Prerequisites
Before launch:- create your Linquid account
- confirm workspace ownership/access
- confirm the plan you want to launch on
10-Minute Setup Flow
Configure workspace basics
In Workspace Settings, set workspace name/logo, default currency, and invite any initial team members.
Create your first campaign
In Campaigns, create a campaign with clear naming and select your cost model and reporting currency.
Create and configure links
In Links, create short links, assign campaign/tags/folders, and configure destination and fallback behavior.
Add routing logic
In Rules, add your top-priority conditions (geo/device/source/time/fraud) and verify rule ordering.
Configure conversions
In Conversions and Integrations, configure lead/sale/custom tracking and identity fields for attribution.
Launch Checklist
- workspace members and roles are correct
- campaign currency and cost model are intentional
- link security controls are configured where needed
- rules have tested fallback behavior
- conversion ingestion has successful test events
- exports and reconciliation views are verified
What to Read Next
End-to-End Setup Playbooks
Full launch and validation flows by operational phase.
Platform Manual
Full manual with all feature areas.
Campaigns, Links, and Rules
Detailed routing and link operations.
Conversions and Customers
Outcome tracking and identity behavior.
Analytics and Reporting
Metrics, filters, and consistency checks.
Provider Setup Playbooks
Stripe, HubSpot, Slack, Shopify, Zapier, and Segment setup flows.