Define Objectives and Requirements
Identify what you aim to achieve with tag implementation (e.g., tracking conversions, user behavior, PI stitching).
Determine the specific data points and events you need to capture.
Plan Your Tagging Strategy
Outline the specific tags needed (e.g., Google Analytics tags, conversion tracking tags, custom event tags).
Decide on the tag management system (TMS) to use, such as Google Tag Manager (GTM).
Set Up a Tag Management System (TMS)
Create an account and container in your chosen TMS (e.g., GTM).
Add the TMS container snippet to your website or app to enable tag deployment.
Implement Data Layer
Define a data layer schema to standardize the data sent to your TMS.
Implement the data layer on your website or app, ensuring it captures all necessary data points.
Configure Tags, Triggers, and Variables
Tags: Set up tags in your TMS for each data point or event you want to track (e.g., page views, clicks, form submissions).
Triggers: Define triggers to specify when tags should fire (e.g., when a page loads, when a button is clicked).
Variables: Create variables to capture dynamic data, such as user IDs, product names, and transaction values.
Test and Debug Tags
Use the TMS’s preview mode to test tag implementation on your website or app.
Verify that tags fire correctly and data is being captured accurately.
Debug any issues using browser developer tools or the TMS’s built-in debugging tools.
Publish Tags
Once testing is complete and tags are functioning correctly, publish the changes in your TMS.
Ensure that the published tags are live and start collecting data.
Monitor and Maintain Tags
Regularly monitor the performance and accuracy of your tags.
Update tags, triggers, and variables as needed to accommodate changes in your website or app.
Periodically review and audit your tag implementation to ensure ongoing accuracy and compliance with data privacy regulations.
Detailed Steps for Each Phase
1. Define Objectives and Requirements
Goals: Understand the key business objectives and KPIs that the tags will help measure.
Data Points: List all the data points (e.g., user interactions, transactions, form submissions) that need to be tracked.
2. Plan Your Tagging Strategy
Tag Types: Identify the types of tags needed, such as analytics tags (e.g., Google Analytics), advertising tags (e.g., Google Ads, Facebook Pixel), and custom tags for specific events.
TMS Selection: Choose a Tag Management System that best fits your needs. GTM is widely used due to its flexibility and ease of use.
3. Set Up a Tag Management System (TMS)
Account Creation: Create an account in your chosen TMS.
Container Setup: Create a container for your website or app in the TMS.
TMS Snippet: Add the TMS container snippet to your website’s or app’s HTML code to enable tag management.
4. Implement Data Layer
Data Layer Schema: Define a schema that outlines the structure and variables of the data layer.
Implementation: Add the data layer to your website’s or app’s code to ensure consistent data capture.
5. Configure Tags, Triggers, and Variables
Tags: Set up various tags based on your requirements, such as Google Analytics tags for page views, conversion tracking tags for sales, and custom event tags for user interactions.
Triggers: Define when tags should fire. For example, a page view trigger fires when a user loads a page, while a click trigger fires when a user clicks a specific button.
Variables: Create variables to capture dynamic values, such as the user ID, product name, or transaction amount.
6. Test and Debug Tags
Preview Mode: Use the TMS preview mode to test tags in a live environment without affecting actual users.
Tag Firing: Verify that tags fire correctly in response to defined triggers.
Data Accuracy: Ensure the captured data is accurate and matches the expected values.
7. Publish Tags
Final Review: Perform a final review of the tags, triggers, and variables to ensure everything is correct.
Publishing: Publish the tags in the TMS to make them live.
Live Testing: Conduct live testing to confirm that the tags are collecting data correctly in the production environment.
8. Monitor and Maintain Tags
Ongoing Monitoring: Regularly check the performance and accuracy of your tags.
Updates and Changes: Update tags, triggers, and variables as your website or app evolves.
Compliance: Ensure ongoing compliance with data privacy regulations and best practices.
CMS that we support > Wordpress, squarespace, Wix, Big commerce, Go daddy, Duda