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Overview

Great tracking requires great teamwork. This guide shows how marketing teams can collaborate effectively with developers, analysts, and other stakeholders to ensure successful tracking implementations.
While Tag Insight doesn’t have built-in collaboration features like comments, teams successfully use exported reports and shared documentation to work together.

Your tracking team

Who does what

Marketing Team

  • Define what to track
  • Set conversion goals
  • Review tracking data
  • Request reports

Analytics Team

  • Create tracking plans
  • Monitor data quality
  • Generate insights
  • Fix data issues

Development Team

  • Install tracking
  • Fix technical issues
  • Ensure performance
  • Update tracking code

QA Team

  • Test tracking works
  • Find problems
  • Verify fixes
  • Check new features

Clear responsibilities

Know who to contact for what:
NeedWho to ContactWhat They Do
Add new trackingAnalytics TeamDefine requirements
Fix broken trackingDevelopment TeamImplement fixes
Test trackingQA TeamVerify everything works
Get reportsAnalytics TeamPull and explain data
Performance issuesDevelopment TeamOptimize tracking

Working together effectively

Starting a new tracking project

1

Define your needs

Marketing leads this
  • What do you want to measure?
  • Why is it important?
  • How will you use the data?
  • When do you need it?
2

Create the plan

Analytics team creates
  • List of events to track
  • Required information
  • How to validate it works
  • Timeline for completion
3

Review together

Everyone participates
  • Is this feasible?
  • What might be difficult?
  • Any concerns?
  • Agreement on timeline
4

Implementation

Developers build
  • Add tracking code
  • Test it works
  • Deploy to staging
  • Get ready for launch
5

Testing

QA validates
  • Check all scenarios
  • Verify data quality
  • Report any issues
  • Approve for launch
6

Launch & monitor

Team effort
  • Deploy to production
  • Monitor in Tag Insight
  • Address any issues
  • Celebrate success!

Communication tips

Regular check-ins

Schedule these meetings:
30 minutes every week
  • Review tracking health
  • Discuss any issues
  • Plan upcoming work
  • Share wins

Documentation that works

Keep information accessible:

Tracking dictionary

Simple spreadsheet listing all events and what they mean

Process guide

Step-by-step for common tasks like adding new tracking

Contact list

Who to contact for different needs and emergencies

FAQ document

Answers to common questions about your tracking

Using Tag Insight together

Sharing access

Work with your admin to set up:
  • Viewers: Marketing team members who need to see reports
  • Editors: Analytics team who manage tracking plans
  • Admins: Technical leads who manage settings

Organizing projects

Keep projects organized:
Your Company/
├── Production/
│   ├── Main Website
│   ├── Mobile App
│   └── Campaign Sites
├── Testing/
│   └── Staging Environment
└── Archive/
    └── Old Projects

Common collaboration scenarios

Scenario: “We need to track a new campaign”

1

Marketing request

Send email with:
  • Campaign name and dates
  • What you want to measure
  • Success metrics
  • Reporting needs
2

Analytics review

They will:
  • Map to existing tracking
  • Identify new requirements
  • Create implementation plan
  • Estimate timeline
3

Implementation

Team works together:
  • Dev adds tracking
  • QA tests it works
  • Marketing reviews data
  • Launch when ready

Scenario: “Something isn’t tracking correctly”

Issue reporting template

Subject: Tracking Issue - [Brief Description]What’s wrong:
  • What should be happening
  • What’s actually happening
Where it happens:
  • Specific pages or actions
  • When you first noticed
Impact:
  • Is data being lost?
  • Can you still do your job?
Screenshots:
  • From Tag Insight debugger
  • From your analytics tool

Scenario: “We need a tracking report”

What to provide:
  • Date range needed
  • Specific metrics
  • Format preference (Excel, PDF)
  • When you need it by
  • Who needs access

Best practices for marketing teams

Do’s

Communicate early - Give teams advance notice of campaigns ✅ Be specific - Clear requirements prevent confusion ✅ Test thoroughly - Always verify tracking before launch ✅ Document everything - Keep records of what’s tracked ✅ Celebrate wins - Acknowledge good tracking work

Don’ts

Last-minute requests - Tracking takes time to implement ❌ Assume it’s easy - Some tracking can be complex ❌ Skip testing - Always verify before going live ❌ Ignore issues - Report problems immediately ❌ Work in silos - Collaboration is key

Building tracking knowledge

Training opportunities

Learn the basics:
  • What is tracking and why it matters
  • How to read Tag Insight reports
  • Common tracking terminology
  • How to spot issues
Onboarding essentials:
  • Tour of Tag Insight
  • Your tracking dictionary
  • Who to contact
  • Common processes
Stay current:
  • Monthly tracking tips
  • New feature training
  • Case study sharing
  • Industry best practices

Creating a knowledge base

Build a simple wiki with:
  • How-to guides for common tasks
  • Glossary of tracking terms
  • Templates for requests
  • Troubleshooting tips
  • Success stories

Measuring collaboration success

Track how well you’re working together:

Request turnaround

How quickly tracking requests are completed

Issue resolution

Time to fix tracking problems

Data quality

Percentage of tracking working correctly

Team satisfaction

Regular surveys on collaboration

Monthly team review template

Use this agenda:
  1. Wins (10 min)
    • Successful implementations
    • Problems solved
    • Great teamwork examples
  2. Challenges (15 min)
    • Current issues
    • Bottlenecks
    • Communication gaps
  3. Upcoming (20 min)
    • Next month’s priorities
    • Resource needs
    • Timeline review
  4. Process improvement (15 min)
    • What could work better?
    • New ideas to try
    • Action items

Getting help

When collaboration challenges arise:
  1. Talk it out - Most issues resolve with conversation
  2. Escalate if needed - Involve managers for resource issues
  3. Document patterns - Track recurring problems
  4. Seek training - Invest in team skills
  5. Use Tag Insight support - They can advise on best practices

Next steps