Trackingplan | Settings

In your Settings & Members section, you’ll be able to manage everything you need from your dashboard. From seamlessly inviting new members, to crafting note templates, controlling your daily digest, setting global warnings, and much more —all in one place.

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.

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Learn more about how to split destinations by account ID here.

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.

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Learn more about Trackingplan’s Digests here.

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.

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Learn more about how to master data observability with Trackingplan’s Personalized Digests here.

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.

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Learn more about how to use Trackingplan's Notes Templates to optimize team collaboration here.

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.

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If these default tolerance levels do not meet your needs, you can always request custom tolerances tailored to your specific requirements. To enable this feature, simply contact our support team.

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”.

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Learn more about all the errors and updates Trackingplan notifies you about here.

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.

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Learn more about sharing here.

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.

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