{"id":23504,"date":"2014-08-18T17:37:20","date_gmt":"2014-08-19T00:37:20","guid":{"rendered":"http:\/\/claravine.com\/?p=781"},"modified":"2024-08-30T21:50:17","modified_gmt":"2024-08-30T21:50:17","slug":"adobe-dtm-case-direct-rule-calls","status":"publish","type":"post","link":"https:\/\/www.claravine.com\/adobe-dtm-case-direct-rule-calls\/","title":{"rendered":"DTM and the Case for Direct Call Rules"},"content":{"rendered":"<h2><span style=\"color: #000000;\">Cut to the Chase<\/span><\/h2>\n<p><span style=\"color: #000000;\">If you&#8217;re here to learn how to implement Direct Call Rules in Adobe&#8217;s Dynamic Tag Manager (DTM), you should jump to the end. There&#8217;s almost no documentation anywhere else online showing you how to set up Direct Calls, and even less information about why you would even want to. But based on the experience of my last week, I&#8217;m unlikely to ever use anything else. So before I explain how, I want to focus on the why. This post is the story of my conversion, and the light-bulb moment (or rather, lightning-bolt) which convinced me to switch from Event-Driven Rules to Direct Call Rules.<\/span><\/p>\n<h2><span style=\"color: #000000;\">Backstory<\/span><\/h2>\n<p><span style=\"color: #000000;\">My first real exposure to DTM came this past March at the Adobe Analytics conference in Salt Lake City. In a roomful of non-developers, the presenters\u2019 message resonated powerfully: DTM would set us free. Perhaps nothing that dramatic was actually said, but I do remember after each example that they wrapped up with the same phrase: \u201cand see how I did it without writing a single line of code.\u201d The clear message that I took away was that I\u2019ve been beholden to the code-writers for too long, and DTM offered me the mechanism to take control of the analytics capture across my site.<!--more--><\/span><br \/>\n<span style=\"color: #000000;\">I left that room filled with enthusiasm and resolve. The weeks and months that followed were a boot camp for me where I survived the rigors of learning to scale the hidden walls behind web pages, swinging from one CSS handhold to the next. Through dogged determination, my weaknesses gradually became strengths, and when I discovered jQuery as an alternative to Javascript, my pace doubled. My ninja skills were honed and ready, then immediately proven in battle: our agency was picked for a full site redesign, and of course I chose to implement the analytics through DTM. My conversations with the development team were rare and then rarer; I knew how to get what I needed without asking. The launch date neared, and I was comfortably ahead of schedule.<\/span><br \/>\n<span style=\"color: #000000;\">So why do you suppose that I woke up in a sudden panic this past Saturday morning? That\u2019s what this post is about: how in one instant of clarity I came to see both the impending disaster before me, and the original lie that put me on that path, that siren\u2019s voice that drew me out of the gate in exactly the wrong direction. It\u2019s also about the discovery of Direct Call Rules, how they saved the day, and why they will be the only type of rule I build, now and in the future.<\/span><\/p>\n<h2><span style=\"color: #000000;\">The Dark Underbelly of Event-Based Rules<\/span><\/h2>\n<p><span style=\"color: #000000;\">I had been suppressing a nagging concern for some time\u2014Saturday morning was when it finally broke through into my consciousness. I realized that, with every new event-based rule I saved, I was in essence placing another obstacle in the way of the developers whose job it would be to maintain and improve our website\u2019s architecture. A quick web search turned up<\/span> <a title=\"Josh West from Web Analytics Demystified: Data Layer\" href=\"https:\/\/josh.webanalyticsdemystified.com\/?p=43\" target=\"_blank\" rel=\"noopener noreferrer\">Josh West\u2019s post from last November<\/a><span style=\"color: #000000;\">, which confirmed my worries with a vivid example. He illustrated a scenario where, with one smart upgrade after another, a right-thinking developer could compromise, corrupt, and eventually completely destroy the tracking of key site interactions, simply by doing her job well.<\/span> <a title=\"Jason Thompson from 33 Sticks\" href=\"https:\/\/33sticks.com\/adobe-dtm-leveraging-javascript-variables\/\" target=\"_blank\" rel=\"noopener noreferrer\">Jason Thompson echoed the sentiment<\/a><span style=\"color: #000000;\">, in effect saying that just because we can do something, doesn\u2019t mean that we should\u2014at least that\u2019s what I drew out of his last paragraph. After all, we don\u2019t just want to build something that works; we want to build something that will work for years to come.