Welcome to Smart Links

What is Smart Links?

Smart Links turns long, ugly URLs into short, branded links you can share anywhere — then tells you the whole story of every click: who tapped it, where they were, on what device, and where they came from.

It also builds styled QR codes, link-in-bio landing pages, and connects directly to your your CRM contacts and workflows. Because it's a marketplace app, it lives right inside your CRM account — no separate login.

Who it's for: agencies, marketers and business owners who send links over SMS, email, WhatsApp, social or print and want to know what's actually working.

Quick start

1. Install Smart Links from the marketplace into your account.
2. Open it from inside your CRM — the dashboard appears.
3. Click Create new link, paste your destination URL, and save.
4. Share your short link. Every click from now on is tracked automatically.

How it works

Three things to understand and you'll feel at home:

• A link is your short URL plus all its settings — destination(s), rules, protection and tags.
• A click is recorded every time someone opens your link, with their location, device and source.
• Your account is your workspace inside your CRM — all your links, tags and analytics live here and are visible only to you.

When someone taps a link, Smart Links instantly works out the best destination (based on your rules), records the click, runs any CRM automation, and forwards the visitor — all in a fraction of a second.

Creating links — every field explained

From the dashboard or the Links page, click Create new link. The form is organized into collapsible sections — here's exactly what each field does. (Inside the app, the small ? next to any field shows this same explanation.)

Title

An internal name so you can recognise this link in your dashboard and reports. It's never shown to visitors — it's just for you. Example: "Summer launch — IG bio".

Destination

Where visitors land by default. Two options:

• Custom URL — paste any web address (e.g. https://example.com/landing).
• CRM funnel / website — pick one of your CRM funnel or website pages directly, no copy-pasting URLs.

The routing rules further down (country, device, A/B) can override this for specific visitors.

Branded domain (Pro)

Build the short link on one of your own verified custom domains (e.g. go.yourbrand.com) instead of the default host, so the URL carries your brand. Add and verify domains on the Domains page first.

Custom short link (slug) (Pro)

Replace the random code with a readable ending like spring-sale, giving you /r/spring-sale. It must be unique across all Smart Links; the form tells you instantly if it's taken.

Social preview

Sets the card shown when the link is shared on social or messaging apps (WhatsApp, Facebook, iMessage, LinkedIn…). Three parts:

• Title — the bold headline on the card.
• Description — the smaller line beneath it.
• Image — the preview thumbnail.

This overrides the destination page's own preview, so you control exactly how the link looks when shared.

UTM tags

Appends UTM parameters to the destination URL so analytics tools like Google Analytics attribute the visit to the right place:

• Source — where it's shared (e.g. newsletter, instagram).
• Medium — the channel type (e.g. email, cpc, social).
• Campaign — the campaign name (e.g. summer_sale_2026).
• Term — paid-search keyword (optional).
• Content — to tell two versions apart (e.g. banner_top).

Expiration & click limit

Two independent guard rails (see Link protection for the full list):

• Expires on — the link stops working after this date/time.
• Maximum clicks — the link stops after this many clicks. Leave blank for unlimited.

Tags

Internal labels (e.g. promo, client-a) to group and filter links. Pick from your managed tag set — see Tags.

Campaign

Optionally file this link under a campaign so its clicks roll up with related links, and any campaign-wide click-tags apply too.

Smart routing

One link can send different people to different places — decided automatically at the moment of the click. Rules are checked in order: country → device → A/B rotation → default. If nothing matches, visitors go to the link's default destination.

Country targeting (Pro)

Add rules that send visitors from specific countries to specific destinations — e.g. US visitors → your US store, UK visitors → your UK store. Country is detected from the visitor's location. This is checked first, before device rules and A/B rotation.

Device targeting (Pro)

Send visitors on a particular device or operating system to a different destination — e.g. iPhone/iOS users → the App Store, Android → Google Play, desktop → your website. Checked after country rules.

A/B rotation (Pro)

List two or more destinations, each with a weight, and Smart Links splits clicks between them in those proportions — perfect for testing which landing page converts best. Used only when no country or device rule matches the visitor.

Link protection

Add guard rails to any link. Visitors who hit a locked, expired or capped link see a clean, on-brand page explaining why.

QR Studio

Generate styled, branded QR codes for any link — custom colors, shapes and your logo in the middle. Download as an image for flyers, packaging, business cards and events. Every scan is tracked just like a click.

Analytics — reading the reports

There are two analytics views. The Dashboard rolls up all your links; the per-link Analytics page (open it from the chart icon on any link) drills into one. Both update in real time and let you switch the time window (7d / 30d / 90d / All). All location data comes from a privacy-respecting, offline system — no third-party trackers.

Clicks over time & busiest hours

The line/area chart shows clicks per day across the selected window — spot launch spikes and momentum at a glance. The hour-of-day chart shows when your audience is most active, so you can time your sends. (Time buckets are in UTC.)

Geographic distribution (world map)

An interactive map shades each country by click volume, with a ranked list of top countries and top cities beneath. Great for spotting where a link is resonating — or leaking to unexpected regions.

Devices, operating systems & browsers

See the split between desktop / mobile / tablet, the operating systems (iOS, Android, Windows…), and the browsers your visitors use — handy for deciding device-targeting rules.

Traffic sources & referrers

Where each click came from — WhatsApp, Instagram, Facebook, Google, Email, direct, and more. Smart Links even detects in-app browsers, so a tap inside WhatsApp is attributed correctly rather than shown as "direct".

Destinations served

On a single link's page, this shows which URLs the link actually sent people to — useful when you're running geo, device or A/B rules and want to see how traffic was split across the variants.

CRM contact engagement

For links sent to CRM contacts, see how many clicks came from identified contacts, how many unique contacts engaged, and your top contacts by clicks — with their names resolved from your CRM. This is the bridge between anonymous click data and your CRM.

Campaigns

Group related links into a campaign (e.g. "Black Friday 2026") and see their combined performance in one place. You can also set campaign-wide tags that apply on every click across the campaign.

Landing pages (link-in-bio)

Build a simple hosted page with multiple links, text, images and social icons — ideal as the single "link in bio" for Instagram, TikTok and the like. Pick a template, customize it, and publish.

Tags

Organize links with colored tags (e.g. promo, client-a, q4) and filter your link list by them.

1. On the Links page, click ⚙ Manage next to the tag filters.
2. Add a tag, give it a color, or rename / delete existing ones.
3. Renames and deletes apply across every link automatically.

CRM automation

This is where Smart Links gets powerful:

Branding & white-label

Make the experience yours:

• Branding — put your name, logo and colors on the public link / gate pages.
• White-label — present the whole tool under your own brand to your clients.

Plans & pricing

Two simple tiers. When a feature needs a higher plan, you'll see an upgrade prompt — billing is handled through your CRM.

To change plans, open the plan badge in the app header and follow the prompt into CRM billing. Your workspace updates automatically once it is confirmed.

Look & feel

Smart Links has a clean, modern dashboard style — white space, soft shadows, rounded cards and a signature purple gradient. Typography is Inter for a crisp, professional feel.

The public pages your visitors see (password, expired, lead-capture) carry the same look, respect light & dark mode, and show your brand when branding or white-label is enabled.

Good to know

• Custom previews make your links look professional when shared on social or messaging apps.
• Use tags and campaigns early — they make a large library of links easy to navigate and report on.
• Per-contact links (sent from your CRM with the contact merged in) unlock tag-on-click and contact sync.
• QR codes are tracked exactly like clicks, so print and digital live in the same analytics.