Channel Management

Overview

Customer acquisition is critical to user growth. Evaluating the effectiveness of each channel helps you calculate the return on investment and optimize your acquisition strategy. Channel management prepares you for channel analysis by letting you manage channel parameters, promotion plans, promotion objects, and channel links for more accurate analysis.

Before you can perform accurate channel analysis, you must complete the preparations in channel management. The following sections describe channel parameters and channel links.

Actions guide

Channel tracking (management) and analysis involves the following steps:

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

2. Define channel-level relationships and tag fields to identify the dimensions needed 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

Access Channel Management from 「data tracking」-「tracking management」. Before delivery, use 「channel management」 to manage channel attributes, promotion objects, and promotion plans. Each step is described below:

Channel attributes management

Preset and custom attributes

Quick Tracking provides five preset channel attributes. We recommend that you use these preset attributes for easier configuration and display. If the preset attributes do not meet your requirements, you can create custom channel attributes.

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.

Channel attribute key	Channel Attribute Name
utm_source	Channel Source
utm_medium	Channel Media
utm_campaign	Promotion activities
utm_content	Promote creativity
utm_term	Keyword

Create a channel attribute

Quick Tracking supports two ways to create channel attributes: manual creation and batch import.

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

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

• Property Name: the display name of the attribute code, used for display during analysis.

• Property Description: a description of the attribute.

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

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

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

Batch Import:

• Effective Scope: When the organization-wide switch is turned off, select one or more applications as the effective scope. When turned on, the scope covers the entire organization.

• Update method: Incremental update — if uploaded attributes duplicate existing ones with a different effective range, the new range is added to the original. Overwrite update — if uploaded attributes duplicate existing ones with a different effective range, the new range replaces the original.

• Upload a file: Click Download Template File, enter the required information, select an effective range, and confirm the upload. A maximum of 1000 attributes can be uploaded at a time.

Attribute value management

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

Click "Batch Import". On the Batch Import page, download the attribute maintenance template, enter the attribute values and display names, 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

To help you manage promotion objects (APP, mini programs, and web) in a unified way, you can create and manage promotion objects under 「promotion objects」. This way, business personnel do not need to repeatedly contact technical support for fields (such as mini program AppId) during subsequent delivery, improving delivery efficiency.

1. When creating a promotion object, enter or select the following information:

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

• Platform Name: Select a platform created in the current application. The same platform can be associated with only one promotion object.

  • Special Note: If you do not need separate promotion objects for different APP platforms, select "All Platforms" in the platform name list. Promotion objects of the "All Platforms" type cannot be filtered by "Platform Type" in the channel link list.

• Promotional Object Name: Customize the name of the promotional object.

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

Some fields may require technical details, which your client developer can provide. For more information about access_token authorization for mini programs, see the following section.

WeChat mini program access_token authorization method description

For WeChat mini program access_token authorization, Quick Tracking provides two methods: "obtain from the central control server" and "obtain directly from the official". We strongly recommend the "central control server" method. (See the official WeChat recommendation: use a central control server to obtain and refresh the access_token. Other business logic servers should retrieve the access_token from the central control server rather than refreshing it separately, which can cause conflicts and overwrite the access_token.)

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.

Provide a parsing field based on your system's JSON format. For example, if the format is as follows, the 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 use this method, Quick Tracking obtains the access_token directly from the official account, which invalidates the access_token obtained in your business scenario. Therefore, we recommend Method 1 to obtain the access_token from the central control server.

Promotion Plan Management

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

Create a channel link

Quick Tracking supports two channel link creation modes: manual creation and batch import. To create a channel link, configure basic information, channel parameters, and advanced parameters.

Configure basic information.

• Delivery link name: Used to identify this URL. Must be unique within the organization.

• Promotion Plan: Select a promotion plan created under channel parameters. If none exists, go to 「Channel Parameters-Promotion Plan」 to create one.

• Promotion Object: Select a promotion object created under channel parameters. If none exists, go to 「channel parameters-promotion object」 to create one.

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

  • APP general channel: the promotion page address must start with http:// or https://, such as an Android or iOS download URL, app store download URL, or intermediate redirect URL. This page must have the Web SDK integrated.

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

  • Mini program general channel: the page path of the mini program. See How to Obtain.

Configure channel parameters

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

• When entering a parameter value, you can select a managed channel attribute value or enter one manually.

• We recommend letters and digits for parameter values. Do not use Chinese characters as parameter values. To display Chinese attribute values during analysis, use the attribute value management function to map parameter values.

• We recommend using preset channel parameters first. If you need additional field identifiers, create a custom channel attribute.

Configure advanced parameters

1. Promotion link QR Code

Generates a unique mapped short link for a promotion 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 Short Link is applicable to scenarios where mini programs are opened 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. A single mini program can generate a maximum of 1 million ShortLinks per day (including short-term and long-term ShortLinks).

• Short-term validity: Valid for 30 days. There is no upper limit on the number of short-term ShortLinks per mini program.

• Long-term validity: A single mini program can generate up to 100,000 permanent ShortLinks. Use with caution.

To import channel links in batches, download the latest channel link template for your product version and fill in the required information.

Channel Link

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

1. History: View historical changes for this channel link.

2. Links: View the available link types for a delivery.

Link types	Description
Long links	The delivery link generated for the promotion page address. Notes: 1. Quick Tracking automatically maps preset channel parameters to utm_1 through utm_5 to shorten the delivery link. 2. If you manually change utm_1 through utm_5 back to the original channel parameter names in the delivery link, Quick Tracking can still recognize them automatically.
Short Link	The short link generated for the promotion page address when "Promotion Link QR Code" is enabled. Takes effect 15 minutes after generation. (Supported by Quick Tracking V2.4.14 and above)
WeChat Short Link	WeChat official Short Link. Short-term ShortLinks are valid for 30 days. Permanent ShortLinks are limited to 100,000 per mini program. Currently available only for e-commerce categories: e-commerce platforms, self-managed businesses, and cross-border e-commerce.
QR Code	Delivery QR code generated for APP and Web.
Small program code	Delivery link QR code generated for WeChat mini programs.

3. Analysis: Click to go directly to event analysis, where you can view the PV and UV of the current channel link (UV is deduplicated by device ID by default).

3. Edit: Click Edit to open a panel where you can edit the delivery link name, channel parameters, keyword, and custom link QR code. Other fields are grayed out and cannot be modified.

4. Delete: Deleting a link only removes it from this management page and does not affect actual data reporting or analysis.