Overview of the new Ensighten Manage interface and features, how to deploy apps from the simple to the complex, reporting, group deployments

1. Enterprise Tag Management
Manage 2.0
Erich Andren – Client Success

2. AGENDA
 New Features  Putting it all together
– Live deployment examples
 New Terms
 Overview of 2.0  Transition plan for
existing customers
– Apps
– Data Layer  Recap
– Visual Tagger
– Deployments
– Conditions
– Spaces
#agility2013
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3. MANAGE 2.0 KEY FEATURES
 Ensighten Visual Tagger™ – configure any tag in context of
the site while viewing it in a browser. Access and define
business relevant data to make it actionable within your tags.
 Ensighten App Library™ – collection of pre-configured
digital marketing services, easily customized and deployed
via an intuitive on-screen wizard.
 Enhanced Conditions – Create unlimited business rules to
control tag firing on a per visitor, per session, and per page
basis.
 Enterprise Workflow – Permission and alerting capabilities
for multi-user, multi-environment tag editing, testing,
approval, and deployment.
#agility2013

4. NEW TERMS
Manage 1.0 Manage 2.0
Individual “rules” now fall under (and are
grouped together as) “deployments”.
Rules Deployments
Deployments are a collection of rules that are
associated with a certain tag.
A set of criteria that dictates when a
Scopes / deployment is fired. Conditions can include
Conditions
Locations standard URL / query string information as
well as more in-depth conditions.
Templates are account specific forms to
assist in creating specific tags by filling in
Templates Apps relevant information. Apps are global across
all accounts and facilitate the creation of
deployments.
#agility2013
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5. APPS
 Configure deployments
from simple to complex
 Easy integration with the
data layer
 Custom code creation
still available
 Improving and
developing new apps
with a dedicated
development team and
partners
#agility2013
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6. DATA LAYER
 Data from your site made
available to any tag
 Custom variables (Order
ID, Order Total, etc…)
 Advanced Targeting can
use data layer information to
determine when to fire
certain tags
 Visual Tagger scrapes
information from your site
and makes it available to the
data layer
#agility2013
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7. VISUAL TAGGER
 Helps users:
– Set up tracking events
– Populate the Data Layer
– Debug / test
 More info on Visual Tagger in
the next session
#agility2013
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8. DEPLOYMENTS
 Tags or groups of tags that are configured by apps
and contain the code that is deployed to your site.
Formerly called “rules”.
#agility2013
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9. CONDITIONS
 When and where tags are fired. Previously called
“scopes” or “locations”.
#agility2013
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10. CONDITIONS (continued)
 Location:
Standard URL
components /
query
parameters
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11. CONDITIONS (continued)
 Additional condition
options:
– Geographic Region
(country level
resolution)
– Time based (start/end
times)
– Browser data
(browser type,
platform type,
IP addresses)
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12. SPACES
 Deployments are grouped into Spaces
 Simple flow in 1.0:
– Client owns rules, which may be based on templates
– Rules are all lumped together in one space and are limited
only by location settings
 Spaces resolve the issues that arise from the
simplicity of the 1.0 publishing flow
 Individual, custom spaces for different users and/or
environments
 Control user access and permissions in different
spaces
 Control environments that spaces can publish to
#agility2013
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13. SPACES (continued) Use Case: Multiple environments,
multiple bootstraps
TDN
Dev /client/dev/bootstrap.js
Dev URLs
Staging /client/stage/bootstrap.js
Staging URLs
Prod /client/bootstrap.js
Legend
Spc Space Publish Merge
Cond Mandated Locations Mandated Rules
#agility2013
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14. Use Case: Multiple Business Units,
SPACES (continued) Multiple Staging Environments,
Single Production Bootstrap
TDN
/client/dev/bootstrap.js
Internal Agency
Users UK-FR (Dev)
US-UK (Dev)
www*dev*US* www*dev*UK*
www*dev*UK* www*dev*FR* /client/qa/bootstrap.js
Internal Users Agency
US-UK (QA) UK-FR (QA)
www*test*US* www*test*UK*
www*test*UK* www*test*FR*
/client/bootstrap.js
Global
Prod
Spc Space LegendPublish Merge
Cond Mandated Locations TDN – Tag Delivery Network
#agility2013
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15. Use Case: Multiple Business Units,
SPACES Multiple Staging Environments,
Single Production Bootstrap
TDN
/us-qa/bootstrap.js
US-Dev US-QA US-Prod /us-prod/bootstrap.js
US URLs US URLs US URLs Base code
Deployments
US
Deployments
Prod /bootstrap.js
EU
Deployments
EU-Dev EU-QA EU-Prod /eu-prod/bootstrap.js
EU URLs EU URLs EU URLs
/eu-qa/bootstrap.js
Legend
Spc Space Publish Merge
Cond Mandated Condition Publish Includes
#agility2013
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16. SPACES (continued)
 Progressively roll changes through dev, staging, and
production environments
 Separate sites into different spaces
– Mobile vs. Desktop
– EU vs. US
 Force conditions to apply to certain spaces
 Limit users to their own areas
– Partner vs. Internal
– Different business users / site owners
– Test your own deployments before sharing them with others
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17. Manage 2.0 Live Demo

18. TRANSITION PLAN
 2 stage transition:
– Preview
– All current Manage 1.0 data is migrated, no rules can be
published from 2.0
– Used to validate your data and tags. All rules go into legacy
templates
– Ability to test rules with Charles Proxy rewrites
– Production
– All current Manage 1.0 data is migrated, 2.0 now used to control
tags
– 1.0 still available as read-only, but is not connected to TDN
#agility2013
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19. RECAP
 New terms: deployments, conditions, apps, spaces
 Additional control with new condition options
 Global apps that simplify and organize deployments
 Custom JavaScript still available
 Visual Tagger integration to assist with Data Layer
creation
 Spaces for enhanced deployment and user control
 Transition plan 2 phase transition
#agility2013
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