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Getting Started
Level 1 Data Checklist
What Is SourceMedium
Onboarding
Data Integrations & Inputs
Data Transformation
Data Activation
MTA
Getting Started
Initial Onboarding Checklist
Level 1 Data Checklist
Level 2 Data Checklist
How to Work With Us
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On this page
Background
Level 1️⃣ : Building the foundation with SourceMedium
SourceMedium Setup 🦾
Data Cleaning 🧹
Education 📚
Getting Started
Level 1 Data Checklist
Tips and tricks to improve your data setup and use of SourceMedium
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 you
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
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)
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Initial Onboarding Checklist
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