Sharing

What is Trackingplan

Overview

The Trackingplan Way

Automonitoring

Events

Properties

User Attributes

Pages

Acquisition

Platform Metrics

Automated Alert System

Warnings & Updates

Pixel Monitoring

Privacy Monitoring

Naming Conventions Monitoring

Discover Releases

Data Validation

Digests

Getting Started

Installing Trackingplan

For Websites

Webhooks

For Apps

For ssGTM

Post-Install Warm-Up

Inside Trackingplan

Dashboard

Health Summary

Starred Items

Reports

Data Explorer

Tracks Explorer

Root Cause Analysis

Presence Map

Advanced Reports

Session Finder

Privacy Report

Change History

Settings & Members

Destinations

How to…

Manage Warnings

Mute Warnings

Debug Warnings

Attribution

Customize Warnings

Ensure Privacy

Privacy Report

Cookies & Consent

Consent Mode

Privacy by Design

Marketing Observability

Campaign Validation

Pixels Summary

Enhance Collaboration

Sharing

Notes & Labels

Personalized Digests

Extend detection

Sharing

Let’s see what options Trackingplan provides you when it comes to sharing:

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In a rush? Skip the reading and watch this quick video instead 👇

Share your tracking plan

If you want to share your tracking plan with developers or other people in your organization without giving them editing permissions, you can use a permalink.

This way, if a user accesses your tracking plan via a permalink, they will be identified automatically as a Viewer, without the need to register it as a new user.

For it, just click on the share button you’ll find at the top of your dashboard.

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

Export as CSV

Another option for sharing is to export your tracking plan as a CSV to export your tracking plan data, share it, and manipulate your data however you’d like to.

The information provided in our CSV will enable you to see not only the daily hits of your events but also the properties and the specifications defined for each of them, such as their type and required constraints.

Moreover, you can also export your Pixels Summary as CSV.

Share events

If you just need to share a specific event with other members of your organization, click on the share icon on the bottom right of the event.

You can either choose to share the link of that event or copy the event specifications to a clipboard in text format.

Copy Event Specifications: This will export your event specifications in text format.
Share link to this event: This will create a link only to that event so you can share it with other members of your organization without making them register as new users.

Share lists of warnings

By filtering your warnings by category and type in your Overview Tab, you can send those lists to the team in charge of fixing them so they can focus on addressing specific issues efficiently.

For it, just group your warnings by their category (specification/traffic) and type you’d like to tackle for the moment and click on the share button you’ll find at the top of your dashboard.

The permalink generated will only show the list of warnings you’ve previously selected.

Share precise views in your Data Explorer, Tracks Explorer, and Track Sidebar

Whether you’ve filtered a set of tracks in your Tracks Explorer or created a custom Data Explorer view, any user (even external ones) can access filtered custom views directly in read-only mode!

For it, just click on the share icon. This will generate a unique, shareable link of that exact filtered view you’ve created.

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Enhance Collaboration

Notes & Labels