A practical starting point
Work through these checks in order. Use the results to decide what needs to change in your own workflow.
- Define each event's trigger and allowed parameters.
- Use stable identifiers for content and actions.
- Review privacy implications and avoid free-text fields by default.
An article identifier and category may be useful, while the visitor's full form message usually is not.
A mistake to avoid
Do not let every developer invent different names for the same interaction.
How to check progress
Audit missing, unexpected and high-cardinality values.
Your action checklist
Use this checklist while reviewing your own setup. Checkmarks are temporary and stay in this open page.
Need the wider workflow?
This quick note covers one decision. For a worked example, decision table and a fuller implementation workflow, read Defining a qualified lead before configuring analytics.
Further reading
Official background resources for this topic. The workflow above is general guidance, not a guarantee of a particular result.
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