How to use Automation Overview

Automations are included in the following Madgicx plans:

• All-in-One with AI
• All-in-One
• Automation AI
• Automation

 Click the support icon in the bottom right of your screen to talk to us to find out more.

Here is what you should do if your automation isn’t firing:

1. Check your automation settings: Review the automation’s criteria and conditions are correct based on what you want to achieve. 
2. 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. 

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.

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 🚀

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.

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.

Madgicx's automation will carry out automated checks based on:

• Live performance stats
• Time cycles

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.

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.

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.

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.