NOTE · 13 OCTOBER 2026

Agree the event schema before you choose the tools

Why measurement should start with a written list of events, properties, owners and consent conditions, before any analytics tool is installed.

When a team decides it needs better attribution, the conversation usually turns to tools within minutes. Which analytics product, which tag manager, which customer data platform. The tool gets installed, events start flowing, and a few months later nobody can say what half of them mean. The step that was skipped is the event schema: a written agreement about what will be recorded, before anything records it.

What the schema holds

For each event the schema names the event, defines when it fires in plain words, lists its properties with their types and allowed values, names an owner and states the consent condition under which it may be collected. It also says which business question the event helps answer. An event with no question attached is a candidate for removal before it is ever built.

Identifiers deserve their own section. Attribution depends on joining a click to a visit, a visit to a form submission and a submission to a lead record in the CRM. If those steps do not share an identifier, no tool can join them afterwards, however clever its model.

Tracing the path first

We write the schema from the lead path, not from a tool's list of default events. Source, campaign, landing visit, consent state, form submit, lead record, sales response, outcome. For each point we ask whether today's records can answer it and mark the first place the chain breaks. That break is usually the first thing to instrument, because everything after it is unmeasurable until it is fixed.

Consent belongs in the schema

Consent is part of the design, not a banner added at the end. Each event states whether it may fire before a choice, after acceptance only, or never in an identifiable form. Writing that down early avoids the common failure where the analytics tag loads before the visitor has chosen anything, and it keeps the report honest about the gaps consent creates.

Then the tools

With the schema agreed, choosing tools becomes a narrower question: which products can collect these events, under these consent rules, with these identifiers, into the systems the team already uses. Often the answer is a smaller stack than expected, and sometimes it is the tools already in place, configured properly for the first time.

The schema lives in the repository next to the code that implements it, with a version and an owner. A new event is a reviewed change. A renamed property is a migration, not a surprise in next month's dashboard.

What the report can say

The last benefit is honesty. With a schema and a traced path, the attribution report can state which links the records support and where inference begins. That is a less exciting report than a confident model, and a far more useful one when finance asks what the spend produced.

SOURCES

Where the facts come from

This note is about method. It states no outside facts, so it cites no sources.

Talk it through with us

Send a short description of your system and the question this note raised. We reply with how we would approach it in your setup.

Start a conversation