Assisted Setup

Assisted Setup helps you turn a goal into a connected Bytes activity without having to assemble each part separately.

You can open Assisted Setup from the main Bytes navigation at any time.

How it works

Bytes first asks a few practical questions about what you want to achieve, where customers will encounter the activity and whether you already have a destination page.

Your answers are saved to the current workspace, so you can leave the setup and continue later.

Bytes then prepares a recommendation across three connected areas:

1. Activity and reporting: an Activity Group that keeps related measurement together.
2. Link and QR: a measurable jaww.ws Link and its matching QR.
3. Physical touchpoint: an optional Offline Engagement context for a printed or physical item customers will encounter.

Review each step before creating anything. You can edit the suggested values, exclude items you do not need, include everything, or save the setup for later.

A contextual entry point, such as PRINTING United, can supply useful starting values and event-specific guidance. It still uses the same Assisted Setup session, recommendation, review and apply behaviour as the normal feature.

UTM campaign inheritance

The Activity Group can provide the default UTM campaign for the Links prepared by Assisted Setup.

While a Link is still using that inherited value, changing Default UTM campaign in the Activity and reporting step also updates the Link recommendation. If you edit that Link's UTM campaign directly, the Link becomes an explicit override and later Activity Group changes do not replace it.

Moving backwards and forwards through Assisted Setup does not remove that distinction.

If you return to the setup answers and change information that the recommendation depends on, Bytes discards the stale recommendation and prepares a fresh plan before creation. It does not keep an older physical-touchpoint or tracking plan after the underlying answers have changed.

Choose whether to add a physical touchpoint

Assisted Setup asks whether you want to prepare a physical touchpoint in the current setup.

If you choose No, keep this setup digital-only, Bytes still prepares the measurable Link and QR but does not create a placeholder Offline Engagement or physical asset.

The final Physical touchpoint step never presents an empty physical form. If the current plan contains no physical touchpoint, it explains the state and lets you either continue with the Link and QR only or return to your saved answers and add a physical touchpoint without restarting Assisted Setup. This also covers a setup where the earlier physical-touchpoint question was left unanswered or where no specific physical medium was selected.

You can also add an Offline Engagement later from the normal Bytes Offline Engagement area.

Cancel an in-progress setup

If you decide you no longer want to continue an in-progress Assisted Setup, choose Cancel setup from the Assisted Setup reminder on the Dashboard.

Bytes asks you to confirm before cancelling. Cancelling stops that setup session and removes the reminder from the Dashboard. It does not change or delete Links, Activity Groups, Offline Engagement or other activity already in the workspace.

You can start a new Assisted Setup at any time afterwards.

Create the setup

The final step contains the create action or, when no physical touchpoint is in the plan, an explicit action to continue without one.

Before creation, Bytes shows a confirmation explaining what will be created. Existing workspace activity is not changed or deleted by the setup.

For contextual setups such as PRINTING United, current plan and promotional entitlements still apply. Bytes can keep unavailable items prepared until the required access or input is available rather than bypassing those controls.

After setup completes

Immediately after the approved setup completes, Bytes shows a completion page rather than leaving you on the review form.

The page summarises the persisted Activity Group, measurable Links and Offline Engagement items belonging to the setup. Each available record has a direct route back into the relevant Bytes area so you can continue working with it.

For a digital-only setup, the completion page explicitly shows No physical touchpoint rather than implying one was created, and provides a route to add one later.

The QR action opens the normal Bytes QR export for the persisted Link created by that setup, so you do not have to find the Link again before downloading output for artwork.

If an already completed Assisted Setup is safely replayed, the completion page identifies the existing records as reused rather than presenting them as newly created. Contextual setup can also report when existing items were kept while remaining items were created, without creating duplicates.

When you later open the normal Assisted Setup feature again, Bytes is ready to start a different activity rather than treating the previous completion page as the permanent landing screen. Contextual experiences such as an Event Pass can continue to show their completed setup state where that progress is part of the context itself.

The completion page also suggests useful next actions, including:

• download QR output for artwork from the persisted Link;
• monitor Link performance;
• review overall Analytics;
• review workspace settings and identity;
• review your personal profile;
• start another Assisted Setup when you are ready to prepare a different activity.

For a PRINTING United setup, the completion page also provides a route back to the Event Pass experience.

QR output

QR export is part of the normal Bytes QR workflow. From the completion page you can open QR export for the persisted Link directly. You can also open the relevant Link or Offline Engagement later and choose the output profile, format and physical size appropriate to the real placement.

See QR codes for the available QR output options and print-safety guidance.