Create an HTML tag

Create an HTML tag and trigger an activity using the power of a tag manager. Take advantage of the triggers in a tag manager, and distribute an activity based on user-dependent events such as click behavior, scroll behavior, element visibility, and so on.

The website is integrated with Touchpoint.

Note:

• Targeting rules still apply when using a tag manager.
• As a best practice, do not have two live activities at the same time.
• If you are switching to a new activity, replace all the old HTML tags with the new ones.

1. On the Dashboard or the Activities page, click the activity name, and then click Distribute.
2. Click New Distribution.
3. Click Share on your site.
4. Click Custom HTML Tag.
5. Name your distribution.
6. Select the site where you will place the activity.
   The options are based on the sites on the Digital Channels page. You can add or edit sites on the Digital Channels page.
7. Optional: Select or clear Allow Respondents to change activity language.

   This option is available for multilingual activities. When this option is selected, participants can choose their preferred language from a menu in the top left corner of the first screen. Their language choices cannot be changed in subsequent screens. The available languages reflect the languages in which the activity was authored.

   Participants' language selections apply on a per distribution, per activity basis; they are not saved and persisted across distribution methods for the same activity, or in future Touchpoint activities.

8. Optional: Display footer links in the activity.
   1. Select Show footer links.
   2. Select the footer links you want to display.
9. Click Continue.
10. Choose a Placement on page option:
    • Bottom Left
    • Bottom Right
    • Top Left
    • Top Right
    • Center
11. Select a Size of activity option.

    • Automatic sizing

      The activity is optimized for all screen sizes and is a percentage of the device's screen height. The default values for automatic sizing are:

      • Phone: 100%
      • Tablet: 70%
      • Desktop: 70%

    • Manual sizing

      You can set activity height and width as a percentage of the device's screen height and width. The activity display size is scaled to preserve the aspect ratio.

      Type height and width percentages for each device type (desktop, tablet, and mobile). The minimum recommended height and width are 30%.

12. Set the activity behavior.
    Visitors will see the activity:
    • Until completed or dismissed

      Visitors see the activity loaded on the page until they respond to it or click to collapse it.

      Note: If a visitor clears their local storage between visits, the application will treat the visitor as a new visitor on their second visit and show the activity again.
    • Persistently

      Visitors always see the activity, regardless of whether they have completed or closed it previously.

13. Click Continue.
14. Choose who will see the activity.
    • All Visitors

    • Visitors with specific attributes

      If you choose this option, select the attribute name and then set the condition operator and values. Click Add Attribute to add another attribute statement, or click the delete button beside the statement to delete it. The attribute statements have an and relationship; visitors must meet all conditions to see the activity.

      

      The condition operators and values vary depending on the data type of the attribute.

      Attribute data type	Condition operators	Values
      Boolean	Is Is not	Select one of these values: true false
      Date	Is Is not Is after Is before Is on or after Is on or before	Click the calendar button to open the date picker and select a date. In calendar view, use the left and right arrows to scroll through the calendar a month at a time. Alternately, type a date (yyyy-mm-dd).
      Number	Is Is not Greater than Greater than or equal to Less than Less than or equal to	Type a number.
      String	Is Is not Contains Does not contain Ends with Starts with	Type the string values and press Enter after each one. To remove a value, click the x beside it. Multiple string values have an or relationship. Visitors must have one of the values. For example, in the screenshot above, the visitor must have a country value of Canada or United States. The string value must be an exact match for the value that is passed to the website. For example, if you type United States but the value that is passed is USA, the attribute statement will not work.

      For more information, see Targeting with visitor attributes.

15. Optional: Select Set Response LImit.

    Set Response Limit acts like a time-based quota and allows you to collect a certain number of completed responses within a specific time frame. The activity stops appearing once the number of completes is reached. If the completes occur before the specified time frame elapses, the remainder of the time frame will continue to elapse without the activity showing. After the time frame is reached, the number of completes and the time frame are reset. Collecting the same number of completed responses within the same time frame begins again.

    1. Type the number of visitors from which you want to collect completed responses.
    2. Type the number of time units.
    3. Select a time unit:
       • Day(s)
       • Week(s)
       • Months(s)
16. Optional: Set a distribution quota.
    1. Select Add a Quota.
    2. Type the quota target.
    3. Set the behavior after the quota is met:

       • Deactivate this distribution

         The distribution is closed after the quota is met. Participants who try to access the activity through this distribution will see an Activity Not Found 404 error message. The distribution can take up to 30 seconds to deactivate, during which over-quota completions may occur.

       • Continue collecting responses

         The distribution remains open. Participants who try to access the activity through this distribution can still complete it even though the quota is met.

    For more information about quotas, see Using quotas with Touchpoint activities.
17. Click Continue to review your distribution details.
18. Click Distribute.
    The distribution is now open.
19. Click Copy Code.

The next few steps occur in Google Tag Manager. You'll create a Custom HTML tag and paste the HTML code. If you already know how to create and publish tags in Google Tag Manager, you can stop reading now.

Note: Although Touchpoint integrates with any tag manager, the workflow presented here is for Google Tag Manager. For other tag managers, please refer to their documentation.

20. In Google Tag Manager, in the workspace view, click Add a new tag.
21. In the upper right corner of the Tag Configuration area, click Edit.
    
22. Select Custom HTML as the tag type.
23. Paste the HTML code that you copied earlier.
24. In the upper right corner of the Triggering area, click Edit, and set your triggering actions as required.
    
25. Click Save.
26. In the top right corner of the Google Tag Manager workspace, click Submit.
27. Type the version details, and click Publish.
    Note:

    • There may be a delay when publishing new tags on Google Tag Manager.
    • The activity only appears the first time someone performs the trigger action. It does not appear during subsequent occurrences of the trigger action.