Tag Filtering

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Filter audiences by User Tags, including User Attributes and Custom Tags, to find users who meet specific tag values. For example, filter members over 18 or regular customers.

All tag field types support filtering, except the ID field declared in the table structure configuration. 筛选八位

Procedure

  1. Choose User Insight> Insight Analysis> Audience Filter. 截屏2024-03-05 12

  2. Click User Tags on the left side, or drag User Tags from the left side to the right side. A tag filter card is added on the right side.

  3. In the Tag filter card, select Tags.

  4. If a tag has the same name, you can filter the source table of the tag to distinguish the tag. To select tags based on different entities, see Group Filtering. 截屏2024-02-28 19

      Note

      The available tags include User Attributes, Tags in the User Tags Table, and Custom Tags. Select a tag group. For more information about tag groups, see Tag Management.

      You can search for tag names or tag groups.

      When you move the pointer over a tag, the data source of the tag is displayed.

  5. For more information about how to set the value of a tag, see Filtering Methods for Different Types of Tags. 23756

  6. Click + Condition to add a condition.

  7. Multiple conditions support AND, OR. The default value is AND. You can click to switch between them, as shown in the following figure.

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    Note

    If you need a difference set relationship between two conditions, you can use cross filtering to filter the two conditions separately as two tag filters, and then use the difference set relationship between the two tag filters. For more information, see Cross Filter.

  8. Press and hold the icon in front of the ddcondition with the left mouse button and drag the condition to adjust the calculation level of the condition.

  9. Click Delete in the Actions column to delete the condition.

  10. After you set the filtering conditions for an audience, enter the audience name and description, select the category where the audience is saved and the associated sub-activities (For more information, see Marketing Campaign Documentation), and set whether to make it public as public audience. Click Estimate to estimate the number of people. Click Generate Audience to save the message. image

Filtering methods for different types of tags

Each tag type supports different filtering methods:

Numeric

Select the filter criteria and enter a numeric value.

The following filter condition types are available. If you select Between or Not Between, enter a value range. image

Text

Select the filter criteria, and then select the tag value.

For filter conditions other than Empty, if you select multiple tag values with an or relationship, the result matches at least one of the selected values.

Note
  • Select a tag value from the drop-down list. You can enter a tag value to search for the tag. The drop-down list displays a maximum of 3000 random tag values. To select a tag value that is not displayed, you must search for it and select it from the search results.

  • To ensure high computing performance, you can select a maximum of 2000 tag values in a filter condition.

image

Batch Input

You can enter multiple tag values at a time. For more information, see.

  1. Move the pointer over the tag Value field and click the imageicon. The Batch Input dialog box appears. image

  2. Enter one tag value in one line in the window, up to 2000 lines, up to 60 characters per line, spaces are not supported. image

  3. After you click OK, you are automatically redirected to the filter page. The tag values that can be matched to the tag data are selected.

Multi-value

A multi-value tag contains one or more values separated by delimiters specified when you Configure User Tag Table Structure.

Select a filter condition, and then select from the deduplicated tag values. 7

The available filter conditions include Include All and Empty, in addition to selecting one or more tag values:

  • Include: If you select multiple tag values and the relationship between the tag values is OR, the filter result matches at least one of the tag values.

  • Include All: If you select multiple tag values and the relationship between the tag values is AND, the filter result matches all the tag values.

Note
  • After you select a filter condition, select a tag value from the drop-down list on the right. You can enter a tag value to search for the tag value. The drop-down list displays a maximum of 3000 random tag values. To select a tag value that is not displayed, you must search for it and select it from the search results.

  • To ensure high computing performance, you can select a maximum of 2000 tag values in a filter condition.

Time

Select a time period for the time tag.

The following setting methods are available:

Note

If you use a relative time, the time range is recalculated each time the audience is updated, and the audience is re-filtered accordingly. If you use a specific time, the results remain unchanged unless the tag value itself changes.

  • Preset time periods relative to the current year. Unlike each year, current year calculates based on the current calendar year and the previous year.

    The previous N days, the previous week, the previous month, and the previous year refer to the current day, this week, this month, the previous N days of the current year, the previous week, the previous month, and the previous year, respectively.

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  • Preset time periods that apply to each year. The filter matches the specified period in every calendar year.

    The first month and the second month refer to the first month and the second month of this month respectively.

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  • Custom time. Three setting methods are available:

    • Specific time: Select the time directly. 3

    • N days ago: N days ago based on the system calculation time. "0 days before" indicates the current day. 4

    • Next N days: the next N days based on the system calculation time. "Next 0 days" represents the current day.