The first step is to create snippets to deploy as tags in Google Tag Manager. The snippets should be created with your company strategy in mind as to how you wish to group the information in Resonate. Your company may create snippets for site mapping and/or user event actions.
The following is the format of our Track Function Snippet:
- In Resonate, the "Event Name" is a name that you choose to be displayed in Tags under Events that is reflective of the unique triggering event that fires the track event snippet in Tag Manager. These can be useful for creating attributes in Resonate Ignite that group together all related trigger events that you define.
- For site mapping snippets, it captures the overall visitation of all the pages that we defined in one or more of our Regex Variable Tables.
- For user event snippets, it captures the overall user actions for that event trigger.
- In Resonate, the "Parameter Name" is the folder name that you choose to be displayed in under Tags.
- For site mapping snippets, Parameter Names folder will contain all the Output Names that you made in each Regex Table.
- For user event snippets, the Parameter Name folder will reflect the name you select to contain data on your event trigger (the Value).
- For site mapping snippets, the "Value" will be the Regex Variable we define in GTM. It will contain all the specific site page information you made in your Regex Tables. The Output Names for each page will then be populated in Resonate under the "Parameter Name" folder.
Each of these named fields inform the structure of your data when it is sent to Resonate. The values you send through these fields will be reflected in the Resonate Ignite Segmentation Center for audience building purposes. Parameter names are stored within the site tag hierarchy, and values are stored within their corresponding parameter. Event names are stored in a pre-formatted "event" parameter next to custom parameters you create.
The Tag data will be found in your Resonate Ignite platform (Please see labeled examples below.)
- Click Segmentation Tab, Tags and Site
- Under your Dynamic Site Tag, you will find:
- the preformatted event category (This is a default folder and contains the Event Names you defined in your snippets.)
- the Parameter Name folders that you defined in your snippets (This folder contains the corresponding Values that you defined for each Parameter in the snippet.)
- Click on event to see the Event Names that you defined in snippet:
- Click on each Parameter Name folder to see that Values that you defined in snippet
We will use our Resonate examples and regex variable tables to demonstrate how to create a Site Mapping snippet that will be entered as a tag in GTM. We will also show how the names will display in the resonate platform (under tags) so that you can then determine your naming strategy as well.
Site Mapping Snippet Example:
For our site mapping strategy, we decided that we would create one snippet with an Event Name "All Page Loads" to track all our Tier1 and Tier2 pages in our Regex Tables. Our example snippet uses variables for the "Value" that we will create in GTM. The variables in turn will contain Regex tables that that apply wildcard patterns to the URL of a site page. Creating Regex Tables and Variables are detailed in upcoming sections.
- "All Page Load" Snippet Example:
- In Resonate, the 'All Page Loads' is our Event name that we choose to be displayed in Tags under the default Events folder. It captures the overall visitation of all the pages that we defined in Tier1 Categories and Tier2 Pages.
- In Resonate, the "Tier1 Categories" and "Tier2 Pages" are the Parameter Folder names that we choose to be displayed in Tags. Each folder will contain all the Output Names that we make in each Regex Variable Table.
- The Regex Table Tier1 and Regex Table Tier2 will be the Regex Table names we will define in GTM using Regex Variables. They will contain all the specific site page information we make in our Regex Tables (discussed in more detail in the following section). The Output Names for each page (URL) in our Regex Tables will then be populated in Resonate under the applicable parameter folder either Tier1 Categories or Tier 2 Pages.
We will use our Resonate examples to demonstrate how to create user event snippets that will be entered as tags in GTM. It is important to note that user event triggers will be used when creating the tags in Tag Manager. We will also show how the names would show in resonate so that you can then determine your naming strategy as well.
User Event Snippet Examples:
For our Resonate user event snippet examples, we are tracking the user event of a "User Login"; and we are also tracking the "Request for Demo" in the second snippet. It is important to note that the appropriate user event triggers for User Login and Request for Demo will need to be selected when creating the tag in Tag Manager. The steps are detailed in Creating/Deploying Tags.
- Site Action Snippet example for "User Login Button click":
- Site Action Snippet example for "Request for Demo Button click"
Based on the above site mapping and user action snippets examples, the data will populate in Resonate under Tags in the following manner:
- In the Segmentation Tab, under Tags and Site, the Dynamic Site Tag data is displayed
- Under User Actions (default folder), our Segmentation Center Folders are displayed
- In the Segmentation Center, under Event, our Event Name tag data are displayed
- In the Segmentation Center, under Site Actions, our User Event tag data are displayed
- In the Segmentation Center, under Tier 1 categories, our Tier 1 tag data are displayed
- In the Segmentation Center, under Tier 2 pages, our Tier 2 tag data are displayed