Empowering Optimization with Ensighten_WAD_v9

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EMPOWERING OPTIMIZATION THROUGH TAG MANAGEMENT SOLUTIONS BRIAN HAWKINS, PARTNER WEB ANALYTICS DEMYSTIFIED March 2013

Transcript of Empowering Optimization with Ensighten_WAD_v9

     

 

 

 

 

 

 

 

EMPOWERING OPTIMIZATION THROUGH

TAG MANAGEMENT SOLUTIONS

BRIAN HAWKINS, PARTNER

WEB ANALYTICS DEMYSTIFIED

March 2013

 EMPOWERING  OPTIMIZATION  WITH  TAG  MANAGEMENT  SOLUTIONS  

     

Table  of  Contents      

INTRODUCTION  ...........................................................................  1  Optimization  today  and  its  challenges  Where  optimization  is  heading  

 

OPTIMIZATION  BEST  PRACTICES    ................................................  4  Time  to  market    Mitigating  the  need  for  IT  support  Managing  costs  and  site  performance  Persisting  test  winners  Effective  data  management  Data  integration—offline  and  online    

 

BRAND  SPOTLIGHTS  ....................................................................  9  Sonystyle.com  Symantec.com  Ice.com    

 

PARTING  THOUGHTS  .................................................................  13  About  the  author  About  Web  Analytics  Demystified  About  Ensighten    

 

APPENDIX  ..................................................................................  14  Adobe  Test&Target  Adobe  Test&Target1:1  Causata  GetSmartContent  Maxymiser    Monetate  Optimizely  SiteSpect  Webtrends  Optimize    

 EMPOWERING  OPTIMIZATION  WITH  TAG  MANAGEMENT  SOLUTIONS  

     

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Introduction  Back  in  2009,  Eric  Peterson  wrote  a  white  paper  titled  “Ten  Tips  for  Testing  Successfully,”  in  which  he  predicted:    Web  Analytics  Demystified  believes  that  the  upcoming  decade  will  be  focused  on  “online  optimization.”  Based  on  our  own  observations  and  the  Web  Analytics  Association’s  reporting  that  nearly  sixty  percent  of  measurement  professionals  surveyed  are  focusing  on  A/B  and  multivariate  testing,  the  opportunity  is  clear.  Forrester  also  reports  that  most  companies  actively  testing  today  report  performing  between  five  and  ten  tests  per  month  with  some  ten  percent  of  companies  performing  more  than  fifteen  tests  per  month.      This  prediction  has  held  true.  In  fact,  the  new  decade  has  become  the  decade  of  optimization.  Companies  have  realized  the  value  of  testing  and  now  actively  run  tests  across  all  areas  of  their  online  properties.  They  have  built  out  robust  campaign  roadmaps  based  on  current  analytic  data  and  insights  from  previous  optimization  initiatives.  They  have  progressed  beyond  basic  A/B  and  multivariate  testing  to  sophisticated  tests  targeting  specific  visitor  segments.    Forward-­‐thinking  companies  that  seek  to  differentiate  through  marketing  optimization  are  augmenting  their  content-­‐  and  offer-­‐targeting  with  behavioral  insights.  Focusing  on  visitor  behavior  enables  marketing  teams  to  run  tests  at  the  individual  visitor  level,  develop  richer  models  that  predict  visitor  intent,  and  markedly  increase  conversions.    Testing  has  become  so  valuable  that  many  companies  have  invested  in  developing  testing  practices  composed  of  teams  that  are  fully  dedicated  to  optimization.  These  teams  work  closely  with  analytics,  marketing,  IT  and  business  teams  to  expand  on  their  testing  efforts  and  disseminate  test  insights  throughout  the  organization.    And  finally,  the  value  of  testing  is  evident  in  the  tremendous  growth  in  testing  capabilities,  

as  a  multitude  of  testing  tools  have  appeared  on  the  market.    This  paper  highlights  the  critical  optimization  challenges  that  organizations  face  today  and  will  face  in  the  future.  Tag  management  solutions  (TMS)  such  as  those  of  this  paper’s  sponsor,  Ensighten,  not  only  help  eliminate  those  challenges  but  also  enable  companies  to  maximize  the  return  on  investment  they  make  in  their  optimization  platforms,  and  to  develop  a  sustainable  competitive  advantage  over  their  peers.  

OPTIMIZATION  TODAY    The  rapid  adoption  of  optimization  solutions  and  practices  has  not  come  without  challenges.  Companies  continue  to  struggle  with  workflows,  execution,  and  overall  management  of  tests.  They  often  hesitate  to  run  new  tests  given  (unnecessary)  incremental  test  costs.  They  don’t  know  how  to  capture  key  business  data  readily  available  on  their  website  pages  and  funnel  it  to  their  testing  tools—therefore  incurring  an  opportunity  cost  of  running  un-­‐optimized  tests.    The  most  common  testing  challenge  that  Web  Analytics  Demystified  sees  companies  struggling  with  today  is  instrumenting  the  website  with  the  testing  vendor’s  tags.  Whether  testing  requires  a  single  tag  across  the  site  or  modular  tags  placed  around  specific  regions  of  content,  optimization  teams  continue  to  struggle  with  getting  IT  departments  to  quickly  deploy  the  tags.  As  companies  expand  their  testing  efforts  onsite  and  across  customer  touchpoints  (such  as  mobile,  email,  and  display)  these  challenges  only  become  more  prevalent.    Deploying  testing  tags  on  the  site  often  surfaces  a  different  challenge  in  selecting  the  right  testing  strategy.  Companies  can  not  only  test  specific  blocks  of  content  but  also  experiment  with  redirecting  visitors  to  new  pages,  incorporating  content  on  success  event  pages,  and  selectively  running  tests  on  certain  conditions  such  as  a  subset  of  product  pages  based  on  SKU  versus  all  product  pages.  Refining  these  strategies  over  time  often  

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requires  modifications  to  tag  deployments,  especially  with  out-­‐of-­‐the-­‐box  testing  implementations  that  do  not  address  specific  testing  needs.    Another  common  challenge  for  testing  professionals  is  persisting  test  winners.  To  avoid  manual  page  updates,  companies  often  rely  on  their  testing  platforms  to  serve  test  winners  broadly.  This  approach,  however,  is  not  scalable  because  all  tests  thereafter  have  to  be  coordinated  so  as  to  not  interfere  with  the  persisting  of  previous  test  winners.  To  expand  testing  efforts  to  more  areas  of  the  site,  optimization  teams  must  adopt  a  scalable  approach  to  incorporating  test  winners.    Fortunately,  the  advent  of  tag  management  solutions  (TMS)  offer  a  whole  new  framework  for  testing,  dramatically  reducing  the  burden  of  tagging  the  site,  refining  testing  strategies,  customizing  out-­‐of-­‐the-­‐box  implementations,  and  persisting  test  winners.    

