Macros in Sprinklr Marketing (Ads) can be used to make multiple changes to entities with a single click, creating efficiencies in your workflow. You can create, save, and use a variety of macros for different ad entities for various purposes.
You can automate manual actions on-demand across several ad entities at once using macros. For example, you can update the status of multiple campaigns from Active to Paused with a singleclick.
Use of this capability requires that Sprinklr Marketing (Ads) be enabled in your environment. To learn more about Sprinklr Marketing (Ads), please work with your Success Manager.
Users having the Macro Action Only permission will have certain restrictions on using Ads Macros.
Use Cases of Macros in Ads Manager
Manager
Executioner
Quickly make bulk edits to your Campaign, Ad Set, or Ad by using Find & Replace.
Check overspending and handle multiple adjustments by easily updating multiple bidding and budgets by percentage or incremental values.
Define the Macro Action Only role permission within Ads Manager roles to restrict users to only the application of macros even if s/he has all edit permissions in Ads Manager.
Increase your efficiency by saving your most commonly used optimizations and implementing them with just a click of a button.
Easily update custom fields that need revision for all your ads, ad sets, and campaigns.
Click the New Tab icon . Under the Sprinklr Marketing (Ads) tab, click Ads Manager within Analyze.
On the Ads Manager window, you can view all of your ad entities. To apply macros, select the checkbox alongside ad entities (Campaigns, Ad Sets, or Ads) 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.
On the Saved Macros drop-down window, you can search and select from existing Macros. Click Apply to complete the process.
Following the above steps you can do this for Strategy Groups, Paid Initiatives, Ad Sets or Ad Variants as per your use case.
Note: For Strategy Groups the user can only use to make amends to the common fields of Strategy Group Pane & Pacing Control as of now. Macros is not supported for any other optimisation in Strategy Group.
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.
- Click the New Tab icon . Under the Sprinklr Marketing (Ads) tab, click Ads Manager within Analyze.
- On the Ads Manager window, you can view all of your ad entities. To apply macros, select the checkbox alongside ad entities (Campaigns, Ad Sets, or Ads) 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.
- On the Saved Macros drop-down window, click Build New Macro in the bottom left corner.
- 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 quick macro in the future.
- 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.
- 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. 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.
- In the bottom-right corner, select from the below options:
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.
Save and Apply - Click to save and simultaneously initiate the macro.
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.
- Click the New Tab icon . Under the Sprinklr Marketing (Ads) tab, click Ads Manager within Analyze.
- Click the Macros icon in the top-right corner of the Ads Manager window. You can also select Macros from the bottom Edit panel.
- On the Saved Macros drop-down window, hover over a saved macro and click an icon as per the following function:
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.
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.
Delete
Click to delete the macro permanently from your saved macros.
On the Delete Macro Template pop-up window, select Delete to confirm the action.
