How to use
To easily locate any item in Trackingplan, you can use the search bar. You’ll find it at the top of your dashboard.
You can refine your searches by using the advanced filters. These will allow you to search beyond name matches.
The advanced filters you can use are the following:
- Current Status: Find items by their current status (OK, New, and Warn).
- Label: Find items by the hashtags you have used to describe them in the notes section (#P0, #purchasefunnel #onboarding). You’ll find more details about labels and how these can help you make your searches even more simple at the end of this page.
- Name Contains: Find those items that match the entered string.
- With Property: Find those events that have the selected property.
- Without Property: Finds those events that do not have the selected property.
- Source Name: Filter those items that come from a certain source.
- Yesterday Hits Range: Select a range of hits to search for those items that meet the condition.
- Has Description: Find items with description only.
- Has Label: Find items that have labels only.
- Is Starred: Find your items marked as starred only.
Moreover, you can also search properties based on the types and required constraints we support. For it, you can use the following filters:
- has_type: boolean | number | string | array | object | regex | enum | any.
- has_constraint: required | present | optional | conditional.
To use these filters in a more advanced way, you can configure your own advanced searches using operators like && and || to do a deeper search.
Using filters to modify your results will make the search process more efficient and effective. You can learn more about them in this demo (in Spanish).
To search across all of your destinations, you can use the Quick Find option.
While the Search bar is useful for locating items within a destination, the Quick Find option helps you identify items across destinations.
The Quick Find feature is located on the upper lefthand side of your Trackingplan dashboard. You can also use the keyboard shortcut Ctrl+K to open it.
You can learn more about how to use it in this demo (in Spanish).
To make searching even more simple, you can customize your events and properties with #labels to create categories (e.g. #onboarding, #salesFunnel, #debug) on your notes section. This will allow you to find items quickly in your digests and when using the search bar.
You can create labels on your events, properties, user attributes, and acquisition data. While the possibilities are endless, let’s see some useful examples:
- #BUG: Use this label to easily spot in your searches bugs that are currently reported.
- #TEAM: Use this label to ensure every department is aware of its responsibilities for seamless collaboration across all teams (#DEV, #PRODUCT, #MKT), or squads (development teams) to encourage the ownership of the analytics generated by their developments.
- #ECOMMERCE: You can use this label to define events belonging to the same funnel or critical path.
Moreover, labels also allow you to set up personalized digests to make sure only the right information goes to the right people. In this sense, you could create personalized digests with the label #BUG that, for instance, only developers would receive; create tailored digests for each of your teams and departments, etc.
Learn more about personalized digests here.