WHERE  OPTIMIZATION  IS  GOING:  OPTIMIZATION  TOMORROW  Web  Analytics  Demystified  predicts  that  companies  will  continue  to  invest  significant  time,  budget  and  resources  in  driving  optimization  initiatives  because,  in  a  nutshell,  testing  works.  Whereas  analytics  efforts  have  many  moving  parts,  and  whereas  driving  change  based  on  “reports”  and  “insights”  can  be  frustratingly  time-­‐consuming,  testing  “done  right”  has  repeatedly  been  shown  to  be  a  clear  path  to  revenue,  conversions,  and  incremental  value—all  in  a  way  that  is  measurable  with  statistical  confidence  and  numerical  certainty.  Optimization  is  both  evolving  and  expanding  at  the  same  time.  Evolving  in  terms  of  the  sheer  sophistication  of  tool  capabilities  and  expanding  in  terms  of  where  and  how  often  it  is  applied.  Companies  will  continue  to  see  value  with  additional  insights  into  their  consumer  base  and  with  direct  impact  to  their  bottom  line  by  testing  their  online  properties  as  well  as  expanding  and  integrating  optimization  into  mobile,  display  and  email  marketing  efforts.  Companies  will  continue  to  invest  in  their  optimization  teams  

and  incorporate  them  much  deeper  into  their  organization.  For  instance,  testing  will  become  part  of  the  development  process,  as  opposed  to  testing  new  offerings  after  they  have  been  developed.  Organizations  will  realize  that  much  can  be  learned  as  things  are  being  developed,  which  could  very  likely  impact  the  general  direction  and  focus  of  the  end  product.  Organizations  will  also  realize  that  there  are  opportunities  to  save  on  resources  and  time  by  not  building  functionality  and  committing  resources  to  potentially  costly  development  projects  until  testing  has  validated  that  the  planned  offerings  generate  a  positive  response  from  the  planned  consumer  base.  As  a  result,  companies  will  demand  increased  productivity  from  their  testing  organizations,  expecting  agile  and  ongoing  testing  and  optimization.    Personalization  will  become  a  key  optimization  theme.  The  ongoing,  iterative  process  by  which  optimization  teams  identify  the  effective  experience  for  individual  website  visitors  necessitates  the  ability  to  capture,  manage  and  put  into  action  detailed  visitor  information.  Companies  that  harness  business  data  from  across  website  sessions,  marketing  channels  and  digital  devices;  collect  and  unify  it;  and  act  on  it  in  real  time  will  achieve  effective  personalization  and  gain  sustainable  competitive  differentiation  through  better  management  and  analysis  of  these  data.  While  Big  Data  as  a  concept  is  widely  popular,  Web  Analytics  Demystified  believes  that  in  the  coming  months  and  years,  companies  will  need  to  develop  easier  and  more  efficient  ways  to  leverage  all  the  data  collected  across  the  organization  (mobile,  web,  POS,  etc.)  for  optimization  purposes.  This  presents  massive  opportunities  for  testing  system  providers  that  can  easily  tap  these  data  sources.    Mobile  will  have  a  big  impact  on  testing.  The  dramatic  increase  in  the  use  of  mobile  devices  by  consumers  here  and  abroad  means  that  mobile  testing  and  optimization  will  be  a  critical  part  of  an  organization’s  business  operations.  We  already  see  companies  testing  

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their  mobile  sites  and  running  tests  within  mobile  applications  on  both  iPhone  and  Android  devices.  Responsive  design  is  now  a  mainstream  initiative,  and  optimizing  it  through  testing  will  become  a  standard  for  rolling  out  designs.    Finally,  the  execution  of  testing  campaigns  through  tools  such  as  Adobe  Test&Target1:1  and  Causata  adds  a  level  of  sophistication  to  optimization.  These  tools,  and  likely  others,  will  augment  current  optimization  processes  with  capabilities  to  target  testing  ideas  on  an  individual  level  versus  relying  on  broad  segments,  and  to  this  end,  Web  Analytics  Demystified  believes  that  true  “testing  leaders”  of  the  future  will  leverage  tag  management  systems  to  test  new  optimization  schemes  and  algorithms  as  much  as  they  test  changes  in  content,  messages,  and  flows.  While  preparing  to  adopt  new  optimization  initiatives,  companies  must  contend  with  certain  operational  challenges.  These  challenges  include:  

• Tying  together  data  sets  from  disparate  systems,  channels  and  devices;  

• Persisting  test  winners;  • Tagging  mobile  sites  and  mobile  apps  

for  testing  and  success  event  tracking;    • Tagging  display  ads  to  coordinate  web  

tests  with  display  retargeting  efforts.  

                       

         

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Optimization  Best  Practices  Enabled  by  Tag  Management  Systems  Companies  with  rich  and  dynamic  websites  are  often  the  first  to  adopt  tag  management  to  increase  digital  marketing  efficiency,  improve  site  performance  and  stability,  and  benefit  from  streamlined  data  collection,  use  and  governance.  Tag  management  systems  are  designed  to  address  current—as  well  as  future—optimization  challenges.  In  particular,  TMS  facilitates  the  use  of  complex  enterprise  optimization  tools.  Following  are  specific  examples  of  how  this  paper’s  sponsor  Ensighten  enables  more  efficient  use  of  optimization  tools  within  their  customer  base.      

