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Data Templates

Data tracking resources

To build personalized and relevant messaging campaigns, you must first have access to all of the right data in your customer engagement tools.

First, access our How to create or audit your data tracking plan guide for best practices related to planning, naming, and maintaining your data.

Next, access a template below to create your company’s first data tracking plan, or audit your existing one. We’ve added some industry-specific datapoints to get you started, or you can start from scratch.

Data tracking templates by industry

💾 SaaS/B2B

📚 EdTech

🤝 Multi-sided marketplace

💰 FinTech

🧘‍♀️ Health & wellness

📄 Blank (start from scratch)

“We send close to 1,000 unique event properties to They offer us the unique opportunity to leverage all of these properties to further personalize our email campaigns resulting in higher open and click rates. Other tools did not allow for this.”

Lucas van den Houten, Co-Founder, StuDocu