Data Planning Workbook

Data planning worksheets help you create a detailed blueprint of the necessary data for your top-priority campaigns. This preparation simplifies the setup of data collection and streamlines the process of building messages in the Braze dashboard.

Additionally, by identifying data sources, you can confirm their availability, highlight potential gaps, and establish a data update frequency for essential data before setting up data import. Take a moment to review an example data planning sheet for a fictitious fintech company, CashBlastr, here.