1.  TIME  TO  MARKET—SPEED,  DATA  CAPTURE,  BUSINESS  USER  EMPOWERMENT  The  most  fundamental  challenge  in  optimization  today—and  one  that  is  very  likely  to  be  an  issue  in  the  future  as  well—is  placing  the  testing  tool  tags  on  the  site  to  execute  a  test.  This  is  by  far  the  biggest  challenge  Web  Analytics  Demystified  encounters  with  companies  that  leverage  client-­‐side  testing  tools  to  perform  sophisticated  optimization,  such  as  in  response  to  browser  events  and  user  interactions.  It  will  also  be  a  challenge  for  optimization  teams  as  they  incorporate  mobile  into  their  optimization  efforts.    One  advantage  of  a  TMS  is  its  ability  to  tag  page  areas  for  testing  using  visual  tools.  These  visual  tools  enable  rapid  deployment  of  testing  tags  in  a  matter  of  seconds—as  soon  as  tests  are  ready  to  launch—eliminating  the  dependency  on  the  information  technology  (IT)  department  to  make  tagging  changes.  Optimization  teams  can  independently  test  alternative  content  and  incorporate  key  success  event  tags  in  areas  previously  inaccessible,  such  as  mobile  properties.    

Figure 1. Deployment of testing platforms using visual tools. Here, Ensighten’s Visual Tagger™ allows customers to quickly select areas to include as part of the test on their site, target the test based on business data collected from the site, and pass such data to the testing tool for optimized targeting.

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2.  MITIGATING  THE  NEED  FOR  IT  SUPPORT  As  indicated  earlier,  optimization  offers  several  testing  strategies  that,  in  turn,  require  varying  implementations  of  website  tags.  The  ability  to  leverage  different  testing  strategies  is  especially  important  when  using  Adobe’s  Test&Target,  which  requires  code  to  be  “wrapped”  around  the  content  being  tested  (this  code  is  commonly  referred  to  as  a  “marketing  box”  or  “mbox”).  The  organization’s  IT  group  or  front-­‐end  developers  are  usually  needed  to  perform  the  on-­‐site  code  placement,  but  these  groups  are  typically  very  busy  and  not  well  informed  about  the  practice  and  goals  of  site  testing.  In  our  practice  at  Web  Analytics  Demystified,  it  is  not  uncommon  to  find  well-­‐meaning  testing  groups  completely  sidelined  by  IT’s  inability  to  deploy  required  optimization  code  for  myriad  reasons.    As  previously  mentioned,  the  advantage  conferred  by  tag  management  solutions  is  that  once  the  TMS  is  deployed,  the  process  of  deploying  testing  code  (such  as  Adobe  Test&Target)  can  be  dramatically  simplified  and  effectively  managed  from  a  single  point  without  IT  involvement.  And  while  IT  may  still  need  to  approve  the  final  deployment,  the  effective  use  of  a  TMS  puts  control  over  deployment  and  data  gathering  back  into  the  hands  of  expert  users  in  the  testing  group.  Other  approaches  to  Test&Target  implementation  include  conversion  mbox  placement  and  mboxes  that  are  used  for  redirect  campaigns.  Conversion  mboxes  typically  reside  on  “order  thank  you”  pages  and  require  passing  specific  data  points  to  the  mbox  for  reporting.  These  data  points  include  order  ID,  purchased  product  ID(s),  and  total  order  amount.    

       

   

Figure 2. Easily configure a Test&Target mbox using Ensighten Visual Tagger

Key TMS Advantage: Better optimization tool control, with less IT involvement and associated delays.

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3.  MANAGING  COSTS  AND  SITE  PERFORMANCE  Whether  your  testing  tool  leverages  a  single  tag  or  multiple  tags  across  many  areas  of  your  site,  these  tags  come  at  a  cost.  Some  testing  platforms,  like  Test&Target,  charge  end  users  per  server  call.  Pricing  models  can  certainly  change,  but  good  use  of  tag  management  helps  mitigate  existing  costs  by  selectively  deploying  mboxes  and  testing  tags  only  when  needed.  What’s  more,  by  removing  unnecessary  tags  to  help  control  costs,  site  operators  are  also  effectively  improving  the  overall  performance  of  their  site  (by  reducing  the  amount  of  code  being  delivered  to  the  end  user).  Before  sophisticated  tag  management  came  along,  deploying  testing  tags  globally  would  provide  the  greatest  testing  control,  but  would  come  at  the  cost  of  overall  page  performance.  But  now,  thanks  to  the  advent  of  robust  tag  management  systems,  companies  can  improve  site  performance  by  only  deploying  testing  tags  for  testing  content,  capturing  success  events,  or  setting  visitor  profiles  based  on  exposure  to  the  site.    

4.  PERSISTING  TEST  WINNERS  Persisting  test  winners  is  not  something  you  would  normally  think  a  tag  management  system  would  cover,  but  many  do  just  that.  These  tools  offer  an  interesting  approach  to  a  systemic  problem  facing  optimization  teams  as  they  test,  collect  results  and  seek  to  monetize  those  results  by  making  the  winning  content  available  to  users  as  the  default  experience.    Normally,  when  a  test  concludes  and  results  are  gathered,  the  company  has  two  choices:  leverage  the  testing  tool  to  persist  the  winner,  or  wait  for  IT  to  hard-­‐code  the  changes  to  the  site.  Ideally,  IT  would  incorporate  the  changes  quickly,  but  often  the  process  takes  weeks,  if  not  months.  Web  Analytics  Demystified  has  worked  with  dozens  of  companies  that  had  hundreds  of  campaigns  pushing  the  test  winner  to  take  advantage  of  its  impact—all  while  waiting  for  IT  to  persist  the  winning  content.    Now,  companies  can  use  tag  management  to  push  the  winners,  eliminating  the  need  to  keep  a  testing  tool  tag  in  place  to  do  so.  Leveraging  a  TMS  in  this  manner  is  a  relatively  easy  task.  The  testing  team  simply  deploys  a  general,  page-­‐specific  tag  that  contains  the  winning  offer  and  places  the  required  HTML  and  resources  that  modify  the  experience.  This  code  is  often  similar  to  the  one  your  testing  platform  references.  Use  the  same  approach  to  handle  dynamic  content  that  requires  JavaScript  and  a  reference  to  any  server-­‐side  scripting  you  use.    

     

Key TMS Advantage: Lower cost of ownership for your testing solution and better site performance through reduction in unnecessary testing tags deployed on your website.

