Description
Description
This training teaches a data-layer-first approach to syncing your store with CRM and email automation tools. You will define events for viewed product, add-to-cart, checkout started, purchase, and subscription renewals. We map identities using hashed emails, user IDs, and device IDs so merges are accurate across sessions. Property schemas keep preferences, consent, and segments consistent across systems. You will configure double opt-in, transactional streams, and win-back logic that honors consent everywhere. We set up webhooks that return delivery and bounce signals to your store’s profile timeline. UTM persistence and first-touch tracking are added without breaking server-side rendering. You will batch-import historical orders to drive automations on day one. A consent migration guide reduces friction when switching ESPs or CRMs. Finally, we add audits so marketing has confidence in counts and attribution.
Format
– Video lessons, event schema JSON, ESP/CRM connector blueprints, consent copy templates
– Sample SQL for backfills and segment seeds
Duration
– 2 hours on-demand + 45-minute implementation clinic
What You’ll Learn
– Define a durable analytics/data layer
– Map identities and consent correctly
– Connect ESP/CRM with reliable webhooks
– Import historical orders to kickstart flows
– Add audits for trustworthy reporting
Target Audience
– Lifecycle marketers and integrators building CRM/ESP sync that actually stays in sync
