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Once you’ve worked through the Planning Engage Automations guide (and, if you’re using Reputation, Planning Reputation Automations), this worksheet is where you write the plan down. Fill it in, send it back to your Reach contact, and we’ll review it with you — flagging anything that doesn’t fit the supported model and confirming the fields against our schema-mapping format before your engineers start integrating. It has three parts. They build on each other: the audiences you need determine the data you must send.

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Part 1 — Automation inventory

Every Engage automation you want to pre-populate for your tenants. One row per automation.

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Part 2 — Audience translation

For each automation, the segment that defines its audience — translated from the business goal into fields and operators.

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Part 3 — Data checklist

Every field referenced across all your segments and messages, rolled up into a single list. This is what your engineering team scopes against.
Bring edge cases and “I’m not sure this fits” rows to your Reach contact early. Most apparent blockers turn out to be reframings — and the ones that don’t are worth catching before your engineers build against them.