This article helps Orbee clients follow best practices to optimize data collection and improve the accuracy of their insights.
Best Practices for Data Integration
To ensure that Orbee captures the right data, it's crucial to verify that the following data integrations are correctly established:
1. First-Party Data
Make sure that the Orbee script is properly installed on your website for optimal data capture.
2. Third-Party Data
Verify integrations with:
- Third-party ADF leads (ensure they are flowing into Orbee).
- Retailing tools (such as chat, finance, and trade-in tools) that collect customer data.
- Any other third-party tools that need to be tracked.
3. CRM/DMS Data
Confirm that your CRM and DMS systems are connected to Orbee to ensure that customer interactions and sales data are accurately recorded.
Data Hygiene Tips
Maintaining data hygiene is crucial for reliable insights. Here are some best practices to follow:
1. UTM Tagging for Campaigns
Ensure that all campaigns, especially Google Ads, are properly tagged using UTM parameters. If this hasn’t been set up, request UTM tagging instructions from your Orbee account manager.
2. Consistent Naming Conventions
Make sure that all your campaigns follow a consistent naming convention. This will help prevent discrepancies and make it easier to compare data across platforms.
3. Communication About Changes
Inform your Orbee account manager of any changes that could affect data ingestion, such as switching your CRM, changing your website vendor, or adding new tools like Digital Retailing (DR) solutions. It’s recommended to offer a 4 week lead time to ensure the transition/transfer does not cause any delays or missing pieces of data.
Data Comparison and Validation
It’s important to routinely compare the data in Orbee with the data you expect from your various tools. Work closely with your account manager to review the data captured in Orbee to ensure that the data matches your predictions from other tools (CRM, third-party integrations, and retailing tools).