Blend administrators with access to the Setup Panel can update Tealium tags and events. Blend allows Tealium tags to load within the Blend environment so that events are passed to Tealium for reporting purposes.
- Setting Up Tealium in Your Blend Tenant
- Variable Configuration
- Data Layer Variables Configuration
- Load Rules Configuration
- Tags Configuration
Setting Up Tealium in Your Blend Tenant
The data layer is used to temporarily hold data. It is a structured format that is understood by Tealium to make it easy for you to move that data from your web page or mobile app to tags, load rules, and even other data variables within Tealium.
A variable is a named placeholder for a value that will change, such as a loan type or an application or applicant GUID. Outside of the built-in variables Tealium already supplies, Blend dynamically populates the data layer with a predetermined set of user-defined data layer variables that can be configured within the Tealium Customer Data Hub.
Integrating Blend with Tealium requires the following steps to be completed:
- Configure Data Layer Variables within Tealium Customer Data Hub (used with Load Rules’ conditions)
- Configure the Load Rules within Tealium Customer Data Hub
- Tags created within the Tealium Customer Data Hub are associated with their respective Load Rules
Variable Configuration
- In the left navigation, click Data Layer under iQ Tag Management
- Select Add Variable button
- Specify variable Type from dropdown list and supply a Source, as well as an Alias/Notes
- Click Apply button
- Repeat to create additional variables
Data Layer Variables Configuration
Type | Source | Alias | Notes |
Javascript Variable | window.document.location.hash | Fragment | Captures Sign Up page activity |
UDO Variable | event_name | Blend Event Name | Captures Blend Application creation and submission activity |
UDO Variable | blend.applicationId | Blend Application ID | Captures the Blend Application GUID |
UDO Variable | blend.appSource | Blend App Source | Captures Blend Application origin |
UDO Variable | blend.borrowerId | Blend Borrower ID | Captures the Blend Borrower GUID |
UDO Variable | blend.loanPurposeType | Blend Loan Purpose Type | Captures Loan Purpose |
UDO Variable | blend.loanType | Blend Loan Type | Captures Loan Type |
UDO Variable | blend.workflow.name | Blend Workflow Name | Captures Blend Application Milestone Name |
UDO Variable | blend.workflow.event | Blend Workflow Event | Captures Blend Application Milestone location (ie "start" or "end") |
Column Definitions
- Type: Variable types are based on where the data for the Variables originates from
- Source: Name of Variable as it appears within source code
- Alias: Additional name used for Variable. Leverages a naming scheme that is descriptive of the Variable's function (e.g. "Blend - Application ID")
- Notes: Purpose of Variable
Load Rules Configuration
Load Rules listen for certain events, such as clicks, form submissions, or page loads. When an event is detected that matches the Load Rule definition, any tag(s) that reference that rule will fire.
- Select Load Rules under iQ Tag Management
- Click Add Load Rule button
- Provide a Title. Leverage a naming scheme that is descriptive of the Load Rule’s utility (e.g. “Blend – Application Submission”)
- Configure conditions. Logic for each of the prescribed Load Rules
- Click Apply button
- Repeat to create additional Load Rules
- Associate each Tag with their respective Load Rule. Within each tag, click on ‘Choose a trigger to make this tag fire…’ and select the appropriate trigger
Rule Name | Variable | Conditions: Configuration Logic |
Blend - Sign Up | Fragment | contains (ignore case) > milestonesORcontains (ignore case) > create-accountORcontains (ignore case) > signupORcontains (ignore case) > choose-loan-typeORcontains (ignore case) > journey |
Blend - Application Start | Blend Event Name | equals > application_started |
Blend - Application Submit | Blend Workflow Name | equals > application_submitted |
Blend - Getting Started | Blend Workflow Name | contains (ignore case) > Getting Started |
Blend - Getting to Know You | Blend Workflow Name | contains (ignore case) > Getting to Know You |
Blend - Assets | Blend Workflow Name | contains (ignore case) > Assets |
Blend - Income | Blend Workflow Name | contains (ignore case) > Income |
Blend - Real Estate | Blend Workflow Name | contains (ignore case) > Real Estate Owned |
Blend - Declarations | Blend Workflow Name | contains (ignore case) > Declarations |
Blend - Demographic Info | Blend Workflow Name | contains (ignore case) > Demographic Information |
Blend - Additional Questions | Blend Workflow Name | contains (ignore case) > Additional Questions |
Blend - Loan Options | Blend Workflow Name | contains (ignore case) > Pricing |
Column Definitions
- Name: The name of the event that represents the action being taken
- Variable: The name given to the Variable (Alias) to be used within the Load Rule's Condition
- Condition: The conditional logic representative of an event, e.g. "fire the tag when this condition is true:" (URL contains example.com/purchase/receipt.html)
Tags Configuration
- Select Tags under iQ Tag Management
- Clicks Add Tag button
- Locate and select tracking technology vendor from Tag Marketplace.
- A unique tag must be created for each tracking technology vendor and event you wish to capture.
- Tealium Generic Tag sample included in below screenshots
- A unique tag must be created for each tracking technology vendor and event you wish to capture.
- Provide Title, E.g., “Facebook – Blend Application Submission” and click Apply button
- Map tag(s) to respective Load Rule(s) and click Apply button
- Complete Data Mappings as necessary. Mapping Destination will vary by tracking vendor
- Click apply button
- Repeat to create additional Tags