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Tag Management Overview
9.28.16
Confidential property of Tag Inspector. Not to be disclosed, reproduced, distributed or used for any unauthorized purpose
without Tag Inspector’s prior written authorization.
2016 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
❏Tags and How They Work
❏Troubleshooting Tags on a Website
❏Tag Audits
❏Creating a Tag Governance Policy
❏When to Migrate to a TMS
❏Ongoing Monitoring of Tags
❏Summary and Q&A
Tags and How They Work
Tags and How They Work
Tags and How They Work
Agenda
❏Tags and How They Work
❏Troubleshooting Tags on a Website
❏Tag Audits
❏Creating a Tag Governance Policy
❏When to Migrate to a TMS
❏Ongoing Monitoring of Tags
❏Summary and Q&A
Toubleshooting Tags on a Website
Manual
Network Requests
Plug-ins
Tag Explorer, Ghostery, Platform-specific
Automated tools
Tag Inspector, ObservePoint, Hub’Scan
Toubleshooting Tags on a Website - Manual
Toubleshooting Tags on a Website - Plug-ins
Toubleshooting Tags on a Website - Plug-ins
Toubleshooting Tags on a Website - Automated
Tools
Agenda
❏Tags and How They Work
❏Troubleshooting Tags on a Website
❏Tag Audits
❏Creating a Tag Governance Policy
❏When to Migrate to a TMS
❏Ongoing Monitoring of Tags
❏Summary and Q&A
Tag Audit
Tag Audit
Current
Tags present, loading behavior, data collected
Gaps
Areas for improvement - new tools to use, remove, data gaps
Needs of the business
Future State
Tag Audit
Agenda
❏Tags and How They Work
❏Troubleshooting Tags on a Website
❏Tag Audits
❏Creating a Tag Governance Policy
❏When to Migrate to a TMS
❏Ongoing Monitoring of Tags
❏Summary and Q&A
Tag Governance Policy
❏What it is
❏ List of allowed, not allowed, and required tags
❏ Requirements for each tag
❏ Documentation for each tag
❏Format
❏ Tag requirements
❏ Standards for new tags
❏ Intake and approval process
Creating a Tag Governance Policy
❏Reviewing tags in use
❏ Tag inventory
❏ Business requirements
❏ Legal/security review
❏New tag additions & approval process
❏ Formal request process
❏ Tag documentation
Agenda
❏Tags and How They Work
❏Troubleshooting Tags on a Website
❏Tag Audits
❏Creating a Tag Governance Policy
❏When to Migrate to a TMS
❏Ongoing Monitoring of Tags
❏Summary and Q&A
When to Migrate to a TMS
Yesterday!
Migrating to a TMS
Many solutions
Ensighten, Tealium, GTM, DTM, Signal
Take load off developers
Governance considerations
Agility
Migrating to a TMS
Migration plan
Migrating to a TMS - Tips
Leverage the central data layer!
Know the strengths & weaknesses of your tool
Focus on the tags you can control (those loading directly on
your source)
Consider the other platforms you are using
Agenda
❏Tags and How They Work
❏Troubleshooting Tags on a Website
❏Tag Audits
❏Creating a Tag Governance Policy
❏When to Migrate to a TMS
❏Ongoing Monitoring of Tags
❏Summary and Q&A
Tag Addition & Approval Process
Tag Addition & Approval Process
Ongoing Monitoring
❏Manual Review
Ongoing Monitoring
❏Automated Solution
Ongoing Monitoring
❏Automated Solution
Ongoing Monitoring
❏Automated Solution
Ongoing Monitoring
❏Automated Solution
Agenda
❏Tags and How They Work
❏Troubleshooting Tags on a Website
❏Tag Audits
❏Creating a Tag Governance Policy
❏When to Migrate to a TMS
❏Ongoing Monitoring of Tags
❏Summary and Q&A
Questions?

