If you run campaigns across email, LinkedIn, webinars, and who-knows-where-else, you know the pain: tracking what actually works is a headache. This guide is for B2B teams who want to see which channels drive results—without getting lost in a mess of spreadsheets or promises from “all-in-one” platforms. We’ll walk through tracking multi-channel campaigns with Ring, cover what’s actually worth your time, and call out the fluff you can skip.
Why Multi-Channel Tracking Is Such a Hassle
Let’s be real: tracking across channels is a swamp. Email opens, LinkedIn clicks, webinar signups—they all live in different places. Worse, the data rarely lines up. Sales wants “one source of truth.” Marketing wants to prove their budget isn’t wasted. Everyone wants less manual work.
Ring claims to offer a way out, giving you a central place to tie campaigns, contacts, and results together. But you need to set it up right—otherwise, you’re just moving the chaos from five tabs into one.
Step 1: Get Your Campaigns and Channels Straight
Don’t skip this. If you’re vague about what you’re tracking, you’ll get vague answers. Start by writing down:
- The exact channels you’re using (e.g., email, LinkedIn, events, paid search)
- The specific campaigns you want to track (not just “Q3 marketing”—drill down)
- The conversion points that matter (demo booked, meeting held, deal closed, etc.)
Pro tip: If you aren’t sure what counts as a “channel,” ask: would I want to report on it separately?
What to ignore: Don’t try to track every little thing. Focus on the 2–3 actions that actually move prospects forward.
Step 2: Set Up Campaigns and Channels in Ring
Open up Ring and get your structure in place before importing data.
- Create a campaign for each initiative. Give them clear, specific names—“2024 Q2 LinkedIn ABM Outreach” is better than “Spring Campaign.”
- Define your channels. In Ring, set up each channel as a separate source so you can slice results later.
- Map activities to campaigns. This includes email sends, ad clicks, webinar signups, etc.
Watch out for: Don’t lump everything under “email” or “social.” If you’re running different tactics (e.g., cold email vs. newsletter, LinkedIn InMail vs. paid ads), set them up as separate channels.
What’s worth it: Take the extra five minutes to set up your campaign naming system. You’ll thank yourself later.
Step 3: Connect Your Data Sources (Without Losing Your Mind)
The cool thing about Ring is you can pull in data from different tools—but only if you wire it up.
- Email: Connect your marketing automation (e.g., HubSpot, Marketo) or upload CSVs.
- CRM: Tie Ring to Salesforce, HubSpot, or whatever you use to track deals.
- Webinars/events: Import attendee lists and engagement data.
- Paid ads: Use UTM parameters and upload click/conversion data.
Pro tip: If you’re not a power user, start with one channel (usually email) and get it working before adding more.
What doesn’t work: Hoping your data will magically match up. Double-check that your contact IDs or emails are consistent across systems. Otherwise, attribution gets messy fast.
Ignore: Don’t bother with integrating every possible channel on day one. Nail your biggest two, then expand.
Step 4: Tag and Track Contacts Across Channels
This is where multi-channel tracking actually happens.
- Apply source tags: When contacts come in, tag them with the campaign and channel they came from.
- Track touchpoints: Every time someone interacts (opens an email, clicks an ad, attends a webinar), that action should get logged in Ring.
- Set up rules for “last touch” vs. “multi-touch” attribution: Decide if you care more about the first thing someone did, the last thing, or the whole journey.
Pro tip: Keep your tagging rules dead simple. If you need a user manual to explain your tags, you’ve gone too far.
What works: Consistency. If your team uses the same tags and rules, reporting makes sense.
What fails: Mixing manual tagging with automated imports—this creates gaps and overlaps. Pick one system and stick with it.
Step 5: Build Reports That Actually Answer Real Questions
Now for the payoff—seeing what’s working.
- Use Ring’s dashboard to break down results by channel and campaign. Look for patterns, not just vanity metrics.
- Build custom reports: For example, “Which LinkedIn campaign drove the most meetings?” or “What source had the shortest sales cycle?”
- Segment by deal stage: Don’t just look at leads. Track which campaigns create pipeline and close deals.
- Share with your team: Give sales and execs simple, no-nonsense dashboards.
Pro tip: Set up a recurring review (monthly or quarterly) to look at these reports as a team. Otherwise, it’s just busywork.
Skip: Don’t waste time on “impressions” or “likes” unless they tie to real outcomes (meetings, deals, revenue).
Step 6: Learn, Adjust, and Don’t Get Fancy
The truth: no tool, including Ring, will solve campaign tracking forever. Your team, your data, and your goals will change. Treat this as an ongoing experiment.
- Look for what’s actually moving the needle. If webinars never create pipeline, maybe it’s time to cut them.
- Don’t obsess over perfect attribution. Multi-channel reporting is always a little fuzzy. Get it good enough to make decisions.
- Iterate your setup: Add new channels or tweak reports as your team’s needs shift.
What works: Focusing on “what should we do more/less of next quarter?” not “can we prove every click led to revenue?”
What doesn’t: Chasing 100% accuracy or building a reporting process no one actually uses.
Wrapping Up
Multi-channel tracking in Ring isn’t magic, but if you set it up with clear campaigns, tight tagging, and simple reports, you’ll know what’s working—and what isn’t. Don’t overcomplicate it. Start with your main channels, get your team on the same page, and improve as you go. The simpler your setup, the more likely you’ll actually use it—and see results you can trust.