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Step 2: Placing a Tag

The tag placement early in the onboarding stage is important so you can gauge the approximate traffic, daily addressables, and overall opportunity early in the process for your clients. This sets their expectations correctly and gives them a ballpark for the budget.

After we receive the Tag Request Form, we’ll send you a specific tag for that client’s specific website. Remember to include the privacy policy recommendation in the email to your client.^^ Privacy Policy Statement Details

Remind them about the scheduled follow-up session to review the traffic as well, which motivates the client to place the tag within the next day you send it.

  • Tools: Email script with the tag, instructions, and privacy policy
  • To do: Secure the next meeting where you review the traffic. Check the client’s dashboard to make sure that the tag is placed. You’ll be seeing the traffic flow through by day 2. If you don’t see the tag placed (by inspecting the SOURCE of the client’s website and searching for the Tag) or traffic, verify with client that they placed the tag. ^^Tag Inspection Details FAQ > When will my tag be live?
  • Next Step: Website traffic review
Previous Step 1: Assess Interest
Next Step 3: Targets and Traffic Review
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