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Training for Digital Governance

Getting started with Tag Control and AutoBlocking

 

What is Tag Control

Tag Control encompasses the following three features:

  • Tag Control: Tag Control is a product that allows you to block unauthorized third-party tags from firing on your site.
  • AutoBlocking: AutoBlocking is a feature used alongside the Universal Consent Platform to comply with privacy regulations like the GDPR. AutoBlocking blocks tags from firing on your website until you have obtained consent from your website visitor, also known as “prior consent.” It does not require tag wrapping or building rules and triggers into a tag manager.
  • Real-Time Scanning: Real-time Scanning is a feature used alongside the Universal Consent Platform to comply with privacy regulations like the GDPR and CCPA. Real-time Scanning will scan your websites in real-time and update the vendors disclosed in your consent notices, allowing you to bypass the manual update process.

 

Getting Started With Tag Control

Before you can use Tag Control, you will need to install the OmniTag on your websites.

Learn more about installing the OmniTag in this Community article.

 

Site Modes

Websites on Tag Control can be placed into one of four modes.

  • Observing: When a website is set to ‘Observing’ mode, the OmniTag is actively observing and recording vendors. 
  • Tag Control Only: When a website is set to Tag Control Only mode, the OmniTag is observing and adding new vendors to the site’s Observed list as well as enforcing the site’s Whitelist. Only vendors on the site’s Whitelist will be fired.
  • Prior Consent: When a website is set to Prior Consent mode, the OmniTag will continue observing and the Tag Control will fire only Essential vendors until consent is received. Once consent is received, Tag Control will allow other whitelisted vendors. This supports GDPR
  • Opt-Out: When a website is set to Opt-Out Mode, all essential whitelisted vendors are allowed to be fired until there is a withdrawal of consent. This supports CCPA.

 

Adding a Website to Tag Control

You can add a new site or edit an existing site from the main Manage Sites page.

To add a new site, click the Add Site button on the top right of the screen and add your website name, site URL, and description. Click Save when complete.

To edit an existing site, click on the site name and then toggle open the Site Details tab.

 

Configuring a Site’s Resource Policy

You will need to configure a policy for each site. The policy consists of a Whitelist that controls which vendors are allowed to fire on your website. Any vendors not on the Whitelist for a site will be blocked. As new vendors are observed over time, they will need to be added to the Whitelist if you would like them to be fired.

To begin, click on the site name on the Manage Sites page.

Vendors Observed From Scans

All webpages with the Omni tag are scanned repeatedly during a predetermined interval, set to 30 seconds by default. This scan happens on the individual user level, with the intention of collecting all the tag resource URI’s that have made an external request. Typically, this will include stylesheets, images, and scripts.

As each tag resource URI is identified, they will be added to your Vendors Observed From Scans list. All items in this list will be blocked from firing when Tag Control is enabled.

You can view additional details about a vendor resource by clicking on the vendor name. This will give you access to the vendor profile from our vendor database along with other vendor details, allowing you to learn more about the vendor and their privacy practices.

Approved Vendor Whitelist

The Approved Vendor Whitelist will be the vendor resources that are allowed to fire on your site.

To approve one or more vendors, select the corresponding checkboxes and click the Add To Policy button on top of the table to move the vendor(s) to your Whitelist.

You can remove resources from your Approved Vendor Whitelist by selecting one or more checkboxes and clicking Unapprove. This will move the resources back to your Vendors Observed From Scan list and block them from firing.

Essential Resources

Essential resources are a subset of your Whitelist. Any resources that are required for site functionality should be marked as Essential. Essential resources are indicated in your Approved Vendor Whitelist with a star.

To mark a vendor as essential, select the star icon next to the checkbox for the item. Starred items are marked as essential. Click again to toggle Essential off.

For Prior Consent, Essential resources will be allowed to fire immediately when a visitor comes to your website. The remaining tags will be allowed to fire once your website visitor has given consent.

 

Editing or Deleting A Site

To edit a website’s information, navigate to the site, and click on the Site Settings tab at the top of the page. From this tab, you can update the site’s name, url, and description.

*TIP - You can add a prefix to site names to help keep your list of sites organized. Prefixes could include language abbreviation, country abbreviation, product line abbreviation, etc.

At the bottom of this tab, you have the option to delete a site from Tag Control. Proceed with caution. This action cannot be undone.

 

Deploying Tag Control

Once your whitelist is complete, click Save and Generate Policy in the top right corner of the page. This will create your content security policy and push it to your website. When you make changes in the future, you will need to regenerate your policy to publish the changes.

The final step is to turn on an enforcement mode:

  • Tag Control Only: When a website is set to Tag Control Only mode, the OmniTag is observing and adding new vendors to the site’s Observed list as well as enforcing the site’s Whitelist. Only vendors on the site’s Whitelist will be fired.
  • Prior Consent: When a website is set to Prior Consent mode, the OmniTag will continue observing and the Tag Control will fire only Essential vendors until consent is received. Once consent is received, Tag Control will allow other whitelisted vendors. This supports GDPR
  • Opt-Out: When a website is set to Opt-Out Mode, all essential whitelisted vendors are allowed to be fired until there is a withdrawal of consent. This supports CCPA.

To turn on enforcement, submit a support ticket and request that your site be enabled for Tag Control Only, Prior Consent, or Opt-Out.

Caution: Deploying without configuring your whitelist can cause site errors.

Glossary

For definitions of commonly used product terms, visit the glossary on the Crownpeak Community.

 

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