Key TMS Advantage: A streamlined approach to persisting test winners on your website with no IT delays.

 EMPOWERING  OPTIMIZATION  WITH  TAG  MANAGEMENT  SOLUTIONS  

     

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5.  EFFECTIVE  DATA  MANAGEMENT  Some  practitioners  argue  that  the  biggest  value  that  a  TMS  offers  for  optimization  initiatives  is  the  ability  to  quickly  and  easily  deploy  testing  tags  on  the  site.  At  Web  Analytics  Demystified,  we  have  to  respectfully  disagree.  While  getting  tags  to  the  site  with  ease  is  an  incredibly  powerful  benefit  of  a  TMS,  mapping  those  testing  tags  to  internal  and  external  data  sources  enables  organizations  to  dramatically  increase  the  range  of  their  tests  and  develop  more  granular  visitor  segments.  Tag  management  solutions  such  as  Ensighten’s  enable  data  syndication—the  efficient  collection  and  distribution  of  data  among  website  tags,  which  brings  further  benefits  to  the  testing  process.  A  sophisticated  TMS  offers  new  capabilities  that  not  only  future-­‐proof  customers’  optimization  investments,  but  also  ready  those  customers  to  handle  rich  and  sophisticated  tests  down  the  road.    Every  website—regardless  of  size  and  type—contains  a  rich  set  of  data  that  can  augment  the  information  that  the  testing  tool  collects.  A  TMS  provides  a  quick  and  easy  way  to  access  this  data  and  make  it  available  for  optimization.  This  capability  is  incredibly  powerful  as  business  users  can  easily  create  data  layers  and  tie  them  to  testing  tools  in  a  matter  of  seconds.    While  working  with  clients,  we  have  found  many  who  were  unaware  of  what  data  was  available  to  them,  or  that  such  data  was  readily  accessible  for  gathering.  A  TMS  exposes  data  elements  that  can  come  from  meta-­‐tags,  cookies,  URL  query  parameters,  browser  details,  JavaScript  variables,  JSON  objects,  and  even  the  page  content  itself.  A  sophisticated  tag  management  system  makes  this  rich  data  readily  available  to  fuel  countless  test  ideas.    A  tag  management  system  that  supports  data  layers  makes  it  easier  for  optimization  teams  to    utilize  website  business  data  and  funnel  it  to  the  right  vendor  tool.  Users  can  expose  the  data  through  a  TMS  to  a  plethora  of  vendors,  including  DMPs,  Decision  Engines,  and  

Propensity  Modeling  for  more  sophisticated  profiling  and  decision-­‐making.    

 

Figure 3. An example of how one can easily create a data layer within Ensighten’s Visual Tagger using any combination of data sources.

Key TMS Advantage: Easily leverage site data to dramatically improve your testing. Simplify the process of funneling data to the tags.

 EMPOWERING  OPTIMIZATION  WITH  TAG  MANAGEMENT  SOLUTIONS  

     

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6.  DATA  INTEGRATION—OFFLINE  AND  ONLINE  DATA  Some  of  the  richest  data  for  targeting  of  tests  might  not  be  available  in  the  web  browser,  but  rather  in  other  online  systems  or  even  offline  data  stores.  This  is  a  common  optimization  problem  no  matter  what  type  of  website  you  have.    Typically,  companies  seeking  to  leverage  offline  data  would  have  to  upload  it  online  and  then  build  complicated  server-­‐side  logic  to  pull  the  data  and  make  it  available  on  the  web  page.  Ensighten  Data  Stream™—a  solution  that  collects,  unifies  and  syndicates  cross-­‐channel  data—streamlines  this  process.  It  helps  customers  realize  considerable  value  by  mapping  these  data  elements  to  their  tests.    There  are  countless  optimization  opportunities  when  it  comes  to  offline  data.  Many  of  the  opportunities  lie  with  internal  data  because  it  tends  to  be  the  richest.  But  at  Web  Analytics  Demystified  we  are  seeing  companies  use  tag  management  platforms  to  collect  data  from  third-­‐party  providers  such  as  Blue  Kai  and  DemandBase.  DemandBase,  for  example,  allows  organizations  to  target  content  to  different  types  and  sizes  of  businesses.  This  is  incredibly  powerful  for  B2B  organizations  looking  to  deliver  targeted  messaging  to  their  potential  prospects.    Once  data  is  available  on  the  page,  TMS  customers  have  several  options  to  harness  it  and  put  it  to  work.  A  common  approach  is  to  implement  a  global  tag  that  grabs  the  data  only  on  the  first  page  load,  which  then  makes  it  available  on  all  subsequent  page  loads,  independent  of  session.  This  means  that  your  testing  platform  can  easily  make  use  of  the  data  on  the  first  page  view  of  a  returning  visitor—something  that  was  incredibly  challenging  not  too  long  ago.    Few  companies  today  leverage  data  layer  elements  in  non-­‐optimization  solutions.  Web  Analytics  Demystified  expects  that  to  change  in  the  coming  months.  Optimization  data  can  offer  significant  value  for  other  internal  and  external  systems,  such  as  email  service  providers,  display  retargeting  solutions,  internal  data  collections  services,  etc.    

Ensighten  enables  efficient  syndication  of  test  data  to  other  marketing  systems  besides  optimization  tools.  For  example,  Ice.com,  an  Ensighten  customer,  informs  their  email  service  providers  about  the  tests  that  their  website  visitors  participate  in,  and  the  test  variant  each  visitor  sees.  This  enables  Ice.com  to  coordinate  and  target  emails  to  only  those  visitors  that  participated  in  a  test  and  to  tailor  the  email  content  based  on  the  content  they  saw  on  the  site  as  part  of  that  test.  Similarly,  Ice.com  communicates  into  Test&Target  the  email  content  that  visitors  receive,  enabling  them  to  target  tests  to  visitors  arriving  on  the  site  via  a  particular  email  creative.  This  enables  Ice.com  (and  other  Ensighten  customers)  to  roll  out  tests  coordinated  across  channels  and  website  sessions.    TMS  users  can  also  leverage  data  syndication  to  share  test  information  with  third-­‐party  vendors  of  modeling  engines  and  analytics,  such  as  SiteCatalyst,  Insight,  Google  Analytics,  Woopra,  Webtrends  Streams,  Mixpanel,  Causata,  Webtrends,  Coremetrics,  and  more.  Any  platform  that  can  take  such  data  can  provide  either  better  experience  for  consumers,  or  better  view  of  consumer  behavior  and  intent.    

