Level 1 Data Checklist

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Background

During your onboarding and implementation period, we’ll be providing your team with a series of Data Checklists that include recommended best practices to enhance your data setup and supercharge your insights.

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Level 1️⃣ : Building the foundation with SourceMedium

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SourceMedium Setup 🦾

🧩 Connect all automated integrations — Get the most complete picture of your business

💲 Input custom costs into the configuration sheet — Track influencer, sponsorship, and other non-integrated marketing spend and performance

👋 Zero party data setup on orders — What is zero-party data?

🤔 Fill out the Top 3 analytical questions — Let us know how we can guide you

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Data Cleaning 🧹

0️⃣ SM’s “Exclude $0 orders” feature — Improve the accuracy of your acquisition metrics

📊 Separate sales into sub-channels — Group orders for quick custom analyses

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Education 📚

🥶 SourceMedium Cold Start Guide — a primer on the ins and outs of using SourceMedium

• Level 2: Advanced use cases with SourceMedium (including insights and enablement)