The Protocols Tracking Plan

A Tracking Plan is a data spec outlining the events and properties you intend to collect across your Segment Sources. Crafting a comprehensive Tracking Plan takes time and effort across a range of teams within your organization, and a deep understanding of your business objectives. Once created, the Tracking Plan becomes a highly valuable resource for both the engineers instrumenting Segment and all consumers of the data flowing through Segment. You can learn more about data quality best practices in the Protocols docs.

When building a Tracking Plan, it’s best to start with the key metrics that drive value for your business. Key metrics may include new user signups, top line revenue, product use and more. With key metrics defined, it becomes much easier to define which user actions help track or improve those key metrics. Each user action maps to a distinct event, or Track call, that you will track in Segment. The Tracking Plan can also validate Identify, Page and Group calls.

The Segment Tracking Plan feature allows you to validate your expected events against the live events that are delivered to Segment. Violations generate when an event doesn’t match the spec’d event in the Tracking Plan.

Tracking Plans are stored in workspaces and can be connected to one or more Sources.

Create a Tracking Plan

To create a new Tracking Plan:

1. Contact your Segment account team to enable the Protocols features in your workspace.
2. Once enabled, click Protocols in the left bar navigation.
3. Click New Tracking Plan.
4. Add events, properties, traits and filters in the Tracking Plan editor.
   You’ll see an option to import events and traits to your Tracking Plan that your source received in the last 24 hours, 7 days or 30 days. This option is great if you want to get started with your current events.

Copy a Tracking Plan

To create a copy of an existing Tracking Plan:

1. Click Protocols in the left navigation bar.
2. On the row of the Tracking Plan you want to copy, open the contextual menu(…), and select Duplicate Tracking Plan.
3. Enter a name for the new Tracking Plan instance, and click Duplicate.

Download a Tracking Plan

To download a Tracking Plan:

1. Click Protocols in the left navigation bar.
2. On the row of the Tracking Plan you want to download, open the contextual menu(…), and select Download Tracking Plan.
3. A toast pops up on the top of the page, with the message “Your file is processing. When your file is ready it will be available to download from the Download History page.”
4. Open the Download History page by clicking the link in the toast or clicking the Download History tab in the top navigation bar.
5. Once the file status column indicates that the download was successful, click the link in the File column to download your CSV to your computer. If the file status column shows the download has failed, return to the Tracking Plan Overview page or the Tracking Plan page and try the download again.
   The Tracking Plan CSV name has the following format:
   workspaceSlug-trackingPlanName--yyyy-mm-dd--hh-mm-utc

The columns in the Tracking Plan CSV file corresponds to the Tracking Plan UI options. For example:

• Allowed Property Values: In the Tracking Plan UI, when the property type is ‘String’, you have the option to add a list of permitted values.
• Enum Values: When the property type is ‘Enum’, you have the option to add a list of permitted values.

Once you’ve downloaded a Tracking Plan, you can upload it as a template for a new Tracking Plan or use it to make changes to an existing Tracking Plan.

Upload a Tracking Plan

You can create a Tracking Plan or make changes to an existing Tracking Plan by uploading a CSV that contains the rules and events you’d like to track. Segment provides a Tracking Plan template file that you can download during the import process, or you can download an existing Tracking Plan to use as your template.

Create a new Tracking Plan

To create a new Tracking Plan by uploading a CSV file:

1. Click Protocols in the left navigation bar.
2. Click New Tracking Plan.
3. Click the Import… button and select From CSV.
4. Download the Tracking Plan template CSV and fill in the template file with your new Tracking Plan rules, or download an existing Tracking Plan.
5. Once you’ve filled in the provided template or made changes to your downloaded Tracking Plan, add your CSV file to the file uploader and click Upload.

After uploading your CSV file, you are redirected to the Upload & Download History page while the upload is in progress. If the CSV upload fails, you’ll be able to either view the error directly in the Reports column on the Upload & Download History page or download the error_report.csv file that corresponds to the Tracking Plan you uploaded.

