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Best Practices Checklist

Luiza Gircoveanu avatar
Written by Luiza Gircoveanu
Updated this week

This help doc will walk you through a checklist of best practices.

Technology Governance

Core Use Cases

  • Create Audits

    • 10K Master Audit

      • The WHY

    • Top 100 Pages Audit

      • The WHY

    • Landing Pages Audit

      • The WHY

  • Create Web Journeys

    • Focus on highest priority conversion events, for top 5-10 flows on your website

      • The WHY

    • The WHY

  • Configure Primary Tags

    • The WHY

    • The WHY

  • Leverage Integrations

    • The WHY

  • Keep the account clean (delete unused audits/journeys)

    • The WHY

  • Leverage Action Sets

    • The WHY

  • Lower Environment Testing

    • The WHY

  • User Sessions to set cookies

    • The WHY

  • Review the Cookie Inventory Report

    • The WHY

  • Collect Page Health Data

    • Page Load Time

      • The WHY

    • Page Status Codes

      • The WHY

  • Identify broken or slow loading tags

    • The WHY

  • Use Audit Exports

    • The WHY

Additional Use Cases

  • Remote File Mapping

    • To identify Hard Coded Tags

      • The WHY

    • To test a staging version of your TMS before launching to Production

      • The WHY

  • CI/CD Integrations

    • The WHY

  • Disable or force experiments in AB Testing solutions for consistent testing

    • The WHY

    • The WHY

Privacy Compliance

    • The WHY

  • Confirm the Cookie Banner is present on every page

    • The WHY

  • User Sessions to simulate User Preferences

    • The WHY

  • Creating Consent Categories for different User Preferences

    • The WHY

  • Leverage Tag Initiator report to identify tag relationships

    • The WHY

  • Detect rogue/piggybacking tags with Account level approvals

    • The WHY

  • Identify and resolve non-secure 3rd party cookies

    • The WHY

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