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How to create and manage tags

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This article explains how to create and manage tags in Data Activation. You can create a tag from a template or as a custom tag, or create an event tag. To manage your tags, you can change the advanced settings, group pages, and pause or delete a tag.

Changes you make to tags don't go live on your site until you publish them.

Before you begin

  • You need access to the Tag Management module.

  • Your site needs the base script in place for tags to run.

  • It helps to understand page paths, because you attach each tag to a path. See Tag management.

Instructions

Create a tag

You can create a tag from a template or as a custom tag. Templates set up a common connector for you and ask for the details it needs. A custom tag lets you add your own code.

  1. In Data Activation, navigate to Tags and select Pages.

  2. From the left sidebar, select the path where you want the tag to run.

  3. Click + New tag.

  4. Select the template for the tool you want to add. Each tool can have more than one variant, so pick the one you need. If there's no template for your connector, select Custom tag and add your own code.

  5. Fill in the template fields. Templates usually need details that identify your account or site, such as an ID from the tool's provider. See the Data activation destination articles for more details for each connector.

  6. Click Next.

  7. Review your setup, and click Save.

After you save, the tag's profile opens. From the profile, you can add targeting rules, view the generated code, edit the tag, or pause it. Remember to publish your changes to make the tag live on your site.

Create an event tag

An event tag runs when a specific event happens on the page, such as a click or a form submission, instead of when the page loads. Event tags rely on event handling and the data layer being set up on your site.

  1. In Data Activation, navigate to Tags and select Pages.

  2. Click + New tag.

  3. Search for the Tag Management template and select the Event variant.

  4. Set where the event value comes from:

    • A value extracted from a page element, such as a CSS class or ID

    • A static value that you enter

    • A data layer property

  5. Click Next.

  6. Review your setup, and click Save.

Change advanced tag settings

Advanced settings control how a tag's code is delivered and when it runs during page load.

  1. In Data Activation, navigate to Tags and select Pages.

  2. Open the tag from the list and click the cog icon to see advanced settings.

  3. Select Compression to make the tag's code smaller. Compression removes comments, line breaks, and extra spaces, and shortens local variable names.

  4. Set the Execution type to control when the tag runs. Templates set a default, which you can change from the dropdown. The execution types are:

    • Immediately: The tag runs as soon as possible, based on its priority.

    • Asynchronously: The next tags start running as soon as this tag begins, without waiting for it to finish.

    • OnLoad: The tag runs after the page and its resources have finished loading.

    • OnReady: The tag runs after the page's HTML has loaded.

    • Sandbox: The tag runs inside its own iframe, isolated from the rest of the page. Use it for code that conflicts with other tags or that you want to keep separate. Tags that need access to the whole page, such as A/B testing or chat scripts, don't work in sandbox mode.

Organize tags with page groups

If the same tag needs to run on several specific paths, but not on every page, group those paths into a page group. You then manage the tag in one place instead of adding it to each path.

  1. In Data Activation, navigate to Tags and select Pages.

  2. In the sidebar, open Groups .

  3. In the sidebar, click the plus button  to create a new group.

  4. Give the group a name and click Save.

  5. Add the paths you want to include.

  6. Add your tag to the page group. The tag then runs on every path in the group.

Pause a tag

Pause a tag to stop it for now and turn it back on later.

  1. In Data Activation, navigate to Tags and select Pages.

  2. In the tag list, click the pause icon next to the tag.

  3. To turn the tag back on, click the icon again.

You can also pause a tag from its profile view. Pausing helps when you want a tag to run everywhere except a few pages: add the tag at a higher level, then pause it on the paths where it shouldn't run.

Delete a tag

Delete a tag to remove it for good.

  1. In Data Activation, navigate to Tags and select Pages.

  2. Open the tag and click Delete.

  3. Confirm the deletion. A deleted tag can't be recovered.

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