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How Do I Create an Automation Object and Rules for Managing Adverts?

Automated ad rules are designed for automating routine actions when managing or setting up your campaign. They control your bid, budget, or Ad Set status based on certain rules you choose.

Action – editing settings of an Ad Set or Ad by the end of a certain period of time.

Action list:

  • Changing Bid
  • Stopping Ad Set
  • Launching Ad Set
  • Stopping Ad Set and splitting Budget among other active Ad Sets
  • Changing Budget
  • Sending E­mail notification

Action Rule – logical assumption regarding parameters of an AdSet during a certain period of time which can be either true or false. Checking conditions allows to determine whether a rule must work or not by the end of a certain period of time.

Automation object is a combination of actions and rules triggering for certain Ad Sets when the given conditions are accomplished once in a certain period of time. It has a schedule and an update period. To change the bid you need to select Manual Bid Type for Ad Sets.

Automation objects can be found in your account.



When you get to the automation managing section you can see the list of existing objects where you can edit them or create new ones.



How to automate your actions and rules for managing your campaigns:

Step 1:

Create an Ad Set using Facebook Auto Splitting. In case you are creating rules for changing the Bid, make sure that it is fixed in each Ad Set. This is necessary for the feature to work correctly.



Step 2:

Select all the necessary Ad Sets to create rules for managing them and click the “Create Automation Object” button right behind the statistics dashboard.



Step 3:

You will see the automation creation window. Write the name in field 1, e­mail for getting notifications in field 2, Ad Sets list in field 3, select the schedule in field 4, Sync period in field 5, and finally the “Add Task” (rule) button and its conditions is marked by 6 in the image below.



Step 4:

After you click the “Add Task” button, you need to select a rule triggering for all of the chosen Ad Sets. This window will come up:



Then you need to add:

  • Action for changing the bid (Change Bid) and the amount by which you want to change the bid in the currency or in percentage:



  • In the Rule Set field, select the element which will be checked:



  • Enter the character of the check:



  • Then enter a value of comparison and a period:



  • You can also add more complex logical expression by clicking the “+Group” button:



This way you are able to set up several rules in one automation object.

Notifications are sent to your e­mail once in a certain period of time.



Strategy example:



Keeping CPA lower than 50 cents while balancing the bid between $1 and $3 with step of 10 cents. At the same time, the initial condition ­reach of more than a thousand people ­must be followed. (One of the main conditions that must be taken into account in the strategy is the initial condition which can obtain the minimum effective statistics for optimisation).


Patrick Luk
July 5, 2017

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