What are automated rules?

Ad automation rules can free you up from constantly tracking your ads performance, as you can just set the rules that are activated when your ad meets defined conditions. E.g. if your ad performs poorly, it can be paused and vice versa, when it’s doing great, you can increase budget for the ad or launch previously paused campaigns.

Reveal Automation also sends notifications to your team’s Slack where you and your team can see why an ad was paused right away.

How does Reveal automation work?

Now when you’ve got the idea of why automation is a great time and money saver, let’s get to the mechanics of it.
Below, we will show the elements of the New Automation Rule page and explain what each of these items is responsible for.

Ad account

Here you pick your Facebook ad account that you set your rules for. 

Note: You can connect your Facebook account to Reveal and then pick what ad accounts you want to connect to Reveal.

Rule applies to

This is the section where you define what exact instances you apply your rules to, whether it’s all campaigns, certain adsets from different campaigns or a specific ad.

You start with defining the level that the rule is applied to.

If you choose campaigns, Reveal would apply to all the campaigns that you pick.

If you pick advert sets, your rules would be applied on an ad set level, so if you select a campaign, the rule would be applied to all ad sets in that campaign. The same logic applies to ads. 

After defining the level, you can pick specific campaigns, advert sets or ads. 

Note: you can choose ads from multiple advert sets, i.e. pick a couple from one advert set, then go to another adset and pick ads there.

Tasks

We got to the core, tasks and conditions.  
First, you choose the action of a rule: pause, start or increase/decrease budget or bid.

You can have multiple conditions in your rule and you can define whether you need all of them to be met in order for the rule to be triggered or at least one of them. That’s why you either choose “All conditions match” or “Any condition matches”.

Next stop is the very conditions:  
In the first dropdown you pick the metric, next you set its condition. Say CPC is greater than $2.
By clicking Add Condition you can define another condition, e.g. Spend > $1,000.  
So if we translate our example rule, we get the following:  I want to pause this ad if its Cost Per Click is greater than $2 and if I spent over $1,000 at the same time. 

As you’ve probably guess from the Add Task button, you can have multiple tasks added within one rule. So you set the condition when you want your ad to be paused, started or when you want your budget increased – all in our rule.

Nested rules
One of our advanced features is an embedded/nested rule, which basically means you can have a rule within another rule. Click Add Group to create an embedded multi-condition rule.

Attribution window

You can choose how to attribute user interactions with your add separately for views and clicks. 

E.g. if you keep attribution window as 1 day after clicking an ad and 28 days after viewing ad and your user converted within that period then that converted customer will be attributed to that add. But if a user becomes paying customer after on second day after clicking an ad or 30 days after viewing it, then that converted user won’t be attributed to the ad you set the rule for.

Notify to Slack

You can choose where you want to be notified once the rule has been triggered.
 In our example we’ve picked marketing channel in Slack, so that the whole marketing gets the alert when something is up.

Name and schedule

A name will be created by default containing the conditions you have, but you can come up with a custom name to be able to find it in the list of all automation rules you've created.  
By using Continuously/Schedule switch you can define whether you want the rule to run continuously or within a set date range.

What happens then?

Once you've created the rule, Reveal will keep checking your campaigns to see whether they meet defined conditions. Once the conditions are met, your rule will be triggered and you'll get a notification in the Slack channel you picked.

Ready to create one yourself?

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