Take  display  ad  retargeting  as  an  example.  Imagine  a  situation  in  which  the  display  retargeter  knew  not  only  that  you  bought  a  laptop  or  you  booked  a  flight  but  that  you  did  so  after  seeing  a  particular  piece  of  website  content.  That  display  retargeter  could  then  use  this  test  information  to  better  inform  its  models,  and  could  even  make  use  of  that  test  information  as  part  of  the  display  ad  itself  as  visitors  encounter  the  ad  after  becoming  members  of  the  test.    

     

 

Key TMS Advantage: Utilize online and offline data sources to increase testing sophistication. Coordinate testing across multiple digital channels.

 EMPOWERING  OPTIMIZATION  WITH  TAG  MANAGEMENT  SOLUTIONS  

     

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Brand  Spotlights  Many  companies  are  experiencing  tremendous  success  by  deploying  their  optimization  platform  using  a  tag  management  system  such  as  Ensighten  Manage.  The  following  are  just  a  few  examples  that  highlight  the  value  and  explain  the  reasoning  of  leveraging  a  TMS  to  drive  optimization  initiatives.    

SONY  ELECTRONICS    Brandon  Bunker,  senior  manager  of  analytics  at  Sony  Electronics,  has  been  in  the  analytics  and  optimization  business  for  many  years.  Before  coming  to  Sony,  he  was  responsible  for  driving  optimization  for  site  search,  creative,  and  navigation  at  Nike.  At  Sony,  he  now  manages  web  analytics,  tag  management,  direct  marketing  analytics,  and  testing.    Sony,  as  an  early  adopter,  has  been  using  a  TMS  for  over  two  years.  They  originally  brought  in  Ensighten  Manage  to  help  with  managing  their  tags  and  to  increase  site  performance.  But  they  also  needed  the  ability  to  have  different  servicing  levels  for  tag  delivery,  and  their  TMS  vendor  of  choice  made  this  possible.    The  servicing  level  capability  allows  Sony  to  add  and  execute  tags  at  different  stages  of  rendering  the  page  in  the  browser.  They  have  implemented  global  tag  deployments  that  are  of  high  priority  and  get  served  at  the  page  head,  before  any  content  is  processed.  This  is  incredibly  important  when  delivering  testing  code  to  avoid  replacing  control  content  with  test  content  right  in  front  of  users—also  known  as  “flicker.”  It  is  highly  problematic  when  a  site  visitor  sees  control  content  with  a  20  percent  discount  offer,  which  is  suddenly  replaced  with  test  content  offering  a  10  percent  discount  offer  on  the  same  item.    The  next  level  of  tag  delivery  service  is  of  medium  priority—primarily  used  for  first-­‐party  analytics.  This  is  considered  a  best  practice  because  placing  such  tags  at  the  bottom  of  the  page  runs  the  risk  of  having  them  not  fire  when  users  abandon  the  site  (or  close  their  browser  altogether)  while  the  

browser  is  still  processing  the  page.  The  final  level  of  service  is  of  low  priority,  encompassing  all  third-­‐party  pixel  tracking  (e.g.  ad  or  affiliate  conversion  tracking)  for  the  site.    Brandon  and  his  team  are  an  innovative  group  and  Ensighten’s  servicing  capability  has  allowed  them  to  implement  cutting-­‐edge  cross-­‐marketing  at  Sony,  empowering  advanced  targeting  and  segmenting  for  their  testing  efforts.    

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With  respect  to  the  data  layer,  Brandon  suggests  that  “if  you  don’t  have  a  rich  data  set,  you  are  underutilizing  the  testing  platform.”  “We  have  a  rich  data  layer  that  comprises  data  from  SiteCatalyst,  email  platforms,  CRM’s,  ATG  chat,  and  many  other  systems.  This  gives  us  much  better  and  more  robust  targeting.  We  went  from  having  twenty  valuable  data  layer  variables  to  dozens  of  them.”  For  example,  Sony  uses  the  data  layer  to  collect  product  prices  and  order  IDs  from  the  page  and  distribute  this  data  to  its  third-­‐party  vendors.  Some  data  elements  appear  in  different  formats  across  the  site.  Ensighten  enables  Sony  to  standardize  the  data  into  a  single  format  and  syndicate  the  data  to  vendors  consistently.    Sony  was  using  Adobe’s  Test&Target  long  before  they  brought  in  a  TMS.  Deploying  tests  was  a  long  and  arduous  process,  requiring  many  cycles  to  coordinate  and  get  tags  in  place.  While  they  still  saw  value  in  going  through  these  cycles,  TMS  has  enabled  them  to  deploy  the  tags  needed  for  testing  in  a  much  more  timely  manner.  “We  are  now  deploying  our  mboxes  in  one  or  two  minutes  tops,”  says  Brandon.  This  has  not  only  allowed  them  to  get  tests  out  more  quickly  but  also  get  more  tests  executed.  Additionally,  Ensighten  integrates  the  data  layer  into  mboxes  for  advanced  profiling,  segmentation,  targeting  and  personalization.  Ensighten  Manage  also  populates  the  SiteCatalyst  tags  with  data  layer  elements  to  power  business  decisions  on  customer  experiences  that  otherwise  would  not  be  possible.  The  other  big  boost  that  tag  management  gave  Brandon  and  the  optimization  team  at  Sony  was  the  ability  to  control  when  and  where  their  Test&Target  mboxes  would  fire.  The  cost  savings  that  Sony  realized  by  leveraging  this  capability  was  significant.    Sony  has  now  run  dozens  of  Test&Target  tests  via  their  tag  management  system.  “We  have  a  handful  of  tests  that  actually  print  money  for  us,”  says  Brandon.  “Ensighten  has  allowed  Sony  to  execute  more  tests  and  discover  those  winners  more  easily  and  in  a  much  more  timely  manner.”  

