(Cross-posted from the 33 Sticks blog)
Aside from all of the things that Launch handles better than DTM did (which I discussed a bit in my previous post in the series), a move to Launch provides an opportunity to clean up and optimize your implementation (to the point that even if you weren’t moving to Launch, you could still do this clean up within DTM). You can save yourself from headaches and regret down the line if you take the time now to define some standards, adopt some best practices, or apply some “lessons learned” from your DTM implementation.
Redo Your Property Structure
Many companies set up their DTM properties based on a certain understanding of how properties should be used, and realized a bit too late that a different set up might work better.
A previous post of mine on this topic is still applicable in Launch: your properties should not be based on Report Suites or domains, but rather, on the three following questions:
- How similar are the implementations between your sites (do they use the same data layer, for instance? Would the rules be triggered by the same conditions?)
- How similar are the publication timelines (if you publish a change for Site A, would it also apply to Site B at that time?)
- Will the DTM/Launch implementation be maintained/updated by the same folks? (Properties are a good way to control user access.)
Keep in mind Launch has an API for configuration, so if you have 15 properties and want to make a change to all of them at once, you now can (though that API is not yet super documented/supported, so it’s a bit of a wild west so far). In general, I’ve seen folks using Launch as an opportunity to move to fewer properties.
Define Standards and Best Practices
Now is a great time to take lessons learned from DTM and define the standards your company will follow within Launch. Some things are arbitrary- it doesn’t really matter if I name the rule “Product Details Page View” or “page: product details”, but if we are consistent from the start, it can save us a lot of head ache and cleanup down the road.
Tags With the Same Condition(s)/Scope Should Share the Same Rule
To keep your library light, and your implementation scalable and maintainable, I highly recommend basing your rules on their scope/condition, rather than the tags they contain. For instance, a single rule named “Checkout: Order Confirmation” is better than 10 different rules that fire on Order Confirmation- “Doubleclick Order Confirmation” and “Google Conversion Tags”, etc.
I’ve written previously about why this matters– it can have a surprising affect on page performance (not to mention it cane make your TMS impossible to navigate/maintain), and that still applies in Launch.
Delete redundant and unused stuff
Run an audit of your DTM property. Do you have redundant or unused Data Elements? Empty (or permanently commented-out) rules or Third Party Tags? Inactive rules or data elements that aren’t likely to ever be used again? Often folks are afraid to delete things within DTM, but this is a great chance to delete anything that isn’t still useful.
Institute a Naming Schema
This is your chance to have a nice, clean naming standard in your TMS. Consider all the following things you can name in Launch:
- Data Elements: I try to keep to the same [category]:[details], though since Launch doesn’t show the DE type from the DE list like DTM does, I also like to include the type: “search: term: QP” (QP for Query Parameter) or “checkout: order total:DL” (DL for Data Layer). I also prefer keeping everything for Data Elements lowercase so I don’t have to worry/remember how I capitalized things.
- Rules: In DTM I liked to do something like “[category]:[scope/condition]” (eg “Search: Results”, “Catalog: Product Details”, “Checkout: Cart View”.) In Launch, because DCRs, EBRs and PLRs now share the same interface, I like to take it a step further and include the rule type at the front: “Page: Search: Results” or “Click: Search: Filter”. If you have a lot of rules potentially firing into the same beacon, then I’d also include info about the order (eg, “Page: Global: All Pages #100” and “Page: Home #25” so you know that the #100 one would fire AFTER the #25 one on the home page.) I’ve also found it helpful to call out the rules which actually fire my analytics BEACON as opposed to rules that run higher in the order and only set variables (eg: “Page: Global: All Pages (s.t) #100”). Then within Rules, there are more naming considerations than there had been in DTM:
- Events: Should be descriptive, and it may be worth including the load order (so “Page Top- #100” or “Direct Call: Add to Cart #50” might do the trick.)
- Conditions/Exceptions: Conditions and Exceptions particularly should have some sort of custom naming (instead of a condition “Core – Value Comparison”, I might name it “pageName DE=’search results’”).
- Actions: I’ve been leaving some with the default (eg, “Adobe Analytics – Set Variables”, though depending on how complicated my implementation is, I might want to change that to “Analytics- Content Identification variables”). Any Core/Code actions should have a descriptive name (“Yahoo pixel- expires 12/19/19” or similar.)
