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Create and Manage a Data Plan with Iteratively

The first step in building a martech system is defining a data plan. Rather than using an excel sheet or google sheet, we strongly recommend utilizing a data hygiene and management tool, like Iteratively. In this portion of the mini-series, we will setup Iteratively, show you how to add elements to the data plan, and eventually connect the tool to our CDP.

  • In MTA 001 we talk about the importance of building a data plan. In a tool like Iteratively you can do just that.
  • We quickly setup Iteratively, and show you how to create events, attributes and other properties that can be locked to a data plan.
  • We also show you how you could use Iteratively to gate data flowing into your CDP - in this case's demo - Segment.

Slides for this lesson embedded below.
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Attribution & Deeplinking with Branch

Good marketers think about tracking as an essential element of their campaigns. Branch allows you to track traffic to URLs or other destinations and is a great tool to have in your arsenal. In this lesson, we'll setup a Branch account, add the web SDK, and create our first marketing link.