SYMANTEC  James  Niehaus  is  no  stranger  to  optimization  and  marketing  platforms.  Having  worked  at  E-­‐Loan,  Salesforce.com,  and  now  at  Symantec  as  the  director  of  optimization  &  web  analytics,  he  has  not  only  helped  innovative  companies  establish  sound  testing  programs  but  also  evaluate  and  implement  the  latest  and  greatest  marketing  tools.    James  brought  Ensighten  Manage  into  Symantec  in  early  2011.  Tagging  was  a  significant  challenge  at  Symantec.  A  simple  change  of  a  tag  would  require  dozens  of  hours  of  work,  days  of  delay  and  heavy  amounts  of  email  communication.  After  a  few  meetings  with  Ensighten,  it  was  clear  to  Symantec  that  their  offering  would  both  solve  Symantec’s  current  tagging  woes  and  enable  them  to  execute  innovative  initiatives  with  their  optimization  platform.    Symantec  had  been  using  Test&Target  for  years  and  has  one  of  the  most  sophisticated  implementations  of  Adobe  Test&Target  to  date,  completely  delivered  by  Ensighten.  Symantec  originally  used  their  tag  management  platform  for  third  party  marketing  pixels  and  for  the  customer  survey  tool  OpinionLab.  During  that  time,  Symantec  

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focused  on  incorporating  its  data  layer  into  their  tag  management  platform.  Once  that  migration  took  place,  Symantec  incorporated  Test&Target  into  their  tag  management  platform.    Because  Ensighten  enabled  managing  both  the  data  layer  and  Test&Target  from  the  same  console,  the  most  sophisticated  Test&Target  implementation  to  date  reached  new,  previously  unimaginable  heights  of  testing  productivity.  Test&Target  now  has  access  to  the  entire  data  layer,  and  the  data  layer  has  complete  access  to  Test&Target.  Symantec  is  currently  managing  over  a  hundred  tests  a  month,  most  of  which  make  use  of  this  data.  Symantec  also  has  a  sophisticated  testing  strategy  in  place,  focusing  tests  on  key  site  events  and  site  engagement.  Ensighten  maintains  and  manages  custom  scoring  models  based  on  site  content  and  because  it  uses  a  shared  data  layer,  James  and  his  team  leverage  this  information  for  targeting  of  tests  with  Test&Target.    “While  Symantec  is  realizing  a  ton  of  value  in  managing  mbox  usage  and  deploying  mboxes  in  a  much  more  timely  manner,  the  biggest  value  Ensighten  has  brought  to  our  optimization  efforts  is  the  ability  to  quickly  explore  new  and  innovative  technologies  with  little  risk  and  little  effort,”  says  James.  “Symantec  can  now  quickly  and  efficiently  test  third-­‐party  code  and  take  it  to  market  in  short  order.”    ICE.COM  Ice.com,  a  leading  online  jewelry  store,  uses  both  Adobe  Test&Target  and  a  tag  management  platform  for  their  optimization  efforts.  Ice.com  incorporated  testing  around  the  same  time  that  they  brought  in  Ensighten.  They  originally  implemented  tag  management  technology  to  help  organize  all  site  pixels  and  optimize  their  performance.  Their  TMS  vendor  of  choice  has  not  only  helped  ease  the  tagging  process  but  also  improved  their  site’s  overall  performance.    Evan  Frank  is  the  director  of  CRM  and  oversees  testing  at  Ice.com.  Test&Target  was  

originally  deployed  using  Ensighten  Manage  to  simplify  the  test  execution  process.  Evan  was  able  to  get  testing  in  place  immediately  because  of  Ensighten’s  streamlined  workflow.  Given  Ice.com’s  use  of  Test&Target  through  Ensighten,  the  online  retailer  is  free  to  deploy  any  type  of  test.    The  developers  at  Ice.com  are  the  primary  users  of  Ensighten,  but  that  is  changing  fast  as  business  teams  leverage  the  solution  more  and  more.  By  using  Ensighten  Visual  Tagger  to  manage  and  optimize  tags,  business  users  can  more  easily  get  involved  in  testing.  Ice.com’s  use  of  Ensighten  has  allowed  them  to  roll  out  key  tests  even  during  the  holiday  period  when  website  code  freezes  are  in  place,  and  when  limited  resources  are  available  to  execute  tests.  By  using  Ensighten,  some  of  these  tests  have  led  to  significant,  triple-­‐digit  conversion  rate  increases.  Evan  has  now  run  dozens  of  tests  with  Ensighten  Manage  and  Test&Target.  He  has  also  increased  the  complexity  and  sophistication  of  tests  beyond  general  A/B  or  multivariate  tests  by  mapping  marketing  tools  together.  With  their  TMS,  Evan  was  able  to  easily  map  Test&Target  with  Ice.com’s  

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email  server  provider  (ESP).  This  allowed  him  to  have  Test&Target  communicate  test-­‐data  points  with  the  ESP,  and  let  the  ESP  communicate  visitor  information  with  Test&Target—a  bidirectional  data  syndication  and  cross-­‐channel  optimization.  This  has  allowed  Ice.com  to  confirm  that  personalization  is  effective  both  from  a  customer  experience  perspective  and  for  their  bottom  line.    Evan  credits  Ensighten  with  giving  Ice.com  tremendous  implementation  flexibility  and  cost  control  over  Test&Target  charges  that  are  based  on  server  calls.  “Using  Ensighten,  one  can  easily  and  selectively  deploy  Test&Target  mboxes  as  needed  and  turn  them  off  so  no  server  calls  are  even  made,”  says  Evan.    Evan  also  credits  the  incredible  support  he  received  from  Ensighten’s  client  consulting  group,  who  are  experts  in  advanced  optimization  techniques.  “Ensighten’s  consulting  team  not  only  helped  me  see  the  potential  of  Test&Target  via  Ensighten  but  also  helped  me  understand  the  capabilities  of  Test&Target.  They  were  of  tremendous  help  supporting  the  roll  out  of  some  of  the  key  tests  that  have  really  moved  the  needle  for  Ice.com.”    Ice.com  has  seen  considerable  value  with  testing  in  a  short  amount  of  time  and  will  be  incorporating  testing  into  their  mobile  platform  soon,  via  their  tag  management  system.    

