Tracking Plan Implementation

Once your tracking plan is finalized, you can start implementing it in NVECTA. This guide walks you through choosing an ingestion method, backfilling historical data, validating data quality, and shipping the plan safely from UAT to production, so teams can rely on reports with confidence.

Step 1 — Choose an ingestion method

NVECTA offers the following ingestion methods:

• Client-side SDK
• Server-side SDK
• Direct API ingestion
• Data warehouse connection
• Streaming

In most cases, starting with Client-side SDKs is a practical choice, especially if you have limited development resources, no existing data collection infrastructure, or no reliable way to capture clickstream data. Client-side SDKs are usually the fastest to set up and help teams get tracking live quickly.

However, client-side tracking can be affected by ad blockers and browser limitations. It can also become harder to maintain consistent metrics when tracking users across multiple platforms, such as a website and a mobile app.

To address this, many teams complement client-side tracking with Server-side SDKs. Server-side tracking is not impacted by ad blockers and provides more reliable and consistent data, particularly for critical events that represent business value.

A common and recommended approach is to start with Client-side SDKs for general user interactions, and gradually add high-value events, such as transactions, registrations, and account creation from the server side.

Click here to learn more in detail about each option’s trade-offs for reliability, latency, and control.

Step 2 — Implement the tracking plan

After choosing one or more ingestion methods, your team can start implementing the tracking plan in NVECTA. It’s recommended to first implement and validate tracking in a UAT environment. Once the data passes quality checks and behaves as expected, the same setup can be deployed to your production account.

At a minimum, your tracking plan should include a complete list of events (event name, attributes, and a clear definition of when each event fires), along with the required user properties.

You can use NVECTA’s tracking plan template to structure this information. If you choose to use your own template, make sure it clearly defines all events, attributes, and user properties.

Step 3 — Backfill historical data (recommended: ~12 months)

If you’ve previously collected events and user data in another system (such as analytics platform or a CDP,), backfilling historical data helps make NVECTA reports meaningful from day one. A common recommendation is to backfill up to around 12 months of historical data, which is usually enough to capture trends and seasonality without adding unnecessary complexity to the migration.

For this, you can export the data and upload it to NVECTA as CSV files. NVECTA supports CSV imports for both users and events, refer to the guides on importing event data and importing user data for detailed requirements.

For CSV-based event imports, NVECTA requires fields such as event_name, event_time, and a user identifier (userID or nv_uid).

Before starting the backfill, review NVECTA’s data structure and map your existing data accordingly. Since different platforms often follow different schemas, you may need to transform event names, attributes, or user properties. It’s best to test these transformations on a small data sample first. For guidance or validation, reach out to NVECTA support or your assigned client manager.

If your historical data resides in a data warehouse, you can sync it using our composable CDP solutions and model the data as User and Event entities for segmentation and analysis.

QA and data audit

Quality Assurance (QA) should happen at two levels: code-level checks and product-level user-flow testing.

Code-level QA

Code-level QA is about verifying individual calls, names, and values. Developers should trigger events and check the results to ensure there are no SDK or API errors. Typical checks include:

• Verify user identification is called at the right times (for example, on signup) and that user IDs are stable and conform to documented constraints.
• Confirm event-tracking calls send expected attributes and that you use scopes intentionally to avoid duplication (for example, once-per-session vs every-time).
• Use the NVECTA Debugger (Settings → Debugger) to verify these calls in real time by reviewing event logs, sources, timestamps, and request/response payloads during implementation.

Product / User-flow QA

Product or user-flow QA focuses on validating complete customer funnels end to end, such as signup → browse → add to cart → purchase, and ensuring tracking behaves correctly throughout the flow. Product and data teams should actively move through these key funnels on the website or app and verify that identity is consistent across devices and platforms.

During this process, go to Segments → User Profile to cross-check events performed by users before and after login to confirm that anonymous activity correctly merges with the known user and that identity management behaves as expected. You can reference NVECTA’s guide on user identification and merging to validate this behavior. Also, ensure that events fire in the correct order and carry accurate property values, including price, currency, product IDs, plan types, and other business-critical attributes.

In parallel, review tracked events from Settings → Events to validate event names and attributes.

Data audit: monitor implementation progress (ongoing)

Beyond QA spot-checks, you should run an ongoing data audit to ensure data stays healthy after releases.

Three practical ways to do this:

• Live monitoring: Use NVECTA’s Live Stats to surface active users and recent event activity, especially valuable during launches or after tracking changes.
• Analytics and custom boards: Review event analytics to monitor event trends, breakdowns, and engagement. Create custom boards for critical events.
• Alerts: Set up custom alerts to get notified the moment anomalies or key trends emerge.

What’s next

Once tracking is correctly implemented, validated, and audited, the next step is to configure the marketing channels pipeline. This involves setting up and connecting channels such as email, SMS, and WhatsApp, ensuring channels are properly configured before marketing/product teams can start using.