Webhooks

Webhooks

Installing Trackingplan using Webhooks

If you use Segment or Amplitude, another possibility is to install Trackingplan as a CDP destination:

Installing Trackingplan as a Segment Destination

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Your Trackingplan’s Segment Webhook will be automatically generated in your install page (https://panel.trackingplan.com/plans/YOUR_TP_ID/install). In there, go to the Installing Trackingplan using Segment section and click on Copy URL to copy the autogenerated Trackingplan Segment Webhook. You will use it in a later step.
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To create and configure a new Webhook (Actions) destination, follow these steps:

  1. Log in to your Segment account and your workspace.
  2. On your Catalog page, search for "Webhooks Actions" and click on the Webhooks (Actions) destination you’ll see in your search results.
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  3. Then, click on the Add destination button.
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  4. Pick the source you’d like to use with Trackingplan. If you want to add more than one source, you can repeat this process. Then click Next.
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  5. Name your destination (e.g. Trackingplan), select Fill in settings manually (default), and, to finish this step, click on Create Destination.
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  6. Next, select the Mappings tab for your destination and click on New Mapping.
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  7. Click on Send when it pops out.
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  8. Next, on step 1 (Select events to map and send) configure a rule to define what events will be sent.
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  9. Skip step 2, and configure step 3 (Select mappings) using the following settings. Here is where you’ll need to add the Webhook URL you copied from your /install page before.
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  10. Save your settings and enable the destination on the Settings tab.
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  11. Finally, click on the Delivery Overview tab to check if tracks are being sent correctly.
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All set! If you have any other questions or problems during the process, don’t hesitate to contact support.

Installing Trackingplan in Amplitude CDP

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Your Trackingplan’s Webhook URL for Amplitude will be automatically generated on your install page (https://panel.trackingplan.com/plans/YOUR_TP_ID/install). In there, go to the Installing Trackingplan using Amplitude section and click on Copy URL. You will use it in a later step.

With it, you will need to create a new Webhook Destination in your Amplitude Data account and add your Trackingplan Endpoint as the URL, making sure to enable filtering for all events. Let’s go through this process in more detail:

  1. Login into your Amplitude Account and Go to the Data section of your dashboard:
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  2. Click on Connections → Destinations → Add Destinations
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  3. Select Webhook from the Catalog
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  4. Set a name to identify the connection (e.g.: Trackingplan).
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  5. Add your Trackingplan Webhook URL, select All events at the events filter, and enable the Destination.
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  6. Click Save and confirm with Send Event & Save.
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That’s it! Once you have it configured, your events will appear on your Trackingplan Dashboard within one hour. Just remember to validate Trackingplan is collecting data correctly by following these easy steps.

If you have any other questions or problems during the process, don’t hesitate to contact support. We’ll get back to you as soon as possible.

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