How to Create and Use Ads Macros

Updated 

2 months ago

​Macros in Sprinklr Marketing (Ads) streamline your workflow by allowing you to implement multiple changes across entities with a single click. You can create and save macros tailored to different ad entities, enhancing efficiency in campaign management. Automate manual actions instantly across multiple ad entities using macros. For instance, you can effortlessly update the status of numerous campaigns, such as changing them from Active to Paused, with a single operation.

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In this article, we explore how macros in Sprinklr Marketing (Ads) enable users to optimize their workflow by automating tasks across various ad entities, thereby saving time and enhancing productivity.

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1. ​Click the New Tab icon. Under the Sprinklr Marketing (Ads) tab, click Ads Manager within Analyze.

2. On the Ads Manager window, you can view all of your ad entities. To apply macros, select the checkbox alongside ad entities and click the Macros icon in the top-right corner of the Ads Manager window. You can also select Macros from the bottom Edit panel.

3. On the Saved Macros drop-down window, click Build New Macro in the bottom left corner.
Building a new Macro from the Ads Manager window4. On the Macro window, under Apply macro to, you can select either from:

  • All filtered Paid Initiatives - This will apply the macro to all the filtered Paid Initiatives on the Ads Manager window.

  • Selected Paid Initiatives - This will apply the macro to only the selected Paid Initiatives on the Ads Manager window.

Tip

Provide a name for your macro in the Name field to use it as a saved macro in the future.

The Macro window to Build a new Macro

5. Select an entity that you want to change from the Select Field dropdown menu. Based on the macro, fill the required parameters. For example, if you select Budget, then in the second field you can select an action from Increase%, Decrease%, Set, or Decrease by and enter the desired value in the third field.

Note

  • You can create multiple macros for the same ad entity by clicking the Addition icon to the far right.

  • You can check the Value Required While Applying box above each macro action to make certain macro actions mandatory; without which one cannot apply the macro.

6. Check the Ask user for confirmation before applying this macro box at the top if you want users to reconfirm the actions each time the macro is applied.

7. Under Sharing and Visibility, select your visibility preferences.

  • Selecting Visible in all Workspaces will allow visibility for all users across the Workspaces.

  • Selecting Workspace(s) will allow visibility for all users within the specified Workspace(s).

  • Selecting Users/User Groups will allow visibility for only the specified user(s) or user group(s) if applicable.

8. In the bottom-right corner, select from the below options:

  1. Save - Click to save a partially filled macro (blank template) for later use. You will be prompted to fill in the action details to proceed. Note that at least one action should be filled for the macro to apply and any other action that is not filled will be ignored during the application.

  2. Save and Apply - Click to save and simultaneously initiate the macro.

  3. Apply - Click to initiate the macro.

Note

Options 1 and 2 will only be available once you provide a name for your macro in the Name field at the top.

Tip

On the Macro window, you can click Macros' statuses in the top right corner to view the status of your macros.

1. Click the New Tab icon. Under the Sprinklr Marketing (Ads) tab, click Ads Manager within Analyze.

2. On the Ads Manager window, you can view all of your ad entities. To apply macros, select the checkbox alongside ad entities and click the Macros icon in the top-right corner of the Ads Manager window. You'll find the macros organized into Favorite and Recently Used groups for easy access.

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3. You can also select Macros from the bottom Edit panel.

4. On the Saved Macros drop-down window, you can search and select from existing macros. Click Apply to complete the process.

Note

Unlike standard Ads Manager edits, you will not have the option to Review your changes before your macro is implemented. However, you can check the Ask user for confirmation before applying this macro box while configuring the macro, if you want users to reconfirm the actions each time the macro is applied.

1. Click the New Tab icon. Under the Sprinklr Marketing (Ads) tab, click Ads Manager within Analyze.

2. Click the Macros icon in the top-right corner of the Ads Manager window. You can also select Macros from the bottom Edit panel.

3. On the Saved Macros drop-down window, hover over a saved macro and click an icon as per the following function:

Space_Icon_Clone.png

Clone

Click to make a copy of the macro.

You can add more macros on the Macro window and save the duplicate macro with/without applying it to the ad entities.

Space_Icon_Edit.png

Edit

Click to edit the existing macro. 

You can add/remove macros and save the macro with/without applying it to the ad entities on the Macro window.

Space_Icon_Delete.png

Delete

Click to delete the macro permanently from your saved macros.

On the Delete Macro Template pop-up window, click Delete to confirm the action.

Manage Saved Macros in Ads Manager

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