Fix Up Your Data Layer
This is perhaps a very ambitious task for most migrations, but if you’re already taking the effort to audit your DTM implementation, now might be a good time to also look at your data layer- do you have data layer objects that aren’t being used in DTM at all currently? (Be aware, of course, that data layers don’t always exist solely for a TMS’s sake- make sure no one else is using it either). Before you go creating a bunch of data elements, is there something you wish your data layer had that it currently doesn’t? Or do you wish it were structured differently? Now might be a good chance to optimize it! Especially if you are rolling Launch out to one part of your site at a time, you may be able to work with devs to break up a Data Layer rollout into reasonable chunks. You may be surprised by how many devs are on board with fixing up the data layer, particularly if your current on is messy/confusing.
Move Third Party Tags to Asynchronous JS
Moving to Launch also provides the ability to get solid, current documentation on your solution. Aside from auditing your solution (I’ll take about that in a moment) so you know which rules are setting what or what is expected in the Data Layer on certain pages, I also recommend using this fresh start as a change to document and enforce your standards and best practices for TMS deployment. For instance, I’ve helped clients create a confluence document that anyone at thier company who might be within Launch can access, detailing:
- Naming Strategy (see notes above)
- Third Party Tag deployment standards (which tags are “approved” by your org for use- as in, “do not use one TMS to deploy another TMS like GTM, not unless you hate your site loading quickly”); deploying tags as asynchronous JS- see note above…)
- I also recommend as part of the auditing/documentation process getting a list of all your third party tags, documenting who at your org “owns” that tag, and setting “expiration/renewal” dates (“Jan Smith owns this floodlight tag, deployed 8-5-18; on 9-5-18 we will contact her to see if the tag is still valid or can be deleted”).
- Best Practices (don’t check “apply handler directly to element” without good reason, try to limit the number of Data Elements used in “Data Element Change” rule triggers, etc.)
- Publication Flow (how is your org using libraries and environments? Who approves and who publishes? Will publishing happen with a specific cadence, like every other Wednesday? What is your QA/validation process? Do you want to implement an “all changes must be reviewed by someone other than the person who made the change” rule?)
I know this level of documentation can be daunting and seem like overkill, but your future staff/employees will thank you for it, even if it’s informal and/or a work-in-progress.
Change Your Deployment Method (Adobe-Managed vs Self-Hosted)
DTM had a few deployment options:
- An Adobe/Akamai-hosted library (ie, your embed code starts with “//assets.adobedtm.com”)
- An FTP self-hosted library (DTM would push changes through FTP to a location on your own servers)
- A downloaded self-hosting option (you would manually download after changes and put onto your servers).
Now may be an opportunity to change this- if you’ve been doing the manual download option because of security concerns, now that the publishing flow in Launch is more flexible/powerful, might you be able to simplify by moving to another option?
Technically, all three of these options also exist in Launch, though the approach is slightly different. I’ve documented in a separate post how you can achieve each of the three methods in Launch- especially the download method, which may not be intuitive for users who had used the download option in DTM.
Update Your visitorID/appMeasurement Libraries
A TMS upgrade is also a good chance to update to the most recent stable Adobe libraries (for instance, as of this moment, the most current Analytics library is 2.10). Unless you are doing something very custom/weird in your libraries (or are stuck in the dark ages on H code), updating should be a relatively easy process, and offers benefits like improved page performance.
It may also make sense to examine your doPlugins function (if you are still using it): do you have functionality you can move out of doPlugins (eg, do you still really need getQueryParam when you can just use the DTM/Launch interface?) (Also, word on the street is that some folks at Adobe may be releasing an extension to handle many of the common plugins, so that may provide some extra room for enhancement.)
Update cross-Adobe Tool integrations
If you’re not yet on the VisitorID service, you really should be. Then once you are on that, now would be a good time to update your implementation for integrating analytics with other Adobe tools:
- If you use Target, are you on at.js (and is it current)? Do you have Analytics 4 Target (A4T) set up?
- If you use Audience Manager, have you transitioned to a server-side integration? Are you currently deploying your DIL at the bottom of your Analytics code in DTM, and might you be able to transition that to use the AAM extension?
By now, you should have a sense of what type of migration path you’re going to take, and what aspects of your solution you may want to change or improve upon. The next post in the series will walk you through the actual process and provide a rough framework for a project plan.