LTT Data Flows
›
Overview
Key
Theme
Current setup
Overview
Learn to Trade funnel
SmartCharts platform
Programme payment
Activity records
Customer IDs
Warehouse
Ideal setup
Ideal tracking
Ideal video tracking
Learn to Trade funnel
SmartCharts platform
Warehouse
Ads and search
Meta, Google, TikTok, organic
Websites
Learn to Trade site, SmartCharts site
Event funnel pages
GoHighLevel
Event pages and forms
Lovable, data saved in Supabase
Paid seat
Stripe checkout
Free virtual place
WebinarFuel
Contacts, reminders, sales
GoHighLevel, Aircall, Salesforce
Login portal
accounts, subscriptions, billing
SmartCharts app
the hub for every section
App services
Learn, Unlimited Wealth, Trade Compass, Coaching
Salesforce
the customer record
Chargebee
billing
Collyctor
billing
Vimeo and GoToWebinar
video views, webinar attendance
Customer ID link
funnel IDs join the
customer record
Recommended
Programme purchase
creates an account
and grants access
Recommended
Fivetran
copies each source
Snowflake
raw copies
dbt models
cleaned, defined once
Metabase
dashboards
loads
builds
reads
via Fivetran
Salesforce, billing, app databases
Entry
Landing
Event choice
Booking
Payment
Reminders
Attend and buy
1
2
3
4
5
6
7
Journey
Records
Tracking
Ad click
Meta, Google, TikTok
Search or link
search, email, SMS
Website
LTT and SmartCharts
GoHighLevel page
go pages
Event page
Lovable, UK and AUS
Paid seat?
Books a paid seat
city event
Registers free
virtual event
Pays for a seat
£19 Live Trading Day
Thank-you page
after either branch
Confirmations
email, WhatsApp, SMS
Attends
event or webinar
Buys a programme
call, invoice or link
Ad platforms
clicks, conversions
WordPress
UTM cookies
GoHighLevel
visits, attribution
Supabase
events, sessions
Supabase
bookings
Supabase
registrations
Stripe
checkout, payment
WebinarFuel
registrant
GoHighLevel CRM
contact, appointment
Reminder flows
GHL and WebinarFuel
GHL pipeline
stages, Aircall calls
Salesforce
leads
Campaign code (UTM)
Click IDs
GA4
Google Ads
Meta pixel
TikTok pixel
GoHighLevel analytics
Hotjar
Wistia, YouTube, Vimeo
PostHog and replay
GA4 and server relay
Meta server-side
Page views: server-side
Events: PostHog
Site events: PostHog
Purchase: dataLayer
Ads value: ticket price
Clean thank-you URLs
Meta purchase
Email clicks: tracked
WebinarFuel emails
WhatsApp replies
WebinarFuel attendance
Aircall calls
GHL sales stages
Yes
No
Vimeo
every video play
SmartCharts website
smartcharts.net
Login portal
login.smartcharts.net
SmartCharts app
app.smartcharts.net
Learn
courses, lessons
Unlimited Wealth
webinars, bookings
Account and billing
inside login portal
Trade Compass
trading plans
Coaching
coaches, sessions
Charts and tools
trading terminal
Learning API
own DB: lesson progress
Unlimited Wealth API
events, bookings
Account API
profile, entitlements
Trade Compass API
own DB: plans
Coaching API
own DB: schedules
FX Blue platform
outside Salesforce
Salesforce
customer, subscription, webinar event, booking, sale, products and prices
Broker accounts
Capital Index
GoToWebinar
webinar attendance
Chargebee
billing rail 1
Collyctor
billing rail 2
Recommended
opens a section
keyed by customer
reads and writes
reads and writes
keyed by customer
keyed by customer
webinar keys
plan IDs
plan IDs
Enrolment at payment
login portal profile
purchase option picked
Salesforce prices it
one price, two plan IDs
Chargebee and Collyctor
Which
billing rail?