Update an existing Tracking Plan

To update a Tracking Plan by uploading a CSV file:

1. Click Protocols in the left navigation bar.
2. On the row of the Tracking Plan you want to edit, open the contextual menu(…) and select View Tracking Plan.
3. Select Edit Tracking Plan.
4. Click the Import… button and select From CSV.
5. Download the Tracking Plan template CSV and fill in the template file with your new Tracking Plan rules, or download an existing Tracking Plan.
6. Once you’ve filled in the provided template or made changes to your downloaded Tracking Plan, add your CSV file to the file uploader and click Upload.

After uploading your CSV file, you are redirected to the Upload & Download History page while the upload is in progress. If the CSV upload fails, you’ll be able to either view the error directly in the Reports column on the Upload & Download History page or download the error_report.csv file that corresponds to the Tracking Plan you uploaded.

Delete a Tracking Plan

To delete a Tracking Plan:

1. Open the Segment app and click Protocols.
2. On the row of the Tracking Plan you want to delete, open the contextual menu(…) and select Delete Tracking Plan…
3. On the “Delete Tracking Plan” popup, click Delete.

Edit a Tracking Plan

The Tracking Plan editor is organized as a spreadsheet to help you add new events and properties, and edit the relevant fields for each. Like a spreadsheet, you can navigate across cells in a single event with your arrow keys and press enter to edit a cell.

Add a new Track call

To add a new Track call:

1. Click Add Event to add a new row.
2. Click into the row to add an event name and description. The event name strictly validates the name passed in your Track calls. Casing, spacing and spelling matter.

Add a Track call property

To add a Track call property:

1. Click on the (+) next to the event name to add a new row below the event name.
2. Click into the row to add the property name and also specify the description, status, data type and permitted values when applicable.
   • You can use your keyboard arrow and enter keys to navigate across the cells, or use your mouse.

Add a Track call object or array property

Segment supports object and array data types in the Tracking Plan editor. These complex data structures have limited use cases and should be used sparingly as some destinations aren’t able to ingest the data structures. To add an object or array:

1. Create a new property row and set the Data Type to Object or Array.
2. Click the (+) next to the property name to add key value pairs in the object, or objects to an array of objects.

Add Identify or Group traits

You can define which traits you expect to see passed in Identify or Group calls like how you would add Track calls to the Tracking Plan. Navigate to the Identify or Group tab in your Tracking Plan and click the (+) button to add a new trait.

It’s best to keep traits optional because Identify and Group are often called and pass only new or changed traits, because Segment’s client-side libraries (analytics.js, Swift, Kotlin) cache traits in local storage. See the Identify Best Practices to learn more.

Remove a source from your Tracking Plan

To remove a source from your Tracking Plan:

1. Click Protocols in the left navigation bar.
2. Find the Tracking Plan you’d like to remove a source from, then select the source icon in the Connected Sources column.
3. On the list of sources connected to your Tracking Plan, find the source you’d like to remove from your Tracking Plan and click Disconnect.
4. Review the “Disconnect source from Tracking Plan” popup and click Disconnect.

Add a label

You can apply key:value labels to each event to help organize your Tracking Plan. These labels are helpful when multiple teams are managing a single Tracking Plan, or if you want to specify a priority, platform, product, or similar meta-data for each event. You can filter by label from the Tracking Plan, Schema, Data Validation and Violations Summary views.

For consistency purposes, it’s best that you create a standard way of labeling events and share it with all parts of your organization that will use Segment.

Filter events in the Tracking Plan

You can filter the Tracking Plan events by keyword or by label. The applied filter generates a permanent link so you can share specific events with teammates. Label filters also persist after you leave the Tracking Plan.

Edit underlying JSON Schema

Protocols Tracking Plans use JSON Schemas to validate Segment event payloads. To support a broader range of validation use-cases, Segment lets you to edit your underlying JSON schema.

You can edit the JSON schema for each Track event listed in the Tracking Plan, and a common JSON schema definition that applies across all events.

