  • Verify title and description accuracy
  • Test click-through appeal and messaging
  • Ensure brand consistency across platforms
3

Analytics and tracking verification

Tracking Confirmation:
  • Generate test clicks and verify analytics registration
  • Confirm UTM parameter capture and reporting
  • Test geographic and device data collection
  • Verify integration data synchronization
Performance Baseline:
  • Document initial configuration and settings
  • Record test results and performance metrics
  • Establish monitoring and reporting schedule
  • Plan optimization and improvement strategies

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Professional Best Practices

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Campaign Lifecycle Management

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Advanced Use Cases

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Troubleshooting Common Issues

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Next Steps and Advanced Topics

Managing Touchpoints

Organization, editing, and optimization strategies for professional campaign management.

Multi-Channel Routing

Advanced distribution strategies and A/B testing with independent channel routing.

Link Versioning Management

Understanding and managing link changes, version history, and performance tracking.

Custom Domain Setup

Professional branding with custom domains for enhanced trust and recognition.

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Additional Resources

Social Media Optimization

Detailed guide to social media meta tag optimization

UTM Parameter Management

Advanced campaign tracking and analytics setup

Marketing Integrations

Connect touchpoints with your marketing automation tools
Ready to create sophisticated marketing touchpoints? Start creating → or contact support for advanced assistance →