Actions Available for Ad Entities in Ads Manager

Updated 

3 months ago

From the Ads Manager, there are a number of actions you can take to manage and edit existing Campaigns, Ad Sets, and Ad Variants. You can take action on individual Campaigns, Ad Sets, and Ad Variants, or you can select multiple entities to apply actions in bulk.

In this article, we will look at the following Ads Manager capabilities:

  • The different actions possible to manage Ads

  • The View & Edit Pane

  • The Creative Preview Pane

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Use of this feature requires that Sprinklr Marketing (Ads) is enabled in your environment. To learn more about Sprinklr Marketing (Ads), please contact your Success Manager.

- Click the New Tab icon Space Add New Tab Icon. Under the Sprinklr Marketing tab, go to the Advertising tab and click Ads Manager within Analyze.

- From the top-left corner of the Ads Manager window, select the ad entity you would like to take action on.


Navigating to different Ad Entity level to manage

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- Hover over the Options icon Space_Icon_Options (Vertical).png alongside the desired ad entity to view the available actions. For more information on the description of the available actions, scroll down.


Viewing available options to manage ads

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Descriptions of actions

Term
Description
Go to

Click to view the respective Campaign, Ad Sets, or Ads for a particular ad entity.

Update Status

You can take this action inline from the Status column or within the View and Edit (add link) pane. You can select from:

  • Active

  • Pause

  • Archive

  • Delete

  • Completed

Note: Once archived, an ad entity cannot be made active again.

Clone (add link)

Click to make copies of an ad entity. You can select from:

  • Quick Clone - Create a direct replica of a Campaign, Ad Set, or Ad Variant.

  • Clone - Clone a Campaign, Ad Set, or Ad Variant making quick changes.

Note: If you change the Objective of the ad campaign while cloning, the Optimization Goal will also change to the default optimization goal for that Objective.

Use as Template (add link)

Click to clone a campaign by using either its initial or current state as a template in the Ads Composer. This feature is only available at the Campaign level.

Create New Ad Sets & Ads / Create New Ads

Click to add Ad Sets or Ad Variants to an existing campaign or multiple campaigns at one go or add an Ad Variant to an existing Ad Set or multiple Ad Sets at one go.

​Apply Smart Rules (add link)

Click to apply Smart Rules to your ad entities.

View Insights

Click to view the reporting insights for one or more Campaigns, Ad Sets, or Ads in the Reporting dashboard.

View on Channel

This will redirect you to the respective social channel where you can have a preview of the Ad. Note that you will need to have the relevant page access in order to leverage this capability.

Copy Links

Click to copy the link of your Campaign, Ad Sets, or Ads.

View Campaign Summary

Click to view the summary of your campaign.

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- Click the View & Edit icon Hyperspace View And Edit alongside the desired ad entity to view and edit your Campaign, Ad Set, or Ad Variant details and take actions within the Edit pane.

The redesigned View and Edit Pane in Ads Manager

Tip: The Creative Preview pane within the View and Edit window hosts several capabilities as well that you can leverage as per your use case. To learn more, see Creative Preview Pane (add link).

Term
Description

View & Edit Icon

Click this icon to open the Edit pane to the right.

If the View & Edit Pane is open, you will not be able to take the following actions from the Ads Manager window:

  • Apply Filters or make inline changes to your ad entities such as Name, Start and End Dates, Status, etc.

  • Clone and Create New Ad Sets & Ads actions from the Options menu.

Search

Enter the keyword to search across the selected ad entity levels. This will display any ad entity within the edit pane that matches the keyword.

Ad Entity Levels

This is displayed irrespective of the level on which you are editing. It provides detail on the number of selected Campaigns, Ad Sets, and Ad Variants. Additionally, clicking on each level will highlight the ad entities belonging to that level.

This pane will house all selected ad entities as per their hierarchy in an organized structure, i.e.

  • Campaigns

    • Ad Sets

      • Ads

Selected Ad Entities

You can easily navigate between the ad entity levels from the same pane rather than having to switch from the Ads Manager window. Additionally, selecting more ad entities from the Ads Manager window will continue to add them to the pane simultaneously for you to edit.

