Documentation Index

Fetch the complete documentation index at: https://academy.insiderone.com/llms.txt

Use this file to discover all available pages before exploring further.

User Data Planning

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User Data Planning is a structured tool that helps you define, organize, and validate the data you need based on your business objectives, use cases, industry, and the Insider products you plan to activate.

It consists of the following steps:

  • Data addition method

  • Selecting business objectives

  • Selecting the default provided use cases or creating custom use cases for your business needs

  • Uploading the data

  • Setting data requirements or reviewing the default user data requirements of selected default use cases

  • Selecting data sources for defined user data

  • Selecting identifiers for identifying and unifying users

  • Confirming the plan after reviewing the data list

At the end, you have a list of required user events, event parameters, attributes, as well as the list of use cases you selected or created.