<\/span><br \/>\n<span style=\"color: #000000;\">At this point, short weeks before our deadline, I saw that I had applied about as much foresight as a sand-castle builder at low tide, or someone setting up an open-air meditation clinic right next to Old Faithful. \u00a0As I became faster and more effective at laying out listeners and bypassing the developers, I was casting one fragile web after another across our site. I like the image of a spider\u2019s web, because they\u2019re practically invisible, and people don\u2019t notice them until they\u2019ve walked through and destroyed them. The development team would have no warning of what shouldn\u2019t be changed on the site, since the logic I was writing lived in DTM rather than the site\u2019s codebase.<\/span><\/p>\n<h2><span style=\"color: #000000;\">The Lie and the Truth about Tag Management<\/span><\/h2>\n<p><span style=\"color: #000000;\">I\u2019ve hit it pretty hard already, but I\u2019ll lay it out here one last time: the value of a Tag Management System (TMS) such as DTM is not in its capacity to let you work independently of the development team. Just the opposite: the most important advantage of any TMS is that it facilitates an active and necessary collaboration between the analysts, who know best what to do with data elements, and the developers, who know best how to deliver them. There are details within analytics implementations that site developers shouldn\u2019t have to know. DTM pulls the elaborate mapping between data points and analytics reports off of their plate, and gives analysts the freedom to reconfigure that mapping as the need arises.<\/span><br \/>\n<span style=\"color: #000000;\">It\u2019s no wonder they were having trouble. These switch cases are chock-full of Omniture\u2019s home-grown lingo: s-props and evars and functions, with no clues about how this code might be extended for the next case that comes along.<\/span><br \/>\n<span style=\"color: #000000;\">Here is code that anyone can read and follow, where only the high-level, clear intentions of the analytics efforts are included in the site\u2019s code. All of the complex variable mapping is handled within the DTM interface. Not only does this make it less vulnerable to the whims of uninitiated developers who may feel tempted to copy and paste code from one area to another, or delete values that they have never heard of, but it also allows companies to switch from one analytics vendor to another (such as Adobe Analytics to Google Analytics, or vice versa) without having to uproot anything in the code.<\/span><\/p>\n<h2><span style=\"color: #000000;\">Data Layer is King, Data Element is Tom<\/span><\/h2>\n<p><span style=\"color: #000000;\">I\u2019m not alone when I preach that the best TMS implementations are built upon a solid Data Layer foundation. Don\u2019t skip it. Both Josh and Jason emphasized its need in the blogs I referenced above, and Adobe\u2019s evangelists are leading with that same message: see what<\/span> <a title=\"Jeff Chasin from Adobe\" href=\"https:\/\/blogs.adobe.com\/digitalmarketing\/analytics\/analytics-data-layers-look-hood\/\" target=\"_blank\" rel=\"noopener noreferrer\">Jeff Chasin<\/a> <span style=\"color: #000000;\">and<\/span> <a title=\"Adam Klintworth from Adobe\" href=\"https:\/\/blogs.adobe.com\/digitalmarketing\/analytics\/data-layers-buzzword-best-practice\/\" target=\"_blank\" rel=\"noopener noreferrer\">Adam Klintworth<\/a><span style=\"color: #000000;\"> said about it.<\/span><br \/>\n<span style=\"color: #000000;\">A less heralded component is what DTM calls \u201cData Elements.\u201d If your Data Layer is the list of all ingredients you need to bake into your reports, the Data Element is a receptacle within DTM that can hold exactly one ingredient. The truth is that the javascript Data Layer properties can be mapped through to your analytics reports without the middle-man involvement of Data Elements. What they bring to the table is as hard to defend as Tom Smykowski\u2019s job in Office Space, the guy who kept insisting that he was a <em>People Person<\/em>. But I have to say that I like using Data Elements. (I liked Tom, too.) They allow me to take advantage of some of the nice UI tools inside of DTM, and minimize the custom code I\u2019ll need to add later.