Note: Any cross-channel bulk editing will only be applicable for fields that are unique to the selected ad entities.

Ad Entity Actions

Click the Options icon Space_Mobile_Options.png alongside the ad entity you want to take an action on. The following actions will be available for the supported levels, all within a single workflow:

Quick Clone

This will immediately recreate an exact copy of the Ad / Ad Set / Campaign that you would like to duplicate. This offers greater flexibility in configuring the Ad / Ad Set / Campaign details after which a copy of the configured clone is created.

Clone

You will need to configure the changes and specify the number of clones on the Duplicate pop-up window. Note that this will not open the Quick Ad Publisher (add link).

Copy

This will allow you to copy the Ad Set/Ad and paste it into another Campaign/Ad Set/Ad based on the copied level within the same workflow.

Paste

This is a hand-in-hand capability with the Copy action. You will need to select this option within the level where you want the copied entity.

Create New Ad Set & Ad / Create New Ad

This will allow you to create a new Ad Set and an Ad from scratch within an existing Campaign with a single click from the View and Edit workflow. For Ad Sets, you can create a new Ad from scratch within an existing Ad Set.

Note that few ad entity capabilities like Duplicate, Copy, Paste, and Copy Links will not be supported for new entities.

Copy Links

This will allow you to quickly copy the link of an ad entity in case you would like to share it with your team.

Edit Pane

All your edits can be made in this single scrollable pane and you do not have to travel across multiple tabs. Make your changes in bulk across multiple ad entity levels all at once and save the changes at the end within a single workflow.

Summary/Creative Preview

This pane will house a preset summary card for your Campaigns and Ad Sets, denoting the details of the account, campaign objective, status, reach, budget, etc. For Ad Creatives, this pane will show a preview of the creative as seen in Ads Composer. For more information see Creative Preview Pane (add link). You can also update their status from the Status drop-down menu of that particular ad entity level.

Edit Pane Actions

Select from one of the icons below to take the corresponding actions:

Expand Edit Pane in Hyperspace

Hide Campaign Structure

Click to collapse the pane housing the different campaign levels.

Expand Preview Pane in Hyperspace

Hide Preview

Click to collapse the preview or summary pane of the campaign.

Export from View and Edit pane

Export

Click to take an export of your ad entities present/selected in the navigation pane.

Hyperspace_Close.png

Close

Click to close the Edit pane.

Other Functionalities

All other functionalities will be displayed within this pane for quick and easy access.

  • With a brand new reporting view, the Analytics tab will provide an immersive reporting experience within the Ads Manager. You can select the metric of your choice to view insights on and also switch between currencies.

  • Create or Apply Strategy Groups (add link) to your campaigns directly from the Strategy tab.

  • The Activity tab will provide a compact view of the audit trail in a better readable format.

Review Changes

Click to view all the changes you have made in an enhanced Review window. Here you will find the various level-wise changes in an organized collapsible format for better readability.

You can also go back to the View & Edit pane from this window in a single click and make further changes to your ad entities.

Creative Preview Third Pane

Term
Description

Creative Preview Pane

Once you are at the Ad level within the View and Edit window, you will find this preview pane for your ad creative.

Export Creative Preview

Click to take an export of the creative preview. This is similar to taking export of ad creatives in the Creative Library. For more information, see Export Ad Creatives.

Creative Status

This refers to the status of your ad creative. You can also update the status from the drop-down menu.

Placement Preview

Select from the different placement variations from the drop-down menu to view its corresponding preview. You can also navigate across the previews by clicking the Forward / Backward arrows alongside.

More Options

Click to access more options for your ad creative, some of which are listed below:

  • Open in Facebook Ads Manager

  • View in Facebook News Feed (Desktop)

  • View Post Permalink with Comments on Facebook

  • View Post Permalink with Comments on Instagram

  • Share Preview Link

  • Link URL

  • Permanent Link to Ad Preview

  • Test Lead Form URL

This capability will provide options depending on the social channel where your ad is published.

Preview Card

You can see how your ad creative will look on the native channel via this preview card.

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