 

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Parting  Thoughts  Whether  a  company  is  new  to  testing  or  has  leveraged  testing  tools  in  the  past,  integrating  a  testing  platform  with  a  TMS  enables  the  ability  to  scale  optimization  efforts  and  to  mitigate  any  unnecessary  server  calls.    For  companies  with  mature  testing  programs  that  are  ready  to  advance  their  targeting  and  personalization  efforts,  migrating  the  testing  platform  into  a  tag  management  solution  makes  business  sense.  The  TMS  will  allow  the  marketing  and  analytics  teams  to  quickly  and  easily  map  internal  as  well  external  data  points  to  the  testing  platform,  thus  enabling  even  richer  targeting  and  segmentation  capabilities.    Additionally,  we  predict  that  the  optimization  market  is  going  to  get  even  bigger.  New  tools  will  come  into  play  and  current  tools  will  become  more  sophisticated.  Companies  should  be  able  to  quickly  and  easily  study  these  tools  to  identify  those  best  suited  for  their  current  and  future  needs.  Managing  the  testing  platform  through  a  TMS  will  enable  easy  integration.    

ABOUT  THE  AUTHOR  Brian  Hawkins,  Partner  at  Web  Analytics  Demystified,  has  worked  in  the  optimization  space  since  2006,  when  he  started  at  Offermatica,  which  is  now  Adobe  Test&Target.  While  working  in  a  variety  of  roles  at  Offermatica,  Omniture,  and  Adobe  in  both  a  technical  and  strategic  consultative  capacity,  he  has  helped  scores  of  companies  get  value  out  of  their  testing  platforms.    

ABOUT  WEB  ANALYTICS  DEMYSTIFIED  Web  Analytics  Demystified,  founded  in  2007  by  internationally  known  author  and  former  Jupiter  Research  analyst,  Eric  T.  Peterson,  provides  objective  strategic  guidance  to  companies  striving  to  realize  the  full  potential  of  their  investment  in  web  analytics  and  optimization.  By  bridging  the  gap  between  measurement/optimization  technology  and  business  strategy,  Web  Analytics  Demystified  has  provided  guidance  to  hundreds  of  companies  around  the  world,  including  many  

of  the  best  known  retailers,  financial  services  institutions  and  media  properties  on  the  Internet.  

For  more  information  about  Brian  Hawkins  and  Web  Analytics  Demystified,  please  visit  www.webanalyticsdemystified.com,  email  [email protected],    or  call  (415)  735-­‐4295.  

ABOUT  ENSIGHTEN  Ensighten  is  a  developer  of  breakthrough  tag  management  technology  that  solves  the  rapidly  growing  problems  and  complexities  of  vendor  and  analytics  tagging.  Established  in  2009,  Ensighten’s  patent-­‐pending  technology  can  be  implemented  within  days,  enabling  superior  data  clarity  and  tracking  of  online  behavior,  extending  the  functionality  of  vendor  tools,  reducing  vendor  switching  costs,  improving  site  performance,  and  virtually  eliminating  the  requirements  for  IT,  agency  and  vendor  resources  to  handle  tagging-­‐related  tasks.  Ensighten  enables  IT  departments  to  empower  marketers  and  web  analytics  specialists  to  independently  manage,  update  and  remove  tags,  in  any  technology  environment  through  the  intuitive  Ensighten  Manage  interface.  As  leaders  in  the  web  analytics  industry  for  over  a  decade,  Ensighten’s  founders  bring  unmatched  depth  of  experience  to  address  the  most  challenging  enterprise  requirements.  

 

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Appendix  Detailed  examples  of  how  a  TMS  empowers  various  testing  platforms.    

ADOBE  TEST&TARGET  TMS  customers  can  implement  Test&Target  either  through  the  TMS  console  or  through  its  visual  tools.  Such  tools  offer  business  users  the  greatest  amount  of  flexibility  for  implementation  options  as  well  as  for  mapping  both  internal  and  external  data  sets  to  Test&Target  for  targeting  and  segmenting.    

ADOBE  TEST&TARGET1:1  Adobe  Test&Target1:1  is  not  typically  considered  a  testing  platform,  even  though  it  does  help  quantify  the  value  of  targeting  of  content.  Test&Target1:1  is  an  extension  of  Test&Target  that  incorporated  the  former  Touch  Clarity  technology.  Users  of  Test&Target1:1  leverage  the  platform  to  automatically  deliver  content  to  the  individual  visitor  versus  segments  of  visitors  based  on  real  time  propensity  models.  Test&Target1:1  also  allows  users  to  discover  segments  that  they  might  not  have  known  about  or  were  not  incorporating  in  targeting  or  segmentation  efforts.    Because  the  Test&Target1:1  platform  leverages  the  same  mbox  tag,  it  can  leverage  the  visual  tools  or  simply  reside  in  the  regular  tag  deployments  in  the  TMS.  While  this  is  incredibly  valuable  for  implementation,  the  bigger  benefit  for  TMS  and  Test&Target1:1  users  is  the  mapping  of  data  layer  elements  to  the  mbox.  Test&Target1:1  can  process  many  types  of  data  and  easily  consume  it  for  its  models  via  the  mbox.  Its  models  use  the  data  to  determine  what  content  is  most  appropriate  for  each  website  visitor.  Test&Target1:1  will  also  inform  business  users  as  to  what  data  points  have  a  positive  or  negative  propensity  for  particular  pieces  of  content  which  mean  end  users  can  see  what  test  content  positively  or  negatively  relates  to  a  visitor  profile  attribute.    

CAUSATA  Causata,  similarly  to  Test&Target1:1,  is  not  so  much  a  testing  platform  but  more  of  a  propensity  score  and  individual  experience  delivery  platform.  Causata  can  be  both  an  on-­‐premise  and  a  hosted  solution  that  incorporates  both  online  and  offline  data.  Based  on  all  the  data  that  is  captured  in  real  time  or  uploaded  in  batch,  it  is  able  to  construct  an  incredibly  sophisticated  visitor  identity  graph  where  you  can  uncover  linking  identifiers  and  insights  from  the  data.  Causata  also  provides  a  very  rich  and  sharp  reporting  interface.    Because  Causata  both  collects  data  in  real  time  and  allows  for  creating  unique  experiences  at  the  individual  level,  tag  management  platforms  can  be  leveraged  to  easily  accomplish  both  capabilities.  The  Causata  data  collection  tag  can  be  simply  deployed  using  a  global  tag  within  the  TMS.  Delivering  unique  visitor  experiences  based  on  propensity  score  models  is  done  through  a  page  specific  tag  deployment,  depending  on  where  a  score  or  targeted  content  is  to  be  delivered.    

