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Getting Started
Level 2 Data Checklist
What Is SourceMedium
Onboarding
Data Integrations & Inputs
Data Transformation
Data Activation
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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 2️⃣ : Advanced use cases with SourceMedium
SourceMedium Use Cases 🦾
Data Cleaning 🧹
What’s Next?
Recap
Getting Started
Level 2 Data Checklist
Tips and tricks to improve your adoption 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
2️⃣
: Advanced use cases with SourceMedium
SourceMedium Use Cases 🦾
🎯
Implement Scorecards and Target Setting
— Track actuals vs. budgets on core metrics
🎙️
Influencer & Affiliate tracking
— Calculate ROI on influencer spend through discount codes
💸
Evaluate Product Costs and Margins
— Enter product costs to better understand COGS and profitability
🛒
Enter non-integrated sales data
— Complete your omni-channel sales picture
Data Cleaning 🧹
🐾
Utilize proper UTM naming conventions
— Improve your last-click UTM attribution across marketing channels
♻️
Filter out samples, returns, and exchanges
— Use the Configuration sheet to clean ‘dirty data’ from your core metrics
What’s Next?
Stay tuned for more checklists, and get ready to unlock the power of your data 🔐
Level 3
(coming soon!): Deep dive customer, order, and product level analysis
Recap
1️⃣
Level 1 Checklist
: Building the foundation
🥶
SourceMedium Cold Start Guide
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Level 1 Data Checklist
How to Work With Us
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