Use tracking plans to organize and manage event instrumentation across the pages of a channel or product.
How tracking plans work
A tracking plan groups the pages and events that belong to a single channel or product. Because a channel or product typically spans multiple pages, creating a tracking plan first gives you a structured scope for managing all instrumentation underneath it.
Manage tracking plans
Page layout
The Plan Management page has four main areas:
Application filter: Shows tracking plans across all applications in the current organization by default. Filter by application to narrow the list to a specific app.
Search box: Search for tracking plans by keyword.
Action area: Click the button to create a new tracking plan.
Plan list: Displays all tracking plans and their details. Click Select display columns to choose which fields to show. Click a plan name to open its Event Management page, where you can add, edit, and delete events.
Create a tracking plan
Click New tracking plan. A dialog box appears.
Fill in the following fields:
Plan name: Enter a name for the tracking plan.
Owner: Defaults to the current user. The owner administers plan permissions—approving or rejecting permission requests from other users, and directly granting access when needed.
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Maintainer: Defaults to the current user. Select other users in the organization to co-maintain the plan.
Click OK to create the plan.