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. With this tool, you can:
Ensure complete data coverage by identifying all required data points upfront, reducing the risk of missing critical information later in your integration process.
Maintain consistent naming conventions across different data sources, improving data quality and cross-team alignment.
Collaborate seamlessly with Marketing, CRM, IT, agencies, and Insider teams by providing a unified reference for required data.
Streamline data integration and testing using automated guidance and customized wizards tailored to your selected use cases and product requirements.
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.