Integrating Social Media Campaigns with RSI

Overview

Integrating your social media campaigns with RSI allows you to accurately track lead sources, campaign performance, and conversions from platforms like Facebook, Instagram, and LinkedIn. By building your campaigns within RSI and connecting your lead forms and tracking links, you can attribute every call and form submission back to its specific marketing campaign.

Prerequisites

Before integrating, make sure you have the following set up:

• An active RSI account with access to the Campaign Management tool.
• A campaign created in RSI to generate a unique Campaign ID.
• A unique tracking phone number assigned to the campaign in RSI.
• The RSI tracking script installed in your website’s header to capture UTM data.
• A properly formatted URL that includes UTM parameters and your RSI Campaign ID.

Tip: Each social campaign should have its own unique Campaign ID, phone number, and URL for accurate attribution.

Step 1: Build the Campaign in RSI

1. Log into your RSI account.
2. Navigate to Campaign Management.
3. Click Create New Campaign and enter your campaign details.
4. Once created, note the Campaign ID RSI assigns — you’ll need this for your tracking URL.
5. Assign a unique phone number to this campaign so that all calls from this source can be tracked separately.

Step 2: Create Your Tracking URL

When setting up your social media ads, you’ll need a URL that includes both your UTM parameters and your Campaign ID. Here’s the format to follow: https://www.yourwebsite.com/landingpage?utm_source=facebook&utm_medium=social&utm_campaign=summerpromo&?rsiCampaigniD=12345

• utm_source = The platform (e.g., facebook, instagram, linkedin)
• utm_medium = The type of marketing (e.g., social, paid-social)
• utm_campaign = The campaign name or promotion
• campaign_id = The unique RSI campaign ID

Important: The RSI tracking script must be installed in your website header to capture UTM and campaign data when visitors arrive through this link.

Step 3: Configure Your Social Media Campaign

1. Open your chosen social media platform (e.g., Meta Ads Manager, LinkedIn Campaign Manager).
2. Create your new ad campaign as usual.
3. For your ad’s destination URL, use the formatted link you created above.
4. If your ad includes a call-to-action phone number, use the unique phone number assigned in RSI for this campaign.

Step 4: Integrate Lead Forms Using Zapier (Optional)

If you’re using social media lead forms (e.g., Facebook Lead Ads, LinkedIn Lead Gen Forms), you can automatically send those leads into RSI using Zapier.

1. Log into Zapier and create a new Zap.
2. Choose your social platform as the trigger app (e.g., Facebook Lead Ads).
3. Select RSI (or a connected webhook) as the action app.
4. Map your fields (name, email, phone number, source, campaign ID).
5. Test your Zap to confirm leads are flowing into RSI correctly.

Pro Tip: Always include your RSI Campaign ID in the data sent through Zapier. This ensures every lead is automatically matched to the correct campaign.

Step 5: Test and Verify Tracking

1. Submit a test lead through your social ad and verify it appears in RSI.
2. Check that the Campaign Name and UTM Source/Medium display correctly.
3. Make a test call to the campaign’s phone number to ensure it tracks in RSI.

Best Practices

• Use one RSI campaign per social media campaign for clean attribution.
• Maintain a consistent UTM naming convention across all ads.
• Regularly review lead and call reports in RSI to measure campaign performance.
• If you make changes to your website URLs, confirm your tracking script remains active.

Troubleshooting

Issue	Possible Cause	Solution
Leads not showing a campaign source	RSI script not installed or installed incorrectly	Verify RSI tracking script is in your website header
Incorrect campaign data	Missing or wrong campaign_id in your URL	Check your destination URL and include the correct Campaign ID
No leads appearing from Zapier	Zap not active or fields not mapped correctly	Re-test your Zapier connection and ensure required fields are mapped

Summary

By following these steps, you can integrate social media campaigns into RSI just like any other marketing source. This setup allows you to capture form submissions, phone calls, and campaign data directly in RSI for complete performance tracking and accurate lead attribution.