Tags

Tags define the actions that will take place on your website or application when certain conditions are met. While triggers specify when something should happen, tags specify what happens (e.g., log an event, update a profile, execute custom code).

Step 1: Open the Tags Tab

From your Workspace, select Tags in the left-hand menu.

You will see a list of existing tags with the following details:

• Name – the tag’s unique identifier.

• Type – the action performed (Event, User, Widget, Custom HTML).

• Triggers – conditions that cause the tag to fire.

• Last Edited – when the tag was last modified.

• Actions – edit, view, or delete options.

Step 2: Create a New Tag

1. Click Create Tag.

2. Enter a Name for your tag (choose something descriptive, like Purchase Event Web or User Profile Update).

3. Select a Type from the dropdown menu. You can choose from:

   • Netmera Event – logs a user action or state.

   • Netmera User – updates or enriches profile attributes.

   • Widget – connects to an existing widget with advanced trigger options.

   • Custom HTML – inserts JavaScript or HTML for custom logic.

Tag Types

Netmera Event

A Netmera Event tag is used to log a specific user action or state into Netmera.

These events appear in the Netmera Panel under Reports and can be used for:

• Segmentation (e.g., users who completed a purchase in the last 7 days).

• Journeys (e.g., trigger a follow-up campaign when a form submission occurs).

• Conversion and funnel analysis (e.g., add-to-cart → purchase rate).

Example use cases:

• Fire a Purchase Event Web whenever a payment confirmation page loads.

• Fire a Screen View event on every page to track user navigation.

• Fire a Form Submission event when a newsletter subscription form is submitted.

Best for: Marketers and product managers who want measurable user interactions without requiring developer changes.

Netmera User

A Netmera User tag updates or enriches user profile attributes.

• This ensures that anonymous actions can be tied to user information once known.

• Attributes like name, gender, msisdn, email, birthday, or custom profile fields can be updated dynamically.

Example use cases:

• After login, fire a tag that updates the user’s userId and email.

• On a checkout page, capture the msisdn (phone number) of the buyer.

• When a user submits a profile update form, sync the data directly to Netmera.

Best for: Maintaining clean, enriched user profiles that support personalized targeting, segmentation, and reporting.

Widget

A Widget tag connects with an existing Netmera widget (such as banners, pop-ups, surveys, subscription forms, or promotional flows).

Example use cases:

• Apply complex conditions to determine when a widget interaction should fire.

• Combine widget engagement with other rules (e.g., page URL, user profile attributes).

• Extend scenarios where the standard widget setup does not fully meet requirements.

Best for: Businesses that already use widgets for engagement but want to set up customized or advanced triggers that cannot be achieved with the standard widget configuration.

Custom HTML

The Custom HTML Tag type allows you to insert your own JavaScript or HTML code directly into the site via Tag Manager.

Example use cases:

• Add a script that modifies the page layout.

• Show a custom banner or message.

• Run a JavaScript function when a specific trigger occurs.

Important considerations:

• Custom HTML is powerful but should be used carefully to avoid performance, duplication, or security issues. Always test in Preview before publishing.

Best for: Developers or advanced marketers integrating third-party tracking or building tailored scripts.

Step 3: Configure Advanced Settings (Optional)

1. In the tag editor, expand Advanced Settings.

2. Configure:

   • Tag Sequencing – ensure this tag runs before or after another.

   • Tag Firing Priority – set priority when multiple tags fire simultaneously.

   • Tag Firing Option – choose frequency (once per page, once per load, unlimited).

   • Tag Firing Schedule – restrict firing to certain dates or times.

Example Tags

The following examples illustrate how tags appear in the workspace:

Step 4: Save and Attach Triggers

Every tag must have at least one trigger assigned. Without a trigger, a tag will never fire. By combining different tag types with trigger logic, you can track user actions, enrich profiles, display widgets, or insert custom code.

1. While creating or editing a tag, go to the Trigger tab.

2. Click Add new Trigger.

3. Choose from an existing trigger in the dropdown, or:

   • Edit this trigger: Modify its properties.

   • Create new trigger: Build a completely new condition.

4. Once selected, the trigger will appear under the tag with its Type clearly displayed.

5. Save your configuration with Save & Return to Workspace.

6. Click Save & Continue after defining the tag.