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.Level 1️⃣ : Building the foundation with SourceMedium
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 youData 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 analysesEducation 📚
🥶 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)