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Merge pull request #3160 from segmentio/DOC-545-remove-all-mentions-of-the-tracking-plan-google-sheets-from-our-public-documentation
Remove Tracking Plan Google Sheet References [DOC-545]
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src/connections/spec/ecommerce-tracking-plan.md

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Without taking this critical step of mapping out key customer events, businesses often spend too much time revisiting their data model or analyzing impartial data sets. Instead they could spend that time understanding and addressing customers' needs.
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_Want to get started immediately?_ [Download the e-commerce tracking plan template](https://docs.google.com/spreadsheets/d/1TA6qTcDHoZzsG7-C6p5yHGximDxqoNtizguKs7Z0av4/view).
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[Talk to a product specialist today](https://segment.com/contact/sales) _about building a clean, high-quality data spec so you can focus on brand engagement and sales growth._

src/getting-started/03-planning-full-install.md

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title: Planning a Full Installation
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---
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Now that we've shown you Segment in action, let's step back and think through what a full implementation of Segment for your organization would look like. We know that figuring out what events to track in Segment can feel overwhelming. You should expect this planning process to have the following steps:
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Now that you've seen Segment in action, step back and think through what a full implementation of Segment for your organization would look like. Figuring out what events to track in Segment can feel overwhelming. You should expect this planning process to have the following steps:
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- How do people discover, start using, and paying for your product?
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- What are the most important steps in a customer's journey?
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While it may seem obvious, we highly recommend documenting your high-level business objectives (see [the Goals tab in Google Sheet Tracking Plan](https://docs.google.com/spreadsheets/d/1TA6qTcDHoZzsG7-C6p5yHGximDxqoNtizguKs7Z0av4/view) template). More specifically, ask yourself: what are the measurable business outcomes you want to achieve this year? Do you want to acquire new customers? Generate more new sign-ups, drive more incremental revenue among your current customer base?
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While it may seem obvious, we highly recommend documenting your high-level business objectives. More specifically, ask yourself: what are the measurable business outcomes you want to achieve this year? Do you want to acquire new customers? Generate more new sign-ups, drive more incremental revenue among your current customer base?
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The best way to answer this question is to interview stakeholders in your organization who will consume the data.
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When you're first starting out, we recommend that you limit your tracking plan to a few core events, but add lots of properties to provide context about them. We generally see more success with the “less is more” philosophy of tracking data, but you might also decide to take a more liberal “track more and analyze later” approach. Like everything, each alternative has pros and cons that are important to consider especially as it relates to your company's needs.
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If you're having trouble starting out, we recommend that you look at our free [Tracking Plan spreadsheet template](https://docs.google.com/spreadsheets/d/1TA6qTcDHoZzsG7-C6p5yHGximDxqoNtizguKs7Z0av4/view) for inspiration. (We'll talk more about Tracking Plans [below](#develop-a-tracking-plan).)
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### Shortcut! Check if a Business Spec meets your needs
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Segment maintains several "Business Specs", which are recommendations based on your type of business that give recommendations on what to track, what additional traits or properties to collect, and how to format them. The two most common are the B2B (business-to-business) Spec, Ecommerce Spec, and our Mobile and Video specs.
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- **Don't create property keys dynamically:** Avoid creating property names like `"feature_1":"true"`,`"feature_2":"false"` as these are ambiguous and very difficult to analyze
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![](/docs/protocols/images/asset_nVdJ3ZyA.png)
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![An image comparing good and bad naming and collection standards](/docs/protocols/images/asset_nVdJ3ZyA.png)
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Got all that? Great! You're now ready to develop a Tracking Plan.
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<!--Source: /docs/protocols/data-quality/whats-a-tracking-plan/ or /docs/protocols/tracking-plan/ -->
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## Develop a Tracking Plan
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## Develop a tracking plan
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A [tracking plan](https://segment.com/blog/what-is-a-tracking-plan/) clarifies what events to track, where those events live in the code base, and why you're tracking those events (from a business perspective). **A good tracking plan represents the single source of truth about what data you collect, and why.**
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A [tracking plan](https://segment.com/blog/what-is-a-tracking-plan/){:target="_blank"} clarifies what events to track, where those events live in the code base, and why you're tracking those events (from a business perspective). **A good tracking plan represents the single source of truth about what data you collect, and why.**
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Your tracking plan is probably maintained in a spreadsheet (unless you use our tracking-plan tool, [Protocols](/docs/protocols/)), and serves as a project management tool to get your organization in agreement about what data to use to make decisions. A tracking plan helps build a shared understanding of the data among marketers, product managers, engineers, analysts, and any other data users.
