18. diana h. smith
@dianahsmith
Tracking Plan.
Name Why Properties Location
Signed Up
Key event for user
interest,
marketing
conversion
userLogin
type
organizationId
/signup after form
submission
Data Sent
Engagement
metric, how we
measure active
users
ownerId
ownerTrialActive
calls
libraries
integrations
Daily Job sent
from server at
10pm PT
Subscription
Started
Conversion
metric, shows how
people pay us
ownerId
ownerType
ownerEmail
planName
planValue
previousPlan
account billing
page (server side)
19. diana h. smith
@dianahsmith
In code.
_kmq.push([‘record’, ‘Subscription Started’, { planValue : 49.95 }]);
_gaq.push([‘_trackEvent’, ‘All’, ‘Subscription Started’]);
mixpanel.track(‘Subscription Started’, { planValue : 49.95 });
_cio.track(‘Subscription Started’, { planValue : 49.95 });
olark(‘api.chat.sendNotificationToOperator’, {
body : ‘Visitor started subscription.’
});
23. diana h. smith
@dianahsmith
define a naming convention
Account Created signedUp newUser user-created
joined_group signup StartedAccount Signed Up new-user
24. diana h. smith
@dianahsmith
define a naming convention
Account Created
signedUp
newUser
user-created
joined_group
signup
StartedAccount
Signed Up
new-user
27. diana h. smith
@dianahsmith
define a naming convention
What objects do your users interact with?
DataIntegrationSubscription
Project Debugger Event
49. diana h. smith
@dianahsmith
What about pre-signup?
carefully select events
Use page tracking for marketing sites
and “discover event” for conversions.
52. diana h. smith
@dianahsmith
put details in the properties
How many new
subscriptions did we
have today?
What are our most
popular plans?
53. diana h. smith
@dianahsmith
put details in the properties
TRACK EVENT
Subscription Started
WITH PROPERTIES
userId
groupId
ownerType
ownerName
ownerEmail
planName
planValue
54. diana h. smith
@dianahsmith
put details in the properties
Group Project Subscription Started
Group Startup Subscription Started
Group Enterprise Subscription Started
User Developer Subscription Started
User Startup Subscription Started
55. diana h. smith
@dianahsmith
put details in the properties
Group Project Subscription Started
Group Startup Subscription Started
Group Enterprise Subscription Started
User Developer Subscription Started
User Startup Subscription Started
59. diana h. smith
@dianahsmith
Data first.
You’re going to be using a lot of tools that
run on customer data.
Take the time to think through what events
are important from the beginning.
60. diana h. smith
@dianahsmith
Move fast.
Don’t start from scratch.
Clean, consistent data across platforms.
Your whole team on the same page.
62. diana h. smith
@dianahsmith
thank you
Visit segment.com/wmd for downloadable
tracking plan templates & best practices.
Email friends@segment.com with code WMD for
two months FREE on the Segment startup plan
Hit me up at diana@segment.com or @dianahsmith!
I love feedback, ideas, comments and questions.