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Tag Inspector - Tag Management, Tag Governance, Tag Quality

  • 1. Tag Management Overview 9.28.16 Confidential property of Tag Inspector. Not to be disclosed, reproduced, distributed or used for any unauthorized purpose without Tag Inspector’s prior written authorization. 2016 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 ❏Tags and How They Work ❏Troubleshooting Tags on a Website ❏Tag Audits ❏Creating a Tag Governance Policy ❏When to Migrate to a TMS ❏Ongoing Monitoring of Tags ❏Summary and Q&A
  • 4. Tags and How They Work
  • 5. Tags and How They Work
  • 6. Tags and How They Work
  • 7. Agenda ❏Tags and How They Work ❏Troubleshooting Tags on a Website ❏Tag Audits ❏Creating a Tag Governance Policy ❏When to Migrate to a TMS ❏Ongoing Monitoring of Tags ❏Summary and Q&A
  • 8. Toubleshooting Tags on a Website Manual Network Requests Plug-ins Tag Explorer, Ghostery, Platform-specific Automated tools Tag Inspector, ObservePoint, Hub’Scan
  • 9. Toubleshooting Tags on a Website - Manual
  • 10. Toubleshooting Tags on a Website - Plug-ins
  • 11. Toubleshooting Tags on a Website - Plug-ins
  • 12. Toubleshooting Tags on a Website - Automated Tools
  • 13. Agenda ❏Tags and How They Work ❏Troubleshooting Tags on a Website ❏Tag Audits ❏Creating a Tag Governance Policy ❏When to Migrate to a TMS ❏Ongoing Monitoring of Tags ❏Summary and Q&A
  • 15. Tag Audit Current Tags present, loading behavior, data collected Gaps Areas for improvement - new tools to use, remove, data gaps Needs of the business Future State
  • 17. Agenda ❏Tags and How They Work ❏Troubleshooting Tags on a Website ❏Tag Audits ❏Creating a Tag Governance Policy ❏When to Migrate to a TMS ❏Ongoing Monitoring of Tags ❏Summary and Q&A
  • 18. Tag Governance Policy ❏What it is ❏ List of allowed, not allowed, and required tags ❏ Requirements for each tag ❏ Documentation for each tag ❏Format ❏ Tag requirements ❏ Standards for new tags ❏ Intake and approval process
  • 19. Creating a Tag Governance Policy ❏Reviewing tags in use ❏ Tag inventory ❏ Business requirements ❏ Legal/security review ❏New tag additions & approval process ❏ Formal request process ❏ Tag documentation
  • 20. Agenda ❏Tags and How They Work ❏Troubleshooting Tags on a Website ❏Tag Audits ❏Creating a Tag Governance Policy ❏When to Migrate to a TMS ❏Ongoing Monitoring of Tags ❏Summary and Q&A
  • 21. When to Migrate to a TMS Yesterday!
  • 22. Migrating to a TMS Many solutions Ensighten, Tealium, GTM, DTM, Signal Take load off developers Governance considerations Agility
  • 23. Migrating to a TMS Migration plan
  • 24. Migrating to a TMS - Tips Leverage the central data layer! Know the strengths & weaknesses of your tool Focus on the tags you can control (those loading directly on your source) Consider the other platforms you are using
  • 25. Agenda ❏Tags and How They Work ❏Troubleshooting Tags on a Website ❏Tag Audits ❏Creating a Tag Governance Policy ❏When to Migrate to a TMS ❏Ongoing Monitoring of Tags ❏Summary and Q&A
  • 26. Tag Addition & Approval Process
  • 27. Tag Addition & Approval Process
  • 33. Agenda ❏Tags and How They Work ❏Troubleshooting Tags on a Website ❏Tag Audits ❏Creating a Tag Governance Policy ❏When to Migrate to a TMS ❏Ongoing Monitoring of Tags ❏Summary and Q&A

Editor's Notes

  1. Involvement in tags and tag management gives a view of the entire playing field