Getting Started

Mezzobit offers a free phone consultation for customers to guide them through the implementation process and go live as quickly as possible. Sign-up for the consultation is available during the log-in process or by clicking on the question mark icon in the upper right corner of the screen.

The full PDF version of this guide is available for download as an attachment to this page.

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Most TDI implementations can be completed in under an hour for websites with a handful of tags. Mezzobit provides free phone consultations for customers to guide them through this process, and detailed help is also included within the TDI portal, but here are the highlights:

 


Step 1: Inventory tags on existing website (estimated time: 30 minutes for 10 or fewer tags)

You first need to determine which tags on your website will be managed by TDI. Most webmasters already have an inventory of existing tags, but sometimes, tags get implemented over the years without a written record of what’s actually on the site. There are free browser plug-ins that can help you identify all of your tags:

In order to manage tags with a TMS, you also need to provide the actual HTML or JavaScript. If you don’t already have this in a separate file, many tags include labeling that makes them easy to copy out of your web page. Simply save the tag code in a text file for use in Step 3. However, as many websites don’t religiously update their tag code, now is also a good time to obtain the latest versions from your tag providers. For most tags, like Google Analytics, Quantcast, and social sharing widgets, recent code is easily obtainable from their websites.

Mezzobit is also building a partner tag library that will be available shortly where customers to select their tags and have current code automatically imported into the TDI environment without cutting and pasting. This library also will handle automatic tag updates.

 


Step 2: Log into the TDI

Visit http://tdi.mezzobit.com to login to your account. If you haven't already signed up for an account you will need to do this now.

 


Step 3: Import tags within TDI (estimated time: 3 minutes per tag)


Once you log into TDI, the first thing you’ll want to do is set up your tags. To get started, click on the New tag button, which is available from the dashboard. The New Tag screen provides many options, but there are only four things you have to do:


 tag_screen.png

While you do not need to add all of your tags to the TDI, some tags will not function correctly unless they are added with their related tags.  For example adding a GPT display tag without also adding the GPT object and defineSlots call tags may cause issues.  Instead tags that have a set run order should all be added to the TDI, and set to run in the correct order using dependencies.

If you want to get more sophisticated, there are plenty of other options you can choose, such as adding rules to govern how the tag is executed or placing tags with visual components. TDI provides help to use these functions through tooltips — just click on any icon to the right of the function to see more information. Also, the growing Mezzobit knowledgebase has articles that may be useful.

 


Step 4: Create TDI container (estimated time: 5 minutes)

Now that you’ve entered all the tags to be managed by TDI, you need something to put them in. Creating a container is simpler than entering your tags mainly because no code needs to be input. Get started by clicking on the New container button on the dashboard.


There are five necessary steps, including one that you’ll need to do later in the process:
container_screen.png

As with tags, there are many other settings you can choose in addition to the basics.

There is one last step: retrieve the container JavaScript/HTML code. Once you save your work, TDI will display a link to permit you to view the code:
container_code.png
 
You can click any of the three links — the container name in the blue box or in the container list, or on “Click this link” — to display the container dialog box. This time, the system will show the container code, which you can copy by the clicking the button . Save this code temporarily in a text editor for the next step.

 code_paste.png

 


Step 5: Embed TDI container in website (estimated time: 10 minutes)

Now that you have the code, you need to place it within all of the pages where you want TDI to manage tags. There are two ways to do this:

  • If you use WordPress, there is a simple free plug-in that lets you select which container you want to deploy without having to manually insert any code. We are developing plug-ins for other blogging platforms and content management systems to enable easy deployment of TDI.
  • For all other publishing platforms, insert the TDI container immediately after the opening of the <body> section. Often, you can insert the code into a master template that will propagate to all pages in your site.

Even after inserting the container, it will only function once you have enabled it (Step 6).

 


Step 6: Disable existing tags and go live (estimated time: 10 minutes)

To disable the hardcoded tags in your site, it’s recommended that you do not immediately delete them. This will permit you to more easily troubleshoot potential problems.

Instead, you will need to insert commenting codes that will tell the browser to ignore the tags. To do this, locate each tag and insert <!-- immediately before the tag and --> immediately after the tag. The tags will not execute, but they still will load. At some future date, you can go back into your HTML code and remove the tags altogether.

An example:

Before:

<script type="text/javascript">
function displayMsg()
{
alert("This is a tag!")
}
</script>


After:

<!--
<script type="text/javascript">
function displayMsg()
{
alert("This is a tag!")
}
</script>
-->

Once you do this for each tag, they will no longer function. Once you’ve completed this, you should enable your container (as shown in Step 4) and now you’re live. In the time gap between disabling your tags and enabling the container, no tags will fire on your site, so it’s best to quickly complete this step.

Some digital publishers have multiple environments for their website (production, staging, development, etc.). This makes deployment much simpler and cleaner, because the above steps can be done in an environment outside of production, which avoid creating a gap of time when no tags would fire. TDI has tools to permit users to manage container environments, making it easy to promote code from one environment to the next.

 


Step 7: Refine your operations

This guide describes an express lane method for implementing TDI  , but as you have seen, there are many powerful tools you can use to improve how you manage tags. For instance, you can:

  • Create rules or use custom JavaScript to cause tags to only fire under certain conditions.
  • Manage tags that have visual components, like ad units or widgets.
  • Set up containers for different domains.
  • Create rate-limited tags that only fire a specified number of times.
  • And much, much more.

As you get used to basic TDI operations, we encourage you to experiment with the other features. We’re adding new capabilities all the time.
And as you find new ways to use TDI to improve your operations, share your results with the wider community by posting in our forums.

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