Managing Templates

[#1]

This article describes how to manage templates and how to update to the latest version of a template.

In this article:

• Requirements
• How it Works
• Template Types
• Workflow
• Accessing Templates
• Updating a Template
• Reverting a Template

Requirements

To manage templates you need the Manage Tag Templates permission.

How it Works

A template contains the JavaScript code for the core logic of a vendor tag or a component of the consent manager. Each marketplace vendor tag has its own template that converts the tag configuration, data mappings, and extensions from the iQ Tag Management interface into the JavaScript code that runs on your site. And each component of the consent manager has a template that controls its behavior on your site.

There are a number of scenarios where you might need to edit a template, including:

• Updating to the latest release of a vendor tag.
• Updating to the newest features of the consent manager.
• Changing the core logic of a tag.
• Customizing components of the consent manager.
• Fixing a bug in a tag.

Some customizations and fixes can be achieved using an extension scoped to the tag rather than editing the template. This approach should be considered first because it is easier to maintain over time.

Template Types

Templates are used for vendor tags, Tealium tags, and the consent manager. When you view a list of templates, each type can be identified by the following names:

• Tealium Tags
  • uTag Loader
    The template for utag.js.
  • uTag Sync
    The template for utag.sync.js.
  • uTag Footer (deprecated)
    The template for utag.footer.js
• Consent Manager
  • Dom Ready (cmDomready)
  • General (cmGeneral)
  • Show Explicit (cmShowexplicit)
  • Show Preferences (cmShowpreferences)
• Marketplace Tags
  All marketplace templates are identified by their vendor name (as it appears in the marketplace), tag name (as entered in the tag configuration), and the tag UID.
  For example: Twitter Conversions: Twitter Conversions (Retargeting): Tag UID: 2042

Workflow

When you edit or update a template you must apply your changes and then save the profile. If a marketplace tag template is changed, the tag will be marked as Updated. If you change a template and don't save the profile, the changes are discarded.

Accessing Templates

The following methods are available for accessing templates:

• User Menu
  From the the user menu, click Manage Templates.
  This method allows you to browse all templates in the profile and quickly access them from a drop-down list.
• Tag Configuration
  From the tag configuration screen, expand the Advanced Settings area and click Edit Templates.
  This method takes you directly to the template for that tag.
• Template Status Checker
  From the user menu, click Template Status Checker then click a template in the report.
  This method displays a status report of your templates, including the consent manager templates and the Tealium uTag templates.
  Learn more about the template status checker.

Updating a Template

Updating a template replaces the current template with the latest system version. If a template has been customized, this action will overwrite those changes.

To update a template:

1. Use a method to access the template.
2. Click Update.
   A confirmation dialog appears.
3. Click Update to confirm and replace the template with the latest system version of the template.
4. Click Apply.

You must save the profile to preserve the changes to the template. 

Reverting a Template

Reverting a template discards any changes that have been made since the last time the profile was saved. If a template has been updated or edited, this action will undo those changes.

To revert a template:

1. Use a method to access the template.
2. Click Revert.
   A confirmation dialog appears.
3. Click Revert to confirm and revert to the last saved version of the template.
4. Click Apply.