Track event JSON schema

Each Track event in the Tracking Plan has a separate JSON schema definition to validate the properties in that event. To edit, click on the overflow menu next to each event row in the Tracking Plan.

Common JSON schema

The Tracking Plan also uses a common JSON schema definition that applies to the entire payload of every event sent from sources connected to the Tracking Plan.

The common JSON schema definition is unique for each Tracking Plan. An example use of this feature is to validate that all Track, Identify and Page events sent to Segment include a context.device.advertisingId property. This validation ensures that every Segment call has a userId, anonymousId, and context object with a nested "device": { "advertisingId": "e23sfsdf"} object.

{
    "$schema": "http://json-schema.org/draft-07/schema#",
    "type":"object",
    "properties": {
      "context": {
        "type": "object",
        "properties": {
          "device": {
            "type": "object",
            "properties": {
              "advertisingId": { "type": "string" }
            },
            "required": ["advertisingId"]
          }
        },
        "required": ["device"]
      },
      "anonymousId": {
        "type": "string"
      },
      "userId": {
        "type": "string"
      },
      "properties":{
        "type": "object",
        "properties": {
          "primary_business_unit": {
            "type": "string"
          }
        },
        "required": ["primary_business_unit"]
      },
      "traits":{
        "type": "object",
        "properties": {
          "first_name": {
            "type": "string"
          },
          "last_name": {
            "type": "string"
          },
          "email": {
            "type": "string"
          }
        },
        "required": ["email"]
      }
  },
  "required": ["context","anonymousId","userId","traits"]
}

To edit the common JSON schema:

1. Click the (…) at the top of the Tracking Plan editor and select Edit Common JSON Schema.
2. Enter your new JSON schema and click Update JSON.
3. Once you’ve saved and merged your JSON schema changes, go to the Settings tab for your source.
4. Click Schema Configuration in the navigation and go to the Advanced Blocking Controls section to define specific blocking behavior for common JSON schema violations.

To edit the common JSON schema using the Public API, you’ll need to add your new JSON schema under the "global": object.

Extend the Tracking Plan

Some customers prefer to manage the Tracking Plan with outside tools and resources. See the APIs and extensions section to learn more.

Tracking Plan Event Versioning

Segment offers Tracking Plan Event Versioning if you use Protocols to manage mobile sources, or to help you centrally manage a Tracking Plan for multiple teams. With Event Versioning, you can create multiple versions of an event definition, and validate events using a version key included in the Track event payload.

This can be helpful for mobile developers who might have several released versions of their app sending data at the same time. For example, a new mobile app release might add a new required property to an event like Order Completed. In this scenario, if you updated the Tracking Plan, all Order Completed events from your old mobile app versions would be invalid, because some customers won’t have updated to the latest version yet. Instead, with event versioning, you can allow validation of both the old and new versions of an event at the same time. When you’re ready to deprecate those old event versions, you can delete the version in your Tracking Plan.

For example, say you want to add subtotal as a required property to your Order Completed event. You would start by adding the required property to the event in the Tracking Plan as shown in the example below.

Create a new event version

With event versioning, you can now create multiple versions of the event definition as shown in the example below. To create a new event version, click into the overflow menu for an event and select Add Event Version.

Dynamically validate Track events against an event version

To ensure the Track events you send to a Segment source validate against the correct event version, you need to instrument your events to include a context.protocols.event_version key and version value. The version value must pass as an integer, and should match the number shown in the Tracking Plan version tab. In the example below, the version number would be 2.

Next, add the event version number to the context object. For analytics.js Track calls, you would instrument the event as in the example below. Note how the JSON objects for context, protocols, and event_version are nested.

analytics.track('Order Completed', {
  subtotal: 23,
  products: [{
    product_name: 'Air Balloon',
    product_id: '32rd9jfs'
  }],
  order_id: '2df90eiwc9wjec',
  revenue: 33
}, {
  context: {
    protocols: {
      event_version: 2
    }
  }
});