ensighten manage 2.0 tour - agility2013
DESCRIPTION
Overview of the new Ensighten Manage interface and features, how to deploy apps from the simple to the complex, reporting, group deploymentsTRANSCRIPT
Enterprise Tag Management Enterprise Tag Management
Erich Andren – Client Success
Manage 2.0
#agility2013
AGENDA
New Features
New Terms
Overview of 2.0
– Apps
– Data Layer
– Visual Tagger
– Deployments
– Conditions
– Spaces
Putting it all together
– Live deployment examples
Transition plan for existing customers
Recap
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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
NEW TERMS
Manage 1.0 Manage 2.0
Rules Deployments
Individual “rules” now fall under (and are
grouped together as) “deployments”.
Deployments are a collection of rules that are
associated with a certain tag.
Scopes /
Locations Conditions
A set of criteria that dictates when a
deployment is fired. Conditions can include
standard URL / query string information as
well as more in-depth conditions.
Templates Apps
Templates are account specific forms to
assist in creating specific tags by filling in
relevant information. Apps are global across
all accounts and facilitate the creation of
deployments.
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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
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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
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VISUAL TAGGER
Helps users:
– Set up tracking events
– Populate the Data Layer
– Debug / test
More info on Visual Tagger in the next session
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DEPLOYMENTS
Tags or groups of tags that are configured by apps and contain the code that is deployed to your site. Formerly called “rules”.
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CONDITIONS
When and where tags are fired. Previously called “scopes” or “locations”.
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CONDITIONS (continued)
Location: Standard URL components / query parameters
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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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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
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SPACES (continued)
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Spc Space Merge
Mandated Rules Cond Mandated Locations
/client/dev/bootstrap.js
Publish
TDN
Legend
Use Case: Multiple environments, multiple bootstraps
Staging
Prod
Dev
Dev URLs
Staging URLs
/client/stage/bootstrap.js
/client/bootstrap.js
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SPACES (continued)
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Internal Users
US-UK (Dev)
Internal Users US-UK (QA)
Global Prod
Spc Space Merge
www*dev*US*
Cond Mandated Locations
/client/dev/bootstrap.js
Publish
TDN
Legend
Use Case: Multiple Business Units, Multiple Staging Environments,
Single Production Bootstrap
Agency UK-FR (Dev)
Agency UK-FR (QA)
/client/qa/bootstrap.js
/client/bootstrap.js
www*dev*UK*
www*test*US* www*test*UK*
TDN – Tag Delivery Network
www*dev*UK* www*dev*FR*
www*test*UK* www*test*FR*
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SPACES
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US-Dev US-QA US-Prod
EU-Dev EU-QA EU-Prod
Prod
/us-prod/bootstrap.js
/bootstrap.js
/eu-prod/bootstrap.js
Base code
Deployments
US
Deployments
Spc Space Merge
Publish Includes
EU URLs EU URLs EU URLs
US URLs US URLs US URLs
Cond Mandated Condition
/us-qa/bootstrap.js
/eu-qa/bootstrap.js
Publish
EU
Deployments
TDN
Legend
Use Case: Multiple Business Units, Multiple Staging Environments,
Single Production Bootstrap
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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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Manage 2.0 Live Demo
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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
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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
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