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An Introduction to Tealium IQ Part Three

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by Grace Emery
on

Recommended setup for new Tealium Users

If you are not reading part three of this Introduction to Tealium blog series, you are ready to setup! We have put together a quick-reference installation guide for new-users; these are best-practice recommendations from Tealium IQ trainers. For more in-depth information on installation, you can head to the Tealium Documentation available.

Variables, tags and load rules to start with

Variables  

  • Tealium in-built bundle
  • All variables already written into your code (or added via another tag management system like GTM)
 Tags 
  • Your other analytics tools e.g. your universal Google analytics Tag

 Load rules 

  • Load on all pages (default)

Extensions 

Lower-casing

The extension uses the JavaScript 'lower-case' function to convert all string values to lower case from upper- or mixed-case, therefore making your data cleaner by eliminating duplication. It also helps in:

  • Reducing the total number of tag libraries that need to be loaded by the web browser
  • Reducing the overall weight of vendor tags delivered and cached by the web browser
  • Keeping your Tealium iQ profile visually tidy -- you will be managing dozens if not hundreds of vendor tags and this can be visually complex.

Previous Page 

For previous users of Google Analytics, you will be familiar with inaccuracy of previous page data tracking. Using this quick and easy extension (the only output is 'previous page') you can setup accurate tracking by sending your previous page's name value to use on the subsequent page.

Standard data value

Use this to have you analytics vendor (e.g. Google Analytics) only fire the correct ID on production and replace lower environments with a dummy GA ID

Set Data value 

This works similarly to the standard data value, it sets the value if certain conditions are true e.g. the environment. 

More good things to set up

UTM Tracking for Paid Advertising

Assign a cookie to a user referral utm query part, so that all actions within the user’s session:

  • Google Adwords Tag
  • Querystring parameter to identify the campaign
  • Cookie to store the campaign value in
  • An Extension to persist that value throughout the visitor's session
  • A Load Rule that tells the tag to only fire when the visitor lands on a conversion page and when the cookie is populated, indicating that they originated from a Google Adwords campaign

Privacy & Tracking

For more information on the privacy manager, head to Tealium's documentation. You can:

  • Configure the do not track extension (this effects the browser)
  • Use privacy manager to determine tracking regulations including your "Opt-In" and "Opt-Out" privacy options and how they are presented to your customers

Manage Users

 Areas that you can change in permissions include:

  • Who has access
  • Who can manage templates
  • Who can publish

 Consent Prompt Manager

 The final area is the consent prompt manager, your Tealium account manager will be able to work with you to set this up but it is essential to comply with your company’s privacy policies and GDPR.

 

To learn more about implementing tag management please feel free to contact us.