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Where can I see my current automation tactics?

To check the status of each of your tactics, select “Automation” on the left sidebar menu and navigate to “Automation Overview”. 

From here, you can 

  • Turn your automations on and off
  • Search for specific automations
  • See the action frequency of each automation
  • Edit the settings of each automation trigger 

What’s the difference between “AND” and “OR”?

“AND” conditions all have to occur for the automation to fire: e.g., ROAS >3 AND Purchases >100 AND Amount Spent < $1000.

In the example above, all 3 conditions have to be satisfied for the automation to fire.

When using “OR” conditions, the automation will fire if any one of the conditions is satisfied: e.g., turn the ad (back) on if ROAS >1.6 in the last 3 days OR ROAS >1.2 in the last 7 days.

In this “OR” example, reaching a ROAS of above 1.2 over the past 7 days would make the automation fire, even if a 1.6 ROAS wasn’t reached over the past 3 days, and vice versa. 

To switch between AND and OR, click on the text that reads vertically.

Can I disable automation tactics on specific campaigns and ad sets?

In the last step of your automation tactic setup, you have the chance to select the campaigns and ad sets you'd like to run your automation tactics with.

There are 3 levels of selection

  • Deselect
  • Select
  • Auto-select

Auto-select means: whenever you launch a new ad set within a campaign or a new ad within an ad set, the tactic will automatically be applied.

If you are advertising different products with different costs per purchase or have different performance goals for different countries, you can build tailored automation tactics for each country, product, or more.

If you have already launched the automation tactic and want to change the campaigns selected, go to Automation Overview, click on the three dots, and then “Edit” (pencil symbol) next to your automation tactic.

Once you have made the changes you want, save them, and you are good to go 🚀

The automation that I want to select is not available. What should I do?

If you are looking for a pre-built automation tactic or strategy that we don’t have, you can create the automation using custom automations.

If you can’t find the action you want to automate, you’ll need to submit a feature request.

Should I include today’s data when setting up an automation to trigger?

This depends on the amount of data the automation should use when calculating the trigger point. Automations which calculate data using longer-term periods can be skewed by today’s data. This is because today’s data is the most unreliable and can really skew your results.

However, when using short time periods to base data off that leads your automation to firing, you may need to include today’s data to have more complete data and a better picture of your results.

Which custom automations can you create?

There are 24 different actions for custom automations that you can create. You can use these actions to create all manner of automations for different purposes. The amount of actions available depends on the level (ad, ad set, campaign) you create the automation for. 

You can set the following automations to launch when all your conditions apply:

  • Pause - pauses the asset indefinitely
  • Pause for today - pauses the asset for today and restarts it tomorrow
  • Start - launches the asset
  • Set budget - assigns a budget to the asset 
  • Increase budget - gives more budget to the asset
  • Decrease budget - takes away budget from the asset
  • Set bid - assigns a bid
  • Increase bid - increases the bid amount
  • Decrease bid - decreases the bid amount
  • Set bid strategy - assigns an approach (lowest cost with/without bid cap, cost cap) to spending budget
  • Duplicate - creates a new asset identical to this one
  • Set spending limit - assigns a minimum spend target and bid cap (CBO only)
  • Increase spending limit - increases minimum or maximum spend limit
  • Decrease spending limit - decreases minimum or maximum spend limit
  • Remove spending limit - removes the minimum/maximum budget limits
  • Delete - deletes the asset
  • Add to name - adds a text that you specify to the asset’s name
  • Replace text in name - replaces the asset’s name with a text that you specify
  • Optimize gender - optimizes budget allocation based on your performance trends for specific genders
  • Optimize age - optimizes budget allocation based on your performance trends for specific age groups
  • Optimize locations - optimizes budget allocation based on your performance trends for specific countries, regions, and designated market areas (DMAs)
  • Optimize platforms - optimizes budget allocation based on your performance trends for specific platforms
  • Optimize placements - optimizes budget allocation based on your performance trends for ad placement
  • Optimize devices - optimizes budget allocation based on your performance trends for specific device usage

You set the rules according to which the automations trigger, including the performance level and the timeframe.

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