Operator guideEN

MKT Groups / Create And Edit

Shared create-and-edit form for a named MKT group, its active status, manual raw tags, automatic substring rules, and effective-tag preview.

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 form does

This shared form creates a new MKT group or replaces the editable configuration of an existing group. It combines explicit Manual MKT Tags with dynamic Automatic Rules and continuously previews the resulting effective set.

Access

  • The create page requires MktGroups:C.
  • The edit page requires MktGroups:U.
  • The original superadmin bypasses these portal checks.
  • Every form request is authenticated and permission-checked again by the admin service.

Fields

Group Name

Required name of the group. Leading and trailing whitespace is removed before save. Names must be unique after normalized, case-insensitive comparison, so a second group cannot reuse the same name with different casing or surrounding spaces.

Active / Inactive

Saved status flag for the group. New groups start as Active. Turning it off saves the group as Inactive; it does not delete its manual tags or automatic rules.

The traced MKT Groups Performance Active Only filter does not read this flag. That report filter is based on whether the row has users or active players.

Manual MKT Tags

Explicit raw tags to include. Start typing to search currently discoverable raw tags. Search waits briefly after typing, requests up to 100 suggestions, and matches text case-insensitively. Existing selected values remain available while editing even when they are not in the current suggestion result.

Manual values are trimmed and deduplicated case-insensitively. The field is a selection list, not a free-text rule editor.

Automatic Rules

Free-text substring rules. Type a rule and press Enter to create a chip. Rules are trimmed and deduplicated case-insensitively. They are not regular expressions, do not support explicit wildcards, and match any currently known raw tag that contains the rule without regard to casing.

Use a specific rule. A broad value such as a may match many unrelated tags and can also cause overlap with another group.

Effective MKT Preview

The preview combines:

  1. every selected manual tag
  2. every current raw tag matched by at least one automatic rule
  3. case-insensitive deduplication of the combined result

It shows Included MKT Count and one chip per effective tag. With no manual tags and no rules, the browser clears the preview locally and shows No effective MKT tags selected.

After a manual tag or rule changes, preview waits about 300 ms before requesting the calculated set. Preview is read-only and does not persist anything. A preview warning does not save partial data; fix the source problem or retry.

Saving

Create Group

Creates the group, manual-tag rows, and automatic-rule rows in one database transaction. On success, the browser opens the new group's edit URL.

Save Changes

Updates the selected group in one transaction. The submitted manual-tag and automatic-rule collections replace their existing saved collections. Removing a chip therefore removes that saved item when the update succeeds. On success, the browser stays on the same group URL with the saved id.

Validation and failure behavior

Save is rejected when:

  • Group Name is empty after trimming
  • another group already has the normalized name
  • manual tags or automatic rules are not valid arrays
  • the candidate effective set overlaps another group's effective set
  • the edit id does not identify an existing group
  • authentication, permission, or database work fails

Effective-set overlap errors identify each conflicting raw tag and the group or groups that already own it. The create/update transaction rolls back, so a failed save does not leave a partially updated group or child rows.

Loading and invalid URLs

The edit form shows Loading group... while it reads the saved group. An invalid route id shows Invalid group id and a Back to MKT Groups button. If a valid id no longer exists, the detail/update request fails and no new group is created.

Important caveats

  • Automatic membership can change later as new banking or casino raw tags are recorded.
  • Preview and save calculate against current raw-tag data. A conflict can appear between an earlier preview and a later save if source data changed.
  • Making a group inactive does not remove it, clear membership, or redefine the report's activity-based Active Only filter.
  • There is no delete action and no normal Cancel button on this form.
More details

Definitions and formulas

Open only the section you need. The relevant section opens automatically when you request help for a specific item on screen.

Calculations6 topicsOpen details

Normalized membership inputs

Different casing or surrounding spaces do not create separate manual tags or rules inside one group.

Transform
Trim each value, remove empty values, and deduplicate case-insensitively while retaining one display value.

Discoverable raw MKT tags

This current transaction-derived set supplies manual suggestions and the candidates tested by automatic rules.

Transform
Union distinct trimmed non-null, non-empty MKT tracking tags from banking and casino transactions; optional search is a case-insensitive contains match.

Automatic rule match

Automatic Rules are case-insensitive substring rules, not regular expressions.

Transform
A raw tag matches when lower(raw tag) contains lower(any saved rule).

Effective MKT set

Final tag ownership used by preview, Included MKT Count, overlap validation, and downstream group reporting.

Transform
Effective MKT = case-insensitive distinct union(normalized manual tags, all matched raw tags).

Included MKT Count

One raw tag is counted once even when it is selected manually and matched by one or more rules.

Transform
Count the entries in the deduplicated effective MKT set.

Cross-group ownership conflict

A raw MKT tag can be effectively owned by only one saved group. The error lists each conflicting tag and existing group name.

Transform
Compare the candidate effective set case-insensitively with every other saved group's current effective set; reject save when any tag intersects.
Fields9 topicsOpen details

Group Name

Required saved name. It is trimmed and must be unique under normalized case-insensitive comparison.

Data Type
string
Editable
true
Required
true
Validation
Empty after trimming is rejected., A normalized duplicate of another group name is rejected.

Active / Inactive

Saved group-status flag. New groups default to Active; switching it off does not remove membership configuration.

Data Type
boolean
Editable
true
Default
true
Caveats
The MKT Groups Performance Active Only filter is based on row activity, not this field.

Search raw MKT

Draft autocomplete search. It is trimmed after a 250 ms delay and requests up to 100 current raw-tag suggestions.

Data Type
string
Editable
true

Manual MKT Tags

Explicit raw marketing tags included in the group's effective set.

Data Type
multi-select
Editable
true
Normalization
Values are trimmed, empty values are removed, and duplicates are removed case-insensitively.
Caveats
Suggestions come from non-empty distinct transaction MKT tags; this field is not the free-text automatic-rule editor.

Automatic Rules

Case-insensitive plain-text substring rules used to include matching current raw MKT tags.

Data Type
free-text-chips
Editable
true
Normalization
Rules are trimmed, empty values are removed, and duplicates are removed case-insensitively.
Caveats
Rules are not regular expressions and a broad rule can match unrelated tags.

Effective MKT Preview

Distinct union of selected manual tags and current raw tags matched by at least one automatic rule.

Data Type
read-only-list
Editable
false
Caveats
Preview is recalculated after a 300 ms delay and does not save the group., Automatic membership can change when the raw transaction-tag source changes.

Included MKT Count

Number of distinct tags in Effective MKT Preview; zero when both source collections are empty.

Data Type
integer
Editable
false

Preview warning

Warning returned when the effective-set preview request fails; it does not indicate that anything was saved.

Data Type
message
Editable
false

Save error

Validation, conflict, permission, or request error shown after Create Group or Save Changes fails.

Data Type
message
Editable
false
More help

Related pages

MKT Groups

Operator guide to grouping raw marketing tracking tags into stable reporting groups by explicit membership and automatic text rules.

MKT Groups / List

Paginated list of named MKT groups with status, automatic rules, current effective-tag count, search, refresh, create, and edit controls.

Affiliate Deals / Form

Create and edit form for affiliate deals, including PID, date window, commercial terms, and responsible person.

Affiliate Payment Settings / Form

Create and edit form for one affiliate payment-setting record, with visible PID targeting, minimum deposit threshold, and active-state control.

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.

Automatic Withdrawal / Form

Create and edit form for one automatic-withdrawal rule, including thresholds, KYC, countries, methods, tags, and per-currency limits.