Settings & Members

What is Trackingplan

Overview

The Trackingplan Way

Automonitoring

EventsPropertiesUser AttributesPagesAcquisitionPlatform Metrics

Automated Alert System

Warnings & UpdatesPixel MonitoringPrivacy MonitoringNaming Conventions MonitoringDiscover ReleasesData ValidationDigests

Getting Started

Installing Trackingplan

For WebsitesWebhooksFor AppsFor ssGTM

Post-Install Warm-Up

Inside Trackingplan

Dashboard

SearchHealth SummaryStarred ItemsReports

Data ExplorerTracks ExplorerRoot Cause AnalysisPresence MapAdvanced ReportsSession Finder

Privacy ReportChange HistorySettings & Members

Destinations

How to…

Manage Warnings

Mute WarningsDebug WarningsAttributionCustomize Warnings

Ensure Privacy

Privacy Report

Consent Mode Privacy by Design

Marketing Observability

Campaign ValidationPixels Summary

Enhance Collaboration

SharingNotes & LabelsPersonalized Digests

Extend detection

TagsChrome ExtensionData Layer Audit Explore your Data

Catch pre-launch errors

EnvironmentsRegression Testing

Multi-Account Management

Plans OverviewJSON Export/ImportSplit Destinations

Others

Google Spreadsheet App

Trackingplan Public API

Supported Trackers

SDK Update

Release Notes

Privacy and Security

Settings & Members

Destinations

Destinations are third-party services you send your event data to, like Google Analytics, Amplitude, or Mixpanel. Trackingplan automatically detects all the destinations you’re sending your data to, without the need to add them manually.

In the Destinations section in your settings, you’ll be able to enable or disable them according to your preferences.

Moreover, you’ll also be able to view and individually manage your ID accounts, grouping them under a single destination, making them function independently, or disabling them to block traffic from reaching your dashboard.

Digests Settings

The Digests section in your settings is where you can enable or disable the daily and the weekly summaries you want to receive. You can also enter the email addresses of the team members you want to be receiving these summaries.

To add recipients, simply enter one email address per line.

Personalized Digests Settings

The Personalized Digests section in your settings is where you can set up personalized digests to ensure only the right information goes to the right people.

Notes Template Settings

With Trackingplan’s notes template, you can define the parameters that are required when filling out any of your event or property descriptions.

For it, just edit the template with all the elements needed to foster the understanding of all the different teams involved in the data collection process and save the changes.

Warning Settings

Here you can see your tracking plan’s global settings to make changes to your current configuration as needed.

Moreover, Trackingplan provides customizable traffic warning tolerances for Traffic Drops and Traffic Peaks using the following levels:

• Low (Strict): By setting a low tolerance, warnings will be triggered at the slightest variation, making it ideal for monitoring critical events.
• Medium (Default): Offers balanced monitoring, reducing the risk of false positives while maintaining reliable alerts.
• High (Lenient): By setting a high tolerance, warnings will only be triggered in extreme cases, minimizing disruptions. Ideal for less critical events, such as optional user interactions, where variations are less significant.

These warnings and tolerances can be set globally, per event, or for acquisition dimensions (e.g., campaigns, landings). Just navigate to it and click on “Customize Warnings”.

Destination Validation Settings

Trackingplan automatically implements a first set of validation functions to verify certain values and their limits in Google Analytics.

These Google Analytics Implementation Warnings will be activated automatically whenever Trackingplan detects hits for that provider but are also customizable, allowing you to disable them through your settings at any time.

Sharing Settings

In the Sharing section of your Settings menu, you can choose to show or hide daily hits and property samples from users who access your tracking plan through a shared permalink.

Plan Alias Settings

If you have multiple tracking plans in your account, aliases are an easy way to quickly identify each individual tracking plan in your dashboard. You can add or edit an alias for each one in your Settings menu.

Team Members Settings

The Team Members Settings section allows you to effortlessly add new team members and allocate their roles and permissions within your Trackingplan account.

There are three different roles that allow users varying permissions in your Trackingplan account.

• The Admin role allows team members to make changes to the workspace settings and preferences, invite new members, and edit the tracking plan. Admins are also the only members who can remove other members from the team.
• The Editor role allows team members to make edits to the tracking plan but does not allow them to edit the workspace settings and preferences. Editors cannot invite new members to the workspace.
• The Viewer role allows team members to view the tracking plan only. They can’t make any edits or invite new members.