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Quick Audience:Tag Management

Last Updated:May 29, 2025

On the Tags page, you can view, edit, authorize, and filter custom tags, and update and delete custom tags.

Choose Workspace> User Insight > User Tags > Tag Management. The following figure shows the tag list. image

On the left side of the page, you can view the Uncategorized and other custom categories. By default, all tags in all categories are displayed.

The tag list on the right side of the page displays the tag name, number of users covered, coverage rate, tag value, update time, execution status, creator, creation method, tag source, creation time, tag description, tag type, total popularity, and number of data transmission times. You can click Show Columns in the upper-right corner of the list and select the information to be displayed from the drop-down list, as shown in the following figure. image

If you are not an administrator and select Only View Permitted Tags in the preceding figure, you can view only the tags on which you have been granted management or use permissions.

Tag creation method

Tags are created in the following ways:

  • Data source import: The User Tag Table records a series of attribute fields of users. When you Import data from a data source to Quick Audience, you can configure tag aliases for the fields to add tags to users. When you use tags later, the corresponding fields are essentially used.

    Important

    When you import a user tag table, if you select the corresponding user attribute for a field, the field is subordinate to the user attribute and is no longer displayed as a tag on the Tag Management page.

  • API import: This method is similar to data source import. The only difference is that you can import data by using APIs instead of configuring data on the interface.

  • System presets: User Attributes. User attributes define the basic information system of users. The actual values are derived from the fields in the imported user tag table. If a field is associated with a user attribute, the value of the tag is used for the user attribute. If fields from different tables are associated with the same user attribute, the user attribute values may conflict with each other. You can resolve the conflict based on the specified assignment logic.

    User attributes are displayed in the User Attributes category. User properties are displayed as System Preset regardless of whether they are preset or custom.

  • Custom rules: You can customize tags based on imported data, uploaded and stored behavioral event data, and order details to tag users who meet the rules. You can also use the tags for analysis and filtering.

    You can create four custom tags: Preference Tags, Loyalty Tags, Purchasing Power Tags, and User Stage Tags. For more information, see the corresponding documentation.

  • Social Interaction: the user tag of the Social Interaction module.

  • Retail CRM: the user tag of the Retail CRM module.

Tag popularity statistics

The Tag Management page displays the usage of tags. The total number of tags that belong to the tag category, the number of used tags (tags that have been used for analysis or filtering), and the number of unused tags are displayed at the top of the list. Click Used or Unused. Only these tags are displayed in the list, as shown in the following figure.

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The list displays the usage of each tag. Select Total Usage, Pivot Times, and Filter Times from the Columns drop-down list in the upper-right corner and select Statistics Period from the drop-down list. The list displays the statistics, as shown in the preceding figure. In the following example, the total number of used hotspots=the number of times of fluoroscopy + the number of times of filtering.

Filter, sort, and search

Filter CLB instances by tag

You can filter tags by creation /update status, creator, creation method, tag source, tag type, and whether they can be pivotable.

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Sort tags

You can sort tags based on the number of people covered, coverage rate, creation time, update time, total popularity, number of times of pivoting, and number of times of filtering. 32465235

Search for bastion hosts by tag

You can search for tag names in the search box in the upper-right corner of the tag list.

As shown in the following figure, after searching, the tag categories on the left side of the page will highlight the categories that contain search results. image

Tag category permissions

As shown in the following figure, the tag categories are displayed on the left side of the page.

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  • Tags that are not included in any category are included in Unclassified. You can add tag categories and put tags into different categories to manage tags.

  • A maximum of three levels of categories are supported. You can click the arrow icon in front of a category name to expand /collapse lower-level categories. The "Order 1_A area" in the preceding figure is a three-level category.

  • The search box above the category list allows you to search for category names.

  • Click the arrow icon 235in the upper-right corner of a category to collapse or bring up the category view.

Add and move categories

Note

You cannot add child categories for a user attribute category.

To add a maximum of three categories, perform the following steps:

  1. Move the pointer over any category or all tags. The plus icon 加appears, as shown in the following figure. Click the plus icon.

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  2. In the dialog box that appears, select whether the new category is a sibling or a child of the original category and enter a new category name.

    In this example, a sibling category of the base tag is created. 325

  3. Click OK. The new category will be added to the directory. 342

  4. Drag a category to the required position to change the order and level of the category.

Rename Category

Note

You cannot rename a user attribute category.

