Quick Tracking:Channel Management

Actions guide

The main aspects of channel tracking (management) and analysis include:

1. Identify the served application or page that requires integration Quick Tracking SDK

2. Sort out channel-level relationships and tag fields to identify the dimensions that need to be used to locate a delivery point in subsequent analysis.

3. Manage channel parameters in the Quick Tracking Attribute Management module

4. Create and deliver links in Quick Tracking channel link management

5. Analyze in each Quick Tracking analysis model

「Channel Management」 function path: 「data tracking」-「tracking management」, before the release, you need to 「channel management」 function to manage channel properties, promotion objects and promotion, the detailed operation of each link is described as follows:

Channel attributes management

Preset and custom attributes

The Quick Tracking system provides five preset channel attributes. We recommend that you use the system preset attributes to make it easier to use and display. If preset channel attributes cannot cover your parameter requirements, you can also create custom channel attributes.

Note that the channel attribute key (property name) must start with utm_and cannot use the preset fields utm_0 to utm_9.

The following table describes the preset channel attributes.

Create a channel attribute

Quick Tracking supports two modes of creating channel attributes: manual creation and batch import.

To manually create a channel attribute, you must specify the following information:

• Attribute Key: the encoding of the attribute. It must start with utm_. It can contain only letters, digits, and underscores. It cannot contain Chinese characters, spaces, or single quotation marks (_). Special characters such as hyphens (-) are not supported.

• Property Name: the Chinese display name of the attribute code. It is used for display during analysis.

• Property Description: the description of the required information about the attribute.

• Attribute value type: Channel attributes only support the string type.

• Default verification rules: used to verify the reported attributes during tracking verification. For more information about the rules, see Batch upload template.

• Effective Scope: Based on the organization application permissions of the current account, you can select All Organizations Effective or Some Applications /Platforms Effective

Batch Import:

• Effective Scope: After the entire organization switch is turned off, you need to select a single application or multiple application effective scope. After the entire organization is turned on, the entire organization takes effect.

• Update method: Incremental update. If the uploaded attributes are duplicated with the managed attributes and the effective range is inconsistent, the effective range is added to the original effective range. Overwrite update. If the uploaded attributes are duplicated with the managed attributes and the effective range is inconsistent, the effective range is used to overwrite the original effective range.

• Upload a file: Click Download Template File, enter the information, select a range, and then confirm the upload (the number of attributes at a time cannot exceed 1000).

Attribute value management

Channel attributes support attribute value management, manual creation and batch import.

Click "Batch Import". On the Batch Import page, you can download a template for maintaining attributes. Enter the attribute values and display names in the template and select an update method.

• Update Method: the update method is divided into 「Delta Update」 and 「Overwrite Update」.

「Delta Update」: Incrementally appends the current data. If the uploaded file contains the current existing attribute value, it is considered to be modified

「Overwrite Update」: Only the uploaded file content is retained. Existing data is cleared.

Manage promotion objects

In order to help you maintain and manage promotion objects (APP /mini programs /web) in a unified and convenient way, you can create and manage promotion objects in 「promotion objects」. In this way, business personnel do not need to frequently ask technical fields (such as small program AppId) required for technical support personnel delivery when they carry out multiple subsequent promotion and delivery, improving the efficiency of promotion and delivery.

1. When you create a promotion object, you must enter or select the following information:

• Application Name: Select an application that has been created in the current organization.

• Platform Name: You can select a platform that has been created in the current application. Note: The same platform can only be maintained as one promotion object and cannot be maintained multiple times.

  • Special Note: If you do not want to create promotion objects for different platforms on the APP side, you can select "All Platforms" in the platform name list. Promotional objects of the "All Platforms" type cannot be separately filtered out in the "Platform Type" of the channel link list.

• Promotional Object Name: You can customize the name of the promotional object.

2. Required configuration information: For different client types, enter the configuration information as needed.

This link may involve technical fields, which can be provided by contacting the client developer. For more information about access_token authorization for mini programs, see the following section.

WeChat mini program access_token authorization method description

For the access_token authorization of WeChat mini programs, Quick Tracking provides two authorization methods: "obtain from the central control server" and "obtain directly from the official". We strongly recommend that you use the "central control server" authorization method. (Click to view the official suggestion of WeChat public number: public number developers use the central control server to obtain and refresh the access_token. The access_token used by other business logic servers comes from the central control server and should not be refreshed separately. Otherwise, conflicts may easily occur, resulting in the overwriting of the access_token and affecting the business.)

