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The Tag Management
Journey
5.10.2017
Confidential property of Tag Inspector. Not to be disclosed, reproduced, distributed or used for any unauthorized purpose
without Tag Inspector’s prior written authorization.
2017 InfoTrust, LLC. All Rights Reserved.
About Tag Inspector and Your Presenter
❏Tag Inspector is a product of InfoTrust, LLC
❏InfoTrust
❏ Web analytics, tag management, and product development
❏ 2,000+ sites analyzed and supported annually
❏ 30+ digital marketing and training programs a year
❏ Offices: Cincinnati, USA and Dubai, UAE
❏Presenting
❏ Lucas Long, Tag Inspector Product Manager & Tag Management Consultant
Agenda
❏The Journey
❏Goals and Needs Assessment
❏Tag Audit
❏Tag Policy
❏Architecture
❏Action Loop
❏ Implementation
❏ Validation
The Journey - Stages
The Journey - End Goal
Tag Management Bliss!
Number of initiatives
TMS migration/implementation
New analytics platform implementation
Optimizations and cleanup
Governance or compliance policy
Central management of all tags and data collection
Defined Tag Policy and guidelines
Agenda
❏The Journey
❏Goals and Needs Assessment
❏Tag Audit
❏Tag Policy
❏Architecture
❏Action Loop
❏ Implementation
❏ Validation
Goals and Needs Assessment
Why taking up this initiative?
Privacy
Performance
Data collection
New platforms
Current state
What do we know and not know?
Business requirements and standards
Agenda
❏The Journey
❏Goals and Needs Assessment
❏Tag Audit
❏Tag Policy
❏Architecture
❏Action Loop
❏ Implementation
❏ Validation
Have a GOAL!
Tag Audit - Purpose and Requirements
Assessing the current landscape
Need to know
Tags present
Where tags are
How they load
Tag context
Performance
Data collected
Tag Audit - Tag Inventory
Identify what tags are on the site
Behavior of tags
Business requirements and needs
Tag Audit - Tag Inventory
Tag Audit - Tag Data
Business context
How is platform used?
Who owns and uses?
Why is it on the site?
Technical tag data
Performance information
Data collected (ideally against a standard)
Loading behavior
Tag Audit - Technical Requirements
Agenda
❏The Journey
❏Goals and Needs Assessment
❏Tag Audit
❏Tag Policy
❏Architecture
❏Action Loop
❏ Implementation
❏ Validation
Tag Policy
Allowed, not allowed, required
Loading behavior
Tag requirements
Tag standards
Performance
Privacy & compliance
Implementation process
Ownership
Tag Policy - Documentation & Standards
Tag Policy - Documentation & Standards
Agenda
❏The Journey
❏Goals and Needs Assessment
❏Tag Audit
❏Tag Policy
❏Architecture
❏Action Loop
❏ Implementation
❏ Validation
Architecture
Technical setup of the site and tags
TMS
Data layer
Events & data requirements
Architecture
Architecture - Data layer requirements
Architecture - Tag requirements
Agenda
❏The Journey
❏Goals and Needs Assessment
❏Tag Audit
❏Tag Policy
❏Architecture
❏Action Loop
❏ Implementation
❏ Validation
Action Loop
Implementation
TMS, tag, data layer configuration and coding
Removal of unapproved tags
Validation
Testing and QA process
Data layer and tag testing
Tags firing
Data collected
Ongoing Monitoring
❏Tag Policy
Ongoing Monitoring
❏Data requirements
Ongoing Monitoring
❏Proactive monitoring
The Journey
Important to note that the process is ongoing
Any large initiative related to tagging should follow the same path
Examples:
Tag migration to TMS
Tag performance improvements
Tag governance/privacy effort
Questions?

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Tag inspector - tag management journey - webinar followup

  • 1. The Tag Management Journey 5.10.2017 Confidential property of Tag Inspector. Not to be disclosed, reproduced, distributed or used for any unauthorized purpose without Tag Inspector’s prior written authorization. 2017 InfoTrust, LLC. All Rights Reserved.
  • 2. About Tag Inspector and Your Presenter ❏Tag Inspector is a product of InfoTrust, LLC ❏InfoTrust ❏ Web analytics, tag management, and product development ❏ 2,000+ sites analyzed and supported annually ❏ 30+ digital marketing and training programs a year ❏ Offices: Cincinnati, USA and Dubai, UAE ❏Presenting ❏ Lucas Long, Tag Inspector Product Manager & Tag Management Consultant
  • 3. Agenda ❏The Journey ❏Goals and Needs Assessment ❏Tag Audit ❏Tag Policy ❏Architecture ❏Action Loop ❏ Implementation ❏ Validation
  • 4. The Journey - Stages
  • 5. The Journey - End Goal Tag Management Bliss! Number of initiatives TMS migration/implementation New analytics platform implementation Optimizations and cleanup Governance or compliance policy Central management of all tags and data collection Defined Tag Policy and guidelines
  • 6. Agenda ❏The Journey ❏Goals and Needs Assessment ❏Tag Audit ❏Tag Policy ❏Architecture ❏Action Loop ❏ Implementation ❏ Validation
  • 7. Goals and Needs Assessment Why taking up this initiative? Privacy Performance Data collection New platforms Current state What do we know and not know? Business requirements and standards
  • 8. Agenda ❏The Journey ❏Goals and Needs Assessment ❏Tag Audit ❏Tag Policy ❏Architecture ❏Action Loop ❏ Implementation ❏ Validation
  • 10. Tag Audit - Purpose and Requirements Assessing the current landscape Need to know Tags present Where tags are How they load Tag context Performance Data collected
  • 11. Tag Audit - Tag Inventory Identify what tags are on the site Behavior of tags Business requirements and needs
  • 12. Tag Audit - Tag Inventory
  • 13. Tag Audit - Tag Data Business context How is platform used? Who owns and uses? Why is it on the site? Technical tag data Performance information Data collected (ideally against a standard) Loading behavior
  • 14. Tag Audit - Technical Requirements
  • 15. Agenda ❏The Journey ❏Goals and Needs Assessment ❏Tag Audit ❏Tag Policy ❏Architecture ❏Action Loop ❏ Implementation ❏ Validation
  • 16. Tag Policy Allowed, not allowed, required Loading behavior Tag requirements Tag standards Performance Privacy & compliance Implementation process Ownership
  • 17. Tag Policy - Documentation & Standards
  • 18. Tag Policy - Documentation & Standards
  • 19. Agenda ❏The Journey ❏Goals and Needs Assessment ❏Tag Audit ❏Tag Policy ❏Architecture ❏Action Loop ❏ Implementation ❏ Validation
  • 20. Architecture Technical setup of the site and tags TMS Data layer Events & data requirements
  • 22. Architecture - Data layer requirements
  • 23. Architecture - Tag requirements
  • 24. Agenda ❏The Journey ❏Goals and Needs Assessment ❏Tag Audit ❏Tag Policy ❏Architecture ❏Action Loop ❏ Implementation ❏ Validation
  • 25. Action Loop Implementation TMS, tag, data layer configuration and coding Removal of unapproved tags Validation Testing and QA process Data layer and tag testing Tags firing Data collected
  • 29. The Journey Important to note that the process is ongoing Any large initiative related to tagging should follow the same path Examples: Tag migration to TMS Tag performance improvements Tag governance/privacy effort