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Overview

Variables are the specific pieces of information you collect with each tracking event. Think of them like form fields - each one needs rules about what kind of data it should contain. Tag Insight uses these rules to alert you when something’s wrong. Variable Configuration Overview

What are variables?

Simple explanation

When someone views a product on your website, you might track:
  • Event: “product_viewed”
  • Variables: The details about that product view
    • Product ID (like SKU12345)
    • Product name (Blue T-Shirt)
    • Price ($29.99)
    • Category (Clothing)
Each of these details is a variable that needs configuration.

Why configure variables?

Without rules, your tracking can collect messy data:
  • Prices might come through as text instead of numbers
  • Product IDs might be missing or wrong format
  • Currencies might be inconsistent
Configuration prevents these issues by setting clear expectations.

Setting up variable rules

Variable Validation Rules

Basic variable properties

For each piece of data you collect, define:
Identification
  • Name: How developers reference it (product_id)
  • Display name: How you see it (Product ID)
  • Description: What it means (Unique product code)

Common variable types

E-commerce variables

Product information

  • Product ID/SKU
  • Product name
  • Price
  • Category
  • Brand
  • Availability

Transaction data

  • Order ID
  • Total amount
  • Currency
  • Payment method
  • Shipping cost
  • Tax amount

Customer details

  • Customer ID
  • Customer type
  • Login status
  • Location
  • Preferences

Behavior tracking

  • Page views
  • Search terms
  • Click locations
  • Time on page
  • Scroll depth

Setting rules for each type

Examples: Product names, IDs, categoriesCommon rules:
  • Maximum length (e.g., 255 characters)
  • Required format (e.g., SKU must start with “PRD-”)
  • Can’t be empty
  • Case sensitivity
Examples: Prices, quantities, percentagesCommon rules:
  • Must be positive
  • Maximum value (e.g., price under $10,000)
  • Decimal places (e.g., 2 for currency)
  • Whole numbers only (for quantities)
Examples: Is logged in, has premium, accepted termsCommon rules:
  • Must be true or false
  • Default value if missing
  • What counts as “yes” (true, 1, yes)
Examples: Product categories, selected optionsCommon rules:
  • Minimum items (at least 1)
  • Maximum items (no more than 10)
  • No duplicates
  • Valid values only

Real-world examples

Product tracking

For tracking product information: Product ID
  • Type: Text
  • Required: Yes
  • Format: Must match your SKU pattern
  • Example: “SKU-12345” or “PROD-BLUE-SHIRT-M”
Price
  • Type: Number
  • Required: Yes
  • Rules: Must be positive, maximum 2 decimal places
  • Example: 29.99 (not “$29.99” or “29.99 USD”)
Category
  • Type: Text
  • Required: Yes
  • Allowed values: List of your categories
  • Example: “Clothing”, “Electronics”, “Home”

Customer tracking

For tracking customer data: Customer ID
  • Type: Text
  • Required: When logged in
  • Privacy: May need to be anonymized
  • Example: “CUST-12345” or hashed value
Customer type
  • Type: Text
  • Required: No
  • Allowed values: “guest”, “member”, “premium”, “business”
  • Default: “guest”

Privacy considerations

Variable Configuration Best Practices

Protecting customer data

Some variables contain sensitive information:
Always work with your legal team to ensure privacy compliance
Email addresses
  • Consider anonymizing (showing only domain)
  • Or hash for privacy
  • Never expose in reports
Personal information
  • Phone numbers
  • Full names
  • Addresses
  • Payment details
Location data
  • IP addresses (truncate last part)
  • Precise coordinates
  • Home addresses

Anonymization options

Tag Insight can automatically protect sensitive data:
  • Hashing: Converts data to anonymous ID
  • Masking: Hides part (e.g., john****@email.com)
  • Removal: Doesn’t collect at all
  • Truncation: Keeps only part (e.g., city not address)

Variable organization

Organize variables into logical categories: Product data
  • All product-related fields together
  • Consistent naming (product_id, product_name, product_price)
  • Same rules across events
User data
  • User identification
  • Preferences
  • Status information
  • Behavior metrics
Transaction data
  • Order information
  • Payment details
  • Shipping data
  • Financial metrics

Create templates

Save time by creating standard variable sets: Basic product template
  • Product ID (required)
  • Product name (required)
  • Price (required)
  • Category (required)
Extended product template
  • Everything from basic
  • Brand (optional)
  • Color (optional)
  • Size (optional)
  • Reviews (optional)

Common issues and solutions

Issue: Wrong data types

Problem: Price coming through as “$29.99” (text) instead of 29.99 (number) Solution:
  • Set clear rules that price must be a number
  • Work with developers to fix the source
  • Tag Insight will alert when this happens

Issue: Missing required data

Problem: Orders without order IDs Solution:
  • Mark order_id as required
  • Get alerts when it’s missing
  • Fix before it affects reporting

Issue: Inconsistent formats

Problem: Dates in different formats (01/15/2024 vs 2024-01-15) Solution:
  • Define one standard format
  • Document it clearly
  • Monitor for violations

Best practices

Start simple

Don’t over-complicate initial rules

Document clearly

Explain what each variable means

Test thoroughly

Verify rules work with real data

Review regularly

Update as business needs change

Do’s and don’ts

Do:
  • ✅ Use descriptive names
  • ✅ Set reasonable limits
  • ✅ Consider edge cases
  • ✅ Plan for growth
  • ✅ Protect privacy
Don’t:
  • ❌ Make rules too strict
  • ❌ Forget documentation
  • ❌ Ignore privacy laws
  • ❌ Skip testing
  • ❌ Assume one size fits all

Working with your team

Marketing’s role

  • Define what data you need
  • Explain business context
  • Review variable names
  • Approve privacy approach

Developer’s role

  • Implement correct data types
  • Follow naming conventions
  • Handle edge cases
  • Fix validation errors

Working together

  • Regular reviews of variable health
  • Quick fixes when issues arise
  • Documentation updates
  • Privacy compliance checks

Getting started checklist

Before configuring variables:
  • List all data points you need
  • Define the purpose of each
  • Determine required vs optional
  • Consider privacy implications
  • Document expected formats
  • Plan validation rules
  • Review with team

Next steps