<\/span><br \/>\n<span style=\"color: #000000;\">Actually, there is one a terrific reason to always use Data Elements, but it\u2019s complicated, and will have to be the essence of the next DTM blog post I write. In a nutshell, it provides a way to reverse-engineer the entire Data Layer object\u2019s structure, and from there clear out values that were inadvertently being carried from one analytics call to the next.<\/span><\/p>\n<h2><span style=\"color: #000000;\">Direct Call Rules<\/span><\/h2>\n<p><span style=\"color: #000000;\">This is the part where my advice leaves the most common paths. I believe that data should be pushed to DTM, not pulled via DTM\u2019s listeners. But this approach is certainly not being advanced as a best practice on the DTM scene. Notice the paltry<\/span> <a title=\"Adobe Help File: Direct Call Rules\" href=\"https:\/\/marketing.adobe.com\/resources\/help\/en_US\/dtm\/rules.html\" target=\"_blank\" rel=\"noopener noreferrer\">two sentences of documentation<\/a> <span style=\"color: #000000;\">devoted to Direct Call Rules on the entire DTM Help site, and the link that shows a picture with almost no explanation.<\/span><br \/>\n<span style=\"color: #000000;\">A fellow member on an Adobe help forum pointed me to<\/span> <a title=\"DTM Help Video: Implementing with Direct Call Rules\" href=\"https:\/\/outv.omniture.com?v=tvaTY4ZzoJ087ioJpJptl9npM_8QGDxU\" target=\"_blank\" rel=\"noopener noreferrer\">this video<\/a> <span style=\"color: #000000;\">where I learned how to apply Direct Call Rules, but even there the implication was that this option was the last resort, something you could fall back on when nothing else worked.<\/span><br \/>\n<span style=\"color: #000000;\">That\u2019s where I disagree. One last time: the CSS layer is an unreliable foundation for triggering data collection. Your TMS system will not warn developers of tracking components that will break if they restructure this or that element in the code. A Direct Call strategy resolves both of these issues, ensuring that the call is made when it\u2019s supposed to fire, and standing as a reminder to the coding team the analytics system is doing something intentional at that moment.<\/span><br \/>\n<span style=\"color: #000000;\">So let me end with a quick tutorial.<\/span><br \/>\n<span style=\"color: #000000;\"><strong>Step 1: <\/strong>Define the Data Layer Requirements.<\/span><br \/>\n<span style=\"color: #000000;\"><strong>Step 2: <\/strong>Make sure a Data Element exists for each Data Layer property.<\/span><br \/>\n<span style=\"color: #000000;\"><strong>Step 3: <\/strong>Create a New Direct Call Rule. The Name you give it isn\u2019t as important as the String you type in the Condition section.<\/span><br \/>\n<span style=\"color: #000000;\"><strong>Step 4: <\/strong>Make that string the argument in the _satellite.track function, to be delivered with the Data Layer Requirements.<\/span><br \/>\n<span style=\"color: #000000;\"><strong>Step 5: <\/strong>Test it on your own localhost. (I\u2019m a stickler on this point\u2014it\u2019s not that hard; you can learn to do it!)<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Cut to the Chase If you&#8217;re here to learn how to implement Direct Call Rules in Adobe&#8217;s Dynamic Tag Manager (DTM), you should jump to the end. There&#8217;s almost no documentation anywhere else online showing you how to set up Direct Calls, and even less information about why you would even want to. But based on the experience of my last week, I&#8217;m unlikely to ever use anything else. So before I explain how, I want to focus on the why. This post is the story of my conversion, and the light-bulb moment (or rather, lightning-bolt) which convinced me to switch from Event-Driven Rules to Direct Call Rules. Backstory My first real exposure to DTM came this past March at the Adobe Analytics conference in Salt Lake City. In a roomful of non-developers, the presenters\u2019 message resonated powerfully: DTM would set us free. Perhaps nothing that dramatic was actually said, but I do remember after each example that they wrapped up with the same&hellip;<\/p>\n","protected":false},"author":17,"featured_media":25582,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[51],"class_list":["post-23504","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>DTM Rules and the Case for Direct Call<\/title>\n<meta name=\"description\" content=\"Learn how and why to implement Direct Call Rules in Adobe&#039;s Dynamic Tag Manager (DTM) in this informative blog article.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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