Operator guideEN

Auto Tags Manager

Operator documentation for automatic tag rules, including list monitoring, create or edit, queued job control, and manual rule ordering.

How to use this guide

Start with the main guide

Follow the explanation and examples first. Extra definitions and formulas are available below when you need them.

What this module is for

Use Auto Tags Manager to define automatic segmentation rules for CRM users. Operators come here to create a rule, choose which KPI fields should be checked, decide which tags or coupon codes should be added or removed, and control the execution queue when a rule is already running.

Main surfaces

  • Auto Tags Manager / List is the operational inventory for existing rules and job status.
  • Auto Tags Manager / Create is the full rule-builder for a new rule.
  • Auto Tags Manager / Detail is the edit workspace for an existing rule.
  • Auto Tags Manager / Reorder changes the execution or display order of valid rules.

What operators need to know first

  • This module is action-heavy. A rule can be saved, estimated, executed, cancelled, restarted, and reordered.
  • The create and detail screens use the same save flow. The difference is whether autoTagRuleId is 0 for a new rule or a real rule ID for an update.
  • KPI filters are not hardcoded in the page. The source generates the available field list from UserKpiSummary, and the form renders only the KPI fields the operator selected.
  • Job controls on the list screen act on the execution queue, not on the rule definition itself.

Key workflow rules

Create or edit a rule

  • Operators choose the rule name, active and valid flags, tag changes, coupon code changes, and the KPI fields that should be used as filters.
  • After selecting KPI fields, the screen renders matching controls such as numeric ranges, date ranges, booleans, and text arrays.
  • Country, currency, language, top game, and top provider filters use selector controls when those KPI fields are selected.

Estimate before run

  • Estimate impact can be executed from the list or directly from the create or detail form.
  • The estimate does not persist rule changes when the operator is still editing a draft payload.
  • Estimate results are intended for operator confidence checks before queuing a real run.

Run and control jobs

  • Run queues a real execution job for the selected rule.
  • Cancel job and Restart job target a specific job record, not the rule definition.
  • If another active job blocks the rule, the backend rejects the action and returns an explicit message.

Reorder

  • Reorder saves one full ordered list of valid rules.
  • The source normalizes the submitted order and rewrites sort for every valid rule in the payload.
More help

Related pages

Auto Tags Manager / Create

Full rule-builder for a new automatic tagging rule, including priority, tag actions, coupon actions, KPI field selection, and draft impact estimation.

Auto Tags Manager / Detail

Edit surface for one existing auto-tag rule, using the same dynamic rule builder as create but with a persisted rule payload and ID-backed updates.

Auto Tags Manager / List

Rule inventory with search, direct navigation to create or reorder, row-level run controls, and job history or recovery actions.

Auto Tags Manager / Order

Manual drag-and-drop ordering screen for valid auto-tag rules, with a single save action that rewrites sort positions.

Activity Tag Rules

Operator documentation for activity-driven tag automation rules, including list, create, edit, detail inspection, and recent application history.

Activity Tag Rules / Create

Create flow for a new activity tag rule, including optional clone-from-existing behavior, transaction condition testing, and one-or-two-rule save behavior.