Rudder Tracking Plans

RudderStack Tracking Plans Management

This skill teaches how to assemble events into tracking plans - contracts that define which events a source can send and what properties each event must have.

What is a Tracking Plan?

A tracking plan is a schema that:

• Defines which events are allowed from a source
• Specifies required vs optional properties for each event
• Enables validation at event ingestion time
• Provides governance over what data enters your warehouse

┌─────────────────┐     ┌─────────────────┐     ┌─────────────────┐
│     Source      │────▶│  Tracking Plan  │────▶│   Destination   │
│  (Web App SDK)  │     │   (Validator)   │     │   (Warehouse)   │
└─────────────────┘     └─────────────────┘     └─────────────────┘
                               │
                        Validates events
                        against schema

YAML Schema

Basic Tracking Plan

version: "rudder/v1"
kind: "tracking-plan"
metadata:
  name: "tracking-plans"
spec:
  name: "Web App Tracking Plan"
  description: "Events for the main e-commerce web application"
  events:
    - event: "urn:rudder:event/product-viewed"
    - event: "urn:rudder:event/product-added-to-cart"
    - event: "urn:rudder:event/order-completed"

Tracking Plan with Rule Overrides

Override event-level rules at the tracking plan level:

version: "rudder/v1"
kind: "tracking-plan"
metadata:
  name: "tracking-plans"
spec:
  name: "Mobile App Tracking Plan"
  description: "Events for iOS and Android apps"
  events:
    - event: "urn:rudder:event/product-viewed"
      rules:
        # Make session_id required for mobile (optional in event definition)
        - property: "urn:rudder:property/session_id"
          required: true
        # Make device_id required for mobile attribution
        - property: "urn:rudder:property/device_id"
          required: true
    - event: "urn:rudder:event/product-added-to-cart"
    - event: "urn:rudder:event/order-completed"

Rule Precedence

When the same property appears at multiple levels:

1. Tracking Plan event rules  (highest priority)
2. Event-level rules          (default)
3. Property definitions       (validation config only)

Example: If session_id is optional in the event definition but required in the tracking plan, it's required for that tracking plan.

Real-World Example

See references/ecommerce-example.md for a complete e-commerce example showing:

• Shared event catalog used by web, mobile, and kiosk apps
• Web App tracking plan (full funnel with page attribution)
• Mobile App tracking plan (device_id attribution)
• Kiosk tracking plan (limited event set)
• Environment-specific plans (production vs development)
• Gradual rollout patterns

Governance Settings

When events violate the tracking plan:

spec:
  name: "Strict Tracking Plan"
  governance:
    # Options: block, forward, log
    unplannedEvents: block      # Reject events not in plan
    violatingEvents: forward    # Forward violations with flag

Directory Structure

tracking-plans/
├── web-app.yaml
├── mobile-app.yaml
├── kiosk.yaml
└── internal-tools.yaml

Each tracking plan in its own file for clear git history and code review.

Workflow: Creating a New Tracking Plan

Step 1: Identify the Source

What application/SDK will use this tracking plan?

• Web app (JavaScript SDK)
• Mobile app (iOS/Android SDK)
• Server-side (Node.js SDK)

Step 2: List Required Events

Which events from your data catalog does this source need?

Web App needs:
✓ Product Viewed
✓ Product Added to Cart
✓ Order Completed
✗ App Opened (mobile only)

Step 3: Determine Rule Overrides

For each event, what properties should be:

• Required for this source specifically?
• Optional even if required elsewhere?

Step 4: Create the YAML

version: "rudder/v1"
kind: "tracking-plan"
metadata:
  name: "tracking-plans"
spec:
  name: "Your Tracking Plan Name"
  description: "Clear description of what source uses this"
  events:
    - event: "urn:rudder:event/event-name"
      rules:
        - property: "urn:rudder:property/property-name"
          required: true

Step 5: Validate and Apply

# Validate
rudder-cli validate -l ./

# Preview
rudder-cli apply --dry-run -l ./

# Apply
rudder-cli apply -l ./

Step 6: Connect to Source

After applying, connect the tracking plan to your source:

• Via RudderStack UI: Sources → Select Source → Tracking Plan
• Via API: Update source configuration

Common Patterns

Pattern: Environment-Specific Plans

# tracking-plans/web-app-production.yaml
spec:
  name: "Web App - Production"
  governance:
    unplannedEvents: block      # Strict in production
    violatingEvents: block

# tracking-plans/web-app-development.yaml
spec:
  name: "Web App - Development"
  governance:
    unplannedEvents: log        # Lenient in development
    violatingEvents: forward

Pattern: Shared Base + Overrides

Create a comprehensive event catalog, then each tracking plan includes only what it needs:

Data Catalog: 50 events defined
├── Web App Plan: 30 events
├── Mobile Plan: 25 events
└── Kiosk Plan: 5 events

Pattern: Gradual Rollout

Start permissive, tighten over time:

# Phase 1: Log only
governance:
  unplannedEvents: log
  violatingEvents: log

# Phase 2: Forward violations
governance:
  unplannedEvents: forward
  violatingEvents: forward

# Phase 3: Block violations
governance:
  unplannedEvents: block
  violatingEvents: block

Validation Commands

# Validate tracking plan references exist
rudder-cli validate -l ./

# Preview what will change
rudder-cli apply --dry-run -l ./

# Apply to workspace
rudder-cli apply -l ./

Common Mistakes

Linking to Sources

After creating and applying a tracking plan:

1. Get tracking plan ID from workspace
2. Update source to use the tracking plan
3. Test by sending events and checking validation

Events from the source will now be validated against your tracking plan schema.