When you have your automations set up, you can monitor them in Automation Overview to:
Ensure you don't miss out on crucial automation types
Assess automation performance and activity
Optimize your automation tactics
Collaborate with your team
Ensure you don't miss out on crucial automation types 🕵️
From Automation Overview, you can see what automations you have running and easily launch missing automation tactic types.
There are four main types of automations you can see data for:
If you don’t have any automations set up, you can create them.
Click on the “Create Tactic” button below each category to navigate to the automation wizard where Madgicx configures a pre-built automation, using data from your account. Below is an example of what you will see if you want to create an “Increase Budget“ tactic from the Automation Overview.
Follow the steps and make amendments where necessary to create and launch the tactic.
You can always launch more automations from the dashboard via the “Create Tactic” button in the top right of the Automation Overview. Doing so will take you to the automation creation menu, where you can select which automation you want to set up.
Assess automation performance and activity
Automation Overview is your go-to dashboard to see how your automations are impacting the performance of your ad account. See how:
Start and Increase Budget automations help you drive more purchases
Pause and Decrease Budget automations save you money
The chart shows the number of actions launched over a certain period of time. You can change the view by clicking and selecting the timeframe in the top-right corner.
Below the chart, you can see a breakdown of your automations’ activity. Here you can see:
Whether the automation is still active
What the automation is called
The author (creator) of the automation
How many assets the automation has been applied to
How often the automation has triggered over the past 48h or 7 days
What type of automation it is
When the automation last triggered
You can see the name of the author by hovering over their avatar. This feature is for Madgicx users working on one ad account and is relevant principally for ad agencies.
In the “Automated Assets” column, you can click on the icon to see more details on the assets the automation is active on.
⚡ Optimize your automation tactics
You can optimize automation tactics by turning them off if they're not helping and changing triggers and time cycles to fine-tune them. Click the three vertical dots in the table to:
See the changelog of the automation
Edit the automation
Duplicate the automation
Share the automation via link
Delete the automation
The changelog shows the changes the automation made to your assets in more detail. This is handy to see which assets the automation has been triggered for and when.
Editing the tactic will take you to the automation setup, where you can alter the name and the parameters which trigger it. This is where you can act on the insights from the Automation Overview to implement changes.
Duplicating the automation will create a copy of the automation with the word “Copy of” at the start of the name. Duplicate automations that you have you want to run in a slightly modified way or for a different asset.
Sharing the automation via link will allow you to copy the link to share this tactic with another Madgicx user. Once they open the link, the tactic will be created in their account. This feature is great if you have created a pro tactic and want to share it with your colleagues or in the community.
When the person clicks the link, they will be directed to their Madgicx account, where the tactic will be created for them.
Difference with Facebook Ads Manager
Madgicx Automations make you a better media buyer because it saves you time by completing actions in Facebook Ad Manager for you.
Facebook Ads Manager
One-by-one search for specific assets to apply automations
Simple checkbox application of automations to existing assets
No automation overview
Overview of how your automations are performing
No automation templates
Pre-built automation templates
No defaults based on your account’s data
Smart defaults based on your account’s data
Frequently asked questions
Which Madgicx plans include Automations?
Automations are included in the following Madgicx plans:
All-in-One with AI
Click the support icon in the bottom right of your screen to talk to us to find out more.
What should I do if my automations aren’t firing?
Here is what you should do if your automation isn’t firing:
Check your automation settings: Review the automation’s criteria and conditions are correct based on what you want to achieve.
Compare the data: Compare the actual data with the automation rule criteria. If the criteria were met and the automation didn’t trigger, you should get in touch with our support team via live chat.
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.
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
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 🚀
What are automation strategies?
Automation strategies include more options than automation tactics for a more intricate set up. They are made as proven-effective default methods: they populate each condition setup with preset values based on the unique aggregated data of your account. The automation strategy templates apply to any business, and you can use them to manage your assets with one click.
You can search for different automation strategies relevant for your needs by using the filter option on the top widget.
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.
How often do Madgicx’s automations trigger?
Madgicx's automation will carry out automated checks based on:
Live performance stats
This means that how often automations trigger depends on how you define the triggers and the times in which they can operate.
Automations perform periodic checks to monitor whether the performance has reached the values you set as triggers (and fire if it has). Some automated tasks reset at a time you select, and some carry out a one-time permanent action.
In Automation Strategies and Custom Automation, you can also define the hours and days in which the automated rules can monitor performance and fire.
How much data do I need to have to select a metric for an automation tactic?
For prebuilt automation tactics, the relevant event needs to have been triggered at least once in order to select a metric for a tactic. For custom automations, however, any metric can be selected whether or not the event has been triggered before.
Can I create an automation to equally distribute the budget across all the ads within an ad set?
Unfortunately, it’s not possible to control the budget at an ad level, so you can’t set up an automation to do this.
We do have a workaround for you, though 🤓
You can ensure each ad has the same budget if each ad set only has one ad in it. This ensures that the ad set budget is allocated to the single ad entirely.
Can I use HYROS purchases instead of the regular Meta purchase metric in automation tactics?
HYROS metrics are not available in prebuilt automation tactics. However, you can easily recreate it using the HYROS sales metrics (sales, unique sales, sales day of click) in custom automation tactics.