Paid Media Campaign Setup Audit Checklist

Domain Listings and Google Properties

• Google Ads account has been linked to the RSI Account by inviting UptimeRSI@gmai.com or accepting an invitation from RSI’s account.
• Google Ads Account ID listed under Admin > Edit Details.
• Google Analytics account is connected to RSI by inviting one of the provided emails. Instructions here.
• Google Analytics Property ID is accurate in Online Presence in RSI for each website.
• Verify that Google Ads is linked to the client’s Google Analytics account listed in Online Presence with RSI.

Tracking Implementation

• Ensure GA4 is installed on all landing pages.
• UTM JavaScript is installed in the header of all domains. Instructions here: Capturing UTM
• Test UTM parameters and ensure they pass correctly through lead form integrations. How to Integrate Lead Forms

Google Campaign Naming & Parameters

• Google Ads Campaign Name matches RSI Campaign Name exactly
• Google Ads Custom Parameter Name is entered correctly at the ad level for each ad
• Campaign ID in custom parameters is using the correct RSI Campaign ID for this ad
• Ensure each Campaign ID is associated to only one unique Google Ad- do not use a campaign ID across multiple campaigns
• Ensure all instructions have been followed for creating offline conversions, enabling tag tracking, and inputting the tracking template at the Account level.  Instructions here: Google Ads Tracking

Test Lead Submission

Test URL Setup

• Create test URL with UTM Campaign ID parameters.  In Google Ads you can use the available ‘test’ under the custom parameters to generate the link.
• Use the test link to visit the landing page- submit a test lead through phone call, web form or online scheduling as applicable.
• Verify the lead and associated campaign is received in the CRM

Phone Call Lead Test

• Call the phone number displayed on landing page (using test URL)
• Confirm call is answered by client
• Request client verify which campaign the call lead is attributed to
  • Use test name format: First Name: “Test” | Last Name: “Campaign [ID]”
  • Ask the phone attendant to save the lead under this Contact Name
• Log into CRM to view the phone lead
• Verify lead attribution matches expected Campaign ID

Web Form Lead Test

• Submit web form from landing page (using test URL)
• Use test name format: First Name: “Test” | Last Name: “Campaign [ID]”
• Complete all required form fields
• Log into CRM to view the web form lead
• Verify lead attribution matches expected Campaign ID

Online Appointment Test

• Book an online appointment (using test URL)
• Use test name format: First Name: “Test” | Last Name: “Campaign [ID]”
• Complete appointment booking process
• Log into CRM to view the appointment lead
• Verify lead attribution matches expected Campaign ID

Documentation & Resources

• Team has access to Connecting Google Ads Guide
• Team has access to Connecting Google Analytics Guide
• Team has access to Capturing UTM Data Guide
• All account IDs and credentials are securely documented