Chargebee
captures the card
billing rail 1
Collyctor
captures the card
billing rail 2
Recommended
Billing IDs saved
on the portal user
and in Salesforce
Access granted
Activity
Warehouse reach
Stored in
Video plays, seeks, completion
Vimeo
Lesson progress
Learning database
Webinar bookings and attendance
Salesforce and GoToWebinar
Live booking updates
PubNub, live only
App section views
Zendesk and Google Analytics
Workspace and disclaimers
Login portal session store
Trading plans
Trade Compass database
player bridge
yes, keyed by customer
yes
read from Salesforce
PostHog events
PostHog events
yes, keyed by customer
Funnel IDs
Bridges
SmartCharts IDs
Visitor and session IDs
event pages, journey tracker
PostHog person
event pages
Campaign code (UTM)
carried through the journey
GA4 client ID
funnel GA4 property
Stripe checkout and customer
paid seats and programmes
GoHighLevel contact ID
CRM contact
Customer map
one row per person,
every ID attached
Recommended
Email address
captured at booking
and at checkout
Recommended
Salesforce account ID
the customer key, used by
login portal, Learning,
Unlimited Wealth, Coaching
and Trade Compass
Portal user ID
mapped to account
Billing IDs
saved on customer
App services
use the account ID
Vimeo viewer
via player bridge
GA4 on the app
via PostHog
transaction ID is the checkout session
contact ID on many payments
sync to Salesforce
dbt models
Web and product
GA4
Google Search Console
PostHog
Supabase (UK and AUS)
SmartCharts app databases
WordPress forms
Zendesk
Sales and payments
Stripe
Chargebee
Collyctor
Salesforce
GoHighLevel
Aircall
Events and video
WebinarFuel
GoToWebinar
Vimeo
Wistia
YouTube
Ads and partners
Google Ads
Meta Ads
TikTok Ads
FX Blue
Capital Index
Fivetran
copies each source
on a schedule
Snowflake
raw copies
Personal data stays here
Staging
one model per table
Intermediate
joins and rules
Marts
metrics defined once
Metabase
dashboards
read marts only
reads
Entry
Landing
Booking
Ticket
Reminders
Attend
Sales
App
1
2
3
4
5
6
7
8
Journey
Ad click
Meta, Google, TikTok
Search or link
search, email, SMS
Website
LTT and SmartCharts
GoHighLevel page
go pages
Event page
Lovable, UK and AUS
Books a place
paid or free
Pays for a seat
Stripe checkout
Thank-you page
after either branch
Confirmations
email, WhatsApp, SMS
Attends
webinar or event
Sales call
Blueprint, Aircall
Buys a programme
call, invoice or link
Signs in
login portal
Uses the app
learn, coach, videos
Upsell, renewal
subscription, add-on
PostHog
PostHog
main collection layer, client-side events from every page
events carry bridge IDs: booking, checkout, contact, user and viewer
Parallel trackers
GTM dataLayer
web container
Server-side GTM
GA4, conversion APIs
GA4
web analytics
First party
own tracking, IDs
Source systems
Supabase
bookings, registrations
Stripe
tickets, invoices
GoHighLevel
contacts, messages
WebinarFuel
attendance, watch time
Salesforce
opportunities, sales
Subscriptions
Chargebee, Collyctor
Aircall
calls
App databases
accounts, lessons
BigQuery
GA4 export
Fivetran
every source
Warehouse
Snowflake
raw layer
Payment bridge
payments to Salesforce
Customer map
joined on bridge IDs
Activation
reverse ETL sync
Metabase
journey analytics
Ad platforms
conversions with value
Salesforce
fields and segments
GoHighLevel
segments for workflows
PostHog
properties and events
visitor ID, UTM
booking ID
transaction ID
message ID
registration ID
contact ID
user and viewer ID
export
PostHog export
raw connector
reads
sync
App
First party
Vimeo
Warehouse
Signed-in customer
SmartCharts app, LMS
customer ID known
Vimeo player
lesson, coaching, live
embedded in our pages
Player bridge
Vimeo Player SDK in our page
video ID, seconds, viewer ID
Recommended
PostHog
video start, progress,
complete, with the person
Collector
app API or Supabase function
first-party endpoint
Video views table
customer ID, video ID,
viewer ID, seconds watched
Vimeo analytics
plays and completion
by Vimeo viewer
Vimeo
daily export
video and viewer data
Fivetran
copies all three
on a schedule
Snowflake
raw layer
Stitched views
completion
per customer
events
customer ID and viewer ID
writes
Vimeo's own tracking
export
join on viewer ID
Journey
Data
Recommended
Proposed
Main record