What's a Tracking Plan?

A tracking plan clarifies what events to track, where those events live in the code base, and why those events are necessary from a business perspective. Prior to Protocols, tracking plans typically lived in a spreadsheet. The tracking plan served as a project management tool to align an entire organization around data as the basis on which to make decisions. The tracking plan helps marketers, product managers, engineers, analysts, etc. get on the same page. It represents the single source of truth for what data to collect and why.

The tracking plan has been so instrumental in helping organizations reclaim their own data efforts that we invested years of product development to create Protocols.

In the following, we share how to build a tracking plan from the ground up using a Google Sheet template. Note that you can use any tool to create the tracking plan!

Tracking Plan Google Sheets Template

To help you get started, we developed a Tracking Plan template in Google Sheets. The template includes all of our semantic specs including eCommerce, B2B SaaS, Mobile and Video, and a collection of common properties.

We highly recommend you start by defining your business objectives, and have included a template in the Goals tab to guide that process.

With your business goals defined, start by defining how you want to track Page/Screen, Identify and Group events. Most customers use default page tracking and skip over that tab. The identify tab is where you specify which user traits you intend to collect like first_name, last_name, email, etc. Read more about the identify call below.

From there, we recommend you specify Track events in the Track (Custom) tab. Note that we pre-created events with varying numbers of grouped properties (1 Prop Event, 2 Prop Event, etc). While more challenging to manage at first, this structure allows you to use the Minimize Rows button at the top to organize and view all events.

Once completed, the Google Sheet tracking plan can be shared with your stakeholders to either review, comment, edit or simply reference for implementation. And if you decide to purchase Protocols in the future, you’ll be able to upload the tracking plan into Segment via the Config API.

Identify your users

The .identify() call is important, because it updates all records of the user with a set of traits. But how do you choose which traits to include?

Here is a sample .identify() call (with analytics.js) for Segment:

analytics.identify({
  name: 'Kanye West',
  email: 'kanye@iamawesome.com',
  login: 'kanyew',
  type: 'user',
  created: '2016-11-07T16:40:52.238Z',
});

The traits represent dimensions in your data that you can group or pivot on. For example, in the above, you can easily create cohorts of all types that are users or accounts created within a time window of your choosing.

Define your Track events

After you’ve documented your event naming and collection standards it’s time to add events to your tracking plan. We recommend starting with fewer events that are directly tied to one of your business objectives. This focused effort helps avoid a situation where you become overwhelmed by endless number of possible actions to track. As you get more comfortable, you can add more events to your tracking plan that can answer peripheral questions.

At Segment, we started out tracking these events:

  • User Signed Up
  • Source Data Sent
  • Subscription Started

Then we added some peripheral events to to better understand how we’re performing, for the following reasons:

  • User Invited When users invite more people to their organization, it’s a good indicator that they’re engaged and serious about using the product. This helps us measure growth in organizations.
  • Destination Enabled Turning on an destination is a key value driver for our customers.
  • Debugger Call Expanded When we see that a certain customer has used the live event stream feature a number of times, we can reach out to see if we can help them debug.

For an ecommerce company, however, the main events might be something like:

  • Account Created
  • Product Added
  • Order Completed

Note that Segment has a set of “reserved” event names specifically for ecommerce, called our ecommerce spec. Check it out to see which events we cover and how they are used in our downstream destinations.

For a community, on the other hand, there is an entirely different set of actions that indicate engagement, listed in the below pyramid. For example, a community like GrowthHackers may want to track actions like:

  • Content Viewed
  • Content Shared
  • Comment Submitted
  • Content Produced
  • Content Curated

With this, they’re able to measure key metrics around engagement and understand how users are moving towards their ultimate conversion event: curation content for others. For more information, check out this article from GrowthHackers about the events they track and why.

Define your Track event properties

Each .track() call can accept an optional dictionary of properties, which can contain any key-value pair you want. These properties act as dimensions that allow your end tool to group, filter, and analyze the events. They give you additional detail on broader events.

As mentioned earlier, events should be generic and high level, whereas properties are specific and detailed. For example, at Segment, Business Tier Workspace Created is a horrible event name. Instead, we used Workspace Created with a property of account_tier and value of business :

analytics.track('Workspace Created', {
  account_tier: 'business'
})

Similar to the traits in the .identify() call, the properties provide you a column that you can pivot against or filter on in your analytics tools or allow you to create a cohort of users in email tools.

There also shouldn’t be any dynamically generated key’s in the properties dictionary, as each key will create a new column in your downstream tools. Dynamically generated key’s will clutter your tools with tons of data that will make it difficult and confusing to use later.

Here is Segment’s Lead Captured .track() call:

analytics.track(userId, 'Lead Captured', {
  email: 'email',
  location: 'header navbar'
  url: 'https://segment.com/'
});

The high level event is Lead Captured and all of the details are tucked into the properties dictionary. In our downstream tools, we’ll be able to easily look at how many leads were captured in different locations on our site.

If you want to learn more about how properties are used by downstream tools, check out The Anatomy of a Track Call.

Want a free consultation from our Customer Success Managers on how they simplify our customer’s analytics? Request a demo of Segment.


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