Procedure

  1. Move the pointer over the custom category. The ellipsis icon 324appears, as shown in the following figure. Click the ellipsis icon. The Rename button appears. Click Rename.

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  2. In the dialog box that appears, enter a new category name and click OK. 5476

Delete a category

Note

You cannot delete a user attribute category.

Procedure

  1. Move the pointer over the custom category. The ellipsis icon 324appears, as shown in the following figure. Click the ellipsis icon. The Delete button appears. Click Delete. 7345

  2. If a category does not contain tags or subcategories, the category will be deleted directly.

    If the category contains tags or subcategories, click OK in the dialog box that appears. The tags of the original category are moved to Unclassified. The subcategories of the original category replace the tags of the original category. 23

Modify tags

Supports editing of imported user tags and custom tags:

  • Click Edit in the Actions column corresponding to an imported tag. In the dialog box that appears, modify the tag name, tag category, tag type, and description. Click Save. 1

    Note

    After you modify the tag type, the modification takes effect only after scheduling again.

  • For a custom tag, click Edit next to the tag to go to the edit page. You can modify the tag configuration in the same way as when you create a custom tag. For more information, see Create tags.

    Note

    The tag field cannot be modified.

View tag details

Click Details in the Actions column of a tag to go to the tag details page. The page displays the basic information about the tag, the distribution of the tag population, and the tag history details, as shown in the following figure.

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  • Basic Information: displays the tag coverage, usage, update information, and creation information.

  • Tag Number Distribution: displays the coverage of each tag value. When you move the pointer over the graph of tag values, the specific number and coverage will appear. You can switch between chart and list formats, and switch the sorting mode, as shown in the following figure. 12

    • For text type and multi-value type tags: Ascending order by the number of people covered or descending order by the number of people covered. A maximum of 15 values with the highest coverage are displayed. If there are more than 15 values, the coverage data of the remaining values are added together and displayed as the "Others" tab value.

    • For numeric tags: By default, all numeric values are grouped and displayed by group. You can set the grouping interval, as shown in the following figure. You can order by number of people covered, by number of people covered, by tag value, or by tag value. 2354

    • For time tags, you can group time tags by day, month, or year. You can sort by time in ascending or descending order. A maximum of 15 groups with the highest coverage are displayed. If there are more than 15 groups, the coverage data of the remaining groups are added together and displayed as "other" groups.

  • Tag history details: For text, multi-value, and numeric tags, you can display the coverage history data of tag values in the last 15 days, last one month, last two months, and last three months. When you move the pointer over the graph of tag values, the coverage appears. A maximum of five tag values can be displayed. You can select which tag values to display, as shown in the following figure. 879685746

    Note
    • For numeric tags, they will be displayed by group. The group settings are the same as those in the tag population distribution.

    • For time tags, the tag history details are not displayed.

Filter people by tag

Click Filter in the Actions column corresponding to a tag to go to the Group Filtering page. By default, this tag is selected for filtering. For more information about tag filtering, see Tag filtering.

Update custom tags

Custom tags can be updated manually regardless of whether they are automatically updated. Click the 21icon of the tag and click Update. The tag is updated immediately. image

You can select multiple custom tags and click Batch Update below the tag list.

In addition, for imported tags, the tag value is updated with each import schedule of the data table.

Authorization

After the user tag table is scheduled and imported, administrators can use and manage data. By default, non-administrators cannot use or manage data. The administrator can grant permissions to members or member groups of the workspace, so that authorized members can also use and even manage authorized data.

authorization management permissions and usage permissions

Grant the following permissions on tags to non-administrators:

  • Use permission: the permission to use tags in scenarios such as perspective analysis, crowd filtering, Kafka push, and marketing.

  • Management permission: the permission to edit, authorize, and use the authorized tag.

Note
  • After a non-administrator is authorized, the tag is displayed in its tag list.

  • The administrator does not need to be authorized. By default, the administrator has the management permissions on all tags in the workspace and is displayed in the list.

  • Administrators can also grant row-level permissions on user tags to non-administrators to isolate data. For more information, see Grant Row-level Permission.

The authorization operations for managing and using permissions are similar. Procedure:

  1. Click the 21icon of a tag and click Authorize. The authorization page appears. By default, the tag is selected for authorization. image

    You can also select multiple tags and click Batch Authorize in the lower part of the tag list. image

  2. Select Manage Permissions or Use Permissions.

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  3. Select the source table or custom tag category of the tag.

