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Create behavioral preference tags

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Create offline tags that derive preference values from behavioral data. For example, generate product preference tags based on a consumer's recent 7-day browsing behavior.

Prerequisites

The required behavioral relationship has been created. Create and Manage Behavioral Relationships.

Procedure

  1. On the Dataphin home page, select Tag > Tag Workbench from the top menu bar.

  2. In the top menu bar, select Project.

  3. In the left-side navigation pane, select Tag Processing > Offline Tag.

  4. On the Offline Tag page, click the Project Tags tab. Under the Project Tags tab, click Add Tag.

  5. In the Add Offline Tag dialog box, click Behavior Preference Tag.

  6. In the Basic Settings section, configure the business properties and technical properties for the tag.

    • Business Attributes

      Parameter

      Description

      Tag Name

      Enter a tag name. Supports Chinese characters, English letters, digits, and underscores (_). Maximum 64 characters.

      Entity-Entity ID

      Select the entity and entity ID based on your business requirements.

      Tag Type

      Tags are classified by processing method.

      • Attribute Tag: Describes objective facts about an entity, such as gender or name.

      • Statistical Tag: Derived from calculations on entity behavior or attributes, such as purchase amount in the last 7 days.

      • Predictive Tag: Uses algorithm models to predict entity characteristics, such as a user's province of residence.

      • Composite Tag: Combines multiple tags through rules, such as consumer segmentation.

      Timeliness

      Defines how frequently a tag updates over time.

      • Static Tag: Describes inherent entity characteristics that rarely change, such as gender or name.

      • Dynamic Tag: Updates periodically to stay current, such as order amount in the last 7 days.

      Tag Owner

      Select the owner of the offline tag.

      Tag Description

      Enter a brief description of the tag, within 1000 characters.

    • Technical Attributes

      Parameter

      Description

      Tag Code

      A globally unique identifier that distinguishes tags with the same name. Must start with a lowercase letter. Allows lowercase English letters, digits, and underscores (_). Maximum 64 characters.

      Tag Update Method

      Supports Periodic Update and Manual Update.

      Periodic Update: Automatically updates the tag at scheduled intervals.

      Manual Update: Requires you to trigger each update manually.

  7. Click Next.

  8. On the Processing Logic tab, configure the Processing Logic for the behavior preference tag.

    Parameter

    Description

    Version Number

    Enter a version number. Default: V1. Allows letters, digits, underscores (_), hyphens (-), and half-width periods (.). Maximum 64 characters.

    Behavioral Relationship

    Select the behavioral relationship to process. Create and manage behavioral relationships.

    Note

    If your behavioral relationship was created before Dataphin V3.12, complete its O&M configuration first.

    Behavioral Time

    Supports Specific Time Period, Dynamic Time Period (recent N days), and Based On Calendar.

    • Specific Time Period: A fixed date range, accurate to the second.

    • Dynamic Time Period: Supports selecting Recent, This Year, This Month, and This Week.

      • Recent: Select 7 days, 30 days, 90 days, 180 days, or Custom. Custom values accept a positive integer up to 7305 days (20 years).

      • This Year: Covers January 1st 00:00:00 to December 31st 23:59:59 of this year. Example: 2025-01-01 00:00:00 to 2025-12-31 23:59:59.

      • This Month: Covers the first day of this month 00:00:00 to the last day of this month 23:59:59 of this year. Example: 2025-01-01 00:00:00 to 2025-01-31 23:59:59.

      • This Week: Covers Monday 00:00:00 to Sunday 23:59:59 of this week of this month of this year. Example: 2025-01-06 00:00:00 to 2025-01-12 23:59:59.

    • Based On Calendar: Select Recent 7 days, 30 days, 90 days, 180 days, or Custom. Defaults to the regular calendar. You can switch to other calendars.

      1. Click Switch Calendar.

      2. In the switch calendar dialog box, configure the calendar and filter dates.

        • Select Calendar: Defaults to Regular Calendar. You can switch to other calendars.

        • Filter date: Available filters vary by calendar type.

          • Regular Calendar: Supports filtering by Month, Week, Date. Conditions include Belong or Not Belong.

          • Custom Calendar supports filtering by Date Type or Tag.

            • Date Type: Includes Workday and Holiday.

            • Tag: Includes Include All, Include Any, Not Include.

              Note

              Click Remember Calendar to set this calendar as the default for new Behavioral Preference and Behavioral Statistics tags.

      3. Click Confirm.

    Behavioral Preference

    Select a behavioral preference type: Behavioral Attribute, Behavioral Object Attribute, or Behavioral Object Tag. Define the preference using Maximum Value, Most Frequent Occurrence, or Custom Statistics.

    Note

    The value type is a list.

    • Maximum Data Value: Uses the top N results by data value as tag values.

    • Most Frequent Occurrence: Uses the top N results by occurrence frequency as tag values.

    • Custom Statistics: Supports Absolute Value Ranking and Percentage.

      • Absolute value ranking: Uses top N ranking, Nth ranking, or ranking between as tag values.

      • Percentage ranking: Uses top N% (percentage) or between percentages (%) as tag values.

    Filter Conditions/Custom Statistics

    • Custom Statistics: Configure Statistical Object, Statistical Method, and Sorting Method when using this type.

      • Statistical Object: Supports Behavioral Attribute, Behavioral Object Attribute, Behavioral Object Tag.

      • Statistical Method: Supports Count, Count Distinct, Sum, Average, Maximum, Minimum.

      • Sorting Method: Supports Ascending and Descending.

    • Filter Conditions: Click +add Filter Condition to add filters. Supported types: Behavioral Attribute, Behavioral Object Attribute, Behavioral Object Tag, Behavioral Entity Attribute, and Behavioral Entity Tag. Multiple filters can be combined with Or and And operators. Available conditions vary by tag value type.

      Note

      Filter conditions support calendar-based filtering for behavioral time.

      Lookup table conditions support the following filter types:

      • Single Choice: Equal to, Not equal to, Greater than or equal to, Greater than, Less than or equal to, Less than.

      • Multiple Choice: In range, Not in range.

      • No Selection: Empty, Not empty.

      • Manual Input: Fuzzy match, Fuzzy mismatch.

  9. Click Submit.

    Note

    Before submitting, click Data Preview to verify your configuration.

    After creating the tag, publish it to make it available. Published tags can be used for further processing or audience group selection.

    1. In the offline tag list, click image in the operation column.

    2. In the Publish Tag dialog box, select the tag version to publish.

      Note

      Before publishing, click View Version Comparison to review version differences.

    3. Click Confirm.

What to do next

After publishing, list and manage your tags in the corresponding market for subsequent development. Manage Tags.

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