Add a New Tag (Browser)
To add a new Tag for browser/client-side, perform the following steps:
Select Tags from the left navigation panel.
Click Add Tag -> For Browser on the top-right corner of the screen.
- Select the Provider Name or enter the Provider name from the list to proceed further.
Step Result: The following screen appears.
- Select Trigger
You can select either the User-defined triggers or Default triggers and click Done.
Step Result: The tag is triggered for the respective trigger data.
If mandatory details are not filled in, the following warning message gets triggered:
Set Qualification Criteria
The Qualification Criteria are the conditions/triggers that inform Ingest Labs when to trigger a particular tag. You can add multiple Qualification Criteria and these criteria are layered.
The Qualification Criteria section is optional.
Click Add Qualification Criteria.
Select the Data Elements tab for the data elements to be set for the Qualification criteria.
Set Tag Info
You can set the tag name and validity period. The default validity period is one year for any new tag and can be set to any desired date. To understand tag validity or expiry, see the section Set the Validity period and Tag Expiry.
Name: The Tag name.
Validity Period: Denotes the Tag Validity period including Start Date and End Date.
Set Validity and Tag Expiry
While creating a tag in Tag Manager, you can set the validity period of a particular tag and define its expiry. The default validity period is one year for any new tag and can be set to any desired date. When the expiry date is close, you will receive a reminder e-mail notification about the tag expiry. If no action is taken, the tag stops triggering post the set validity period.
See ExpirationAlarm for more information.
Set Provider Attributes
The Provider is a mandatory setting while adding a new tag. You can add any number of Provider attributes using the Key-Value pair and configure the settings using the Settings option. For a particular Provider attribute, you must set the value either from the Data Elements or Transformers. The user can view the provider attributes added from Provider side configuration.
If you do not set the mandatory values, the following message appears:
After selecting either from the Data Element or Transformer, the value appears in the Value column.
Set Tag Attributes
To add Attributes, select Add Attributes and set the following values.
Name: Set the Attribute name. For example: visitor_id, user_id, and so on.
Value: Set the value either for the Data Element or Transformer.
JSON: Enter the Attribute name and value, and configure the Settings.
Mandatory - Denotes the value to be mandatory.
Ignore If Empty - Ignore the field if empty.
Hash (SHA256) - denotes the value in the HASH format.
Static: Denotes the static Value that is known.
Attribute Settings
- Enter the Attribute Settings.
Tool-tip! Select the Mandatory check box to display the Fatal check box.
- Set the Data Type Conversion using the following options.
| Data Type Conversion | Description |
|---|---|
| No Conversion | Indicates that there is no conversion required for the data type. |
| Convert to Boolean | Converts the input data to Boolean. |
| Convert to Number | Converts the input data to Number. |
| Convert to Array | Converts the input data to Array. |
| Convert to Object Spread | Converts the JSON attributes under a parent level attribute to the root level attributes. |
- Select one of the following Transformer types and click Confirm.
| Transformer Type | Description |
|---|---|
| URL encode | Converts the URL in the encrypted format. |
| HASH (SHA256) | The value is converted to HASH (SHA256) format. |
| Ignore if empty | May be ignored if the value is empty. |
- Select the Ignore Redaction checkbox to display the data elements. Redaction is a setting for each data element, which allows the server-side processing to apply the redaction strategy - like anonymize for email.
Step Result: The Provider Attribute is created.
To delete the Provider Attribute, select the Delete icon at the right-hand corner of the screen.
- Denote the Script.
The Script denotes the code script if available for the tag. Select the No Script check box if the script is unavailable.
Set Tag Attributes
The Tag Attributes are detected from the placeholders in the Script.
The syntax for a placeholder is {{YOURPLACEHOLDERHERE}}
Click Save to save the settings.
Step Result: The new tag is created.
Note: To clone an existing tag, perform the following steps:
- Click the three dots to the right of the tag and select clone.
Select a provider.
Denote the Script.
The Script denotes the code script if available for the tag. Select the No Script check box if the script is unavailable.
- Click Save.
Step Result: The cloned tag is created.