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In the next section, we share how to build a tracking plan from the ground up using a Google Sheet template. Note that you can use any tool to create the tracking plan!
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### Using the Tracking Plan Google Sheets template
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To help you get started, we developed a Tracking Plan template in [Google Sheets](https://docs.google.com/spreadsheets/d/1TA6qTcDHoZzsG7-C6p5yHGximDxqoNtizguKs7Z0av4/view).
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The template includes all of our Business-case ("semantic") Specs (which we mentioned [above](#shortcut-check-if-a-business-spec-meets-your-needs)) as tabs, including [eCommerce](/docs/connections/spec/ecommerce/v2/), [B2B SaaS](/docs/connections/spec/mobile/), [Mobile](/docs/connections/spec/mobile/) and [Video](/docs/connections/spec/video/), and a collection of common properties.
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![](images/trackingplans.png)
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With your business goals defined, start by defining how you want to track Page/Screen, Identify and Group events. Most customers use [default page tracking](/docs/connections/sources/catalog/libraries/website/javascript/#page) and skip over that tab.
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The Identify tab is where you specify which user traits you intend to collect like `first_name`, `last_name`, `email`, etc. Read more about the [identify call below](/docs/protocols/tracking-plan/best-practices/#identify-your-users).
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From there, we recommend you specify Track events in the **Track (Custom)** tab. The template includes preexisting events with different numbers of grouped properties (1 Prop Event, 2 Prop Event, etc). While this might be more challenging to work with at first, this structure allows you to use the **Minimize Rows** button at the top to organize and view all events.
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Once you complete the tracking plan, you can share the Google Sheet with stakeholders to review, comment, and edit, or simply to share as a reference for implementation.
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> success ""
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> **Tip**! If you decide to purchase [Protocols](/docs/protocols/) in the future, you'll be able to upload the tracking plan into Segment [using the Config API](/docs/protocols/apis-and-extensions/#google-sheets-tracking-plan-uploader).
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### Plan your Identify and Group calls
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The Identify call updates all records of the user with a set of traits, and so is extremely important for building your understanding of your users. But how do you choose which traits to include?
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- **Content Produced**
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- **Content Curated**
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With these actions tracked, the community can develop metrics around engagement, and understand how users move towards their ultimate conversion events. You can read more in [this article from the online community GrowthHackers](https://segment.com/blog/growthhackers-community-metrics/) about the events they track and why.
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With these actions tracked, the community can develop metrics around engagement, and understand how users move towards their ultimate conversion events. You can read more in [this article from the online community GrowthHackers](https://segment.com/blog/growthhackers-community-metrics/){:target="_blank"} about the events they track and why.
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### Define your Track event properties
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Additionally, you should check [which connection modes each tool supports](/docs/connections/destinations/cmodes-compare/), so you know ahead of time which destinations may need to be bundled.
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> success ""
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> **Tip**: If you know you're looking for a tool for a specific purpose, but haven't chosen one yet, you can also check the [Connection Modes by category page](https://segment.com/docs/connections/destinations/category-compare/) to see which tools might be compatible with the least implementation changes.
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> **Tip**: If you know you're looking for a tool for a specific purpose, but haven't chosen one yet, you can also check the [Connection Modes by category page](https://segment.com/docs/connections/destinations/category-compare/){:target="_blank"} to see which tools might be compatible with the least implementation changes.
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src/getting-started/implementation-guide.md

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- [Video](/docs/connections/spec/video/)
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- [Mobile](/docs/connections/spec/mobile/)
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Once you're ready to define the events you'd like to track, you can use [this Tracking Plan Template](https://docs.google.com/spreadsheets/d/1TA6qTcDHoZzsG7-C6p5yHGximDxqoNtizguKs7Z0av4/view#gid=1164785081) to help you align your team.
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> info "Learn More"
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> - [Data Collection Best Practices](/docs/protocols/tracking-plan/best-practices/#tracking-plan-google-sheets-template)
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> - [Data Collection Best Practices](/docs/protocols/tracking-plan/best-practices/)
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> - [Analytics Academy: How to create a successful data tracking plan](https://segment.com/academy/collecting-data/how-to-create-a-tracking-plan/){:target="_blank"}
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> - [Segment University: Planning your implementation](https://university.segment.com/data-governance-tracking-plans-the-source-of-truth){:target="_blank"}
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