Add a Data element, a rule, and a library
This lesson introduces some of the main concepts of Launch:
- Data elements: Store the attributes you want to send to your marketing and advertising solutions
- Rules: Fire the requests to those solutions under the right conditions
Data elements and rules are the basic building blocks of Launch.
New data element types have been added to Launch, which did not exist in DTM. Some of the new data element types include Local Storage, Session Storage, Page Info, and Random Number
This lesson uses all three of these items to make the sample page perform an action.
At the end of this lesson, you will be able to:
- Create a data element
- Create a rule
- Create a library
- Add changes to a library
- Validate that your library is loading in your web browser
- Use the Working Library feature to work more efficiently
Create Data Element for Page Name
Data elements are Launch’s version of a data layer. They can store values from your own data layer object, cookies, local storage objects, query string parameters, page elements, meta tags, and so on.
Data element capabilities can be extended with extensions. For example, the ContextHub extension allows you to add data elements using features of the extension.
This exercise shows how to create a data element for Page Name, which will be used later in the Target and Analytics implementations.
- In the top navigation, click Data Elements . Because you haven’t created any data elements yet in this property, a brief video appears with additional information on this topic. Watch this video, if you like.
- Click Create New Data Element .
- Name the data element (for example, "Page Name").
- Check the boxes for Force lowercase value and Clean text to standardize the case and remove extraneous spaces.
- Leave "None" as the Storage Duration setting, because this value is typically different on every page.
- Save the data element.
Create a Rule
Next, use the data element you created in a simple rule. Rules are one of the most powerful features in Launch. They tell specifically what happens when a visitor interacts with your website. When the criteria outlined in your rules are met, the rule triggers the specified action.
Use the following steps to create a rule that outputs the Page Name data element value to the browser console.
- In the top navigation, click Rules . Because you haven’t created any rules yet in this property, a brief video appears with additional information on the topic. Watch this video, if you like.
- Click Create New Rule .
- Name the rule (for example, "All Pages - Library Loaded"). This name uses a convention that indicates where and when the rule will fire, which makes it easier to identify and reuse as your Launch property matures.
- As the event type, select Library Loaded (Page Top) . When you select the event type, Launch pre-populates a name for the event using your selection. The default order for the event is 50. Ordering is a powerful feature in Launch that gives you precise control over the sequence of actions when multiple rules are triggered by the same event. This feature is used later in the tutorial.
- Click Keep Changes .
- To fire this rule on all pages, leave Conditions blank. If you open the Conditions modal, you will see that conditions can add both restrictions and exclusions based on a large variety of options, including URLs, data element values, date ranges, and more.
- As the action type, select custom code . At this point, this is the only option. Later in the tutorial, as you add extensions, more options will become available.
- Select Open Editor , then add the following to the code window: console.log('The page name is '+_satellite.getVar('Page Name'));
- Save the code window.
- On the Action configuration screen, click Keep Changes .
- Save the rule.
Note for DTM Migrators
In Launch, rules are required in order to fire most marketing pixels. For example, in order to fire the Adobe Analytics Beacon, we must use a rule to instruct Launch to do so. The rule builder has been dramatically redesigned and rebuilt in Launch. Some of the main changes are:
- There is just one rule builder. DTM rule-types like "Page Bottom," "Click," and "Direct Call" are all just event-types in the rule builder. This makes it much easier to update a rule should you need to change the trigger from, say, a DOM Ready event to a custom event.
- There is a new "Custom Code" event type.
- Extensions can add new event types to the rule builder. For example, the Target extension could eventually add built-in support for its at.js custom events , so custom code wouldn't be needed to use this feature.
- Extensions can add new actions to the rule builder, reducing issues by deprecating reliance on custom code. You will use many of these extension actions in this tutorial.
- Rules are required to fire requests associated with most marketing tools. This requires a mindset adjustment, especially for things like setting Customer IDs, firing Analytics beacons, and firing the global mbox.
Save the rule to a library
In an earlier lesson, you implemented the embed code of your development environment on the sample page. When you loaded the sample page a 404 error was returned for the embed code URL because a Launch library had not been built yet and assigned to the environment. In this tutorial, you will put your new data element and rule in a library so that your sample page can do something.
- Go to the Publishing tab and click Add New Library .
- Name the library "Initial Setup."
- Select Environment > Development .
- Click Add All Changed Resources . Launch summarizes the changes you just made.
- Click Save & Build for Development .
After a few moments, the status turns green, indicating the library built successfully.
Validate your rule
To validate that your rule is working as expected, reload your sample page. If you look at the Developer Tools > Network tab, you should see a 200 response for your Launch library.
You have created your first data element and rule, and built your first Launch library.
Use the Working Library feature
When you are making a lot of changes in Launch, it is inconvenient to have to open the Publishing tab, add changes, and build the library each time you want to see the result. After you have created your Initial Setup library, you can use the Working Library feature to rapidly save your changes and rebuild the library in a single step.
- Make a small change to the All Pages - Library Loaded rule.
- In the top navigation, click Rules and then click on the All Pages - Library Loaded rule to open it.
- On the Edit Rule page, click the Select an option dropdown to show the Working Library options. Select your Initial Setup library.After you select the library, the Save button defaults to Save to Library and Build . When you make a change in Launch, you can use this option to automatically add the change directly to your working library and rebuild it.
- To test this feature, open your Custom Code action and add a colon after the text "The page name is" so the entire code block reads:
console.log('The page name is: '+_satellite.getVar('Page Name'));
- Save the code, keep the changes in the action, and click Save to Library and Build .
- Wait a moment until the green status reappears next to the Working Library dropdown, then reload your sample page.You should see your change reflected in the console message. (You might need to clear your browser cache and reload to see the change to the page.This is a much faster way of working. The rest of the implementation tutorials use this approach.