Configuring Tealium in Blend

Modified on Mon, Apr 14 at 7:15 PM

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

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

  1. In the left navigation, click Data Layer under iQ Tag Management
  2. Select Add Variable button
  3. Specify variable Type from dropdown list and supply a Source, as well as an Alias/Notes
  4. Click Apply button
  5. Repeat to create additional variables

 

Data Layer Variables Configuration

TypeSourceAliasNotes
Javascript Variablewindow.document.location.hashFragmentCaptures Sign Up page activity
UDO Variableevent_nameBlend Event NameCaptures Blend Application creation and submission activity
UDO Variableblend.applicationIdBlend Application IDCaptures the Blend Application GUID
UDO Variableblend.appSourceBlend App SourceCaptures Blend Application origin
UDO Variableblend.borrowerIdBlend Borrower IDCaptures the Blend Borrower GUID
UDO Variableblend.loanPurposeTypeBlend Loan Purpose TypeCaptures Loan Purpose
UDO Variableblend.loanTypeBlend Loan TypeCaptures Loan Type
UDO Variableblend.workflow.nameBlend Workflow NameCaptures Blend Application Milestone Name
UDO Variableblend.workflow.eventBlend Workflow EventCaptures 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.

  1. Select Load Rules under iQ Tag Management
  2. Click Add Load Rule button
  3. Provide a Title. Leverage a naming scheme that is descriptive of the Load Rule’s utility (e.g. “Blend – Application Submission”)
  4. Configure conditions. Logic for each of the prescribed Load Rules
  5. Click Apply button
  6. Repeat to create additional Load Rules
  7. 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 NameVariableConditions: Configuration Logic
Blend - Sign UpFragmentcontains (ignore case) > milestonesORcontains (ignore case) > create-accountORcontains (ignore case) > signupORcontains (ignore case) > choose-loan-typeORcontains (ignore case) > journey
Blend - Application StartBlend Event Nameequals > application_started
Blend - Application SubmitBlend Workflow Nameequals > application_submitted
Blend - Getting StartedBlend Workflow Namecontains (ignore case) > Getting Started
Blend - Getting to Know YouBlend Workflow Namecontains (ignore case) > Getting to Know You
Blend - AssetsBlend Workflow Namecontains (ignore case) > Assets
Blend - IncomeBlend Workflow Namecontains (ignore case) > Income
Blend - Real EstateBlend Workflow Namecontains (ignore case) > Real Estate Owned
Blend - DeclarationsBlend Workflow Namecontains (ignore case) > Declarations
Blend - Demographic InfoBlend Workflow Namecontains (ignore case) > Demographic Information
Blend - Additional QuestionsBlend Workflow Namecontains (ignore case) > Additional Questions
Blend - Loan OptionsBlend Workflow Namecontains (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

  1. Select Tags under iQ Tag Management
  2. Clicks Add Tag button
  3. Locate and select tracking technology vendor from Tag Marketplace.
    1. A unique tag must be created for each tracking technology vendor and event you wish to capture.
      1. Tealium Generic Tag sample included in below screenshots
  4. Provide Title, E.g., “Facebook – Blend Application Submission” and click Apply button
  5. Map tag(s) to respective Load Rule(s) and click Apply button
  6. Complete Data Mappings as necessary. Mapping Destination will vary by tracking vendor
  7. Click apply button
  8. Repeat to create additional Tags

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