1. Obtain data from the central server

• Address of the central control server: please refer to the following format and provide relevant information.

https://${domain}/${custom path}?appId=${appId}&token=${token}
or
https://${domain}/${custom path}/${appId}?token=${token}) 

• access_token parsing: The reference format is data.access_token.

Developers are requested to provide a parsing field according to their own system JSON format. If the format is as follows, this field is: a.b.c.accessToken

{
  "a": {
    "b": {
      "c": {
        "accessToken": "123456"
      }
    }
  }
}

2. Obtain the access token from the official account.

Enter the AppId and AppSecret of the WeChat mini program.

Note: If you obtain the access_token when you develop a mini program, Quick Tracking directly obtains the access_token from the official account. This invalidates the access_token obtained in your business scenario. Therefore, we recommend that you use Method 1 to obtain the access_token from the central control server.

Promotion Plan Management

To facilitate business personnel to clearly manage channel links based on the actual delivery plan, create a promotion plan based on actual needs. In the channel link list, you can filter and manage related links by promotion plan.

Quick Tracking supports two channel link creation modes: manual creation and batch import. To create a channel link, you must specify or select Configure Basic Information, Configure Channel Parameters, and Configure Advanced Parameters.

Configure basic information.

• Delivery link name: Used by you to identify this URL. This field must be unique within the organization

• Promotion Plan: You must select a promotion plan that has been created in the channel parameters. If you have not created one, you can go to 「Channel Parameters-Promotion Plan」 to create one.

• Promotion Object: Select a promotion object that has been created in the channel parameter. If you have not created it, you can go to 「channel parameters-promotion object」 to create it.

• Promotion target page: the original URL used for this delivery.

  • When the channel type is APP general channel: the promotion page address must start with http:// or https://, such as Android or iOS download address, application treasure micro download address, and intermediate jump URL. Note: This page requires integration with the Web SDK.

  • When the channel type is Web universal channel: the promotion page address must start with http:// or https://

  • When the channel type is mini program general channel: the page path of the mini program (path), click How to Obtain

Configure channel parameters

You can use system preset parameters or select custom parameters. Custom parameters must be created and managed in the 「Channel Attribute」 in advance.

• When you enter a parameter value, you can select a channel attribute value that has been managed, or you can enter it manually.

• We recommend that you use letters and digits as the parameter value. Do not use Chinese characters as the parameter value. If business personnel want to view Chinese attribute values during analysis, they can use the attribute value management function to map and manage parameter values.

• We recommend that you use the preset channel parameters first. If you require a large number of field identifiers, you can create a custom channel attribute.

Configure advanced parameters

1. Promotion link QR Code

Used to generate a unique mapped short chain for a promoted long link. By default, the system automatically generates a link QR code. You can also select Custom.

2. Mini Program Short Link

The WeChat official account Short Link is applicable to scenarios where mini programs are pulled in WeChat. Currently, it is only available for e-commerce mini programs (e-commerce platforms, self-managed merchants, and cross-border e-commerce). If your mini program category is not in this range, this configuration does not take effect. The maximum number of ShortLinks generated by a single small program per day is 1 million (including short-term effective ShortLink and long-term effective ShortLink )

• Short-term validity: Short-term validity ShortLink is valid for 30 days. There is no upper limit on the short-term validity ShortLink generated by a single mini program.

• Long-term validity: A single mini program can generate a total of 100000 permanent valid ShortLinks. Please call with caution.

When importing channel links in batches, you can download the latest channel link template under the current version of the product and fill in the information as needed.

Channel Link

After a channel link is generated, you can view the history, view the link, analyze the jump, edit the link, and delete the link.

1. History: View historical change information for this channel link.

2. Links: View the various types of links available for a delivery

3. Analysis: Click to jump directly to the event analysis, you can view the PV and UV of the current channel link (default is device ID deduplication number).

3. Edit: Click the Edit button to pop up the pop-up window on the right. You can edit the delivery link name, configure channel parameters, keyword, and customize the link QR code. Other options are grayed out and cannot be modified.

4. Delete: Deletion only affects the management of this link on the current page, and does not affect the actual data reporting and analysis.