How it works:
The system will increase/decrease your bids (for Google Ads only), turn on/turn off ads, change daily/lifetime budget or alert you if the conditions you set are met.
For example, you can create a rule that will stop ads if this week the ad was clicked no more than 2 times or send a notification to your email if more than $200 has been spent on the campaign this month.
You can set the automated rules for Google Ads, Facebook, Instagram and TikTok Ads.
Watch the video to learn more:
How to set up automated rules:
In the left menu, click "Tools" and then select "Automated rules"
2. Click "Create Rule":
3. Select an account for which you want to configure the rules
4. Select campaigns or ads in this account and click Continue:
5. Create a rule or select a template from the library
6. To create a rule, first select a metric to track and then specify the value of this metric.
7. A rule can consist of several conditions. Just click "Add condition".
Select ”and” / “or” operator by clicking on three dots
8. Select an action:
- Turn on/turn off ads
- Send a notification
- Set/Increase/decrease bid (for Google Ads only)
- Set daily budget (Facebook Ads, TikTok Ads)
- Change daily budget (Facebook Ads)
- Set lifetime budget (Facebook Ads)
9. If you selected "Receive Notification," enter your email:
10. Select how many times a day can a rule be triggered (optional)
This is for rules that change the bidding or budget settings. This setting will prevent ad impressions from stopping, if the rule is set to decrease the bid and will save your budget is the rule is set to increase the bid or daily budget.
11. Specify the period
Indicate the period for which you want to analyze the data on the metrics that you specified in the conditions:
Let's take this rule for example: "Send a notification if the CPC is more than $3." We don't need to know the price of each click, we need to know an average CPC. That's why we need to specify the time range to analyze data.
Which period to choose depends on the task. For example, if we select "Yesterday", then the rule will analyze yesterday's data.
If we know that the data may vary greatly during a week, the data for one day will not work for us. In this case, it is better to choose a longer period — a week.
And if we are interested in data for the entire existence of a campaign or a group, then we can select the "From the very beginning" period.
12. Set a start date, name your rule and click "Create Rule"
The rule will be triggered at the day you set as a start day and will appear on the list. It can be stopped, changed or deleted. Even if the created rule is not started today, it will have the “Turned on” status.
The rules don't work instantly: it takes time to check a campaign and change its settings.
Every 20 minutes, the tool checks if the conditions of the rule are met.
If the conditions are met, the rule is triggered, but not immediately — it also takes time to change campaign settings. Timing varies according to ad system.