Function overview
In the Quick Tracking collection management platform, we use plans to manage the tracking of a group of pages. Because different channels or products in our applications usually consist of multiple pages, we introduce the concept of schemes to facilitate management. Users need to create a scheme first, and then manage your pages and tracking under the plan.
Actions guide
1. Page composition
"Plan management" is mainly composed of the following parts:
Application filter box: displays the schemes of all applications in the current organization by default. You can also filter applications to view the schemes of an application separately.
Scheme search box: you can search for events by keyword;
Scheme Operation Area: click the button to add a burial point scheme;
Scenario display area: displays the information of all scenarios. You can click Select Display Columns to select the displayed fields. Click a scenario name to drill down to the 「Event Management」 page of the scenario. Similar to the Event Management module, you can add, edit, and delete events, as shown in the following figure.
2. Function actions
「2.1」 New tracking plan
Click "New tracking plan" button. The page for filling in scheme information will pop up. The following describes the key information to be filled in for creating a scheme.
1. Plan Name: Enter a custom name.
2. Owner and Maintainer: By default, this is the user who is currently logged on. You can also select other users in the system as the owner or maintainer. Owner is the administrator of the scheme permission and is responsible for the subsequent approval of the scheme permission application process or can actively authorize other users to this tracking scheme.
After filling in the above information, click the "OK" button to create a new plan.