The user stage tag is used to filter users based on the user hierarchy logic that you need. Similar to crowd filtering, users who meet different conditions are filtered out and taged with different hierarchical tags. For example, you can filter out users whose total purchase amount is greater than or equal to 1000 and who like delicious food and tag them with the "Marketing Priority" as "Priority 1". You can filter out users whose total purchase amount is between 100 and 999 and who belong to Group A and tag them with the "Marketing Priority" as "Priority 2".
The following methods can be used to set filter conditions:
You can call this operation to filter users that meet the specified tag value based on the User Tags, including User Attributes and Custom Tags. Multiple filtering conditions can be AND, OR. For example, a user whose province is Zhejiang and gender is female is filtered out.
Based on the AIPL Model, you can filter data by AIPL model type or forwarding status.
Filter by type: Select users in the cognition, I interest, P purchase, and L loyalty phases.
Filter by Flow Status: Select users whose AIPL model phase changes, for example, users who are converted from the cognitive phase to the P purchase phase.
Based on the RFM Model, you can filter users by RFM model type, such as high-value users.
You can use the User Behavior and Order Details data to filter people whose behavior or order records meet the requirements. For example, all users who purchased product A from offline stores in the last 30 days.
NoteIf you enable the storage feature for events in the Event Hub, the user behavior data and order details that are stored after the event is reported can also be used for user stage tags.
Based on the data in a Statistical Table, the system filters out people who meet the specified metric and dimension requirements. For example, a user whose mobile device is in a city and has logged in to the app at least once in the last seven days.
Select an existing Audience, such as All Users of Group A.
Any of the above methods can be mixed, and the user to be tagged can be finally obtained by AND, OR and difference calculation.
Create user stage tags
The filtering criteria for user stage tags can involve a variety of source data. For more information about how to import, create, or report on this data, see the documentation links listed above.
To create a user stage tag:
Choose Workspace> User Insight > User Tags > Tag Management.
Click New Tag in the upper-right corner.
In the dialog box that appears, select User Stage tag and click OK.
Configure the parameters in the Basic Information section.
Enter a tag name. Click the
icon next to the tag field to customize the tag field name. The prefix is fixed to "user_tag_". If you do not customize the tag field name, the system will generate a field name based on the tag name. Set whether tags are manually updated or automatically updated on a periodic basis. The periodic basis supports daily, weekly, and monthly.
Select a tag category. The default category is "Unclassified".
Enter a tag description.
Configure tag rules.
Enter a layer name and note. The layer name is the tag value.
Set the filtering rules for this layer. The method is the same as that for crowd filtering. For more information, see Audience Filtering.
Click Add Layer in the left-side navigation pane to add a layer. A maximum of 20 layers are supported.
To delete a layer, move the pointer over the layer name on the left. The delete icon
appears. Click and confirm to delete.
After the configuration is complete, click Estimate Number of Users in the lower part of the page. On the page that appears, you can estimate the number of users and the coverage rate of each tag.
Click Save. The custom tag is created.
The custom tag that you created is added to the tag list. The tag is in the Executing state. You can use the custom tag only after its status changes to Executing. For more information, see Tag Management.