Guide

How to create or audit your data tracking plan 

Effective data tracking is the backbone of successful marketing campaigns in today's data-driven world. But before you can begin tracking your data, you need a plan for how to do it. For example, you'll need to outline critical questions and your jobs-to-be-done; this helps you define the data required to achieve your goals. You'll also want to outline how your data is used when creating segments and triggers. Beyond that, it's essential to dive into different naming conventions, ensure proper formatting of data types, and adhere to best practices regarding timestamps. Sound complicated? Don't worry; we've got you covered. This guide will walk you through each step and provide a template for creating a solid data tracking plan.

Take a peek at what’s inside:

  • How to create or audit your data tracking plan. Get our expert recommendations for setting up your first data integration or for auditing a long-standing one.
  • Data tracking templates by industry. From SaaS to edtech, healthcare, and more, we have a foolproof template you can steal to create your data tracking plan.