GETSMARTCONTENT  GetSmartContent  is  an  easy  to  use,  single-­‐tag  testing  platform.  It  has  interesting  capabilities,  such  as  integrations  with  Eloqua  and  ExactTarget.    This  platform’s  implementation  is  as  straightforward  as  it  gets.  You  simply  save  the  JavaScript  tag  in  the  header  of  the  site.  To  get  up  and  running  with  GetSmartContent  via  tag  management  platform,  you  implement  a  global  or  a  page-­‐specific  tag  deployment  with  the  GetSmartContent  code.  It  is  as  easy  as  copying  and  pasting  a  tag  similar  to  the  Google  Analytics  standard  implementation.    

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MAXYMISER    Maxymiser  is  also  not  new  to  testing  and  is  making  much  more  of  a  presence  in  the  United  States  after  years  of  success  over  in  Europe.    This  tool  offers  some  nice  targeting  capabilities  and  the  ability  to  augment  the  visitor  profile  ID  it  manages  is  incredibly  powerful.  The  Maxymiser  profile  ID  is  also  one  that  lasts  much  longer  than  most  testing  tool  profiles,  allowing  tests  to  maintain  membership  for  longer  periods  of  time.  Maxymiser  also  offers  recommendations,  segmentation,  and  prediction  capabilities.    This  tool  is  a  single  tag  solution  that  can  easily  be  deployed  through  a  tag  management  platform  global  or  page-­‐specific  tag.  Copy,  Paste,  Save  then  Publish  and  you  are  ready  to  go.    

MONETATE  Like  Webtrends  Optimize,  GetSmartContent,  and  Optimizely,  Monetate  is  a  single  tag  deployment  platform  that  references  a  JavaScript  file.  Monetate  has  been  making  great  strides  in  the  optimization  space  and  there  are  many  organizations  using  their  technology  today.  This  tool  also  offers  website  owners  the  ability  to  badge  products  with  icons  and  add  predictive  search  to  internal  search  fields.  Both  of  these  capabilities  can  deliver  quantifiable  value  to  organizations  that  have  put  them  in  place.  To  get  Monetate  in  place,  you  save  the  JavaScript  file  in  a  global  or  page-­‐specific  tag.  Typically  organizations  would  save  this  in  a  global  header  but  with  tag  management  platforms  you  can  selectively  deploy  it  globally  across  the  site  or  just  for  specific  pages.    

OPTIMIZELY  Optimizely  is  not  new  to  the  testing  space  but  is  getting  a  lot  of  attention  lately  given  its  adoption  by  companies  both  large  and  small.  Its  interface  allows  users  to  easily  create  alternative  content  for  tests,  which  almost  makes  launching  tests  too  easy.  Optimizely  also  has  some  great  API  functionality.  

Like  most  of  these  platforms,  this  technology  is  client-­‐side  and  can  easily  be  deployed  using  a  global  or  page-­‐specific  tag  deployment.  Just  copy  and  paste,  save  and  publish,  and  you  are  up  and  running.    

SITESPECT  Like  Causata,  SiteSpect  offers  a  testing  platform  that  integrates  at  the  network  layer  either  by  an  on-­‐premise  solution  or  a  cloud-­‐based  solution.  This  unique  approach  allows  customers  to  integrate  dynamic  content  into  their  testing  efforts  in  a  very  efficient  manner.  SiteSpect  also  offers  rich  targeting  and  reporting  for  things  such  as  interaction  effects  for  it  multivariate  solution.  SiteSpect  doesn’t  require  any  client-­‐side  tags  because  of  how  it  integrates  at  the  network  layer  but  does  have  some  interesting  and  valuable  links  with  tag  management  platforms.  SiteSpect  can  easily  communicate  test  data  elements  to  TMS,  making  use  of  this  information  in  a  variety  of  ways  including  passing  it  onto  analytic  tools  or  added  to  tag  management  platform  data  layers.  It  can  also  pass  along  specific  behaviors  or  data  elements  that  might  not  be  accessible  via  JavaScript.  Because  SiteSpect  operates  at  the  HTTP  layer,  it  can  grab  that  information  and  pass  it  over  to  the  TMS.    TMS  can  redirect  visitors  to  SiteSpect  test  pages.  For  example,  if  you  wanted  only  a  certain  percentage  of  traffic  or  a  particular  set  of  visitors  to  participate  in  the  test,  then  you  could  deploy  a  page-­‐specific  tag  within  the  TMS  that  would  redirect  those  visitors  to  the  page  where  SiteSpect  manages  the  test.    

 EMPOWERING  OPTIMIZATION  WITH  TAG  MANAGEMENT  SOLUTIONS  

     

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WEBTRENDS  OPTIMIZE  Similarly  to  Test&Target,  TMS  customers  deploy  Webtrends  Optimize  through  the  TMS  console  or  its  visual  tool.  Business  users  can  define  a  data  object  and  incorporate  it  into  the  test,  thereby  increasing  the  value  and  accuracy  of  tests.  Specifically,  simply  specify  the  Test  Alias  name  and  the  location  of  the  Webtrends  Optimize  wt_capi.js  file,  and  away  you  go—all  with  even  greater  customization  to  manage  advanced  use  cases.  It  is  incredibly  easy  and,  once  done,  you  can  set  up  your  test  through  the  Webtrends  Optimize  interface.    Also  worth  noting  is  the  ability  to  target  when  you  would  like  to  have  the  Webtrends  code  injected.  You  can  select  exactly  which  pages  should  get  the  code  so  as  to  limit  placing  unnecessary  code  on  pages  you  are  not  testing.    And  finally,  you  can  enrich  your  Webtrends  Optimize  code  by  augmenting  it  with  different  parameters.  This  allows  you  to  run  sophisticated  targeting  tests  based  on  the  parameter  value  pairs.    

   

 Figure 4. Example of how one could deploy Webtrends Optimize via Ensighten’s Visual Tagger.