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 the defined conditions. E.g. if your ads perform poorly, they can be paused and vice versa, when they're doing great, you can increase budgets, launch previously paused campaigns, or duplicate ad sets.

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

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How does Revealbot automation work?

Automated rules by Revealbot (as well as other Revealbot products) are based on Facebook Ads API, the only thing you need to do is to connect your Facebook ad account to Revealbot.
Below, we will show the elements of the Rule page and explain what each of these items is responsible for.

Rule name

It's recommended to come up with a concise and distinctive name to easily navigate through your list of rules.

Ad account

Here you pick the Facebook ad account you'd like to set your rules for. 

Note: You can select up to 5 ad accounts for the rule. In one rule you can use the ad accounts with the same currencies.

Scope

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

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

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

If you pick ad 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.

There are two types of filtering options available by the click on the + button: you can either choose Select specific items or Add filter providing for several filtering options based on the name, status, delivery, or objective of the entities.

After defining the level, if you choose to use Select specific items filter you can pick specific campaigns, ad sets, or ads from the list or you can select items by name.

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

Add filter provides for several filtering options based on the name, status, delivery, or objective of the entities.

Tasks

We got to the core - tasks and conditions.  
First, you choose the action of a rule: pause, start, increase/decrease budget or bid, duplicate, etc. Here is the list of actions that can be used on each level:

Then you create the logic of a rule. You can have multiple conditions in your rule and you can define whether you need all of them to be met - AND logic - in order for the rule to be triggered or at least one of them - OR logic; also, there can be a set of nested conditions with their own AND/OR structure.

You can see an example of a rule in the screenshot below. That rule will pause an ad set if it spends more than $50 today and if the CPC (cost per click) for that ad set is greater than $3 today.

As you’ve probably guessed from the + Add task button, you can have multiple tasks added within one rule. But for clarity, it's probably better to keep different tasks in different rules - that way you can keep track of how each task works via the logs of the rule.

You can also choose to Browse templates, look through the collection of rule templates, perhaps, pick a task template that fits your current requirement, and add it to the rule you are building by clicking the blue + button.

Schedule

Here you define when and how often your rule will check the conditions. Revealbot picks your current time zone by default so be aware it can differ from your ad account time zone.

You can choose to check the conditions with a certain frequency from 15 minutes to 72 hours. Once you submitted the rule it'll run right away with the frequency you set.

The other option is to run your rule at specific times. On the screenshot below the rule is set so that it'll run at 00:15 once every day, but you can set it up any way you want.

You can also limit the date range when the rule is active. Or you can leave run continuously setting and the rule will stay active till you turn it off.

Notify to Email and Slack

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

Attribution window

Lastly, the Attribution Window - we advise enabling the Use ad set attribution window toggle in order to see the same data in Revealbot logs and your Ads manager. Check out this article for further info: Explaining Attribution window setting

What happens then?

Once you've created the rule and set it live, Revealbot will keep checking your entities to see whether they meet the defined conditions. Once the conditions are met, your rule will be triggered and you'll get a notification in the Slack channel/email you picked.

Ready to create one yourself?

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