  4. Select the tags you want to authorize. You can select multiple tags or select 「All tags (including future additions)」.

    Note

    If you choose 「All tags (including future additions)」, you can authorize all tags in the selected source. Subsequent new tags in this source will be authorized by default, without the need to re-authorize the added tags to the user.

    No matter which tag is authorized, the user's QAID will be authorized at the same time by default. Otherwise, a user cannot be uniquely identified.

  5. Only By Member is supported.

    The authorized member accounts with the selected tag and the authorization validity period are displayed in the lower part.

    Note

    If you select multiple tags, the accounts that are authorized for multiple tags are displayed below. If the validity period is empty, the validity period of multiple tags is different. Please view the specific validity period by tag.

  6. To cancel the authorization, click Remove in the Actions column corresponding to the account to cancel the authorization. The authorization immediately takes effect.

  7. Authorization: Select the account to which you want to grant permissions. You can select multiple accounts, specify a validity period, and then click OK.

Authorize row-level permissions

Compared with simple Authorize Management or Usage Permission, row-level permission authorization facilitates data isolation.

For example, the user tag table contains the user data of multiple brands and regions under the group. You want to authorize only the user data of brand A and North China to an analyst. You do not want an analyst to view the user data of other brands and regions. In this case, you can grant the preceding specified data to an analyst by granting row-level permissions.

Note
  • Before you grant row-level permissions on a tag to a member, you must authorization management the permission or use the permission. Otherwise, you are not authorized to use any data of the tag. Members can use the filtered row data only if they are granted the management or usage permissions and then the row-level permissions.

  • If a member has been granted the manage or use permission on a tag, after row-level permissions are enabled for the tag, if the member is not granted row-level permissions, the member can no longer use all data of the tag. Members who have been granted the manage permission can still manage the tag.

Procedure

  1. Click the 21icon of a tag and click Authorize. The authorization page appears. By default, the tag is selected for authorization. image

    You can also select multiple tags and click Batch Authorize in the lower part of the tag list. image

  2. Select Rrow-level Permission. image

  3. Set Controlled Fields: Select a tag source table or a custom tag category. The configured controlled fields are displayed in the lower part. Select the controlled fields that you want to add. You can select multiple fields or remove controlled fields that you no longer need.

    After setting the controlled field, the message "Row-level permission controlled field set successfully" appears.

    Note
    • If you select multiple controlled fields, the authorized rows meet the value requirements of multiple fields at the same time.

    • The selected controlled fields will be valid for all members, that is, different controlled fields cannot be set for different members. If a member does not need to filter rows by a controlled field, select All for the value of the controlled field in Step 6.

    • An increase or decrease in a controlled field affects all rows of the field and takes effect immediately. If you remove a controlled field, the row-level permissions of all rows of the field are no longer restricted by the field. If you add a controlled field, set the authorization value of the field for all members that require row-level permissions. Otherwise, the member has no authorization value for the field and cannot get any rows.

    • Requirements for controlled field type: ID field and date field cannot be selected, that is, the line to be authorized cannot be specified by ID or date.

  4. The authorization method. You can select Member or Member Group.

    Note

    The two authorization methods can be used in a mixed way. Members will have permissions on the rows that are authorized as members alone and the rows that are authorized as members of a member group.

    Click the member or member group to be authorized from the left side. The selected controlled fields are displayed on the right side. Click the controlled field. The drop-down list displays the authorized values, as shown in the following figure.

    In the following figure, the member test4 is authorized to be female or male, and the resident city is Guangzhou, Tianjin, or Wuhan.

    image

  5. As shown in the preceding figure, move the pointer over an authorized value and click the 移除icon to remove the value. The value takes effect immediately.

    If all values are removed, the member has no permissions on any rows.

  6. Authorization: Click a controlled field. All values of the field are displayed on the right side. Select the values that you want to authorize and click Add to add the values to the authorized list. The permissions on the rows that are granted to the members immediately take effect, as shown in the following figure.

    Note

    If you select All and click Add, the member has permissions on all the values of the field, including the values added in the future. This means that the row permissions granted to the member are no longer restricted by the field.

    image

Delete a custom tag

For a custom tag, click the 21icon and click Delete. After you confirm the deletion, the custom tag is deleted. image

You can select multiple custom tags and click Batch Delete below the tag list to delete multiple custom tags at a time. image